Succession, Growth and Acquisitions

Consolidation has been a major theme for some time now.  COVID-19 created an added layer of pressure, enhancing buy-sell activity.  Business owners who have invested in succession planning already have options, know what they want, and are already implementing their growth strategies. However, for owners who have been misled to believe succession planning is just about the exit and retirement, you have some catch-up work in front of you.

In our first “Succession Palooza” series focused on Succession, Growth and Acquisitions, Dan Gavin with Bernstein Private Wealth Management, Michael Rosendahl with PCE Investment Bankers, and our very own succession planner, Loyd Rawls discusses how you can seek succession through business growth and acquisitions. 

What would you like to hear more about to help you determine the best strategy for growth or to fulfill your vision, whatever that is for you?  Feel free to submit it via the ask an expert link below.

https://seekingsuccession.com/ask-an-expert/

Looking To Grow? Turning Your Vision Into Reality

2022-02-10T15:18:24-06:00By |Advisor Collaboration, Automotive, Multi-Unit Franchising, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

What better way to celebrate succession planning than to talk about growth in the business? You, as a business owner, are in a power position. With action, you can create control over your future. Growth, success, and succession are team sport. Welcome to the kick-off episode of The Rawls Group’s [...]

Acquisition and Business Succession: Why You Must Have a Growth Mindset

2022-02-10T15:20:16-06:00By |Advisor Collaboration, Automotive, Succession Blog, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

Business Growth is one of the core foundations for succession planning. Although it is assumed succession planning is only about exiting or retiring from the business, it is in reality planning that provides solutions to overcome the possible, probable, and potential issues that impact your vision. We celebrate succession planning [...]

Growth Thru Acquisition: Finances, Timelines and Expectations

2022-02-10T15:20:17-06:00By |Advisor Collaboration, Multi-Unit Franchising, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

Succession planning has gotten misconstrued with estate and exit planning amongst business owners, resulting in the process being delayed or avoided until it is too late. Successful owners know succession planning is much more than estate and exit, it is also about building strategies for today's success so you can [...]

Growing Your Business and Net Worth

2022-02-10T15:20:17-06:00By |Advisor Collaboration, Automotive, Succession Blog, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

We know a popular definition of succession planning leans towards planning for exit or retirement. However, succession planning is really about setting your business and family up for future success, which is worth celebrating. What better way to celebrate succession planning than to talk about your personal financial goals – [...]

Business Growth and Bench Strength: Recruitment, Retention & Development

2022-02-10T15:20:18-06:00By |Advisor Collaboration, Automotive, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

Succession is dependent upon SUCCESS, so it is just as much about today as it is about tomorrow. Growth, scaling your business, talent and culture are all essential dynamics addressed through succession strategies. And, there is nothing more valuable to the business than talent. Leadership bench strength is pivotal to [...]

Business Growth, Consolidation & COVID

2022-02-10T15:20:19-06:00By |Advisor Collaboration, Automotive, Multi-Unit Franchising, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

Whatever your vision is for your business, it is dependent on your business abilities to succeed through transitions – which is fundamentally the definition of succession planning. COVID 19, Supply Chain Issues, Talent Shortages, Consolidation, and Acquisitions are all examples of Transitions. So essentially, any change to our norm; represents [...]

Acquisition Done! Now What? Hitting the Ground Running After the Close

2022-02-10T15:20:19-06:00By |Advisor Collaboration, Automotive, Multi-Unit Franchising, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

Succession planning is about creating strategies to take control of the future based on your goals and vision. And if part of your vision involves growth through acquisition, you are in the right place. In this episode with Dan Gavin with Bernstein Private Wealth Management, Michael Rosendahl with PCE Investment [...]

Power Position: Building Cash or Equity: Creating Flexibility & Maximizing Opportunities

2022-02-10T15:20:20-06:00By |Advisor Collaboration, Automotive, Multi-Unit Franchising, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

Succession strategies are all about how to maximize opportunities to achieve your vision. For example, there is a lot of M&A activity across all industries; so how do you position yourself to take action when the deal is just right for you? Welcome to The Rawls Group Succession Palooza. In [...]

Buying or Selling: Determining What Strategy is Best For You

2022-02-10T15:20:20-06:00By |Advisor Collaboration, Automotive, Multi-Unit Franchising, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

What is cool about succession planning, that many business owners don’t realize is it allows you to create strategies today create the lifestyle, and build the business you envision tomorrow.  So, what you do today, can literally impact tomorrow, and when we say tomorrow, we mean tomorrow and 10+ years [...]

Title

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