Los Angeles Succession Planning

Los Angeles Succession Planning2020-03-04T09:01:13-06:00

Los Angeles, California

21021 Ventura Blvd., Ste 400
Woodland Hills, CA 91364
818.702.0889 x 1155 (T)
818.702.8850 (F)

Company Directory
Image credit: Downtown Des Moines, by Mark Hesseltine

Jeff Bannon

Partner

Succession Advisor

jeffbannon@rawlsgroup.com
818.702.0889 x 1125
Los Angeles, CA

Executive Assistant

Stacey Philipsen
818-702-0889, extension 1158
stacey@rawlsgroup.com

Articles by Jeff

Jeff partners with the owners of capital-intensive businesses and their families helping navigate and attain their long-term business strategy and succession planning goals.

For more than a decade Jeff has collaborated with ultra-high-net-worth individuals and their other advisers such as attorneys, CPA’s and financial firms addressing complex personal financial and estate planning dynamics to ensure the business and family can thrive for future generations. Jeff has experience working in industries including multi-unit franchising, automotive retail and professional services addressing the sell/keep crossroad with business owners. ‘

Jeff melds his experience helping owners develop management bench strength and unraveling complex interpersonal issues with the knowledge acquired through being Series 7 and 66 licensed. He is a frequently requested speaker and has authored articles for a variety of industry and local publications about strategies owners can use to overcome the complexities facing business succession. He graduated with a bachelor’s degree in Economics from the University of California Santa Barbara and played professional baseball for eight seasons. He and his wife reside in Southern California with their two children where they can enjoy an array of outdoors sports and activities, including coaching little league.

hugh-roberts-the-rawls-group-family-business-succession-plannerHugh B. Roberts

Partner

Succession Advisor

hbroberts@rawlsgroup.com
818.702.0889 x 1155
Los Angeles, CA

Executive Assistant

Meg Snow
818-702-0889, extension  1141
msnow@rawlsgroup.com

Articles by Hugh

Hugh B. Roberts, a member of The Rawls Group since 1996, specializes in dealing with issues that must be resolved by clients and their families in order to preserve assets and develop succession plans for their organizations. Working in concert with the client’s other advisors, Hugh orchestrates the development of an integrated plan addressing the business, tax, financial, family and emotional issues, which must be overcome to ensure the preservation of businesses, estates and families.

Hugh has delivered seminars to over 60 Automotive Twenty-Groups, the North Carolina, Utah and Michigan Auto Dealers Associations, and many NADA Conventions over the past 20 years. Hugh has a Bachelor of Arts from the University of Colorado, a Master of Arts from Fuller Seminary, and is a CFP® professional.

I Don’t Want To Retire

By |May 21st, 2020|Categories: Leading Your Business Through Transition, Succession Blog|Tags: , , , , , , , , , |

I’ve heard this a thousand times from business owner clients over almost 40 years I’ve been a business succession planner. I understand - I don’t want to retire and I’m five years older than the age my father retired. For most business owners, you love what you do and you probably feel like Bobby [...]

The Vaccine for Fear

By |May 8th, 2020|Categories: Leading Your Business Through Transition, Succession Blog|Tags: , , , , , , , , , |

It’s day 41 working from home due to the Coronavirus lock down. During that time businesses on survival mode, applying for PPP money, people laid off, applying for unemployment, portfolios taking a beating. The result – fear, anxiety, and stress! Especially for those of us in the higher risk categories, it appears we won’t [...]

The 100MPH Fast Ball – Leading When Crisis Hits

By |May 6th, 2020|Categories: Leading Your Business Through Transition, Succession Blog|Tags: , , , , , , , , , |

When a 100-mph fastball is thrown at your head, pretty good chance you’re going to end up on your butt trying to get out of the way! That’s what COVID-19 felt like when overnight our lives got turned upside down. But, my partner Jeff Bannon, who played 9 years of professional baseball, said, you [...]

Video: The Vaccine For Fear

By |May 6th, 2020|Categories: Leading Your Business Through Transition, Succession Blog|Tags: , , , , , , , |

How do we vaccinate for fear, anxiety, and stress? Pray and go! Pray – PSALMS 16 “Keep me safe O God.” By doing so you are acknowledging the truth in this statement, “I don’t know what the future holds but I know the one who holds the future.” Then go! Focus on caring for [...]

As Seen in Digital Dealer – Estate Taxes – Still a Problem for Succession

By |May 4th, 2020|Categories: Succession Blog|Tags: , , |

With the lifetime exemption per person currently in 2020 at $11.8M, a married couple can pass a $23.6M estate tax-free to their heirs. For most Americans, estate taxes are therefore no longer a problem, but that is not true of car dealers, with the value of dealerships having escalated considerably. Unless you have a [...]

Video: Leading When Crisis Hits – The 100 MPH Fast Ball

By |May 4th, 2020|Categories: Leading Your Business Through Transition, Succession Blog|Tags: , , , , , , , |

100 mph fastballs are coming at us every day. How are you going to respond? Will you let your fears overwhelm you or will you do the things necessary to help you get back up so you can lift up those around you? Hugh Robert's shares strategies to overcome feeling like you have been [...]