Transition of Operations – Preparation for Business and Culture Changes

Bottom Line: Register now for the Transition of Operations webinar.  As a follow up to the well attended Expo panel on Family-Owned Business Succession, NPGA is offering a new webinar series on succession planning. The first webinar is Thursday, October 27, 2022, at 11:00AM EST on Transition of Operations with Jeff Brunner, Director at Cetane Associates and Barrett Conway, Director at Cetane Associates.  Register here.

Whether transitioning your family business from one generation to the next or preparing your company for acquisition outside the family, transition of operations requires being ready for the process. This webinar will highlight items to prepare prior to closing the deal, discuss the impact of various acquisition types (tuck-in vs. stand-alone), and talk about how to prepare for the two cultures (two different generations or two separate company cultures) to successfully make the changeover.

Bios:

Jeff Brunner

Jeff has more than 30 years of leadership experience in the propane, distillates and HVAC sectors. He has held senior-level positions in operations, sales and marketing for some of the industry’s largest consolidators. His extensive experience in the entire acquisition process, including post-acquisition integration activities, comes from having been involved in more than 90 transactions throughout the eastern United States. Jeff’s career includes having served as the director of operations for HOP Energy during a decade of significant growth—this experience directly correlates to the webinar topic.

Barrett Conway

Barrett Conway is a Director at Cetane Associates, engaging in M&A advisory, business value estimates and transaction analysis, leading the firm’s deal execution team. He contributes more than seven years overall experience in the professional financial advisory space. As a member of the NPGA, Barrett was named to the propane industry’s inaugural class of 30 Under 30 in 2020. Prior to joining Cetane, he worked for five years as an associate in the wealth management area of HighTower Advisors in Houston. Barrett received a Bachelor of Business Administration degree from Texas A&M University with a concentration in Finance.