Advisor Collaboration

The old African proverb “It Takes a Village” illustrates the impact of a team approach to succession planning. Collaboration and different expert opinions is critical to ensure the possible, probable and potential issues impacting your goals are addressed.

Our succession planners provide expertise in the areas of Succession Matrix, which includes but are not limited to Organizational psychology, Strategic Planning, Estate Planning, Family Governance, Family Therapy. Planning for the future is a complex endeavor, we leverage the expertise of advisors working with your or bringing in Attorneys, CPAs, Bankers, Wealth Managers and Operational Experts, to name a few, to address the complexities of capital intensive privately held organizations.

The following highlights our strong network of qualified valued relationships and critical expertise for facilitating succession strategies.  Succession planning is complex as it involves complex people, feelings and events outside ones control. Many suffer from the “I don’t know what I don’t know” environment leaving their dreams vulnerable. One could let the learning go to a very deep place inside, because you may not be completely aware of how important it is yet.

Strategies For Successful Multi-Brand Franchise Ownership

2023-10-27T15:07:50-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

Dive deep into the intricate world of multi-brand franchise ownership with seasoned experts Jeff Bannon and Greg Sisa from The Rawls Group, alongside Nate Riordan, founder of West Coast Franchise Law. If you're a multi-unit franchisee navigating the industry's complexities, this discussion is tailor-made for you. Join us as these [...]

Family Business Valuation and Succession Planning: Understanding Key Triggers and Timing

2023-09-29T15:11:24-05:00By |Advisor Collaboration, Automotive, Succession Blog, Video|

Family businesses are not just about the present; they are about securing a legacy for the future. To achieve this, family business owners must navigate the intricate process of succession planning while also assessing the strategic growth and overall value of their businesses. In this article, we will explore the critical aspects of family [...]

Navigating Valuations and Succession Planning for Car Dealers

2024-01-12T12:30:14-06:00By |Advisor Collaboration, Automotive, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In the dynamic world of automotive dealerships, one constant remains, which is change. Whether you're a seasoned dealership owner or a key player in the automotive industry, understanding the pivotal events that trigger valuations is essential for informed decision-making and the continued success of your family business. In this video, [...]

Timing Valuations for Car Dealers: When and Why

2024-01-12T12:31:52-06:00By |Advisor Collaboration, Automotive, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In the fast-paced world of car dealerships, knowing when to pursue a valuation for your business is a question that often puzzles owners. In this video, we explore the critical timing considerations for valuations, focusing on one area that demands precision: wealth transfer within the next generation of dealership owners. [...]

10 Aspects of Succession Planning in Automotive Retail

2024-01-12T12:35:34-06:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

Succession planning is critical to any business; auto dealerships are no exception. With the automotive industry constantly evolving and facing new challenges, effective succession planning has become more crucial than ever before. Recently, George Karolis from The Presidio Group and Champ Rawls from The Rawls Group discussed the multifaceted landscape [...]

Leveraging Valuations for Strategic Growth in Car Dealerships

2024-01-12T12:33:57-06:00By |Advisor Collaboration, Automotive, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In this enlightening video discussion, Dan Iosue, a succession planner from The Rawls Group, and Scott Womack, an experienced valuation expert from Mercer Capital, take a deep dive into the transformative potential of valuations for strategic growth within the realm of car dealerships. They emphasize that valuations offer car dealers [...]

Overcoming the Obstacles in Succession Planning for Auto Dealerships

2024-01-12T12:36:19-06:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

Understanding business owners’ challenges in succession planning for car dealers is crucial for securing long-term success. In a thought-provoking discussion, George Karolis from The Presidio Group offers valuable insights into the main obstacles encountered and highlights the importance of informed decision-making and expert guidance. Obstacle 1: The Decision Dilemma The [...]

Unlocking the Value of Car Dealerships

2023-09-27T19:49:07-05:00By |Advisor Collaboration, Automotive, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In this enlightening video presentation, Dan Iosue, a seasoned succession planner from The Rawls Group, and Scott Womack, an esteemed expert in valuation services from Mercer Capital, come together to explore the key drivers that shape the value of car dealerships. As the automotive industry continues evolving and facing new [...]

Mastering Multi-Brand Franchise Success: Strategies & Succession Planning

2023-10-27T15:09:14-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

Dive into the intricate world of multi-brand franchise ownership, family businesses, and succession planning in this enlightening discussion. Join Jeff Bannon and Greg Sisa, experienced succession planners from The Rawls Group, alongside Nate Riordan, the founder of West Coast Franchise Law. Together, they unravel the complexities of managing diverse brands [...]

The Art of Successful Partner Negotiations in the Automotive Industry

2023-09-27T19:58:42-05:00By |Advisor Collaboration, Automotive, 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 [...]

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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