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 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 B. RobertsResources
Didn’t Want to Screw It Up
Successfully integrated family into business leadership while balancing family dynamics is full of complexities. As Joe Chastang shares, many private and family business owners screw it up. Thanksgiving and Christmas come around every year, and the business provides for 100+ employees. Mis-matched expectations, communication differences, and management styles can create [...]
Avoid Emotional Landmines
As Joe Chastang shares, getting your company started, running it, and being successful is a good feeling. Seeing your kids step in and do better is a better feeling. In 2015, when Joe embarked on the succession planning journey led by Jeff Faulkner and Jeff Bannon, he reviewed the action [...]
Best Thing We Ever Did
As Joe shares, it isn't fair to the business's employees for an owner to be lazy and not invest in the future success and sustainability of the company. Therefore, business succession planning isn't just about protecting profits and transfer of ownership; it is also about positioning the business for continued [...]
Take the Business to the Next Level
Succession planning builds value. Joe shares that one of many benefits of the succession planning process was learning how to run the company better. As a car and heavy truck dealer, Joe Chastang and his leadership team are good at selling vehicles, labor, and parts. An outside perspective focused on [...]
Focused Leadership
High-performance cultures require discipline. Formalities, efficient processes, and strategies that reward teamwork and achieving goals motivate and inspire employees to go the extra mile. As Joe shares, the succession planning process helped his leadership team focus on priorities which has resulted in managing their company, employees, and family-business dynamics. Because [...]
Deal With Each Other Better
Familial communication patterns can create stress in the business environment. Assumptions, stereotypes, and emotional baggage often cloud judgment, reactions, listening, and getting to know someone as an adult versus just a sibling or child. Many believe a Will, Trusts, and business agreements are the crux of succession planning; however, as [...]
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