Duplication: Key to Creating Your Growth Playbook

2022-04-20T08:37:29-05:00By |Advisor Collaboration, Multi-Unit Franchising, Succession Blog|

Successful business leaders know how succession planning develops strategies to fulfill their long-term business vision, which includes business growth. Scaling your business from 5 to 10 units to 100 plus is a transitional process, which requires strong leadership, inspiring culture, talent, and vision. Profitable growth depends upon talent and teamwork as well as rock-solid [...]

How Can Franchisees and Dealers Retain or Increase Their Sales?

2021-05-17T16:13:31-05:00By |Advisor Collaboration, Burning Questions, Multi-Unit Franchising, Video|

Unknowns and uncertainty can have a direct negative impact on culture. Emotions stir internally, therefore a store manager has to reset the thermostat to a “we will thrive” setting. How you react matters when coming out of a pandemic, crisis, or any other situation in which your employees may be [...]

What Should I Do Now to Operationally Protect My Business From the Unknown?

2021-05-10T09:48:47-05:00By |Advisor Collaboration, Automotive, Burning Questions, Video|

The unknown is unpredictable and unavoidable. However, you can protect your business from an operational perspective in some very simple ways. One of the most critical components revolves around communication. Clear, open, and consistent communications with clients, customers, and employees help to keep rumors and uncertainties to a minimum while [...]

Episode 1: Why is the CFO Important to Succession Planning?

2021-04-15T08:29:26-05:00By |Advisor Collaboration, Succession Blog, Succession Video Discussions, The CFO and Their Role in Succession Planning|

CFO's are critical in the business AND in the succession planning process. Their job is to understand the finances and vulnerabilities related to cash flow, turnover, and any external influences impacting the business. CFO's generally have a close relationship with the owner and understand the owner's goals, vision, and concerns. [...]

Episode 2: What Opportunities Are Available to CFOs in Succession Planning

2021-04-14T17:14:16-05:00By |Advisor Collaboration, Succession Video Discussions, The CFO and Their Role in Succession Planning|

CFO's have often completed training in the technical aspects of succession planning and have a diversity of business experience. In this episode of the "CFO and Their Role in Succession Planning," Brian Brueggeman, a Senior Manager, Ed Reinhard a Partner with Crowe and The Rawls Group's very own succession planner, [...]

Episode 3: What Are Challenges CFOs Face in Succession Planning

2021-05-03T08:27:58-05:00By |Advisor Collaboration, Succession Video Discussions, The CFO and Their Role in Succession Planning|

A CFO is in a unique position within the business. They are privy to both sides of the "organizational coin." They are generally close with the CEO/Owner, understanding the owner's goals, concerns, and vision. As CFO's interact with management, they also have a beat on operational and talent nuances the [...]

Episode 4: Why is it important for a CFO to expand their succession planning knowledge?

2021-04-14T17:31:15-05:00By |Advisor Collaboration, Succession Video Discussions, The CFO and Their Role in Succession Planning|

30 years ago, we didn't know what an LLC was and General Partnerships were popular. Now, General Partnerships are mostly extinct. The body of knowledge in succession planning is continuing to expand. Constant changes are exactly why CFOs must stay engaged in expanding their succession planning knowledge. In this episode of [...]

Episode 5: How Can a CFO Impact Succession Planning

2021-04-14T17:48:20-05:00By |Advisor Collaboration, Succession Video Discussions, The CFO and Their Role in Succession Planning|

CFO's have a vested interest in the business's continued success, also known as "Succession Planning."  In this episode of the "CFO and Their Role in Succession Planning" discussion series our very own succession planner Loyd Rawls and Brian Brueggeman, a Senior Advisor, and Ed Reinhard a Partner with Crowe, discuss how [...]

Episode 6: What succession planning topics are unique to a CFO?

2021-04-14T17:55:42-05:00By |Advisor Collaboration, Succession Video Discussions, The CFO and Their Role in Succession Planning|

Loyd Rawls, a succession planner with The Rawls Group, along with Brian Brueggeman a Senior Manager, and Ed Reinhard a Partner with Crowe have been discussing the CFO’s Role in Succession Planning. This episode focuses on succession topics unique to a CFO. Forecasted tax flow concerns, credit continuity, or what [...]

What is One Change Dealers Can Make to Increase Profitability?

2021-03-30T09:06:42-05:00By |Advisor Collaboration, Automotive, Burning Questions, Video|

People are our biggest asset and we often talk about the costs of turnover to an organization. However, when COVID-19 hit the stage it forced dealers to take a critical look at the roles and responsibilities within their business. This look is forcing many dealers to carefully evaluate staffing levels [...]

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What is Changing In the Areas of Estate Tax?

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Planning Opportunities To Take Advantage of Now

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Leadership in Uncertain Times

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