Tools and Resources

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

2024-03-28T13:03:42-05:00By |Automotive Succession Planning, Succession Blog, Succession Strategies for Minority Car Dealers, 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

2024-03-15T17:07:38-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, 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 Planning, 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

2024-03-15T17:04:44-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, 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 Succession Planning, 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 [...]

Succession Secrets: Key Insights for Seamless Leadership Transition

2024-03-15T17:01:21-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, Video|

Discover the secrets to seamless succession planning and sustainable family business growth in this video featuring Joe Jankowski, Managing Member of Armatus Dealer Uplift. In this video, Joe shares invaluable insights drawn from his own experiences, advocating for the indispensable role of a third-party perspective in ensuring a smooth transition [...]

10 Aspects of Succession Planning in Automotive Retail

2024-03-15T18:19:08-05:00By |Advisor Collaboration, Automotive Succession Planning, 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 [...]

Family Business Succession Planning: Armatus Dealer Uplift’s Journey

2024-03-15T16:01:44-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, Video|

In this video, Joe Jankowski shares his remarkable journey through the world of succession planning as a family business owner and the inspiring story behind Armatus Dealer Uplift. Legacy Preservation: Discover how Joe's encounter with The Rawls Group in 1999 transformed the destiny of aging family business owners determined to [...]

Leveraging Valuations for Strategic Growth in Car Dealerships

2024-01-12T12:33:57-06:00By |Advisor Collaboration, Automotive Succession Planning, 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 [...]

Succession Planning Insights: Navigating the Entrepreneur’s Dilemma

2024-03-15T15:49:40-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, Video|

In this insightful video, Joe Jankowski, the Managing Member of Armatus Dealer Uplift, the nation's leading Retail Warranty Reimbursement service provider, discusses the initial challenges he encountered when starting his succession planning journey. As an entrepreneur, your business is not only a reflection of your identity but also a vital [...]

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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