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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….

Are Your Customers Leaving You?

by David Shavzin

Are Your Customers Leaving You? One More in Our Series on Key Drivers of Business Value: The Customer Experience. I had a horrible experience as a customer. When that happens, we get angry, maybe complain and then go elsewhere with our business. Do you ever stop to think about why your experience was horrible and…

Fascinating History…Should this Insurance Product be Resurrected for Exit Planning?

by David Shavzin

Fascinating History…Should this Insurance Product be Resurrected for Exit Planning? There are so many aspects to long-term planning and getting prepared for your next phase of life. These include the structure of your exit plan as well as working on building profitability, sales and therefore the value of your business. When we work with clients…