Stratford’s Post

Quick thoughts on items that may have an impact on the markets this week. 

#FridayThoughts with James Fitzsimons and Sylvia Jones "The best way to predict the future is to create it." — Peter Drucker Want to learn more? Go have a look at today’s newsletter. #Futureplanning #Elevateyourfuture #Elevateyourcareer

This deal takes our team over 225M in closed transactions for 2024. I am constantly asked about what future growth looks like in the travel center industry so I would like to shed some color on trends we have seen and why we believe the future looks bright. In recent years, we've witnessed a significant change in the industry. As the demand for efficient professional delivery experiences has grown, major players in this space are merging, acquiring, and restructuring their operations to meet evolving consumer expectations. But what does this consolidation mean for the industry? Improved Operational Efficiency – With fewer, larger operators controlling the majority of travel centers, there's potential for streamlined operations, better resource allocation, and enhanced service offerings. Increased Investment in Technology – Bigger players have the capital to invest in next-gen technologies such as Incentivized fleet programs, cleaner/more enjoyable experiences at the store and real-time travel updates for professional drivers, making for smoother, more convenient travel experiences. Stronger Brand Networks – Larger travel center networks can provide more consistent experiences across various locations, giving professional drivers and retail travelers peace of mind when they stop for fuel, food, or rest. Consolidated Market Power – The increasing concentration of market share in fewer hands could lead to better negotiation power with suppliers, and lower operational costs inherently cutting costs to customers . The future of travel centers will undoubtedly look different, but the ultimate goal should always be to provide an efficient, welcoming experience for professional drivers on the go. Please reach out to Tyler Ellinger, MBA , Matthew Montagne or myself to discuss the market further. #TravelCenters #IndustryConsolidation #TransportationInnovation #BusinessTrends #MarketEvolution #TravelIndustry #Natso #Nacs #Diesel #Gas

Stepping into his role as Chief Operating Officer, Douglas Jensen may not have been surprised by the challenges, but he's gained a strong appreciation for the external factors that shape our business. Learn more about Doug’s vision for the future of FAIC here: https://ow.ly/bahS50U7nfy #ExecutiveLeadership #CorporateLeadership #BusinessGrowth

🌟 Better late than never! We're thrilled to share that Calvin Hedman was featured in the Valley 200: 2024 Professional Advisory Services Edition last month. Check out the full article to learn more about his impactful work and contributions to the industry. #HedmanPartners #Valley200 #ProfessionalAdvisoryServices #Leadership

BUSINESS l Nigel Burke elected chairman of Saffery. Saffery has elected Nigel Burke as the top 20 firm’s chairman for a four-year term, taking over from James Sykes. To read the full article, visit: https://bit.ly/3OrnzAj #BusinessNews #BusinessAndAccountancyDaily #DailyNews

#FridayThoughts with James Fitzsimons "The best way to predict the future is to create it." — Peter Drucker Want to learn more? Go have a look at today’s newsletter. #Futureplanning #Elevateyourfuture #Elevateyourcareer

Jeff Hawkins, CPA is crushing it with thoughtful questions for the “Mastering the Art of M&A” Panel at Atlanta Dealmakers Conference. Words of wisdom from Sara Burden, CBI, MAMI, CMAP, FIBBA, FMAS, Michael Lonergan, Drew Miller, Peter Mangal: - Deals age like milk, not wine. - There’s been a dramatic increase in due diligence. More deals are dying as a result. - A sell side Quality of Earnings is all the more valuable in this environment. - Know your potential buyer’s track record on re-trades. - Select constructive, effective advisors. - Run your business every day like you were selling it tomorrow. Nicely echoes my mantra for every owner working with Level Four Business Solutions: “Always be ready to sell.”

"Kestra leadership is always available to advisors, so you can stop them in the hallway for an event, send them a quick email, and they're here to truly hear our concerns." Watch Michelle Bender, President & Senior Financial Advisor at Potomac Financial Consultants, discuss how joining Kestra Financial has elevated their firm to new heights.

Twenty years of marriage taught me what twenty years in finance confirmed: the strongest foundations are built on relationships, trust, and continuous growth. In 2024, this truth shaped everything from celebrating two decades with Lindsay to growing the Rossby team. The power of relationships manifested in multiple ways this year: - Expanded Rossby's team through careful hiring and relationship-building - Strengthened industry presence at key events like WealthManagement.com EDGE and Future Proof - Deepened connections with advisors seeking #independence and #innovation - Built new partnerships focused on technology advancement in #financialservices