Successor Preparation

Preparing Your Successor

2023-07-07T15:45:30-05:00By |Automotive, Succession Blog|

Leading with Resilience, Winning Against Tough Competitors, and Overcoming Adversity Given our extensive experience working with numerous family business owners, we fully understand the challenges of balancing the family or the business when dealing with family members in your company. However, regardless of your approach to grooming your child as a successor owner, the [...]

Preparing Your Franchise Business for the Future: Tips from Advisors

2023-06-30T09:15:05-05:00By |Multi-Unit Franchising, Succession Blog|

Establishing a franchise business necessitates a clear set of objectives and a vision of what you want to achieve. This will not only help you remain focused and motivated but also direct your judgments and actions, allowing you to capitalize on every opportunity. Nonetheless, having a contingency plan for the future is just as [...]

Preparing for the Future as a Multi-Unit Franchisee

2023-04-19T09:35:18-05:00By |Advisor Collaboration, Franchisee Succession: How to Grow & Build Value, Multi-Unit Franchising, Succession Blog, Video|

As a multi-unit franchisee, you've invested a significant amount of time and money into your business, and naturally, you want to maintain control over it. However, as an entrepreneur or business owner, you must consider the future of your company and determine if you want to sell it, keep it, [...]

Paving the Way for a Smooth Succession in Family Businesses

2023-04-03T11:19:26-05:00By |Construction, Succession Blog|

In family business environments, it is common for business owners to feel overwhelmed by the question of who will become “king” or “queen” when there are multiple capable family members working in the business; especially when not all candidates are suitable for the leadership role. Competition among family members can be either positive or [...]

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

2021-10-29T16:38:59-05:00By |Energy, Succession Blog|

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

2021-11-18T12:42:01-06:00By |Energy, Succession Blog|

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” [...]

What if Family Doesn’t Want, or Have the Ability to Fill Your Shoes as Leader?

2021-04-23T15:20:27-05:00By |Succession Blog, Video|

Some sort of transition strategy, or a succession plan, is critical for every family business. What will the future look like, will it stay in the family, do we want to sell are 3 critical questions to consider. Listen in and learn from Jean Venant, a succession planner with The [...]

Preparing The Family Business For Its Next Move

2021-04-15T08:52:29-05:00By |Multi-Unit Franchising, Succession Blog|

Succession planning is vital for every family business owner. For many, the family business is a legacy vessel, and in other cases, the family business only lasts one generation and will need to be successfully sold when you exit. Regardless of which camp you are in, succession planning is critical. Who will take the [...]

It’s Tough Being Your Kid!

2021-01-18T09:57:21-06:00By |Succession Blog|

How do you mentor a child who is interested in joining your business, give them the greatest possibilities for succeeding, without making them feel and believe they need to be just like you? First, embrace that your child is different from you. So, if they feel they have to be like you to succeed, [...]


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