Tools and Resources

Navigating Family and Business Conflicts in the Automotive Industry

2024-03-15T17:41:51-05:00By |Advisor Collaboration, Automotive Succession Planning, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In this enlightening video discussion, Dan Iosue, a highly experienced succession planner from The Rawls Group, collaborates with Scott Womack, a valuation expert from Mercer Capital, to delve into the intricate landscape of family and business conflicts within the automotive industry. As they explore this multifaceted topic, they unveil various [...]

Challenges and Evolution of the Dealer Model

2024-03-15T18:32:37-05:00By |Advisor Collaboration, Automotive Succession Planning, Strategic Considerations in Automotive Retail, Succession Blog, Video|

Embracing Change: Strategic Succession Planning in Automotive Retail In a dynamic conversation moderated by Jason Stein of Flat Six Media, industry experts George Karolis from The Presidio Group and Champ Rawls from The Rawls Group delve into the critical topic of Succession Planning and Strategic Considerations in Automotive Retail. This [...]

Navigating Trust Approval in Multi-Brand Franchisee Succession

2024-03-15T14:36:09-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

Join us for a crucial discussion as Nate Riordan, the founder of West Coast Franchise Law, teams up with seasoned succession planners Jeff Bannon and Greg Sisa from The Rawls Group. Together, they delve into the essential aspects of coordinated planning in multi-brand franchisee businesses, family enterprises, and succession strategies. [...]

Determining Dealership Value in a Booming Automotive Market

2024-03-15T17:46:27-05:00By |Advisor Collaboration, Automotive Succession Planning, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In this educational video, two industry experts, Scott Womack, a seasoned valuation expert representing Mercer Capital, and Dan Iosue, a succession planning specialist associated with The Rawls Group, converge to provide invaluable insights on the art of valuing your dealership during a period of exceptional profitability for the automotive industry. [...]

Metrics and Considerations for Future Planning in the Auto Industry

2023-09-28T12:01:49-05:00By |Advisor Collaboration, Automotive Succession Planning, Strategic Considerations in Automotive Retail, Succession Blog, Video|

In a recent conversation focused on Succession Planning and Strategic Considerations in Automotive Retail, with Jason Stein from Flat Six Media, George Karolis of The Presidio Group and, Champ Rawls, a Succession Planner with The Rawls Group, Rawls shed light on the essential metrics and considerations that auto dealers must [...]

Navigating Business Valuations: A Roadmap for Car Dealers

2024-03-15T17:48:22-05:00By |Advisor Collaboration, Automotive Succession Planning, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In the intricate world of family business and succession planning for car dealerships, understanding the nuances of business valuations is pivotal. In this video featuring Scott Womack, a highly respected valuation expert representing Mercer Capital, Womack generously shares his expertise and offers valuable guidance to car dealers navigating the complexities [...]

Understanding the Difference Between Estate Planning and Succession Planning

2023-06-30T09:14:11-05:00By |Advisor Collaboration, Franchisee Succession: How to Grow & Build Value, Multi-Unit Franchising, Succession Blog, Video|

Success in the world of business requires not only careful planning for the present but also for the future. To this end, it is essential to engage in both estate planning and succession planning. In a recent video conversation, Jeff Bannon, a Succession Planner at The Rawls Group, and Aicha [...]

Accelerating Growth: Proven Automotive Succession Strategies

2024-03-18T14:58:58-05:00By |Advisor Collaboration, Automotive Succession Planning, Strategic Considerations in Automotive Retail, Succession Blog, Video|

Treating People Well: The Foundation of a Strong Brand Perception In an insightful conversation focused on Succession Planning and Strategic Considerations in Automotive Retail with Jason Stein from Flat Six Media, George Karolis of The Presidio Group, and Champ Rawls, a succession planner with The Rawls Group, George Karolis emphasizes [...]

Accelerating Growth: Developing Leadership Bench Strength to Drive Success

2024-03-28T13:02:17-05:00By |Automotive Succession Planning, Succession Blog, Succession Strategies for Minority Car Dealers, Video|

In the fast-paced world of the automotive industry, growth and expansion are crucial to success. However, the growth process can be internally daunting, especially when it involves bridging the gap between your managers and leaders' knowledge and experience. Evaluating and creating a management and leadership depth chart is the first [...]

Unlocking the Secrets to Effective Succession Planning

2024-03-15T17:50:21-05:00By |Advisor Collaboration, Automotive Succession Planning, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

Succession planning is critical for family businesses, especially in industries like automotive retail. However, there's often confusion about the role of estate planning within the broader context of succession planning. In this video, Dan Iosue clarifies the pivotal role of estate planning while emphasizing that it's just one integral piece [...]

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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