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, 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.
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 [...]
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 [...]
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, [...]
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 [...]
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 [...]
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 [...]