Succession Planning for Dealerships

As succession planners, we are experts in the complex. And, owning a dealership(s) is nothing short of a complex high stakes environment – managing manufacturer relationships, adjusting to  changing industry norms and developing your next generation of leaders all while considering family and partner feelings.

The number one thing people notice when they engage our services is clarity and a strong path forward. Whether you are looking to grow your business and/or looking towards business transition, for the past 45+ years our meticulous attention to the probable, possible, potential details allow you to prepare and avoid any looming issue impacting your goals.

What happens when you decide to takes the next step towards the future you imagine…now? Business ownership by nature is risky; succession planning however creates strategies and structure to put you in control.

Contact us to get started today or take a few minutes to peruse our resources and give us a call when you are done.

Leveraging Valuations for Strategic Growth in Car Dealerships

2023-09-27T19:53:53-05:00By |Advisor Collaboration, Automotive, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In this enlightening video discussion, Dan Iosue, a succession planner from The Rawls Group, and Scott Womack, an experienced valuation expert from Mercer Capital, take a deep dive into the transformative potential of valuations for strategic growth within the realm of car dealerships. They emphasize that valuations offer car dealers [...]

Overcoming the Obstacles in Succession Planning for Auto Dealerships

2023-09-28T11:46:16-05:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

Understanding business owners’ challenges in succession planning for car dealers is crucial for securing long-term success. In a thought-provoking discussion, George Karolis from The Presidio Group offers valuable insights into the main obstacles encountered and highlights the importance of informed decision-making and expert guidance. Obstacle 1: The Decision Dilemma The [...]

Unlocking the Value of Car Dealerships

2023-09-27T19:49:07-05:00By |Advisor Collaboration, Automotive, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In this enlightening video presentation, Dan Iosue, a seasoned succession planner from The Rawls Group, and Scott Womack, an esteemed expert in valuation services from Mercer Capital, come together to explore the key drivers that shape the value of car dealerships. As the automotive industry continues evolving and facing new [...]

Succession Planning and Family Generational Wealth Transfer

2023-08-11T13:29:43-05:00By |Automotive, National Association of Minority Auto Dealers, Succession Blog, Video|

Succession planning is a critical consideration for anyone looking to transfer their wealth to future generations. However, it is also important to consider the broader implications of asset transfers, especially when it comes to creating equitable opportunities for your minority key managers. In a recent video, Jean Venant, Succession Planner [...]

The Art of Successful Partner Negotiations in the Automotive Industry

2023-09-27T19:58:42-05:00By |Advisor Collaboration, Automotive, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In this video conversation, Dan Iosue, a highly seasoned succession planning expert with The Rawls Group, collaborates with Scott Womack, a distinguished valuation expert with Mercer Capital, to share invaluable insights on fostering successful and harmonious partner negotiations within the automotive industry. Navigating partnership negotiations in this dynamic sector can [...]

Preparing Your Successor

2023-07-07T15:45:30-05:00By |Automotive, Succession Blog|

Leading with Resilience, Winning Against Tough Competitors, and Overcoming Adversity Given our extensive experience working with numerous family business owners, we fully understand the challenges of balancing the family or the business when dealing with family members in your company. However, regardless of your approach to grooming your child as a successor owner, the [...]

Auto Dealership Growth Strategies: Strategic Planning & Goal Setting

2023-09-28T11:49:25-05:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

Strategic Decision-Making in Auto Dealership Growth: Charting the Path to Success In a thought-provoking discussion focused on Succession Planning and Strategic Considerations in Automotive Retail with Jason Stein from Flat Six Media, George Karolis of The Presidio Group, and Champ Rawls, a Succession Planner with The Rawls Group, they shed [...]

Mastering Stock Purchases for Seamless Succession in the Automotive Business

2023-09-27T20:08:03-05:00By |Advisor Collaboration, Automotive, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In the ever-evolving automotive industry, succession planning is not just a best practice; it's a critical necessity. As key leaders prepare to step back, the effective negotiation of stock purchases becomes paramount to ensure a smooth and successful ownership transition.  Dan Iosue, with his extensive experience in succession planning, offers invaluable [...]

Addressing Tension in the Family-Owned Auto Dealership

2023-09-28T11:51:14-05:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

If you're a car dealer, succession planning is an important topic. In this insightful video conversation moderated by Jason Stein, George Karolis from The Presidio Group and Champ Rawls share their insights on the tensions that can arise from integrating family into the business. Despite their significance, family dynamics and governance are often disregarded [...]

Preventing Business Disputes and Ensuring Succession in the Automotive Industry

2023-09-27T20:20:14-05:00By |Advisor Collaboration, Automotive, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

Car dealers navigating family and business conflicts within the automotive industry is complex. This video delves into an engaging and informative discussion featuring Dan Iosue, an experienced succession planner with The Rawls Group, and Scott Womack, a seasoned valuation expert from Mercer Capital. Together, they explore the dynamics of business [...]

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