Jeff Faulkner
David Weaver
Kendall RawlsResources
The Importance of Emotional Intelligence for Strategic Growth and Succession Success
Succession planning in a family business involves much more than drafting wills and trusts. While these legal aspects are crucial, they represent only a small fraction of the overall picture. To ensure the long-term success and sustainability of your family business, you must consider various factors, including culture, strategic growth, and the intricate dynamics [...]
The Vital Difference between Estate Planning and Succession Planning for Your Business
As the saying goes, "failing to plan is planning to fail," - and this statement couldn't be more valid in growing your business. To achieve your vision and ensure long-term success, it's not enough to focus solely on the present; you must also proactively create strategies and plans to turn your dreams into reality. [...]
Fuel Dealer’s Game-Changing Strategy Secures a Thriving Future
In the ever-changing fuel industry, dealers seeking to evolve out of day-to-day operations while continuing to secure their financial future must go beyond hope alone. While many fuel dealers aspire to sell their businesses and cash in, others seek secure investment opportunities amid economic uncertainty. The idea of passing the torch to family members [...]
Preparing Your Successor
Leading with Resilience, Winning Against Tough Competitors, and Overcoming Adversity Given our extensive experience working with numerous family business owners, we fully understand the challenges of balancing the family or the business when dealing with family members in your company. However, regardless of your approach to grooming your child as a successor owner, the [...]
Crafting a Winning Company Culture: Creating an Organizational Playbook
Developing a strong and successful company culture requires defining and communicating a mission, vision, and core values. To create an "Organizational Playbook," these elements must be integrated into organizational policies, procedures, and onboarding processes. It's important to understand that an Organizational Playbook goes beyond a casual use of the term and is a significant [...]
Three Issues Plaguing Business Owners in the Heating Fuel and Energy Industry and How to Overcome Them
Business owners in the heating, fuel, and energy industry are much like chefs in a busy kitchen, constantly juggling multiple demands requiring their attention, including political and industry changes, day-to-day operations, customer perceptions, and employee and leadership dynamics. As such, owners can often wonder which end is up, what is the best direction forward, [...]
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