For Family Businesses
Successful transitions involve clarifying the roles, responsibilities, accountability, expectations, and behaviors of everyone involved and preparing them for change.
The Balance System
The Balance System provides the tools, guidance, and expertise to align, or “balance,” the vision, values, needs, and goals of the managers, owners, and family to achieve the vision created by the transition.
Balance Academy
The Balance Academy was developed to respond to the myriad governance and management issues confronting today’s family businesses, their directors and trusted advisors.
Resources
Our expert Advisor referrals can help to make your family business transition as seamless as possible!
