Los Angeles, California
21021 Ventura Blvd., Ste 400
Woodland Hills, CA 91364
818.702.0889 x 1155 (T)
818.702.8850 (F)
Jeff Bannon
Partner
Succession Advisor
jeffbannon@rawlsgroup.com
818.702.0889 x 1125
Los Angeles, CA
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 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
4 Steps to Stay Calm and Carry On
This simple phrase helped the British people to deal with the crisis of WWII. It’s powerful but how do you do this, when you’re anxious about so many things? Our lives feel up side down and we’re being told to live our lives completely differently than normal. My wife married me for better or [...]
Video: Stay Calm and Carry On
In “Stay Calm and Carry On” Hugh Roberts provides uplifting encouragement to business owners during times of stress, such as COVID-19. Download Hugh's PDF List Actions Hugh challenges us all to reach out to help when you need it, as these are tough times. Those working from home and juggling [...]
The Path Forward Recording – Virtual Conversation – April 1
As a caring leader your people are looking to you for encouragement, optimism and strategies for the path forward. Listen to the discussion and hear what our panel of Legal, HR/people, Tax, Strategy and Leaderships experts had to say about the CARE Act, SBA Loans, Paycheck Protection Program and strategies for leading during times of stress and [...]
Dr. Merlot’s 9 Reminders to Survive and Thrive
Dr Merlot provides 9 reminders to survive and thrive during tough times like COVID-19. Main thing to remember, is "YOU GOT THIS." Download Dr. Merlot's reminders below, but before you do; it is worth hearing the commentary. Download PDF List of 9 Reminders Contact us and we can help [...]
As Seen in Multi-Unit Franchisee Report – Franchise Business Partnerships – Evil King or Hand-Cuffed President?
The Evil King vs. the Hand-Cuffed President - who do you want to be? Our experience has demonstrated that the best way to position yourself and your successor is somewhere in the middle. Certainly, no one wants to run a business without the autonomy to make critical operational decisions. Creating a lasting business structure [...]
Artificial Limitations
In Artificial Limitations, Robert Wilson challenges us all to identify what may be holding us back. He shares a short story called the "Elephant Rope" which illustrates how we can become conditioned to our environment, which impacts professional and personal growth, innovation and fulfillment. Robert challenges us to move beyond our artificial limitations, [...]