Family Business Services
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.
Client Success Stories
Larry understands the legal rights and responsibilities of owners, directors and managers; the tax consequences of changing ownership.
What People Are Saying
Jan Edwards and Danae Kasbi, Owners, EDCO Products, Inc.
Christie Lloyd Ernst, Vice President Property Management, Lloyd Companies
The Balance Point
The Balance System provides the systematic guidance, means, and expertise needed when roles and responsibilities change.
The Balance System prepares all who are involved – managers, owners, and family – for the changes in leadership, relationships, responsibilities, and accountability that are inevitable with transition. Successful transitions involve clarifying the roles, responsibilities, accountability, expectations, and behaviors of everyone involved and preparing them for change.
Watch a short presentation from Larry at the 28th Annual Family Business Conference where he addresses key questions around choosing a board structure.
As a thank you for completing our assessment, we’ll send you an autographed copy of Larry’s book.