Louisiana Succession Planning

How to Future Proof Your Oil, Gas and Energy Business

2023-05-24T15:36:04-05:00By |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 [...]

Balancing Seasonal and Political Uncertainties in the Energy Business

2023-06-15T14:14:37-05:00By |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, [...]

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 [...]

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

2023-01-11T09:29:28-06:00By |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 [...]

Strategies to Attract, Retain and Motivate Employees

2022-08-26T11:48:04-05:00By |Advisor Collaboration, Create Control Over Your Energy Business, Energy, Succession Blog, Video|

People are the backbone of any successful business, and business owners across all industries have difficulty finding qualified talent to fill open roles.  No longer will people put up with toxic work environments or dead-end jobs; they want more for their future.  In this episode, Marty Kirshner, Partner with Gray, [...]

Political Pressures: How Fuel and Oil Business Owners Can Protect Their Business

2022-08-26T11:44:08-05:00By |Advisor Collaboration, Create Control Over Your Energy Business, Energy, Succession Blog, Video|

Political and social pressures continue to impact propane and oil business owners.  In this episode, Champ Rawls, a succession planner with The Rawls Group, Marty Kirshner, Partner with Gray, Gray & Gray, Doug Woosnam, a Consultant with Cetane Associates, and The Rawls Group's succession planner Clayton  Latiolais discuss how to [...]

Return on Investment: Why Expert Guidance Matters

2022-08-26T11:50:15-05:00By |Advisor Collaboration, Create Control Over Your Energy Business, Energy, Succession Blog, Video|

Growing, transitioning, or selling a business for top dollar requires planning and a team of experts. For example, many owners think they can decide one day to sell the business, put it on the market the next day, and save money by facilitating the sale themselves. Regrettably, those dealers leave [...]

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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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