Succession strategies are all about how to maximize opportunities to achieve your vision. For example, there is a lot of M&A activity across all industries; so how do you position yourself to take action when the deal is just right for you?
Welcome to The Rawls Group Succession Palooza. In this episode, Dan Gavin with Bernstein Private Wealth Management, Michael Rosendahl with PCE Investment Banking, and our very succession planner Loyd Rawls discuss how to build the cash or equity to “hit when the iron is hot.”
- Looking to Grow? Turning Vision Into Reality
- Acquisition and Business Succession: Why You Must Have a Growth Mindset
- Growth Through Acquisition: Finances, Timelines, and Expectations
- Growing Your Business and Net Worth
- Business Growth & Bench Strength
- Business Growth, Consolidation, and COVID
- Acquisition Done! Now What? Hitting the Ground Running After the Close
- Buying or Selling: Determining What Strategy is Best For You
A 7-minute investment in time will put you in an informed position of opportunities many business owners overlook impacting business value, growth, lifestyle, and ultimately achieving your vision.
Music provided by: https://www.bensound.com
Growth Strategies for the Family-Owned Dealership
If you’re ready to get serious about succession and planning to ensure your business’s future success, then we can’t wait to see you at the 2023 NADA Show in Dallas.
Personal Financial Planning
Personal Financial Planning
Estate planning is a complex endeavor, especially for owners of capital-intensive complex business’. Throw active and inactive family into the mix and trying to figure out what is fair, how to provide opportunities for the next generation without enabling them, and maintain family harmony.
Click the following link for more drill-down resources on Personal Financial Planning. 
In complex family and business environments, it is imperative to lean on expert legal and tax advice who specialize in the same size business and estate as you. We are not attorneys or CPAs but know experienced advisers if you are looking for sophisticated advisory services.
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We can help you with insights, other resources, and see if it makes sense to work together. At the very least, in 30 minutes, you may get some ideas you can apply to your business right away.
