Thank you for attending our session at the 2025 NEFI Heat Show!
Click here to access a PDF of the presentation.
Learn More About Our Services
Among our exclusive services for the energy industry are:
- Propane Survey – Annual “snapshot” of the industry to assist propane companies with benchmarking
- Oilheat Survey – Annual “snapshot” of the industry to assist energy companies with benchmarking
- FuelExchangeTM – Merger & acquisition service for oilheat, petroleum, propane HVAC and plumbing businesses
- Operational Consulting – Optimize company performance and achieve sustainable growth
- FuelTrack® – An exclusive management analysis tool that compares energy dealer statistics and operating results
- Business Planning – Formulate business plans and advise on key management decisions
- Valuations – Calculations of Business Value
We offer a full scope of management support and advisory services, along with all the traditional financial, accounting and tax services, to give you a powerful advantage in today’s market.
Consulting & Management Advisory
- Project profitability and financial benchmarking
- Accounting software expertise – including Sage Intacct for real-time visibility and insights into financial and operational metrics
- Merger and Acquisition support
- Calculations of value
- Bank financing support
- Loan compliance assistance
- Succession planning
- Cash flow forecasting
- Business formation and structure planning
- Wealth management services for shareholders
Tax & Assurance
- Federal and multi-state tax planning and preparation
- Monitor and apply changes in tax laws or accounting standards
- Tax deferral strategies
- Choice of entity
- Energy tax incentives
- IRS examination assistance
- Capital gains strategies
- Complex tax projections
- Individual business owner tax preparation
- Audits, reviews and compilations of financial statements
- Conduct internal control reviews and recommendations
- Benefit plan audits