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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…

Compliance Disaster or Profitability

by David Shavzin

I have touched on these topics before and it is time to get into them again. Over the last few years, I have had clients that have reduced the value of their business. They have ignored a basic tenant of building a company to maximize business value for their eventual transition, exit or succession plan….