Entries by David Shavzin

Should I Sell My Business Without an Advisor?

Optimizing the sale of your company should not be a DIY undertaking. A business sale is complicated, not a do-it-yourself activity. This is not like selling your home. Business owners can and do a lot themselves, we all do. The riskiest thing you can do: The most complex transaction you will ever likely engage in […]

Sell My Business Now? Wait for the Economy?

Exit planning now?? Yes, for most businesses, this is probably the toughest year over the last few decades. The recession 12 years ago was devastating but 2020 has been a catastrophe in many more ways. Yet, coming up with an exit plan is more important than ever. “Should I sell my business now?” We have […]

When You Hear: “Hey, I Want to Buy Your Business”

Have you gotten this phone call, regardless of where you are in your exit planning? During challenging, tumultuous times, this call comes from many corners. Some are legitimately interested, some are fishing, some are trying to take advantage. It may or may not be the right timing for your exit planning. Over the last few […]

Business Aside, Travel the World, Part 2 – Tourist Sites, Zoos & More

Relax and Enjoy These Tourist Sites, Zoos & More Until You Can Get There!! Tourist Destinations • Buckingham Palace, London – https://www.royal.uk/virtual-tours-buckingham-palace • Colosseum, Rome – https://tinyurl.com/thrprzfhttps://www.youvisit.com/tour/machupicchu?pl=f • Northern Lights – https://explore.org/livecams/aurora-borealis-northern-lights/northern-lights-cam • Pyramids – https://www.tripsavvy.com/virtual-field-trip-pyramids-1259200 • Stonehenge – https://tinyurl.com/wz3xgz7https://streetart.withgoogle.com/en/ • Taj Mahal, Agra, India – https://tinyurl.com/qpz7vmthttps://www.thechinaguide.com/destination/great-wall-of-china • Tour of Rome, Italy – https://tinyurl.com/s5vlzbc General Sites • Berliner Philharominker – https://www.digitalconcerthall.com/en/home • ExoPlanets […]

Business Aside, Travel the World Part 1 – Museums

Relax and Enjoy these Museums – Until You Can Get There World Museums • Anne Franke Museum, Amsterdam, Netherlands – https://www.annefrank.org/en/museum/web-and-digital/ • British Museum, London – https://britishmuseum.withgoogle.com/ • Guggenheim, Bilbao, Spain – https://www.guggenheim-bilbao.eus/en • Hermitage Museum, St Petersburg, Russia – https://www.youtube.com/watch?v=49YeFsx1rIw&feature=youtu.be • Louvre Museum Paris – https://www.louvre.fr/en/visites-en-ligne • MASP, Sao Paolo, Brazil – https://masp.org.br/en • Met Museum, New York – https://www.metmuseum.org/art/online-features/met-360-project • […]

During & Post-Crisis: Preserving, Rebuilding & Growing Business Value

You need to address the urgent needs of keeping your family safe and healthy. You need to address the critical issues around employees, payroll, managing your cash and other realities of the current crisis. Period! Absolutely! If you haven’t spoken to your bank about the financial relief bills that congress is about to pass, call […]

Family Business Transfer Conversations – Talking with Your Adult Children About Succession Planning

Family Business Succession  Are your children ready to take over your business? The answer I usually get is something like “No, she has only been in the business for 10 years, she’s not ready to run a business.” Or, “He will get it eventually, but there is no rush.” Exit planning and succession planning are […]

The Value Track: Growth – Strategic Planning & Value Growth – A Client Case Study: Morgan & DiSalvo

THE VALUE TRACK: GROWTH Morgan & DiSalvo, P.C. employs a consultative approach that begins by helping clients identify their goals. They help them plan for the changes that life brings in the areas of estate, business and tax planning. Just as they assist their clients in maximizing wealth and minimizing risk, they sought the expertise […]