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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.

Resources

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

I am a huge fan of The Balance Point. Trust that I am well aware of the magic Larry can bring to companies in transition and would not hesitate to recommend him.

Jeffrey A. Redmon

,

Larry – Where to begin… I am amazed or dazed by how this change is unfolding. It is simply beautiful! Your guidance, coaching, and unwavering focus on our needs and desires has seen us through. Your ability to setup the change, present the new system, and handle all the dynamics/behaviors in between has made this all possible. We are grateful for your role in this change.

Nancy Ronning

, IT Manager, Morris, Inc.

Larry is very talented in facilitating family business meetings and makes sure the family is focused and talking about the right issues rather than operations or personal agendas. When we first met Larry nearly 9 years ago, we accomplished more in our first meeting with him than we had in 20 years of combined meetings.

Christie Lloyd Ernst

, Vice President Property Management, Lloyd Companies

This transition was very daunting since there are so many familial and company factors to consider; we could not have implemented this organizational and cultural change without Larry’s direction and insight. I am delighted that my Grandfather’s legacy and vision for the company that he built has been preserved

Tanya D’amico

, Chairperson of the Board of Directors for MaxTech, Inc.

Being faced with the seemingly insurmountable task of leading the charge for a transition and leadership change after losing our father and founder of EDCO, Larry was our beacon and guide. With his OBM methods applied, we have all embraced our new normal. Thanks to him, we plowed through succession issues, family dynamics as it related to our company, and the future legacy we wanted to preserve.

Jan Edwards and Danae Kasbi

, Owners, EDCO Products, Inc.

Larry is a trusted and knowledgeable advisor. I am very thankful for his guidance in navigating us through the process of transitioning our family owned business from a founder led organization into an owner-board-management system of corporate governance. This transition was very daunting since there are so many familial and company factors to consider; we could not have implemented this organizational and cultural change without Larry’s direction and insight. I am delighted that my Grandfather’s legacy and vision for the company that he built has been preserved.

Maxxon

, Tanya D'amico, Chairperson of the Board of Directors for MaxTech, Inc.

Being faced with the seemingly insurmountable task of leading the charge for a transition and leadership change after losing our father and founder of EDCO, Larry was our beacon and guide. With his OBM methods applied, we have all embraced our new normal. Thanks to him, we plowed through succession issues, family dynamics as it related to our company, and the future legacy we wanted to preserve.

Edco

, Jan Edwards and Danae Kasbi, Owners, EDCO Products, Inc.

Larry is very talented in facilitating family business meetings and makes sure the family is focused and talking about the right issues rather than operations or personal agendas. When we first met Larry nearly 9 years ago, we accomplished more in our first meeting with him than we had in 20 years of combined meetings. Our founder was considering giving up ownership to key employees at that time and Larry worked with us to identify other opportunities for key members of management so that we didn’t have to give up control. He helped us put the Balance Point System to work for our business which we have been using for over 6 years now. We continue to use Larry for our annual family business meetings to keep us on track and challenge us to be better owners.

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, Christie Lloyd Ernst, Vice President Property Management, Lloyd Companies

I was fortunate enough to collaborate with Larry in several family meetings with a very challenging family business. Larry is brilliant at separating out business dynamics from family dynamics in a way that both sectors can benefit. He is able to teach at both conceptual and pragmatic levels. He is able to create a safe space for people to communicate differences and is adept at finding the places where ideas and individual histories coincide. He interacts with groups in a way that everyone feels valued. He is a wonderful collaborator in that he both shares information and actively solicits information and thoughts from those he collaborates with. I look forward to working with him again.

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, Terri Finney, Psy.D., Finney Consulting Group

I took a course from you probably 15yrs + ago regarding setting up a Board of Directors. I have used what I learned from that class for probably 15+ years since I took the class. Thank you, it was one of the few courses that I remember.

ICP

, Thomas W. Schaefer, Vice President, ICP Construction

See All Testimonials

The Balance Point:

New Ways Business Owners Can Use Boards

Our "Balance System" provides a framework to balance all of the primary issues with every transition: power, money and personal relationships.

Free Family
Business Assessment

As a thank you for completing our assessment, we'll send you an
autographed copy of Larry's book.