Advisor Collaboration

The old African proverb “It Takes a Village” illustrates the impact of a team approach to succession planning. Collaboration and different expert opinions is critical to ensure the possible, probable and potential issues impacting your goals are addressed.

Our succession planners provide expertise in the areas of Succession Matrix, which includes but are not limited to Organizational psychology, Strategic Planning, Estate Planning, Family Governance, Family Therapy. Planning for the future is a complex endeavor, we leverage the expertise of advisors working with your or bringing in Attorneys, CPAs, Bankers, Wealth Managers and Operational Experts, to name a few, to address the complexities of capital intensive privately held organizations.

The following highlights our strong network of qualified valued relationships and critical expertise for facilitating succession strategies.  Succession planning is complex as it involves complex people, feelings and events outside ones control. Many suffer from the “I don’t know what I don’t know” environment leaving their dreams vulnerable. One could let the learning go to a very deep place inside, because you may not be completely aware of how important it is yet.

How to Future Proof Your Oil, Gas and Energy Business

2022-11-15T09:48:46-06:00By |Advisor Collaboration, Energy, Succession Blog|

Propane marketers, oil, gas, and "energy" business owners manage daily changes affecting their business's short and long-term goals. While there's no way to control what goes on in the world, there is a way to plan and keep your business stable despite family, political, economic, or business challenges. Doug Woosnam, a Consultant with Cetane [...]

Leadership: Leverage Strengths and Inspire Others

2022-10-06T20:37:50-05:00By |Advisor Collaboration, Agriculture, Video, Women In Leadership: Your Tribe|

This is part three of our discussion focused on What People Want from Their Leaders. We started this discussion focused on key behavior people want from their leaders in the episode titled What People Want from Their Leaders. In part two of the series, The Secrets to Harnessing Confidence and Consistency, [...]

Strategies for Multi-Unit Franchisees to Succeed Despite Economic Uncertainties

2022-10-11T10:49:04-05:00By |Advisor Collaboration, Multi-Unit Franchisee Business Strategies, Multi-Unit Franchising, Succession Blog, Video|

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

2022-10-06T20:36:30-05:00By |Advisor Collaboration, Manufacturing, Succession Blog, Video, Women In Leadership: Your Tribe|

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 [...]

What People Want From Their Leaders

2022-10-06T20:32:37-05:00By |Advisor Collaboration, Distribution & Logistics, Video, Women In Leadership: Your Tribe|

People are worn out on untrustworthy, fickle, and insecure individuals who are disguising themselves as “leaders.” A recent meme from “somecards” says it best “You're not a Leader if nobody wants to follow you... You're just a control freak, power-tripping jerk who wants to be in charge.” For years, employers [...]

Balancing Seasonal and Political Uncertainties in the Energy Business

2022-08-31T16:35:01-05:00By |Advisor Collaboration, Create Control Over Your Energy Business, Energy, Succession Blog, Video|

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, [...]

Next Gen: Empire Builders Vs. Caretakers

2022-08-23T16:03:57-05:00By |Advisor Collaboration, Automotive, Future Proof Your Dealership, Succession Blog, Video|

Successfully integrating family into the business, whether as an employee, manager, or one-day successor, requires having a plan. Next-Gen business owners may need to invest their entire net-worth back into the business to compete with the larger consolidators. This means being less a caretaker of the business as generations past, [...]

Generate What You Want and Need from the Business

2022-08-26T11:46:26-05:00By |Advisor Collaboration, Create Control Over Your Energy Business, Energy, Succession Blog, Video|

Hope is at the center of many dealers' business strategies. Hope that if they sell the business, the sale will return the cash they need to retire and support their dream lifestyle.  However, many dealers have to show up with checks to pay debt and find a job to help facilitate [...]

Maintaining Control Of Your Business While Delegating

2022-08-23T16:04:33-05:00By |Advisor Collaboration, Automotive, Future Proof Your Dealership, Succession Blog, Video|

Operating a store is hard work, but it is rewarding. A common question we hear is what are the options to keep the dealership(s) as a family asset if no family is interested or capable of filling the shoes as Dealer/Operator. The good news is that the world is your [...]

How Successful Fuel and Oil Business Owners Protect and Build Business Value

2022-08-26T11:47:15-05:00By |Advisor Collaboration, Create Control Over Your Energy Business, Energy, Succession Blog, Video|

Many business owners lean on the DIY approach to strategic planning, integrating family into the business, succession planning, and positioning their business for sale on the open market.  Where entrepreneurs are sharp in many ways, without outside help, they often suffer from being able to see the trees from the [...]

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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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