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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….

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…