Business Structuring and Business Agreements

Crafting a Winning Company Culture: Creating an Organizational Playbook

2023-06-30T09:12:32-05:00By |Construction, Succession Blog|

Developing a strong and successful company culture requires defining and communicating a mission, vision, and core values. To create an "Organizational Playbook," these elements must be integrated into organizational policies, procedures, and onboarding processes. It's important to understand that an Organizational Playbook goes beyond a casual use of the term and is a significant [...]

Lease Management: Expert Insights for Multi-Unit Franchisees

2024-03-15T15:30:56-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

Welcome to our insightful discussion featuring Nate Riordan, founder of West Coast Franchise Law, alongside succession planning experts Jeff Bannon and Greg Sisa from The Rawls Group. Together, they unravel the complexities of lease management and negotiations faced by multi-brand franchisees, offering invaluable insights into aligning leases with your growth [...]

Navigating Franchise Agreements: Expert Strategies for Ownership Transitions

2024-03-15T15:28:09-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

Dive deep into the art of strategic business structuring in this enlightening video! Join industry experts Nate Riordan, founder of West Coast Franchise Law, and succession planning veterans Jeff Bannon and Greg Sisa from The Rawls Group as they unravel the complexities of franchise agreements, right of first refusal, and [...]

Expert Advice for Franchise Business Growth and Management

2023-04-19T09:34:27-05:00By |Advisor Collaboration, Franchisee Succession: How to Grow & Build Value, Multi-Unit Franchising, Succession Blog, Video|

Franchising can be an excellent way for entrepreneurs to start their own business while enjoying the benefits of an established brand. However, as with any business venture, there are pros and cons to consider before making a decision. In a recent video conversation with Jeff Bannon, Succession Planner with The [...]

Golden Handshake: Retaining Key People as Your Business Evolves

2022-04-20T10:24:13-05:00By |Advisor Collaboration, Multi-Unit Franchising, Succession Blog|

Multi-unit franchise owners continue to experience growth. As we have discussed in previous articles, one of the keys to developing sustainable growth is DUPLICATION of successful strategies. Another key to growth is the ability to scale effectively which boils down to process, procedures, and PEOPLE.  People are one of the most valuable assets to [...]

As Seen in Multi-Unit Franchisee Report – Franchise Business Partnerships – Evil King or Hand-Cuffed President?

2020-04-02T12:44:14-05:00By |Succession Blog|

The Evil King vs. the Hand-Cuffed President - who do you want to be? Our experience has demonstrated that the best way to position yourself and your successor is somewhere in the middle. Certainly, no one wants to run a business without the autonomy to make critical operational decisions. Creating a lasting business structure [...]

As Seen in Multi-Unit Franchisee Report – Business Structuring – 5 Steps to Help You Protect Profit and Performance

2021-03-16T23:30:35-05:00By |Succession Blog|

Succession Planning Process - Business Structuring Business structures and agreements have a huge influence on taxation, ownership control, transfer on gifts and estates, and shareholder access to cash flow. A critical component of the interdependent areas of the Succession Matrix®, business structures also protect owners by helping to achieve desired outcomes with any partners, [...]

As Seen in Digital Dealer – 9 Areas That Build Value in Your Dealership

2020-01-21T13:36:31-06:00By |Succession Blog|

The new year brings change, and with change comes uncertainties – often leading to fear, anxiety, and worry of the unknown. If there is one thing that is for sure, change is imminent. It is the one constant on which we can count.  It can get so complex that dealers either don’t engage in [...]

Automotive News – We’re built for this – How a California Dealership Group Keeps Business in the Family

2020-09-21T10:25:09-05:00By |Case Histories, Video|

“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. Our very own succession planners Hugh Roberts and Jeff Bannon, along with Howard and Susan Drake of the Casa [...]

As Seen in Multi-Unit Franchisee Report – Succession Planning Is More Than Your Estate And Exit Plans

2019-12-23T12:16:30-06:00By |Succession Blog|

When starting out, business owners are not looking at the end game. Much less is there thought of engaging in succession planning. After all, isn't succession planning for when the end in near? That is where most business owners make their mistake, thinking succession is only about exit strategy, estate planning and retirement.  And [...]

What is Changing In the Areas of Estate Tax?


Planning Opportunities To Take Advantage of Now


Leadership in Uncertain Times

Go to Top