Energy Succession Planning2021-09-22T08:24:06-05:00

Energy Succession Planning- Fueling Business Succession Strategies

The oil, propane, gas, HVAC, and renewable energy industries have deep family-business roots. Families are diverse; whether you are blood-related or two or more people working together for reasons other than money, the bonds are strong in energy-focused business. We are experts in the complexities inherent with energy succession planning decisions and developing succession planning strategies, so your business is flexible and agile to respond to the constant environment of change.

Not to be confused with exit planning, succession planning provides solutions to overcome the possible, probable, and potential issues that impact your vision. Succession planning transforms your vision into reality, whereas exit planning ONLY considers the process of you leaving the business through sale or transfer. Business growth, developing next-generation leaders, treating family fairly, overcoming generational conflict, and transforming your business to meet customers’ changing preferences and economic pressures are a few of the common issues we partner with our clients to succeed.

We advise business owners on the 10 interdependent Succession Matrix® perspectives to position your business for growth, sell to a third party, or transition to the next generation. We leverage our more than 45 years of experience to provide clarity and a strong path forward when it comes to your energy succession planning.

Business ownership by nature is risky; succession planning, however, creates strategies and structure to put you in control. Our team of experienced energy succession planning specialists are here to make your family business succession a breeze. So what happens when you decide to take the next step towards the future you imagine…now?

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Resources

Strategies to Build Value in Your Oil, Heating & Propane Business

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The heating oil and propane gas industry is experiencing times that they have never seen. The pandemic creates an “essential” industry where workers are on the frontlines. Consolidation takes place at a record pace and finding and keeping talent is one of the most difficult areas of management from an operational perspective. A lack [...]

Oil and Energy Online: Diversification for the Next Generation

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Oil and Energy Online recently featured Kendall Rawls in “Diversification for the Next Generation” alongside Steve Abbate with Cetane Associates and Aimee (LaBrake) Allen with Degree Days Consulting. Like many other industries, retail heating oil and propane gas marketers are experiencing rapid change.  Consolidation, political, and environmental pressures, as well as “what employees want” [...]

5 Winning Recruiting Strategies

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When times are going well, recruiting, and retaining talent is challenging. When times are going great amidst a pandemic, it has become downright almost impossible.  Business owners are facing talent shortages like never.  The competition is across industries, local and state borders.  The transition to flexible and remote work environments are enticing workers to [...]

Strategies for Cultivating Attractive Business Cultures

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Whether directly or indirectly, family dynamics impact the business' ability to be successful, profitable, and, very importantly, scalable.  Whether blood-related or not, how family influences business decisions is either an asset or a liability to your culture.  Family comes in those blood-related to the owner, key leaders, and even extended family.  Creating boundaries early [...]

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The Succession Planning Matrix

Many people put off succession planning because they think it means retirement, exit, and the end. However; succession planning is just the beginning. It gives the owner options in terms of what “their next” looks like, whether that be growth, philanthropy, or a new business venture. Our process focuses are addressing 10 key areas of what we call the Succession Matrix.family-business-succession-planning

Click the following link for more drill-down resources on The Succession Matrix, or check out our Facebook post.

Sign up for our monthly e-newsletter to stay informed on how to overcome related succession planning issues.

We can help you with insights, other resources, and see if it makes sense to work together. At the very least, in 30 minutes, you may get some ideas you can apply to your business right away.

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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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