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.”

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

automotive-family-business-succession-planning

If you’re ready to get serious about succession and planning to ensure your business’s future success, we can’t wait to see you at the 2024 NADA Show in Las Vegas.

4 Strategies to Maximize Your NADA Experience

  1. Schedule a Complimentary Consultation: Book a meeting at our Booth #2100W during NADA or schedule a free consultation.
  2. Complete the Growth & Succession Assessment: Get a custom report to focus on your strengths and opportunities.
  3. Attend the Annual Wine Event: Join us for wine, insights, and Q&A with our experts.
  4. Register to Attend the AutoTeam America Buy/Sell Summit: Gain insights and network with industry pros.



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.

Sign up for our monthly e-newsletter to stay informed on how to overcome related succession planning issues.

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.