Business Structuring and Business Agreements

Exit Planning vs Succession Planning: Which Path Is Right for Your Dealership?

2026-05-01T16:04:34-05:00By |Automotive Succession Planning, Succession Blog|

Most dealers are already on a path between exit and succession.  Not because they’ve made a decision, but because how the business is structured today is already shaping whether it will be sold or transitioned over time. This is where an automotive exit strategy or succession plan becomes less about choice, [...]

More Entities, Less Control: Where Dealer Groups Get Stuck

2026-05-06T16:52:59-05:00By |Automotive Succession Planning, Succession Blog|

Automotive ownership structure succession planning is where most dealership groups quietly lose control. Not because anything breaks overnight, but because ownership, authority, and resources stop lining up as the business grows. Quick Summary Automotive ownership structure succession planning ensures dealership groups align ownership entities, control, and governance as [...]

Franchise Brand Restrictions That Can Derail Your Exit Plan

2026-04-22T17:11:25-05:00By |Multi Unit Franchise Succession, Multi-Unit Franchising, Succession Blog|

Franchise brand restrictions that can derail your exit plan are often overlooked until a deal or transition is already in motion. At that point, what seemed like a straightforward sale or succession can slow down, change structure, or fail entirely due to franchisor control. Quick Summary Franchise brand [...]

Dealership Succession Risk: What Hugh Roberts and Beth Beans Revealed on Daily Dealer Live

2026-05-06T16:50:21-05:00By |Automotive Succession Planning, Succession Blog|

Dealership succession rarely shows up when you plan to leave. It shows up when the factory asks questions. When lenders review exposure. When minority capital looks under the hood. When your GM quietly wonders what happens next. On Daily Dealer Live with Car Dealership Guy, Succession Planner, Hugh Roberts, [...]

Buy-Sell Agreements: Where They Break in Real Dealerships

2026-05-06T15:44:09-05:00By |Automotive Succession Planning, Succession Blog|

Buy-sell agreements often appear complete on paper, but rarely facilitate how you actually want ownership and control to function in reality.  Not because they weren’t drafted correctly, but because they were created in isolation from how the business actually operates today, and are rarely reviewed or updated as ownership, leadership, and family dynamics [...]

Thinking About Selling Your Gas Distribution Business? Start Here.

2026-06-08T09:40:04-05:00By |Energy, Succession Blog, Succession Planning for Fuel Propane Heating Oil Gas Delivery and Bio Fuel Businesses|

Running a gas distribution business takes decades of dedication, risk, and long hours. Now you are wondering how to sell a gas distribution business and what it means for your next chapter. Before you call a broker or respond to a buyer, pause to think about what you want—freedom, security, or a legacy [...]

Equal vs. Fair: Dividing Your Propane, Heating Oil, or Fuel Business Among Children

2026-06-01T15:45:44-05:00By |Energy, Succession Blog, Succession Planning for Fuel Propane Heating Oil Gas Delivery and Bio Fuel Businesses|

Dividing a propane business among children can feel like a family decision first. In reality, it is a leadership, ownership, cash flow, and continuity decision. When one child works in the company and others do not, equal shares can create conflict. The pressure falls on the child keeping routes, [...]

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 [...]

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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