Jeff Bannon
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 one of the top Los Angeles Succession Planning experts, and 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
What Will Your Estate Planning Produce – Gratefulness or Resentment?
As of July 2021, the lifetime exemption is $11.7M per person and $23.4M per married couple. However, we expect a significant reduction in the lifetime exemption due to President Biden's tax proposals, if not this year, then no later than December 31, 2025. As a result, common questions we are hearing are: How will [...]
How Can I Protect Our Multiples & Value During Difficult Times?
Protecting the value of your business is what succession planning is all about. When going through, as well as, once on the other side of difficult times, take another look at your business with a fresh set of eyes. Consider looking at your business from a buyer's perspective. It is [...]
Family Business: Harboring Gratitude versus Resentment
Listen in to Hugh’s insight into how to create meaningful strategies to ensure you are harboring gratefulness versus unintended resentment amongst family. A grateful heart is significant when we feel we’ve gone above and beyond to provide something for our children/grandchildren. Knowing our children are thankful usually inspires us to [...]
Develop a Succession Plan to Protect Your Business and Assets
Without a succession plan, multi-unit franchisee owners are giving up their control over to the fate of the environment. Every business owner should at least think through succession strategies. Listen to Jeff Bannon’s insight which provides some next steps to get started and key issues to think through. There is [...]
It’s Tough Being Your Kid!
How do you mentor a child who is interested in joining your business, give them the greatest possibilities for succeeding, without making them feel and believe they need to be just like you? First, embrace that your child is different from you. So, if they feel they have to be like you to succeed, [...]
Episode 1: What Is Changing in the Areas of Estate Tax?
With a change in the President, comes changes in estate tax law. This can provide short term opportunities, as well as a lot of speculation looking into the future. As such, there are many questions and what ifs. To help navigate this unknown environment we have asked our good friends [...]
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