Tools and Resources

Building a Legacy: Family Business Succession Planning for Multi-Unit Franchisees

2023-09-29T15:20:20-05:00By |Advisor Collaboration, Multi-Unit Franchising, Succession Blog, Video|

For entrepreneurs and multi-unit franchisees, the dream of business ownership often revolves around creating wealth, enjoying a supportive lifestyle, and eventually reaping the rewards of a successful business sale. However, to turn this dream into reality, it's crucial to have a well-thought-out business succession strategy from the very beginning. In this article, we delve [...]

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 [...]

The Importance of Emotional Intelligence for Strategic Growth and Succession Success

2023-09-29T15:16:53-05:00By |Automotive, Video|

Succession planning in a family business involves much more than drafting wills and trusts. While these legal aspects are crucial, they represent only a small fraction of the overall picture. To ensure the long-term success and sustainability of your family business, you must consider various factors, including culture, strategic growth, and the intricate dynamics [...]

Navigating Valuations and Succession Planning for Car Dealers

2023-09-27T19:45:08-05:00By |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, [...]

Developing Talent, & Making a Lasting Impact: Strategies for Minority Car Dealers

2023-08-11T13:44:55-05:00By |Automotive, National Association of Minority Auto Dealers, Succession Blog, Video|

Auto dealership owners face unique challenges when building wealth and planning for the future. With a rapidly changing industry, it's crucial to have a solid plan for succession and financial stability. From identifying talented individuals within the organization to expanding investment portfolios, there are an array of strategies dealers can [...]

Timing Valuations for Car Dealers: When and Why

2023-09-27T19:42:44-05:00By |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

2023-09-27T12:36:23-05:00By |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

2023-09-27T19:53:53-05:00By |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

2023-09-28T11:46:16-05:00By |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 [...]

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