Reading Larry’s book, The Balance Point, gave me a fresh perspective (new insight) on how my business could be run. I truly believe in baby steps, and because of his book and the insights, it made me realize that I couldn’t run the business forever with the passion that I am running it today. (Puts […]
I am a huge fan of The Balance Point.
To ensure the continued vitality of our family business, we coordinated Lloyd Companies’ advisors and family for estate planning efforts and established a governance process within the company by implementing systems from the book “Balance Point”.
Thank you again for meeting with me the other week and for providing me with a copy of your book, The Balance Point. I have read through it and I think that your strategy is not only quite valuable, but very well-articulated. You provide great examples that allow business owners to concretely see where your […]
As a former practicing business and estate planning attorney, and current family wealth planning professional, I have helped closely held and family business owners work through transitions for most of my career. It is important to understand, that despite the best efforts of talented professionals, statistically 2/3 of all family business transitions fail. Why is […]
The Balance Point is an extraordinary resource for business owners and their advisors looking for frameworks and processes to navigate the complexity that a business brings. Cary and Larry have generously translated their decades of experience into highly practical, well thought out models. Within days of reading this book, I leveraged their model of seven […]
As you know, I have used your Balance System for the past several years. You may recall that I am a trustee of a trust that owns a business with about $60 million in revenue. I am also on the board of that company. As the technical “owner” of the business, I needed to make […]
In an economy full of chaos and uncertainty, The Balance Point by Cary Tutelman and Larry Hause offers structure and insight to assist family businesses as they navigate through this transition by providing a step-by-step process for developing a healthy, high performing governance system. Clearly defined governance processes and structures can infuse confidence and wisdom […]
This is an excellent book for the owners (and managers) of a privately held business. The book is filled with practical ideas that can help solve real world problems that are common in a privately held company.
Thank you again for writing ‘The Balance Point’. It’s an excellent resource for any family enterprise that is serious about governance as well as their advisors.