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

by David Shavzin

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 Grew Revenue by 70% – a Client Case Study

by David Shavzin

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…

Succession Planning – Generation to Generation Transition – A Case Study

by David Shavzin

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. The Challenge – Succession Planning – How to Transition Out of the Business Erica was not “running out the door”, but did recognize that over several years she would…