Tools and Resources

Succession Planning in Family Business: First-Hand Experience

2024-03-15T15:39:05-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, Video|

In this video, Joe Jankowski, a respected family business owner and the Managing Member of Armatus Dealer Uplift, the nation's premier Retail Warranty Reimbursement service provider, shares invaluable insights for business owners skeptical about investing in succession planning. Business Longevity & ROI: Learn from Joe about the significance of having [...]

Lease Management: Expert Insights for Multi-Unit Franchisees

2024-03-15T15:30:56-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

Welcome to our insightful discussion featuring Nate Riordan, founder of West Coast Franchise Law, alongside succession planning experts Jeff Bannon and Greg Sisa from The Rawls Group. Together, they unravel the complexities of lease management and negotiations faced by multi-brand franchisees, offering invaluable insights into aligning leases with your growth [...]

Addressing Tension in the Family-Owned Auto Dealership

2024-03-14T17:40:46-05:00By |Advisor Collaboration, Automotive Succession Planning, Strategic Considerations in Automotive Retail, Succession Blog, Video|

Navigating Family Dynamics in Car Dealership Succession Planning If you're a car dealer, succession planning is an important topic. In this insightful video conversation moderated by Jason Stein, George Karolis from The Presidio Group and Champ Rawls share their insights on the tensions that can arise from integrating family into the business. Despite their [...]

Franchise Success: Understanding Your Goals and Planning for the Future

2023-06-30T09:13:11-05:00By |Advisor Collaboration, Franchisee Succession: How to Grow & Build Value, Multi-Unit Franchising, Succession Blog, Video|

Multi-unit franchising is a popular business model that allows entrepreneurs to start a business with an established brand, products, and services. While franchising can offer many benefits, such as lower startup costs and support from the franchisor, success is not guaranteed. In fact, according to the International Franchise Association, about [...]

Preventing Business Disputes and Ensuring Succession in the Automotive Industry

2024-03-15T17:39:42-05:00By |Advisor Collaboration, Automotive Succession Planning, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

Car dealers navigating family and business conflicts within the automotive industry is complex. This video delves into an engaging and informative discussion featuring Dan Iosue, an experienced succession planner with The Rawls Group, and Scott Womack, a seasoned valuation expert from Mercer Capital. Together, they explore the dynamics of business [...]

What Multi-Unit Franchisees Need to Know About Estate Planning

2024-03-15T14:41:47-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

Dive into the intricate world of estate planning for multi-unit and multi-brand franchisees and family businesses with Nate Riordan, founder of West Coast Franchise Law, and seasoned succession planners Jeff Bannon and Greg Sisa from The Rawls Group. Discover the unique challenges faced by franchise businesses due to the franchisor-franchisee [...]

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

2023-10-05T14:43:31-05:00By |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 [...]

Navigating Franchise Agreements: Expert Strategies for Ownership Transitions

2024-03-15T15:28:09-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

Dive deep into the art of strategic business structuring in this enlightening video! Join industry experts Nate Riordan, founder of West Coast Franchise Law, and succession planning veterans Jeff Bannon and Greg Sisa from The Rawls Group as they unravel the complexities of franchise agreements, right of first refusal, and [...]

Unlocking Dealership Valuation: The “Thinking Green, Not Blue” Approach

2024-03-15T18:25:31-05:00By |Advisor Collaboration, Automotive Succession Planning, Strategic Considerations in Automotive Retail, Succession Blog, Video|

In an insightful conversation focused on Succession Planning and Strategic Considerations in Automotive Retail moderated by Jason Stein with Flat Six Media, George Karolis from The Presidio Group and Champ Rawls a succession planner with The Rawls Group, the conversation delves into the intricate world of business valuation, succession planning, [...]

From Control to Continuity: Expert Strategies for Franchise Owners

2024-03-15T14:39:08-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

In this eye-opening video, Nate Riordan, the founder of West Coast Franchise Law, teams up with seasoned succession planners Jeff Bannon and Greg Sisa from The Rawls Group to shed light on a crucial aspect of franchise ownership: trusts and succession planning. Dive deep into the world of estate planning [...]

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