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…

In your 50s, 60s or 70s Without an Exit Plan?

I hear it more and more coming from Baby Boomers. This question…

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

In my blog post on Exit Planning and Succession Planning Options,…

How to Ensure That Your Business Will NOT Grow

"Procrastinate now, don't put it off" ~ Ellen DeGeneres Ah,…

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…

Exit / Succession Planning – Many Options for Business Exit Structure

How Can I Leave Thee – Let Me Count the Ways It is not simply…

Exit / Succession Planning - TRANSFERABLE Value Drivers

Understanding TRANSFERABLE Value and Value Drivers First, let's…

Exit Planning / Succession Planning - Knowing Your Business Value

Knowing Your Business Value Why is it important to know what…

Exit Planning / Succession Planning - a Team Sport

Exit and Succession Planning is a Team Sport We have advisors…

Customer Experience - Customer Journey. Driver of Business Value

Customer Experience - Customer Journey. One More in Our Series…