For Advisors
Training videos
The Balance Point System
An introduction to the Balance Point System: how to align the interests of owners and managers between entrepreneurs’ three distinct functions.
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Clarifying and Formalizing The Balance Point
Identifying when a Family Business needs to establish the Balancing Point in times of transition.
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Locating the Balance
Identifying where the Balance Point currently exists in the Family Business between ownership, management, and the board, and determining the ideal place of the Balance Point for successful succession.
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Resources
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