1 IDENTIFY

and separate the distinct roles and overlapping responsibilities of each group.

2 Align

the interests of the person within each group through individual and group planning processes that identify common vision, values, needs and goals.

3 Balance

the vision, values, needs, and goals of each group through an evaluation process that requires the groups to adjust their interests based on the capabilities and objectives of the enterprise.

UTILIZED OUR SYSTEM

ENDORSEMENTS

This book is a “must read” for Business Owners and Entrepreneurs. It is a practical and easy to read book with wonderful examples of how family business owners work through transitions. Three fundamental points are addressed – the role of family business owners, board members and senior management and how to reach a balance point between them. This book deals with challenges together with alternatives to overcome it. Congratulations Larry and Cary – This book is now part of my “Dantotsu Collection” (Best of the Best).

Author Bios

LARRY D. HAUSE

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LARRY HAUSE, JD is a nationally recognized family business and wealth transition strategist, attorney and author who specializes in helping owners resolve difficult, contentious and seemingly “impossible” transition challenges in a low risk, highly effective manner.

CARY J. TUTELMAN

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CARY J. TUTELMAN, PhD, is a family business consultant and owner of CJT Company. Cary helps privately held and family businesses grow and move through the complicated web of ownership, management, board, and family issues that transition brings. Cary specializes in designing, integrating and implementing ownership and management plans. He has been actively helping family businesses since 1981.

WE WROTE THE BOOK

Our book offers an owner-friendly,
practical guide on how to use boards
to serve as the balance point to more
effectively run, grow, and transition
family businesses.