Succession planning for a regional fuel and convenience store company

Family-owned and operated across two generations

Evaluate liquidity options for the first-generation owner, including external sale, family succession, or maintaining ownership with increased distributions
Analyze each option based on expected proceeds, ownership implications, and legacy impact
Facilitate a dialogue between the first- and second-generations to clarify financial goals, succession preferences, and the timing of the transition

Delivered a comparative analysis of liquidity options, enabling Gen1 to make a confident decision
Designed a gradual family transfer supported by a seller note to allow Gen2 to assume ownership
Kept the business in the family, preserved business continuity, and avoided the pressures and disruptions of an external sale process
Strengthened financial security for both generations and maintained family harmony