Los Angeles – Succession Planning Experts
Located in the heart of Los Angeles, The Rawls Group partners with family-owned and privately held businesses across California and beyond. We specialize in family business succession planning, providing expert guidance to ensure long-term success. Our Los Angeles succession planning team helps business owners manage leadership transitions, resolve family dynamics, and develop sustainable strategies for growth and continuity.
With over 50 years of experience, we understand the unique challenges that come with succession planning—especially in fast-paced, high-stakes markets like Los Angeles. Whether you’re preparing for retirement, integrating the next generation, or strengthening your leadership bench, our advisors are here to support you every step of the way.
Why Work with Our Los Angeles Succession Planning Advisors?
Our approach goes beyond just legal and financial planning. We address both the technical and emotional components of succession—ensuring smoother transitions, stronger alignment, and long-term success for your business and family.
Our Los Angeles-based clients benefit from a multidisciplinary team with backgrounds in family therapy, estate planning, organizational psychology, and strategic business growth. This breadth of expertise allows us to provide a comprehensive view and deliver tailored solutions that move the needle. Through our proven 3-phase succession planning framework, we help reduce uncertainty and build strategic clarity. More than just checking boxes, we partner with you to craft a forward-looking roadmap for stability, scalability, and legacy.
Ultimately, we’re here to help you transition with confidence—and build a lasting foundation for the future of your business.
Jeff Bannon
Hugh B. Roberts
Kendall Rawls
Anmol Kohal
Stacey Philipsen
Communications & Brand Standards Manager
Cara Guerrero-MendiolaResources
Case Study: How One Fuel Business Transitioned Leadership Without Losing Value
A fuel business leadership transition case study is most useful when it shows how value is protected before a crisis, sale discussion, or retirement deadline. For The Heat is On, Inc., a second-generation propane, diesel, biodiesel, and HVAC service business, the company performed well, yet leadership roles, family expectations, [...]
Multi-Unit Franchisee Transition Planning: Beyond the Exit
Multi-unit franchisee transition planning exposes how the business actually runs after ownership changes. The first 12 to 24 months reveal whether decisions still depend on the owner or move through the leadership team. Quick Summary Multi-unit franchisee transition planning focuses on what happens after ownership changes. In the [...]
How to Prepare the Next Generation in a Multi-Unit Franchise Family Business
Preparing the next generation in a multi-unit franchise family business is often approached as a future transition. In practice, it is a present-day leadership question—whether the business can operate, grow, and make decisions without continued dependency on the owner. Quick Summary Preparing the next generation in a multi-unit [...]
How to Build Leadership Bench Strength in Your Dealership
Automotive leadership continuity is often assumed in high-performing dealerships. Not because leadership depth has been built, but because a small number of key individuals are carrying performance, culture, and decision-making. That concentration works, until it doesn’t. Quick Summary Automotive leadership continuity depends on whether performance, culture, [...]
The Intersection of Succession Planning & Leadership: Strategies for Long-term Success
Strong organizations don’t leave leadership to chance. The connection between succession planning and leadership is critical: without a plan, even the most talented teams can falter during transitions. With a plan, businesses not only protect continuity but also grow stronger leaders who can carry the organization forward. [...]
Dealer Principal OEM Approval Process and Valuation Leverage
The dealer principal OEM approval process carries more valuation weight today than most multi-rooftop groups realize. Once you’re running seven, ten, or more rooftops across major brands, OEM confidence, lender assumptions, and blue sky leverage reflect how the enterprise is built. Quick Summary The dealer principal OEM approval [...]
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