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.

Episode 6 – How can franchisees develop a sustainable talent development model?

By |December 16th, 2019|Categories: Podcast Episodes|Tags: , , , , , |

Click here to listen. Where Are All The Leaders? - Episode # 6 - How can a franchisee build a sustainable talent model meaning growing from the inside vs hiring from the outside? About the Experts: Aicha Bascaro, Founder and CEO of the American Franchise Academy, an organization focused in the development of successful [...]

Episode 5 – How can franchisees move from the doer to growing their portfolio, while creating a leadership culture?

By |December 9th, 2019|Categories: Podcast Episodes|Tags: , , , , , |

Click here to listen. Where Are All The Leaders? - Episode # 5  How can franchisees mover from the doer to growing their portfolio, while creating a leadership culture? 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 4 – How do franchisee overcome the “from college to manager entitlement” mentality that seems to be a trend

By |December 9th, 2019|Categories: Podcast Episodes|Tags: , , , , , |

Click here to listen. Where Are All The Leaders? - Episode # 4  How do franchisees overcome the "from college to manager entitlement" mentality that seems to be a trend? About the Experts: Aicha Bascaro, Founder and CEO of the American Franchise Academy, an organization focused in the development of successful franchise leaders and [...]

Episode 3 – Are franchisees struggling to recruit people out of college as an attractive career choice?

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

Click here to listen. Where Are All The Leaders? - Episode # 3  Are franchisees struggling to recruit people out of college as an attractive career choice? 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 [...]

Episode 2 – Are you seeing a change in motivation or expectations of up and coming leaders compared to years past?

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

Click here to listen. Where Are All The Leaders? - Episode # 2  Are you seeing a change in motivation or expectations of up and coming leaders compared to years past? About the Experts: Aicha Bascaro, Founder and CEO of the American Franchise Academy, an organization focused in the development of successful franchise leaders [...]

As Seen in Automotive News – We’re built for this – How a California dealership group keeps business in the family

By |October 29th, 2019|Categories: Video|Tags: , , , , , , , , , , , , , , , |

“We are built for this” highlights the story of how two people with vastly different personalities and business beliefs found common ground to grow and successfully transition the business from gen 1 to gen 2. Hugh Roberts, Jeff Bannon, Howard and Susan Drake discuss different strategies implemented key to their success and what they [...]