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.

The Board School

The Board School was developed to respond to the myriad governance and management issues confronting today’s family businesses, their directors and trusted advisors.


Our expert Advisor referrals can help to make your family business transition as seamless as possible. After 34 years of guiding families through successful transitions, we are happy to recommend other trusted Advisors.

What Our Clients Say

The Balance Point:
New Ways Business Owners Can Use Boards
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Our "Balance System" provides a framework to balance all of the primary issues with every transition: power, money and personal relationships.
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    Hause Family Business Transitions, LP