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
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
Partner
Succession Advisor
hbroberts@rawlsgroup.com
818.702.0889 x 1155
Los Angeles, CA
Resources
Recording: Virtual Q & A About Biden’s Proposed Tax Changes and Impact on You
What you need to know about Biden's proposed policy changes, their impact on succession planning, and how to get back to business. The election is now behind us. We have a new president and a new party in control, which likely means policy changes. COVID-19 is still present, impacting our lives in [...]
It’s Tough Being Your Kid!
How do you mentor a child who is interested in joining your business, give them the greatest possibilities for succeeding, without making them feel and believe they need to be just like you? First, embrace that your child is different from you. So, if they feel they have to be like you to succeed, [...]
Episode 1: What Is Changing in the Areas of Estate Tax?
With a change in the President, comes changes in estate tax law. This can provide short term opportunities, as well as a lot of speculation looking into the future. As such, there are many questions and what ifs. To help navigate this unknown environment we have asked our good friends [...]
Episode 2: When and/or Should I Gift to the Next Generation?
A common question we hear is “When Should I gift to the Next Generation?” A simple and obvious answer is “when you’re ready.,” However, there are many nuances to consider based upon your situation. In this episode of the “Planning Post Pandemic and Political Unrest: What’s in It for Me,” [...]
Episode 3: What Planning Should I Be Doing?
If there is one thing 2020 has taught us, it is that every year has its unknowns. The global pandemic, social unrest and an election of 2020 are extra, but you could easily replace these unknowns with an unexpected divorce, marriage, or new business partner. Either way we are frequently [...]
Episode 4: What If I Am Not Ready to Gift to the Next Generation?
What’s in it for me?” Is a common question we hear when talking with dealers when discussing advanced tax and succession planning. “What is it gonna matter, I will be dead” In our “Planning Post Pandemic” discussion series we drilled down into this very question, specifically around “What if I, as [...]
