Los Angeles Succession Planning

Los Angeles Succession Planning2020-01-16T20:12:59-06:00

Los Angeles, California

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

Company Directory
Image credit: Downtown Des Moines, by Mark Hesseltine

Jeff Bannon

Partner

Succession Advisor

jeffbannon@rawlsgroup.com
818.702.0889 x 1155
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.

As Seen in Multi-Unit Franchisee Report – Planning for Success-ion: Insights and Advice on Passing It On

By |January 3rd, 2020|Categories: Succession Blog|Tags: , , |

Curt DiPasqua's connection to his family was strong enough to pull him away from a career practicing international law and into a partnership with his father, mother, and brother that became hundreds of Subway sandwich shops in 11 Central Florida counties. Jeff Bannon is a partner with The Rawls Group, which has focused on [...]

Episode 11 – Where ARE all of the leaders?

By |December 29th, 2019|Categories: Podcast Episodes|Tags: , , , , , |

Click here to listen. Where Are All The Leaders? - Episode # 11 - Where are all of the leaders? About the Experts: Aicha Bascaro, Founder and CEO of the American Franchise Academy, an organization focused in the development of successful franchise leaders and owners. Aicha is a 30 year veteran in the Franchise [...]

Episode 10 – What are the impacts if franchisee owners do not recruit and retain future leaders?

By |December 28th, 2019|Categories: Podcast Episodes|Tags: , , , , , |

Click here to listen. Where Are All The Leaders? - Episode # 10 - What are the impacts if franchisee owners do not recruit and retain future leaders? About the Experts: Aicha Bascaro, Founder and CEO of the American Franchise Academy, an organization focused in the development of successful franchise leaders and owners. Aicha [...]

Episode 9 – How can franchisees use succession planning as a recruitment tool?

By |December 26th, 2019|Categories: Podcast Episodes|Tags: , , , , , |

Click here to listen. Where Are All The Leaders? - Episode # 9 - How can franchisee owners use succession planning as a tool to better recruit develop and retain talent? About the Experts: Aicha Bascaro, Founder and CEO of the American Franchise Academy, an organization focused in the development of successful franchise leaders [...]

Episode 8 – How to develop as a leader in order to develop leaders?

By |December 22nd, 2019|Categories: Podcast Episodes|Tags: , , , , , |

Click here to listen. Where Are All The Leaders? - Episode # 8 - How to develop as a leader in order to develop leaders? About the Experts: Aicha Bascaro, Founder and CEO of the American Franchise Academy, an organization focused in the development of successful franchise leaders and owners. Aicha is a 30 [...]

Episode 7 – The franchise industry is known for being a revolving door for entry level positions – how can franchisees attract talent that wants to stay?

By |December 18th, 2019|Categories: Podcast Episodes|Tags: , , , , , |

Click here to listen. Where Are All The Leaders? - Episode # 7 - The franchise industry is known for being a revolving door for entry level positions - how can franchisees attract talent that wants to stay? About the Experts: Aicha Bascaro, Founder and CEO of the American Franchise Academy, an organization focused [...]