Entries by David Shavzin

Exit Planning / Succession Planning – a Team Sport

Exit and Succession Planning is a Team Sport We have advisors and coaches in all facets of life. But in this most important area for our future, for our family and for our retirement, most business owners are pretty much just “winging it”. Oh, they may have an accountant but not much more of a […]

The Value Track: Exit – Succession Planning / Generation to Generation – A Client Case Study: CDA, Inc.

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 we think of 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, […]

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 the day after tomorrow just as well.” ~ Mark Twain   Consequences In business, decisions don’t get made and actions are not taken. […]

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 – TRANSFERABLE Value Drivers

Understanding TRANSFERABLE Value and Value Drivers First, let’s discuss Transferable Value I usually put it this way: “What would happen if you left your business for three months, headed down to an island with absolutely no way to communicate?” If you get back and the business is humming along well, even thriving, you may well […]

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, […]