Succession Planning Blog

Succession Planning Blog2021-07-21T17:35:47-05:00

Leading Through Transition

There is light at the end of the tunnel.  You are resilient and events in our history like COVID-19 make us stronger and innovative to solve the issues unique to times of turbulence. We have shepherded our clients through many environments like we have today.

Resources

Strategies for Multi-Unit Franchisees to Succeed Despite Economic Uncertainties

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Even though Wall Street predicts 2022 and 2023 will have 10% growth in earnings and isn't currently anticipating any slowdown, many multi-unit franchisees have expressed concern over economic uncertainties. Talks of inflation, change in tax law, ongoing supply chain issues, and labor shortages have multi-unit franchisees wondering how or if [...]

Leadership: Secrets to Harnessing Confidence and Consistency

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This is part two of our discussion focused on What People Want from Their Leaders. In the last episode, What People Want From Their Leaders, we discussed four key ingredients for inspiring others: trust, flexibility, consistency, and patience. This episode immediately picks up in reinforcing how much people want to believe [...]

Create More Control Over Your Future

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No one can predict the future, but as a business owner, you can manage uncertainties by strategically thinking through the possible, probable, and potential issues impacting your long-term goals. This is where succession planning comes in. A succession plan provides a roadmap outlining growth strategies, contingency plans, governance guidelines, leadership transitions, and strategic plans. [...]

Balancing Seasonal and Political Uncertainties in the Energy Business

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Seasonality, inflation, politics, people, and technology are a few headwinds impacting fuel dealers, wholesalers, and service contractors in the energy space.  We are often asked, "How can we create predictable revenues in an industry influenced by so many outside "threats?" In this episode, Doug Woosnam, a Consultant with Cetane Associates, [...]

Leadership VS Management

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How often have you seen ineffective leaders in senior-level positions? Likewise, how often have we seen a manager that demonstrates exemplary leadership skills? A question many of us probably don't ask ourselves enough is: what is the difference between management and leadership? Without careful consideration, many of us would probably question if there were [...]

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What is Changing In the Areas of Estate Tax?

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Planning Opportunities To Take Advantage of Now

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Leadership in Uncertain Times

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