Dan.Iosue_239x239v2.pngDan Iosue


Succession Advisor



Orlando, FL

Articles by Dan

As a succession planner, Dan Iosue, CFP® leverages his more than a decade of experience in corporate leadership and financial planning working with clients to help them achieve their long-term business goals. Dan works with business owners and key executives to overcome challenges that impact business success, keeping them focused on sustainability and growth.

Dan grew up in Florida, and then attended Macalester College in Minnesota, where he played both football and baseball. Dan serves as a board member for the Crealde School of Art and is a Founder’s Club member of CrossFit Winter Park. In Dan’s spare time he also enjoys Brazilian Jiu Jitsu, photography, and working on his motorcycles.

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Leading Through Transition- Virtual Conversation

Our world is in a transition. And we have a choice - thrive or survive. COVID-19 felt like it happened overnight, without any warning, leaving many leaders scrambling to keep their teams engaged and productive. The COVID-19 pandemic represents one of many business transitions you will face as a leader. As you listen in, you will learn strategies that can be applied during any time of change. Questions Received By Attendees and Answered By Our Experts How can I make sure my team / clients know I am present for them? Such as questions to ask employees [...]

As Seen in Multi-Unit Franchisee Report – Business Structuring – 5 Steps to Help You Protect Profit and Performance

Succession Planning Process - Business Structuring Business structures and agreements have a huge influence on taxation, ownership control, transfer on gifts and estates, and shareholder access to cash flow. A critical component of the interdependent areas of the Succession Matrix®, business structures also protect owners by helping to achieve desired outcomes with any partners, involved family, and key managers. To get started, consider these 5 areas of the business structure checklist: Assess your current business structure and business document circumstances relative to your confirmed goals. Confirm your advisor team to assist with business structuring. Discuss business structuring goals and [...]

As Seen in Multi-Unit Franchisee Report – Identifying Goals & Vision As Your Business Grows

Franchise owners know what motivated them to get into business in the first place. But have you ever considered how your motivations or perspective on being in business have evolved over time? The motivation and perspective of the owner is a very important part of the value and growth puzzle of the business. New franchisees have different reasons for starting and operating a business than do seasoned franchisees. In order to ensure the ongoing forward progression and growth of your franchise, you must not only clearly identify your goals and vision but understand what is motivating you based on [...]

As Seen in Multi-Unit Franchisee Report – Creating Highly Satisfied And Motivated Employees

Culture in organizations matters. There are only three resources in almost any business: people, time, and money. One of my partners at The Rawls Group likes to point out the difference between an average performing business and a world-class business most often comes down to the quality of your people and how they are motivated to spend their time. Motivators fall into two categories of rewards we're all familiar with: intrinsic and extrinsic. Think about the intrinsic and extrinsic rewards in your business. For instance, are they sufficient? Are they effective? Simple actions like these can be highly motivating, [...]

Case Study – Unified Vision for Business Growth

Industry: Manufacturing: large-scale screen printing for tourist industry attractions. Company Overview: Dad and Mom founded the company over forty years ago out of a single store-front tee shirt printing business in rural Central Florida.  As a first-generation business, the family persevered through many boom and bust cycles within their industry.  Dad and Mom are in their early seventies and their two middle-aged children, have worked in the business for over twenty years.  Daughter in sales and Son in operations. Both Dad and Mom felt that Daughter could run the business in Dad’s absence.  However, they expressed doubt about her [...]

As Seen in Multi-Unit Franchisee Report – Drive Increased Employee Satisfaction Through Better Developmental Feedback

Many franchise owners struggle with employee turnover and motivational leadership. No doubt many competitive business environments are difficult, with long hours and stressful deadlines. Employment rates are near an all-time low, so how do you keep your best people motivated to stay? And how do you inspire your good employees to strive to be the best? Click the following link to read Dan Iosue's post on the Multi Unit Franchising’s website titled:  Drive Increased Employee Satisfaction Through Better Developmental Feedback Read the article and then contact us to get some insights on  your own scenario. Even if you don’t become [...]


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Leadership in Uncertain Times

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