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 […]
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
The Value Track – Startup Katherine Mason founded SculptHouse fitness studio and activewear boutique, combining her passion for the combination of fitness and fashion. She worked in New York City at two luxury fitness studios and was signed with Wilhelmina Models Fitness Division before starting SculptHouse. “I knew that going from everything and all staff
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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,
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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
Business process improvement efforts grew revenue by 70%. This focus on people, process and communication not only increased revenue but it reduced expenses, improved profitability and brought in significant government contracts. A business process focus improved internal operations and greatly enhanced the customer experience, driving customer loyalty and customer retention. Client: Small distribution business that
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VeenendaalCave, Inc. was a leader in the commercial interior design industry, providing a full range of interior planning and design services to real estate developers and corporate clients. With 60 talented staff members, the firm was the leading provider of tenant development services for office property owners in the metro Atlanta market, as well as
The Value Track – Exit Planning – A Client Case Study: VeenendaalCave Read More »
