I know you were with AmeriGas for a long time and then joined after they acquired the first couple of businesses. Could you start by telling me a bit about that, how you got involved, and what your role was while you were there?

People in these rural communities want to talk to the person at the propane office. They want to walk in, chat, have a cup of coffee, hand in their paper check for their bill, and then leave. It's hard to tell them they need to go online, place orders online, or use an app on their phone. There's a significant portion of people for whom that's not happening. That community is increasing, but not entirely.

Could you first address whether the businesses they bought were generally good, bad, or a mixture? If you're not familiar with what they did in the Northeast or the South, please answer for the Pacific Northwest or any area you feel comfortable discussing.

Publicly held companies are more diligent about compliance because any accident could affect stock value and cause trouble. Thus, you have two different business models operating at different cost levels due to compliance. Smaller companies often neglect regulations until they're enforced, which can be problematic since enforcement is inconsistent.