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...
Topic:
Strategic Planning
Articles and Webinars
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...
Systemizing the Most Important Parts of your Business
Our businesses have established systems and processes for running payroll, completing customer transactions, and supply chain management. Many Study Groups members are recognizing they also need to create a systematic approach to the important parts...
Case Study: Matrix Advises on the Successful Sale of WTG Fuels, LLC’s Delivered Fuels Business
WTG Fuels Holdings LLC (“WTG Fuels” or the “Company”), was a large, diversified fuels distributor and convenience retailer with operations across west Texas and southeast New Mexico. The Company is a subsidiary of West Texas...
Navigating Succession: A Conversation Between Generations
Transitions between generations in family businesses are pivotal moments that shape the future of the enterprise. Recently, the son of a family business CEO approached me with a blunt question: “How can you help push...