Los Angeles Succession Planning

Los Angeles Succession Planning2020-08-25T12:11:22-05:00
Satellite office in Los Angeles, CA and serve clients across the country

21021 Ventura Blvd., Ste 400
Woodland Hills, CA 91364
818.702.0889 x 1155 (T)
818.702.8850 (F)

Meet Our Entire Team
Image credit: Downtown Des Moines, by Mark Hesseltine

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

Articles by Jeff

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

Partner

Succession Advisor

hbroberts@rawlsgroup.com
818.702.0889 x 1155
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.

Resources

How Can I, as a Car Dealer, Be More Pro-Active When Business Disruption Events Happen?

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There is an old adage, “Never let a good crisis go to waste,” and COVID-19 is providing a lot of opportunity for us to learn and protect ourselves from a future crisis. Back in 2008-09 businesses learned the importance of having cash on hand, minimizing costs, cross training talent and [...]

Family, It’s Complicated: Partners, Children, and the Bottom Line

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“You Are like Family” is a phrase many often say to friends.  Over time and connectivity, the emotional ties with neighbors, teammates and colleagues grow to feel like family.  Bring this dynamic to your business, and the size and complexity of your family begins to grow exponentially. As a result, family dynamics can become [...]

Examining How A Private Equity Partnership Can Help Your Business Grow

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If you are a risk-taking multi-unit franchise owner and looking to grow your business quicker, you may be considering private equity.  Before you jump in , consider the following questions for "How do you get IN, and HOW do you get OUT?  From the “How You Get In” consider the following questions: What are [...]

Since Business Disruptions are Expected, How Can We Learn from COVID-19?

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Navigating a global pandemic is tough enough to do, more so when there are direct impacts on our day-to-day businesses. However, the silver lining when going through something like COVID-19 is the enormous amount of intelligence and insight we gain. We can’t predict the future but we can position our people [...]

How Do You Navigate Business Transitions When Next-Gen Is Not Interested In The Family Business?

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When the next generation of family does not want to keep the business going, there are options available. You can liquidate, sell or keep the business long after you are gone. You first have to identify what your goals and vision look like, and then you need to rely on [...]

Unknowns Create Anxiety & Fear: Protect the Future of Your Franchise

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When a crisis hits the need for succession planning is emphasized that much more.  In our country’s current climate there are a lot of questions and concerns as to what the future holds. In a recent conversation with a franchise CPA with Citrin Cooperman and a franchise attorney with Einbinder and Dunn, we collectively [...]

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