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.

4 Steps to Stay Calm and Carry On

By |April 7th, 2020|Categories: Leading Your Business Through Transition, Succession Blog|Tags: , , , , , , , , , , |

This simple phrase helped the British people to deal with the crisis of WWII. It’s powerful but how do you do this, when you’re anxious about so many things? Our lives feel up side down and we’re being told to live our lives completely differently than normal. My wife married me for better or [...]

Video: Stay Calm and Carry On

By |April 7th, 2020|Categories: Leading Your Business Through Transition, Succession Blog|Tags: , , , , , , , , , , |

In “Stay Calm and Carry On” Hugh Roberts provides uplifting encouragement to business owners during times of stress, such as COVID-19. Download Hugh's PDF List Actions Hugh challenges us all to reach out to help when you need it, as these are tough times. Those working from home and juggling [...]

The Path Forward Recording – Virtual Conversation – April 1

By |April 3rd, 2020|Categories: Leading Your Business Through Transition, Succession Blog|Tags: , , , , , , , , , , |

As a caring leader your people are looking to you for encouragement, optimism and strategies for the path forward. Listen to the discussion and hear what our  panel of  Legal, HR/people, Tax, Strategy and Leaderships experts had to say about the CARE Act, SBA Loans, Paycheck Protection Program and strategies for leading during times of stress and [...]

Dr. Merlot’s 9 Reminders to Survive and Thrive

By |April 2nd, 2020|Categories: Dr. Merlot, Leading Your Business Through Transition, Succession Blog|Tags: , , , , , , , , , , |

Dr Merlot provides 9 reminders to survive and thrive during tough times like COVID-19.   Main thing to remember, is "YOU GOT THIS." Download Dr. Merlot's reminders below, but before you do; it is worth hearing the commentary. Download PDF List of 9 Reminders Contact us and we can help [...]

As Seen in Multi-Unit Franchisee Report – Franchise Business Partnerships – Evil King or Hand-Cuffed President?

By |April 2nd, 2020|Categories: Succession Blog|Tags: , , , |

The Evil King vs. the Hand-Cuffed President - who do you want to be? Our experience has demonstrated that the best way to position yourself and your successor is somewhere in the middle. Certainly, no one wants to run a business without the autonomy to make critical operational decisions. Creating a lasting business structure [...]

Artificial Limitations

By |April 1st, 2020|Categories: Leading Your Business Through Transition, Succession Blog|Tags: , , , , , , , , , |

In Artificial Limitations, Robert Wilson challenges us all to identify what may be holding us back. He shares a short story called the "Elephant Rope" which illustrates how we can become conditioned to our environment, which impacts professional and personal growth, innovation and fulfillment. Robert challenges us to move beyond our artificial limitations, [...]