hugh roberts headshotHugh B. Roberts

Partner

Succession Advisor

hbroberts@rawlsgroup.com

818.702.0889 x 1155

Los Angeles, CA

Articles by Hugh

Hugh B. Roberts, a member of The Rawls Group since 1996, specializes in dealing with issues that must be resolved by clients and their families in order to preserve assets and develop succession plans for their organizations. Working in concert with the client’s other advisors, Hugh orchestrates the development of an integrated plan addressing the business, tax, financial, family and emotional issues, which must be overcome to ensure the preservation of businesses, estates and families.

Hugh has delivered seminars to over 60 Automotive Twenty-Groups, the North Carolina, Utah and Michigan Auto Dealers Associations, and many NADA Conventions over the past 20 years. Hugh has a Bachelor of Arts from the University of Colorado, a Master of Arts from Fuller Seminary, and is a CFP® professional, while also being one of The Ralws Group’s top family business succession planning experts.

All Articles

Video: Stay Calm and Carry On

In “Stay Calm and Carry On” Hugh Roberts provides uplifting encouragement to business owners during times of stress, such as COVID-19. Download Hugh's PDF List Actions Hugh challenges us all to reach out to help when you need it, as these are tough times. Those working from home and juggling homeschooling your kids or wondering how to keep your business running and servicing your clients when you have been ordered to shut down your business. A caterpillar transitions into a beautiful butterfly through an process of immense pressure and change. Imagine the possibilities for you [...]

Overcoming Fear and Making A Difference

Hugh Roberts, Partner with The Rawls Group-Business Succession Planners, provides  7 steps for Overcoming Your Fears and Making a Difference. As leaders, we need to be in a position to lift people up; which means you have to take care of yourself first. Contact us and we can help you with insights, other resources, and see if it makes sense to work together. At the very least, in 30 minutes, you may get some ideas you can apply to your business right away.

Automotive News – We’re built for this – How a California Dealership Group Keeps Business in the Family

“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. Our very own succession planners Hugh Roberts and Jeff Bannon, along with Howard and Susan Drake of the Casa Automotive Group in Los Angeles discuss the process for overcoming differences in personalities and business philosophies to successfully transition the company from the first generation to the second.  Casa Automotive Group now has their focus towards positioning the third generation for greater success. Click the [...]

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

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. Click the following link to read Hugh Robert’s Automotive Buy Sell Report article titled: The Devil Is In The Details: Common Estate Planning Mistakes Made By Dealers. Read the article and then contact us to get some insights on  your own scenario. Even if you don’t become [...]

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

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 little fun speculating and assuming. When it comes to the estate tax issue, Republicans claim they are against this tax and Democrats favor it. However, the largest reduction of estate taxes occurred in 2011 under President Obama. During this time, the estate tax laws were [...]

Whats the Trump Effect on Estate Taxes

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 had controlled at least one house of Congress). However, in 1992, President Clinton lead a Democratic sweep of the Congress. In 2000, President George W. Bush lead a Republican sweep followed by 2008, with President Obama sweeping the Democrats back into office, followed by the [...]

What is Changing In the Areas of Estate Tax?

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Planning Opportunities To Take Advantage of Now

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Leadership in Uncertain Times

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