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Our Client’s Balance Sheet – Business Value is Just a Starting Point

by David Shavzin

A few thoughts for financial advisors… Business Value as a Benchmark for Growth When you put together your client’s balance sheet of personal and business assets for planning purposes, the value of their business is so often the biggest number – their most valuable asset. But, what do we do with that number? Most often,…

How Exit Planning & Succession Planning Will Make You More Profitable TODAY!

by David Shavzin

“Procrastination is the art of keeping up with yesterday.” ~ Don Marquis Are you really going to be able to exit when you want to? So many of you are depending on your business to fund your retirement. But are you ready? Is the business ready? How are you going to make your business stand…

Exit Planning Success – A Case Study

by David Shavzin

VeenendaalCave, Inc. was a leader in the commercial interior design industry, providing a full range of interior planning and design services to real estate developers and corporate clients. With 60 talented staff members, the firm is the leading provider of tenant development services for office property owners in the metro Atlanta market, as well as…