Succession Video Discussions

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.

The Art of Successful Partner Negotiations in the Automotive Industry

2024-03-15T17:34:51-05:00By |Advisor Collaboration, Automotive Succession Planning, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In this video conversation, Dan Iosue, a highly seasoned succession planning expert with The Rawls Group, collaborates with Scott Womack, a distinguished valuation expert with Mercer Capital, to share invaluable insights on fostering successful and harmonious partner negotiations within the automotive industry. Navigating partnership negotiations in this dynamic sector can [...]

Succession Planning Transformation: Joe Jankowski’s Inspirational Journey

2024-03-15T15:41:23-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, Video|

A Business Owners Story Join us as Joe Jankowski, Managing Member of Armatus Dealer Uplift opens up about his unexpected experience with succession planning, a story that not only revolutionized his business but also profoundly impacted his entire life. Embracing Change in Family Business: Discover Joe's initial resistance to outside [...]

Navigating Franchisee Succession Challenges: Expert Insights & Strategies

2024-03-15T15:36:10-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

Join us for a candid and insightful conversation featuring Jeff Bannon and Greg Sisa, seasoned succession planners from The Rawls Group, and Nate Riordan, the visionary founder of West Coast Franchise Law. In this discussion, they address a critical issue faced by countless franchisees: finding a qualified next-generation successor. Facing [...]

Auto Dealership Growth Strategies: Strategic Planning & Goal Setting

2025-06-19T10:19:52-05:00By |Advisor Collaboration, Automotive Succession Planning, Strategic Considerations in Automotive Retail, Succession Blog, Video|

Strategic Decision-Making in Auto Dealership Growth In an insightful discussion centered on succession planning, transition strategy, and Jason Stein from Flat Six Media speaks with George Karolis from The Presidio Group and Champ Rawls, a Succession Planner with The Rawls Group, about growth and succession planning in the automotive industry. They discuss essential choices that are affecting today's auto dealers. Their [...]

Mastering Stock Purchases for Seamless Succession in the Automotive Business

2024-03-15T17:37:11-05:00By |Advisor Collaboration, Automotive Succession Planning, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In the ever-evolving automotive industry, succession planning is not just a best practice; it's a critical necessity. As key leaders prepare to step back, the effective negotiation of stock purchases becomes paramount to ensure a smooth and successful ownership transition.  Dan Iosue, with his extensive experience in succession planning, offers invaluable [...]

Succession Planning in Family Business: First-Hand Experience

2024-03-15T15:39:05-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, Video|

In this video, Joe Jankowski, a respected family business owner and the Managing Member of Armatus Dealer Uplift, the nation's premier Retail Warranty Reimbursement service provider, shares invaluable insights for business owners skeptical about investing in succession planning. Business Longevity & ROI: Learn from Joe about the significance of having [...]

Lease Management: Expert Insights for Multi-Unit Franchisees

2024-03-15T15:30:56-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

Welcome to our insightful discussion featuring Nate Riordan, founder of West Coast Franchise Law, alongside succession planning experts Jeff Bannon and Greg Sisa from The Rawls Group. Together, they unravel the complexities of lease management and negotiations faced by multi-brand franchisees, offering invaluable insights into aligning leases with your growth [...]

Addressing Tension in the Family-Owned Auto Dealership

2024-03-14T17:40:46-05:00By |Advisor Collaboration, Automotive Succession Planning, Strategic Considerations in Automotive Retail, Succession Blog, Video|

Navigating Family Dynamics in Car Dealership Succession Planning If you're a car dealer, succession planning is an important topic. In this insightful video conversation moderated by Jason Stein, George Karolis from The Presidio Group and Champ Rawls share their insights on the tensions that can arise from integrating family into the business. Despite their [...]

Franchise Success: Understanding Your Goals and Planning for the Future

2023-06-30T09:13:11-05:00By |Advisor Collaboration, Franchisee Succession: How to Grow & Build Value, Multi-Unit Franchising, Succession Blog, Video|

Multi-unit franchising is a popular business model that allows entrepreneurs to start a business with an established brand, products, and services. While franchising can offer many benefits, such as lower startup costs and support from the franchisor, success is not guaranteed. In fact, according to the International Franchise Association, about [...]

Preventing Business Disputes and Ensuring Succession in the Automotive Industry

2024-03-15T17:39:42-05:00By |Advisor Collaboration, Automotive Succession Planning, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

Car dealers navigating family and business conflicts within the automotive industry is complex. This video delves into an engaging and informative discussion featuring Dan Iosue, an experienced succession planner with The Rawls Group, and Scott Womack, a seasoned valuation expert from Mercer Capital. Together, they explore the dynamics of business [...]

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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