Los Angeles Succession Planning

Los Angeles Succession Planning2022-12-19T09:56:15-06:00
Los Angeles Succession Planning Satellite office, serving clients across the country

21800 Burbank Blvd. Ste 200
Woodland Hills, CA 91367
818.702.0889 x 1155 (T)
818.702.8850 (F)

Image credit: Downtown Des Moines, by Mark Hesseltine

family-business-succession-planningJeff 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 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-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, while also being one of The Rawls Group’s top family business succession planning experts.

family-business-succession-planningGreg Sisa

Associate

Succession Advisor

greg@rawlsgroup.com

818.702.0889 x 1125

Los Angeles, CA

Articles by Greg

Greg Sisa knows and understands how to strategize toward achieving business goals despite the ever-changing environments impacting family businesses today.  From nearly a decade of service as a US Navy SEAL and as a co-founder of an entrepreneurship accelerator for the US and Israel Navy SEALs,  Greg has extensive experience in strategic planning, leadership development, scenario planning, team building, and developing high-performing organizational structures.

After transitioning out of the Navy in 2016, Greg focused on putting families on a path to success, which first began with his establishment of With Your Shield, a certificate program at the University of Southern California Marshall School of Business.  With Your Shield focused on preparing and strengthening military families for the dynamic change to a civilian lifestyle.  In addition, Greg co-founded Version Bravo, a multi-national entrepreneurship accelerator for US and Israel Navy SEALs whose mission is to transition the Navy’s elite performers into elite entrepreneurs and business owners.

Greg received an MBA from the University of Southern California and embraces the “White Belt Mentality” of always being in the mode of learning.  In addition, Greg is a dedicated husband and father and enjoys adventures in the outdoors with his family.

Resources

How to Adjust Business Strategies to Prepare for Recession

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As succession planners, we are frequently asked by multi-unit franchisees how to prepare for change and transition. On top of the mind of many multi-unit franchisees is an impending recession and talent shortages which requires adjustments to their growth strategies. Preparing your business for future change depends on whether you are in a mental, [...]

Strategies for Multi-Unit Franchisees to Succeed Despite Economic Uncertainties

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Even though Wall Street predicts 2022 and 2023 will have 10% growth in earnings and isn't currently anticipating any slowdown, many multi-unit franchisees have expressed concern over economic uncertainties. Talks of inflation, change in tax law, ongoing supply chain issues, and labor shortages have multi-unit franchisees wondering how or if [...]

Didn’t Want to Screw It Up

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Successfully integrating family into business leadership while balancing family dynamics is full of complexities. As Joe Chastang shares, many private and family business owners screw it up. Thanksgiving and Christmas come around every year, and the business provides for 100+ employees.Mis-matched expectations, communication differences, and management styles can create challenging moments [...]

Avoid Emotional Landmines

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As Joe Chastang shares, getting your company started, running it, and being successful is a good feeling. Seeing your kids step in and do better is a better feeling. In 2015, when Joe embarked on the succession planning journey led by Jeff Faulkner and Jeff Bannon, he reviewed the action [...]

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