It is Possible to Be Equitable

2022-04-08T13:58:58-05:00By |Multi-Unit Franchising, Success Stories, Succession Blog, Succession Palooza - Celebrating Succession, Video|

Thirty-five years ago, Roland Spongberg started a restaurant company with one El Pollo Loco in Long Beach, CA. Today, WKS Restaurant Company employs 12,000 employees across 375 restaurants in 19 states operating Denny’s, El Pollo Loco, Krispy Kreme, and Wendy’s. From a pure family perspective, with six children, Roland initially [...]

Earning Respect in the Family Business

2022-03-24T13:26:37-05:00By |Automotive, Family Business Balance, Video|

A successful family business can provide opportunities to all who are associated with the owners or viewed as family. History has proven, the odds of family business success through multiple generations dwindles with every ownership transition. However; where many family businesses have failed, there have also been many family businesses [...]

Strategies Evolve as the Business & Family Evolves

2022-04-08T14:00:25-05:00By |Multi-Unit Franchising, Success Stories, Succession Blog, Succession Palooza - Celebrating Succession, Video|

Roland Spongberg became interested in succession planning after a car dealer friend shared difficulties he was experiencing with his siblings. With no desire to cash out, and a father of six kids, with some working in the business and some not, Roland began thinking about the future and opportunities he [...]

Doing Your Best When You Aren’t Feeling It

2022-03-22T14:36:26-05:00By |Advisor Collaboration, Manufacturing, Succession Blog, Video, Women In Leadership: Your Tribe|

Our best one day may be different from another. Waking up on the wrong side of the bed, dreary weather or processing grief in some way impacts how we show up for ourselves and others. We all come short of our goals sometimes. Disappointment and feeling unmotivated as a result [...]

You Can Get What You Want

2022-02-10T14:54:40-06:00By |Automotive, Success Stories, Succession Blog, Succession Palooza - Celebrating Succession, Video|

Developing strategies for growth are essential to succession, especially in Century Automotive Group’s case, where four kids are interested in the business within the third generation.  As Tracy shares in our discussion, the succession process created a forum to determine: Strategic Plan for the next five years Organizational structure and [...]

Freedom of You – Letting Go of What “Other People” Think

2022-02-10T14:43:08-06:00By |Advisor Collaboration, Video, Women In Leadership: Your Tribe|

It is easy to get caught up in what other people think. You are humming along feeling good about yourself and what you are doing, and then WAP surprisingly, you hear someone is offended or took on a completely different meaning than what you expected. Your integrity and intentions were [...]

Roadmap to Family and Business Success

2022-02-10T14:52:47-06:00By |Automotive, Success Stories, Succession Blog, Succession Palooza - Celebrating Succession, Video|

A family business is such a wonderful opportunity.  However, many 2nd, and 3rd generation business owners screw it up.  And as Tracy shared, she and her husband did not want to be the generation to screw it up.  With the third generation entering the business, Tracy and her husband felt [...]

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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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