Entries by David Shavzin

The Value Track: Exit – Succession Planning / Generation to Generation Transition – A Case Study

Positioning and Growth for Transition CDA, Inc. is a successful health insurance agency with four decades of focus on the health and well-being of their clients. “As we continue to build business value, I am also preparing my fun, travel and family time.” The Challenge – Planning the Transition Erica was not “running out the […]

Breadth of Business Exit Planning / Succession Planning Options – Real Client Examples

In my blog post on Exit Planning and Succession Planning Options, I discussed the many ways to exit your business. When exit planning, we tend to think of simply selling the business one day and receiving a check for the full amount. The reality is quite different. There are so many possibilities, many that may […]

How to Ensure That Your Business Will NOT Grow

“Procrastinate now, don’t put it off” ~ Ellen DeGeneres Ah, procrastination! I have put off writing this blog for too long. But why? “Never put off till tomorrow what may be done day after tomorrow just as well.” ~ Mark Twain   Consequences In business, decisions don’t get made and actions are not taken. Your […]

Ugh! No! Written Procedures? The Most Dreaded Driver of Business Value that You Need to Address

Written Procedures – Don’t leave money on the table in your exit planning and succession planning! If I recommend to a client that they document all of their procedures, I usually get a verbal, or nonverbal “Ugh!”, and get walked to the door. If I say I have a recommendation that will help them: Grow […]

Exit / Succession Planning – Many Options for Business Exit Structure

Business Exit Structure is the fourth high-level step I discuss when speaking on succession / exit planning. My last three blogs covered the first three steps: Step 1: Exit Planning / Succession Planning is a TEAM SPORT; Step 2: Knowing Your Business Value; Step 3: Building Transferable Value. The fourth step, Business Exit Structure, comes in many flavors. […]

Exit / Succession Planning – TRANSFERABLE Value Drivers

A laser focus on key business TRANSFERABLE Value Drivers will maximize your exit. When I speak on exit and succession planning, I talk about four high-level steps. My last two blogs covered the first two steps: Step 1: Exit Planning / Succession Planning is a TEAM SPORT and Step 2: Knowing Your Business Value and Step […]

Exit Planning / Succession Planning – Knowing Your Business Value

Exit Planning or Succession Planning is a PROCESS. When I speak on exit planning / succession planning, I talk about four high-level steps. See also Step 1: Exit Planning / Succession Planning is a TEAM SPORT , Step 3: Transferable Value Drivers – Exit / Succession Planning and Step 4: Business Exit Options. Step 2: Knowing […]

Exit Planning / Succession Planning – a Team Sport

Exit Planning or Succession Planning is a Team Sport. When I speak on exit planning / succession planning, I talk about four high-level steps. See also:  Step 2: Exit Planning / Succession Planning – Knowing Your Business Value, Step 3: Transferable Value Drivers – Exit / Succession Planning and Step 4: Business Exit Options.   Step 1: […]

Customer Experience – Customer Journey. Driver of Business Value

Customer Experience – Customer Journey. One More in Our Series on Key Drivers of Business Value: The Customer Experience Customer service, delight the customer, customer relationship, customer satisfaction, customer cultivation, customer experience, customer engagement, customer journey. to-MAY-to, to-MAH-to. Like with anything, language evolves.   But the basics remain: Your customers and potential customers experience you, […]