Tools and Resources

Navigating Succession Planning: A Journey of Innovation and Leadership

2024-01-10T11:43:08-06:00By |Armatus Dealer Uplift Succession Journey, Succession Success Stories, Technology & Software Succession Planning, Video|

Join us as Joe Jankowski, the Managing Member of Armatus Dealer Uplift, shares his inspiring journey of founding Armatus Dealer Uplift. Joe's story began with his experiences as CFO and CEO of an automotive group, where he faced numerous challenges, including navigating the termination of GM and Chrysler franchises in [...]

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 [...]

Lessons in Succession: From CFO to Family Business Owner

2024-01-10T11:44:25-06:00By |Armatus Dealer Uplift Succession Journey, Succession Success Stories, Technology & Software Succession Planning, Video|

In this informative video, Joe Jankowski, the Managing Member of Armatus Dealer Uplift, shares his journey into family business succession planning. Joe previously worked with a large auto group in Maryland before joining a century-old business without a clear successor. As a member of the leadership team, he took on [...]

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, [...]

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

2023-10-04T11:39:24-05:00By |Automotive, National Association of Minority Auto Dealers, Succession Blog, Video|

Minority auto dealers face unique challenges when building wealth and planning for the future. With a rapidly changing industry, it's crucial to have a solid growth and succession strategy to ensure financial sustainability. From identifying talented individuals within the organization to expanding investment portfolios, there is an array of strategies [...]

Beyond Generations: A Blueprint for Family Business Succession Success

2024-01-10T11:45:50-06:00By |Armatus Dealer Uplift Succession Journey, Succession Success Stories, Technology & Software Succession Planning, Video|

In this enlightening video, Joe Jankowski, Managing Member of Armatus Dealer Uplift, shares his journey and the profound impact a holistic approach to succession planning has had on his family business, relationships, and overall business trajectory. Key Insights: Discover the secrets behind Joe's success story as he delves into the [...]

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. [...]

Mastering Family Business Succession: Armatus Dealer Uplift Case Study

2024-01-10T11:47:14-06:00By |Armatus Dealer Uplift Succession Journey, Succession Success Stories, Technology & Software Succession Planning, Video|

In this video, Joe Jankowski, the Managing Member of Armatus Dealer Uplift, provides his experience as a family business owner in strategic succession planning. In this enlightening video, Joe dispels common misconceptions surrounding succession planning and offers invaluable insights into the multifaceted nature of this critical business endeavor. Debunking Myths: [...]

The Importance of Emotional Intelligence for Strategic Growth and Succession Success

2023-10-05T14:41:33-05:00By |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 [...]

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