Hugh Roberts

About Hugh Roberts

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So far Hugh Roberts has created 17 blog entries.

As Seen in Automotive News – We’re built for this – How a California dealership group keeps business in the family

2019-11-15T12:38:02-06:00By |Categories: Video|Tags: , , , , , , , , , , , , , , , |

“We are built for this” highlights the story of how two people with vastly different personalities and business beliefs found common ground to grow and successfully transition the business from gen 1 to gen 2. Hugh Roberts, Jeff Bannon, Howard and Susan Drake discuss different strategies implemented key to their success and what they are [...]

As Seen in Automotive Buy Sell Report – The Devil Is In The Details: Common Estate Planning Mistakes Made By Dealers

2019-11-15T11:58:22-06:00By |Categories: Succession Blog|Tags: , , , , , |

Business owners spend a great deal of time and money developing an estate plan in an effort to protect their family and business. Intentions are good with clients but there is often a lack of understanding regarding the potential downside of their decisions that may have been done without the advice of experts. Hugh Roberts [...]

As Seen in Multi-Unit Franchisee – A Trump Effect On Your Estate Taxes?

2017-03-02T20:05:53-06:00By |Categories: Succession Blog|Tags: , |

While it is still way too early to know what the Trump administration is going to do to change the federal estate tax laws, we do know President Trump stated on the campaign trail that he will eliminate estate taxes and we also know how Congress has acted in the past. So let's have a [...]

Whats the Trump Effect on Estate Taxes

2017-02-15T17:00:00-06:00By |Categories: Newsletter Archive|Tags: , , , |

Probably nothing, unless you plan to die soon! I happened to be with a client with whom I have worked since 1991, on the day President Trump was elected. That led us to examine the political climate over the past 26 years. We reminded ourselves that the 1980’s had been a Republican era (but Democrats [...]

As Seen in Digital Dealer – Why Equal is Not Fair

2016-12-08T19:05:53-06:00By |Categories: Succession Blog|Tags: , , |

“But I love all my kids equally and I want to treat them fairly!” exclaimed Ted, the exasperated business owner who was trying to figure out his estate plan. This sentiment is voiced over and over by my dealer clients leading to many discussions on ‘why equal is not fair’! It’s easy to relate to [...]

Are You Suffering the Christmas/Hanukkah Syndrome?

2016-11-15T18:00:00-06:00By |Categories: Newsletter Archive|Tags: , , , |

“But I love all my kids equally and I want to treat them fairly!” exclaimed Ted, the exasperated business owner who was trying to figure out his estate plan. This sentiment is voiced over and over by my dealer clients leading to many discussions on ‘why equal is not fair’! It’s easy to relate to [...]

As Seen in Digital Dealer Magazine – Four Ways to Keep Peace in the Family Business

2019-10-09T12:25:07-06:00By |Categories: Succession Blog|Tags: , , |

“If I thought my business would hurt my family, I’d sell it!” exclaimed my client. I wish I had a dollar for every time I’ve heard this same concern from business owners. In contrast, the dream for most family business owners was conveyed to me by another client: “To watch my children succeed in my [...]

Succession Planning Techniques Often Overlooked

2014-10-02T16:10:00-06:00By |Categories: Newsletter Archive|Tags: , |

“Is there anything you would have done different than your father regarding estate planning?”  “Yes”, replied the son. The son, now a highly successful auto dealer, was emphatic in his response.  “Dad was unwilling to do anything. He thought he would lose control.  We were lucky he died during good market conditions - our dealership [...]

Family + Business = Harmony or Fireworks?

2014-07-08T16:10:31-06:00By |Categories: Newsletter Archive|Tags: , |

A business owner recently told me, “I have one brother who is my best friend and one who I don’t talk with, all because of business and financial issues.” Tragic yes, but not uncommon. Having worked with business owners and their families for over 30 years, I have witnessed situation after situation in which the [...]