Los Angeles Succession Planning

Los Angeles Succession Planning2024-07-17T11:14:56-05:00
Los Angeles Succession Planning Satellite office, serving clients across the country

21800 Burbank Blvd. Ste 200
Woodland Hills, CA 91367
818-737-0125
818.214.8654

Image credit: Downtown Des Moines, by Mark Hesseltine

family-business-succession-planningJeff Bannon

Partner

Succession Advisor

jeffbannon@rawlsgroup.com

818.737.0125

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 to help navigate and attain their long-term business strategy and succession planning goals. For over a decade Jeff has collaborated with high-net-worth individuals and their advisors 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 helps owners develop management bench strength and unravel complex interpersonal issues. He is frequently requested to speak and has authored articles for a variety of industry and local publications about strategies owners can use to overcome the complexities facing business succession. Jeff graduated with a bachelor’s in Economics from the University of California Santa Barbara and played professional baseball for eight seasons. Jeff enjoys spending time with his family, an array of outdoors sports and activities, and coaching little league.

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

Partner

Succession Advisor

hbroberts@rawlsgroup.com

818.737.0155

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, while also being one of The Rawls Group’s top family business succession planning experts.

family-business-succession-planningGreg Sisa

Associate

Succession Advisor

greg@rawlsgroup.com

818.737.0125

Los Angeles, CA

Articles by Greg

Greg Sisa knows and understands how to strategize toward achieving business goals despite the ever-changing environments impacting family businesses today.  From nearly a decade of service as a US Navy SEAL and as a co-founder of an entrepreneurship accelerator for the US and Israel Navy SEALs,  Greg has extensive experience in strategic planning, leadership development, scenario planning, team building, and developing high-performing organizational structures.

After transitioning out of the Navy in 2016, Greg focused on putting families on a path to success, which first began with his establishment of With Your Shield, a certificate program at the University of Southern California Marshall School of Business.  With Your Shield focused on preparing and strengthening military families for the dynamic change to a civilian lifestyle.  In addition, Greg co-founded Version Bravo, a multi-national entrepreneurship accelerator for US and Israel Navy SEALs whose mission is to transition the Navy’s elite performers into elite entrepreneurs and business owners.

Greg received an MBA from the University of Southern California and embraces the “White Belt Mentality” of always being in the mode of learning.  In addition, Greg is a dedicated husband and father and enjoys adventures in the outdoors with his family.

Resources

What Second-Generation Multi-Unit Franchisees Must Know

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As Father's Day approaches, many multi-unit franchisees reflect on the legacies built by their fathers. This occasion serves as a reminder of the hard work, dedication, and vision that established their family businesses. However, stepping into these well-worn shoes can sometimes feel like navigating a shadow rather than following a guiding light. The Challenge [...]

Avoiding Disaster: How Succession Planning Saved This Dealership

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The Challenge At the onset of the COVID-19 pandemic, Fred Salinas, a 68-year-old dealer principal at Friendly Ford of Crosby near Houston, Texas, was advised by health experts to avoid going into the store. This sudden disruption posed a significant leadership challenge for the dealership. However, the Salinas family was well-prepared due to a [...]

How Sibling-Owned Multi-Unit Franchise Businesses Are Crushing the Competition!

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For many entrepreneurs and multi-unit franchisees, the aspiration to establish a business extends beyond personal success—it's about crafting a legacy with loved ones. This dream often manifests as siblings coming together to develop a thriving franchise. Yet, transitioning from shared childhood memories to successful business collaborations presents unique challenges. How, then, can siblings overcome [...]

Family Business Success – Leadership Lessons from a Navy SEAL

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How to have success in leadership Ever wondered how military precision and leadership can transform your business strategy? In this enlightening video, Greg Sisa, a Succession Advisor at The Rawls Group and former Navy SEAL, delves into the critical leadership lessons he's learned. Key Highlights: Understanding Your Team: Greg emphasizes [...]

Mastering Succession: The White Belt Mentality in Business Leadership

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What is the 'White Belt Mentality' in business leadership? Ever wondered how a Navy Seal's mindset could revolutionize business leadership? In this compelling video, Greg Sisa, a seasoned Succession Advisor with The Rawls Group and former Navy Seal, unveils the transformative power of the 'white belt mentality' in business succession [...]

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