Mergers & Acquisitions and Legal Update
We are delighted to once again offer a petroleum marketing and convenience Mergers & Acquisitions (M&A) and Legal update webinar. This webinar will get you up to date on what you need to know as...
Topic:
Strategic Planning
Articles and Webinars
Protecting Against the Seasonal Squeeze in Retail Gasoline Profit Margins
THEN (December 2024): “Sharply Lower Wholesale Prices Boost Retail Gasoline Margins” NOW (January 2025): “Margins Stumble into the New Year, More Weakness May be on Tap” Source: OPIS Retail Fuel Watch (1/9/2025) You Have a...
M&A Case Study: Matrix Advises Jolley Stores and S.B. Collins on its Sale to Stewart’s Shops
Submitted by Spencer P. Cavalier, CFA, ASA: Co-Head of Downstream Energy & Convenience Retail Investment Banking, and Sean P. Dooley, CFA, ASA: Managing Director Jolley Associates, LLC and S.B. Collins, Inc. (“SBC” or the “Company”)...
The Key to Strategic Plan Success? Accountability.
Everyone wants to be in the 38% category, exceeding what was planned (see graph below). The key is to ensure that on Day 1, you set in place an accountability system to ensure quick course...
Brand ROI – Your Most Valuable Asset Might Not Be What You Think
Picture this: you walk into your convenience store early one morning, passing shiny coffee machines, new kitchen equipment, and carefully curated inventory. These are your assets, right? But what if your most valuable asset is...
From Solo Decisions to Shared Expectations: Crafting a Dividend Policy for Multi-Generational Family Businesses
The “Why” for a Dividend Policy Governance structures in multi-generational family businesses are essential to ensure long-term success, preserve family harmony, and create clarity around financial expectations. A well-defined dividend policy is a cornerstone of...