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
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 B. Roberts
Partner
Succession Advisor
hbroberts@rawlsgroup.com
818.702.0889 x 1155
Los Angeles, CA
Resources
How Do You Navigate Business Transitions When Next-Gen Is Not Interested In The Family Business?
When the next generation of family does not want to keep the business going, there are options available. You can liquidate, sell or keep the business long after you are gone. You first have to identify what your goals and vision look like, and then you need to rely on [...]
Unknowns Create Anxiety & Fear: Protect the Future of Your Franchise
When a crisis hits the need for succession planning is emphasized that much more. In our country’s current climate there are a lot of questions and concerns as to what the future holds. In a recent conversation with a franchise CPA with Citrin Cooperman and a franchise attorney with Einbinder and Dunn, we collectively [...]
What You Should Consider If Family Is Not Interested In Working In The Dealership?
Just because your kids do not want to be involved in the business, does not mean you are out of options for maintaining the legacy. The last thing you want to do is force your business down to the next generation who may not have the same passion for it, [...]
Automotive News: Dealers need a succession strategy to avoid trouble
Contemplating our own exit from the business is not an easy thing to do. However, we argue that being a responsible and forward-thinking business owner, it is something you MUST do. To put your life’s work into the business and then not consider the impact of your departure on your family, employees, community, and [...]
What’s The Best Message Leaders Can Send In Times of Crisis?
We often get too focused on what we are going to say to our customers and clients and forget about our employees. It is critical your employees are informed well before your clients. This provides a sense of being safe and protected and keeps the rumor mill from churning, while [...]
What Does the New Normal Look Like for Multi Unit Franchisee During and Post COVID-19?
Flexibility and building trust are cornerstones as we move into the new normal. Safety protocols will continue to evolve and franchisees will need to be flexible in order to continue to navigate them. Kim Kraemer with Citrin Cooperman Accountants & Advisors, Michael Einbinder with Einbinder & Dunn LLP, Jeff Bannon [...]