Owner Motivation and Perspective

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, [...]

Didn’t Want to Screw It Up

2022-08-28T20:17:24-05:00By |Automotive, Succession Blog, Succession Success Stories, Video|

Successfully integrating family into business leadership while balancing family dynamics is full of complexities. As Joe Chastang shares, many private and family business owners screw it up. Thanksgiving and Christmas come around every year, and the business provides for 100+ employees.Mis-matched expectations, communication differences, and management styles can create challenging moments [...]

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 [...]

Building Supportive Habits, Beliefs and Behaviors

2022-08-23T14:26:36-05:00By |Advisor Collaboration, Professional Services, Video, Women In Leadership: Your Tribe|

This is part three of our discussion focused on Ownership and Accountability. We started this discussion focused on the impact we can have when we take ownership of our attitude and how we choose to show up in the episode titled Ownership & Accountability. In part two of the series, [...]

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, [...]

How to Compete With National Brands and Consolidators

2022-08-23T16:06:02-05:00By |Advisor Collaboration, Automotive, Future Proof Your Dealership, Succession Blog, Video|

The competitive landscape for automotive retail requires dealers to think even more about competition and growth. Some think they need to get bigger or get out; however, the bigger question is, what will it take to corner your market and fulfill your strategic vision? In Houston, for example, it will [...]

Title

What is Changing In the Areas of Estate Tax?

family-business-succession-planning

Planning Opportunities To Take Advantage of Now

family-business-succession-planning

Leadership in Uncertain Times

family-business-succession-planning
Go to Top