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

by David Shavzin

In my blog post on Exit Planning and Succession Planning Options, I discussed the many ways to exit your business. When 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, many that may…

How to Ensure That Your Business Will NOT Grow

by David Shavzin

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

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…