Jeff Bannon
Executive Assistant
Executive AssistantStacey 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
Succession Podcast: Where Are All of the Leaders
Jeff Bannon a Partner of The Rawls Group and Aicha Bascaro, President of American Franchise Academy discuss leadership – keys for developing people, attracting top talent, and creating opportunities within your franchise organization for growth. Many franchisees dream of going from owning one unit to becoming multi-unit business owners and building [...]
How Do I Manage Negative Emotions of Others When I am Supposed to Encourage and Lead?
The most important thing to recognize when dealing with any negative emotions, whether it is your own or those of your team, is that we are all human. We all deal with the unknown in different ways, but for certain we all carry anxiety and stress. It is important as [...]
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 [...]
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