Organizational Structure and Owner Succession Planning Assessment – Family-Owned Fuel Wholesale Distributor

  • Client’s Objectives: Evaluate management’s strengths and weaknesses, organizational structure/clarity, and owner’s retirement succession ideas
  • Project: Assessed strengths/weaknesses, organizational structure, key employees/family members, and succession plan thoughts
  • Results: Client results included an unbiased assessment and improvement recommendations to increase the success of their third-generation family business
  • Value: Client received:
    • Advantages and disadvantages of several options – promoting a family member to president, hiring an outside president, or selling the business
    • Organizational structure improvement recommendations
    • A comprehensive multi-year owner retirement succession plan