Ben Price Receives Family Business Advisor Certification

Ben Price Receives Family Business Advisor Certification

Provides expertise to help business owners create an exit strategy and succession plan, and to build an advisory board as a roadmap for future transition

.“less than 3% of business bankers have this certification and special training”

February 28, 2012 – San Diego, CA

To better assist his bank clients and prospects, Ben Price has successfully completed the Galliard Group’s respected Family Business Advisor training program.

Getting the best possible return on an investment is good business,” says Mr. Price. “Incredibly, about 65% of business owners have no plan to successfully transition their interests, leaving them unable to retire successfully and unable to leave their legacy in a well-managed, successful condition.”

Having a central “trusted advisor” to coordinate the process is critical to reaching certain desired goals. The Family Business Advisor works together with existing professional advisors to the company, as well as drawing on other important resources all focused on achieving that investment return and securing the business legacy.Company culture and the emotional component come into play in most family businesses.

Working with family and partnership dynamics is an important element that needs to be addressed early in the assessment stage. Although companies know that they need to address the personal aspect of their business, many have not communicated their plans and desired outcomes to their business partners or family members.

Galliard Group’s Family Business Advisor certification program provides a systematic way of identifying gaps in their client companies, and a way to discuss these gaps with the owners and other family members in a way that is constructive and proactive.The Family Business Assessment Tool is the first step in providing owners with a practical roadmap for key areas of their business to successfully transition to the next generation of management and ownership. The Galliard Group and the initial assessment give companies high value for a minimal investment.

Contact Ben Price today at 619 446-5595 or Bprice@regentsbank.com and discover how he can open up new horizons of success for your business.

About Regents Bank

Regents Bank is dedicated to serving small to mid-size businesses as well as those individuals who appreciate truly exceptional service. We offer our customers a unique brand of banking -- Entrepreneurial Banking -- offering strategies and solutions drawn from decades of experience in serving business owners.www.regentsbank.com.

About Galliard Group

Galliard Group’s network of consulting experts partner closely with clients to provide high-quality, customized services, at affordable rates, to build viable, sustainable businesses that positively contribute to the economic and social health of their employees, clients and communities.www.galliardgroup.com.

Contact Ben Price at 619 446-5595 or  Bprice@regentsbank.com

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