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. Key takeaways include:

Coordinated Planning Essentials:

Discover the critical role of coordinated planning in harmonizing your business agreements, personal estate plans, and franchise agreements. Learn how this alignment can prevent complications during stock transfers or business sales, ensuring a seamless transition.

Control and Franchise Compliance:

Understand why retaining control in succession planning is paramount. Explore the need for effective communication with your franchisor to align your estate plan seamlessly with franchise contracts, facilitating a smooth transition.

Team Approach in Succession:

Uncover the team-oriented nature of succession planning. Find out how involving experts like trust attorneys, accountants, and business advisors ensures the effective execution of your desired plans and safeguards your business legacy.

Preserving Business Value:

Learn about the direct correlation between predictability of future profitability, value preservation, and successful succession. Discover how a well-executed plan ensures the preservation of your business legacy and its financial stability for the next generation.

Navigating Franchise Approval:

Gain valuable insights into the often-overlooked process of obtaining trust approval from franchisors. Dive into the timeline challenges and the necessity of proactive, team-based strategies to avoid delays and complications.

How We Help You:

Are you struggling to effectively coordinate your business agreements, personal estate plans, and franchise agreements? Do you find navigating franchise compliance and retaining control challenging during succession planning? Are you unsure about preserving the value of your business legacy for the next generation? Or perhaps you’re facing obstacles in obtaining trust approval from franchisors?

Contact a Succession Planner at The Rawls Group today. We specialize in providing insights and resources to help you harmonize your plans, ensure compliance, preserve business value, and navigate the complexities of franchise approval. In just 30 minutes, we can offer valuable ideas to apply immediately to your business. Don’t let succession planning challenges hinder your business’s future success. Reach out to us now for expert guidance and support.


For more insight:

Visit the “Multi-Unit & Multi-Brand Franchise Ownership Strategies” discussion page or select one of the additional episodes of the series below:


  • Succession Readiness Survey:  A 7-minute investment in time will put you in an informed position of opportunities many business owners overlook, impacting business value, growth, and lifestyle and ultimately achieving your vision.
  • Contact a Succession Planner: The Rawls Group can help you with insights and other resources and see if it makes sense to work together. At the very least, in 30 minutes, you may get some ideas to apply to your business immediately.

Personal Financial Planning

Estate planning is a complex endeavor, especially for owners of capital-intensive complex business’. Throw active and inactive family into the mix and trying to figure out what is fair, how to provide opportunities for the next generation without enabling them, and maintain family harmony.

Click the following link for more drill-down resources on Personal Financial Planning.

In complex family and business environments, it is imperative to lean on expert legal and tax advice who specialize in the same size business and estate as you.  We are not attorneys or CPAs but know experienced advisers if you are looking for sophisticated advisory services.

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We can help you with insights, other resources, and see if it makes sense to work together. At the very least, in 30 minutes, you may get some ideas you can apply to your business right away.