Dave Franzetta

Dave Franzetta

Owner and Chief Business Advisor, Designed Outcomes

Orange County, California Area
Management Consulting

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Dave Franzetta's Overview

  • Owner and Chief Business Advisor at Designed Outcomes
  • President at Interchange Associates, Inc.

500+ connections

Dave Franzetta's Summary

Thirty years working as a manager and executive in several different businesses inside Prudential gave me the opportunity to build strong leadership and leadership development capabilities. When I retired from Prudential in 2004 I began my work as an advisor with international think-tank Interchange Associates. A year later I founded Designed Outcomes, a highly specialized consulting firm that works with senior executives to resolve complex and pervasive business problems and business-growth challenges by means of small, targeted, catalytic actions, based on Interchange's groundbreaking work in the field of Minimalist Intervention. In 2011 I started writing a blog, which you can find and subscribe to at www.UbiquitousWisdom.com.

Most recently, along with Moss Jackson, I authored the book: Changing Places: Making a Success of Succession Planning for Entrepreneurs and Family Business Owners.

Specialties: I focus is on finding relatively inexpensive and easy to implement ways to resolve, and sometimes simply dissolve, pervasive and vexing business problems. Specialty areas include change and transition management, executive strategy and coaching, leadership development program design and delivery, and transition and leadership continuity [succession planning] for entrepreneurs and family-owned businesses.

Dave Franzetta's Experience

Owner and Chief Business Advisor

Designed Outcomes

January 2005Present (9 years 10 months) Orange County, California Area

Working with senior executives to improve their effectiveness. This may involve coaching sessions in specific skill areas, co-design of interventions to deliver specific, desired outcomes, and consulting on management issues, with particular emphasis on change management and transition planning, leadership development, and leadership continuity [succession planning].


Interchange Associates, Inc.

January 2004Present (10 years 10 months) Orange County, California Area

Interchange Associates is an international think tank and research organization. Working with Interchange advisors, clients co-design Minimalist Interventions which deliver specific, desired results - usually with extremely significant financial and strategic value -- all with a small amount of resource expenditure.

Public Company; 10,001+ employees; PRU; Insurance industry

September 1996December 2003 (7 years 4 months)

Vice Chairman and Chief Financial Officer for the first fully integrated real estate and relocation firm in the United States. Reported directly to CEO of $225 million firm, with six, major US locations. Additional responsibility for IT, Risk Management, Legal and Corporate services support, with particular emphasis on facilities planning. Managed staff of 155.

Vice President

Prudential Financial

Public Company; 10,001+ employees; PRU; Financial Services industry

September 1974September 1996 (22 years 1 month) Northern New Jersey

Served in various managerial capacities in Prudential and several of its subsidiary companies, including Prudential Reinsurance and Prudential Investment Corporation. Chief Accounting Officer for Prudential Financial from 1993-1994

Intelligence Officer

United States Navy

Government Agency; 10,001+ employees; Military industry

May 1971October 1974 (3 years 6 months)

Naval Intelligence Officer attached to staff of Fleet Intelligence Center, Atlantic. Managed production of intelligence materials by Fleet Reserve Units; prepared and delivered command briefings; performed temporary assignments (up to six months) for operational units, including duty in Philippines and South China Sea.

Dave Franzetta's Volunteer Experience & Causes

  • Volunteer Interests

    • Causes I care about:

      • Animal Welfare
      • Arts and Culture
      • Children
      • Civil Rights and Social Action
      • Disaster and Humanitarian Relief
      • Economic Empowerment
      • Education
      • Environment
      • Health
      • Human Rights
      • Poverty Alleviation
      • Social Services

Dave Franzetta's Certifications

  • FLMI (Fellow of the Life Management Institute)

  • CLU (Chartered LifeUnderwriter)

  • ChFC (Chartered Financial Consultant)

  • ARM (Associate in Risk Management)

Dave Franzetta's Publications

  • Changing Places: Making A Success of Succession Planning for Entrepreneurs and Family Business Owners

    • AuthorHouse
    • October 2, 2012

    You've built your company up and made it a success. How can you be sure that the next generation of company leadership will sustain your success? What role will you play in that evolution? And where can you, the small business owner, look for help with succession planning, when most of the literature on the subject is aimed at the HR departments of Fortune 500 companies?

    Changing Places is written for you, filling that gap by preparing you to deal with the complex web of emotionally charged situations that arise from conflicting personal, family and business goals. Throughout the book, Dave Franzetta and Moss Jackson emphasize the importance of managing not only the structural changes that you set in place, but also the personal, transitional challenges that arise from changing circumstances. They take you through all the important components of planning your exit and managing the transitions, beginning with preparing for your own, personal transition by creating your personal succession planning roadmap and building a transition advisory team. Other chapters are devoted to critical topics, such as hiring, leader selection and leadership development for smaller firms, leading to a discussion of options for changeover and buyout funding, concluding with advice on preparing your company for sale to outsiders when that is your best option.

    Whether you are ready to step down soon, or ten years down the road, Changing Places is your essential guide. Every topic is thoroughly informed by the authors’ decades of experience. Their stories bring to life the potential problems faced by business owners, and the practical solutions others have adopted. Thought provoking questions at the end of each chapter will launch and direct your own succession and transition plans.

    Start your leadership transition journey now. Changing Places will help you keep the success in succession planning.

Dave Franzetta's Languages

  • Spanish

Dave Franzetta's Skills & Expertise

  1. Leadership Development
  2. Transition and Succession Planning
  3. Succession Planning
  4. Executive Coaching
  5. Strategic Planning
  6. Financial Analysis
  7. Coaching
  8. Negotiation
  9. Contract Negotiation
  10. Change Management
  11. Team Building
  12. Team Leadership
  13. Budgets
  14. Strategy
  15. Leadership
  16. Mergers & Acquisitions
  17. Process Improvement
  18. Entrepreneurship
  19. Due Diligence
  20. Start-ups
  21. Real Estate
  22. Management
  23. Business Development
  24. Marketing
  25. Marketing Strategy
  26. Program Management
  27. Management Consulting
  28. Workshop Facilitation
  29. Business Planning
  30. Consulting
  31. Organizational Development
  32. Business Analysis
  33. Analysis
  34. Finance
  35. Investments
  36. New Business Development
  37. Managerial Finance
  38. Accounting
  39. Executive Management
  40. Insurance
  41. Public Speaking
  42. Small Business
  43. Business Process Improvement
  44. Risk Management
  45. Strategic Consulting
  46. Operations Management
  47. Training
  48. Integrated Marketing
  49. Business Strategy
  50. Selling

View All (50) Skills View Fewer Skills

Dave Franzetta's Education

Fairleigh Dickinson University – Vancouver

MBA, Accounting and Taxation


Michigan State University

BS, Education


Activities and Societies: Delta Upsilon Fraternity

Contact Dave for:

  • consulting offers
  • new ventures
  • expertise requests
  • reference requests
  • getting back in touch

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