Succession Podcast

Advancing Your Business, People and Legacy Conversation Series

Welcome to our podcast focused on all things impacting growth, value and the sustainability of privately held businesses.  Contact kendall@rawlsgroup.com if you would like to submit a topic for discussion, questions about the podcast or have question about your succession planning environment.

Episode 1: What Is Changing in the Areas of Estate Tax?

2021-02-12T16:05:34-06:00By |Advisor Collaboration, Leading Your Business Through Transition, Planning Post Pandemic & Political Unrest, Succession Podcast|

With a change in the President, comes changes in estate tax law. This can provide short term opportunities, as well as a lot of speculation looking into the future. As such, there are many questions and what ifs. To help navigate this unknown environment we have asked our good friends [...]

Episode 2: When and/or Should I Gift to the Next Generation?

2021-01-07T15:41:17-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

A common question we hear is “When Should I gift to the Next Generation?” A simple and obvious answer is “when you’re ready.,” However, there are many nuances to consider based upon your situation. In this episode of the “Planning Post Pandemic and Political Unrest: What’s in It for Me,” [...]

Episode 4: What If I Am Not Ready to Gift to the Next Generation?

2021-02-12T16:06:12-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

What’s in it for me?” Is a common question we hear when talking with dealers when discussing advanced tax and succession planning.  “What is it gonna matter, I will be dead” In our “Planning Post Pandemic” discussion series we drilled down into this very question, specifically around “What if I, as [...]

Episode 5: Are There Downfalls to Holding Off on Planning?

2021-02-12T16:06:48-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

You may be wondering if there any downfalls to holding off on planning? What the last year has proven is that there is no time like the present, no matter what’s going on. In this episode of “Planning Post Pandemic and What’s in It for Me,” Kevin Gilbreath, a Tax [...]

Episode 6: If Planning is a No Brainer……

2021-02-12T16:07:23-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

Our succession planners with The Rawls Group, Hugh Roberts and David Weaver, along with Kevin Gilbreath, a Tax Partner with Crowe, have been discussing various advanced tax planning dynamics in our conversation series “Planning Post Pandemic and The What’s in It For Me.” With the benefits of the current planning [...]

Episode 7: What Are Next Steps For Owner’s to Enhance Their Planning?

2021-02-12T16:08:14-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

The Rawls Group and the experts at Crowe collaborate and guide our clients through the succession planning process and balancing the 4 F’s of Feelings, Family, Finances, and the Federal Tax Law. In this episode of the series, the discussion focuses on Where should a business owner start to begin [...]

Episode 11: What can you do to protect your multiples and values during times of transition?

2020-07-16T20:28:59-05:00By |Advisor Collaboration, Leading Your Business Through Transition, Operational Excellence & Business Performance, Succession Podcast|

Key to protecting the value of the business, is a leader who is an agent of change. Listen in to hear Tom Olney, from OWL Automotive Consultants provide insight into what that means. As you listen to this episode you will walk away with key take a-ways and will realize you [...]

Episode 10: What should dealers do right now to protect their business?

2020-07-16T20:33:09-05:00By |Advisor Collaboration, Leading Your Business Through Transition, Operational Excellence & Business Performance, Succession Podcast|

Financial and operational controls remain essential for protecting your business. With COVID-19 forcing employees to work from home, away from technological fire walls and additional means for digital security, many are finding additional vulnerabilities to spoofs and hacks. Invest time and money in educating and training your people so they [...]

Episode 9: What is the best way to make decisions in uncertain times?

2020-07-16T20:33:41-05:00By |Advisor Collaboration, Leading Your Business Through Transition, Operational Excellence & Business Performance, Succession Podcast|

In difficult times, all we want is more control. But, finding control can feel like a fleeting dream. You figure out inventory, but then mother nature comes for a visit. Jean Venant shares a trick for gain more control - "LEVERAGE" As you listen to this episode you will walk away [...]

What is Changing In the Areas of Estate Tax?

family-business-succession-planning

Planning Opportunities To Take Advantage of Now

family-business-succession-planning

Leadership in Uncertain Times

family-business-succession-planning
Go to Top