Orlando Succession Planning

What Makes Some Family Dealerships Win Big Against Corporate Giants?

2024-05-15T15:24:24-05:00By |Automotive, Succession Blog|

Are family-owned auto dealerships destined to fade in the shadow of giant retail chains, or can they harness their unique heritage to outpace the competition? Champ Rawls, a business succession planner at The Rawls Group, emphasizes the delicate balance between maintaining a local, family-owned appeal while integrating the structured practices typical of larger dealerships [...]

Succession Planning and Growth Strategies: A Guide for Minority Car Dealers

2024-03-15T16:57:18-05:00By |Automotive, Succession Blog, Succession Strategies for Minority Car Dealers, Video|

Essential Considerations for Minority Car Dealers in 2024 In today's challenging business environment, minority car dealers face mounting pressures, from increasing expenses linked to new car floor plans to unpredictable fluctuations in used car pricing. Amidst these challenges, the urgency to ensure smooth succession, drive growth, and facilitate effective wealth transfer to the next [...]

On the Fast Track: Automotive Valuations and Succession Strategies

2024-03-18T16:04:21-05:00By |Automotive, Succession Blog|

In the fast-paced automotive industry, strategic succession planning plays a pivotal role in the long-term success of family-owned car dealerships. The following outlines five key aspects of valuations and provides practical tips for effective automotive succession planning. 1. Maximizing Business Value Through Succession Planning Family-owned car dealerships must prioritize succession planning to enhance business [...]

Navigating Succession Planning: A Journey of Innovation and Leadership

2024-03-18T16:41:04-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, Video|

Join us as Joe Jankowski, the Managing Member of Armatus Dealer Uplift, shares his inspiring journey of founding Armatus Dealer Uplift. Joe's story began with his experiences as CFO and CEO of an automotive group, where he faced numerous challenges, including navigating the termination of GM and Chrysler franchises in [...]

Family Business Valuation and Succession Planning: Understanding Key Triggers and Timing

2023-09-29T15:11:24-05:00By |Advisor Collaboration, Automotive, Succession Blog, Video|

Family businesses are not just about the present; they are about securing a legacy for the future. To achieve this, family business owners must navigate the intricate process of succession planning while also assessing the strategic growth and overall value of their businesses. In this article, we will explore the critical aspects of family [...]

Lessons in Succession: From CFO to Family Business Owner

2024-03-15T17:10:45-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, Video|

In this informative video, Joe Jankowski, the Managing Member of Armatus Dealer Uplift, shares his journey into family business succession planning. Joe previously worked with a large auto group in Maryland before joining a century-old business without a clear successor. As a member of the leadership team, he took on [...]

Navigating Valuations and Succession Planning for Car Dealers

2024-01-12T12:30:14-06:00By |Advisor Collaboration, Automotive, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In the dynamic world of automotive dealerships, one constant remains, which is change. Whether you're a seasoned dealership owner or a key player in the automotive industry, understanding the pivotal events that trigger valuations is essential for informed decision-making and the continued success of your family business. In this video, [...]

Developing Talent & Making a Lasting Impact: Strategies for Minority Car Dealers

2024-03-28T13:03:42-05:00By |Automotive, Succession Blog, Succession Strategies for Minority Car Dealers, Video|

Minority auto dealers face unique challenges when building wealth and planning for the future. With a rapidly changing industry, it's crucial to have a solid growth and succession strategy to ensure financial sustainability. From identifying talented individuals within the organization to expanding investment portfolios, there is an array of strategies [...]

Beyond Generations: A Blueprint for Family Business Succession Success

2024-03-15T17:07:38-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, Video|

In this enlightening video, Joe Jankowski, Managing Member of Armatus Dealer Uplift, shares his journey and the profound impact a holistic approach to succession planning has had on his family business, relationships, and overall business trajectory. Key Insights: Discover the secrets behind Joe's success story as he delves into the [...]

Strategies for Effective Partner Negotiations in Family-Owned Car Dealerships

2023-10-05T14:47:42-05:00By |Automotive, Succession Blog|

In the complex world of the car business, successful partner negotiations are crucial for ensuring the smooth retention and motivation of key leaders. Car dealers face unique challenges when aligning expectations, especially in developing and retaining top talent to support growth strategies, enhance business value, secure longevity, and achieve family and business succession goals. [...]

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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