Regret Proof Your Business Part 2 - David Shavzin & Maria Forbes

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

What if your team, not your revenue, is the key to a successful business exit?

In Part 2 of the Regret-Proof series, Jerome Myers and Maria Forbes of Stratis Human Capital Solutions explore how people issues like misalignment, legacy hires, and founder-dependence quietly drain business value.

Learn how to turn your workforce into your strongest asset, whether you’re years from selling or fielding offers now.

[00:00 – 04:30] Why Human Capital Is the Missing Link in Exit Planning

• Human capital is a strategic value driver, not just HR
• Buyers assess workforce strength, leadership alignment, and role clarity
• Growth and exit readiness should be aligned and simultaneous

[04:30 – 08:30] Alignment: The First People Challenge

• “Cloning yourself” limits innovation and scalability
• Misalignment hinders synergy, efficiency, and growth
• True alignment means matching instincts and strengths to roles

[08:30 – 13:30] Hiring Habits: Staff vs. Stakeholders

• Staff support the owner's goals; stakeholders co-own company growth
• Stakeholder teams drive autonomy, performance, and purpose
• Hiring habits must evolve to boost retention and enterprise value

[13:30 – 18:00] Growth Bottlenecks: Managing Alone Won’t Scale

• Top-down leadership reduces agility and resilience
• Distributed leadership unlocks execution and team potential
• Role mapping supports clarity, development, and onboarding

[18:00 – 26:00] Regret-Proofing Through People Strategy

• Outdated systems and poor onboarding weaken enterprise value
• A healthy, independent, connected workforce attracts buyers
• Start early to ensure your exit results in pride, not regret

Key Quotes:

“Alignment is a value driver. When you’re in good alignment, a potential buyer can see that.” — Maria Forbes

“If you’re calling them staff, then they are your supporters. If you’re calling them your team, then they’re stakeholders in the growth of your company.”— Maria Forbes

Connect with David!

Website: https://getonthevaluetrack.com/

LinkedIn: https://www.linkedin.com/in/davidshavzin/

Connect with Maria!

Website: https://firepowerteams.com/

LinkedIn: https://www.linkedin.com/in/mariacforbes/

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