Tools and Resources

Overcoming the Obstacles in Succession Planning for Auto Dealerships

2024-03-15T18:21:06-05:00By |Advisor Collaboration, Automotive Succession Planning, 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

2024-03-15T17:32:08-05:00By |Advisor Collaboration, Automotive Succession Planning, 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 [...]

Succession Planning Success: Insights from Joe Jankowski | Armatus Dealer Uplift

2024-03-15T15:43:30-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, Video|

Learn from Joe Jankowski, the Managing Member of Armatus Dealer Uplift, as he takes you through the intricate succession planning process for his family business. In this video, Joe shares his triumphs, challenges, and valuable insights to inspire and guide you in your succession planning journey. Navigating Succession Planning: Discover [...]

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 [...]

Succession Planning and Family Generational Wealth Transfer

2024-03-28T13:00:55-05:00By |Automotive Succession Planning, Succession Blog, Succession Strategies for Minority Car Dealers, Video|

Succession planning is a critical consideration for anyone looking to transfer their wealth to future generations. However, it is also important to consider the broader implications of asset transfers, especially when it comes to creating equitable opportunities for your minority key managers. In a recent video, Jean Venant, Succession Planner [...]

The Art of Successful Partner Negotiations in the Automotive Industry

2024-03-15T17:34:51-05:00By |Advisor Collaboration, Automotive Succession Planning, 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 [...]

Succession Planning Transformation: Joe Jankowski’s Inspirational Journey

2024-03-15T15:41:23-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, Video|

A Business Owners Story Join us as Joe Jankowski, Managing Member of Armatus Dealer Uplift opens up about his unexpected experience with succession planning, a story that not only revolutionized his business but also profoundly impacted his entire life. Embracing Change in Family Business: Discover Joe's initial resistance to outside [...]

Navigating Franchisee Succession Challenges: Expert Insights & Strategies

2024-03-15T15:36:10-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

Join us for a candid and insightful conversation featuring Jeff Bannon and Greg Sisa, seasoned succession planners from The Rawls Group, and Nate Riordan, the visionary founder of West Coast Franchise Law. In this discussion, they address a critical issue faced by countless franchisees: finding a qualified next-generation successor. Facing [...]

Auto Dealership Growth Strategies: Strategic Planning & Goal Setting

2025-06-19T10:19:52-05:00By |Advisor Collaboration, Automotive Succession Planning, Strategic Considerations in Automotive Retail, Succession Blog, Video|

Strategic Decision-Making in Auto Dealership Growth In an insightful discussion centered on succession planning, transition strategy, and Jason Stein from Flat Six Media speaks with George Karolis from The Presidio Group and Champ Rawls, a Succession Planner with The Rawls Group, about growth and succession planning in the automotive industry. They discuss essential choices that are affecting today's auto dealers. Their [...]

Mastering Stock Purchases for Seamless Succession in the Automotive Business

2024-03-15T17:37:11-05:00By |Advisor Collaboration, Automotive Succession Planning, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In the ever-evolving automotive industry, succession planning is not just a best practice; it's a critical necessity. As key leaders prepare to step back, the effective negotiation of stock purchases becomes paramount to ensure a smooth and successful ownership transition.  Dan Iosue, with his extensive experience in succession planning, offers invaluable [...]

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