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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