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, 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.
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 [...]
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 [...]
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 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 [...]
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 [...]
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, [...]