Orlando Succession Planning

Mastering Family Business Succession: Armatus Dealer Uplift Case Study

2024-03-15T17:04:44-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, Video|

In this video, Joe Jankowski, the Managing Member of Armatus Dealer Uplift, provides his experience as a family business owner in strategic succession planning. In this enlightening video, Joe dispels common misconceptions surrounding succession planning and offers invaluable insights into the multifaceted nature of this critical business endeavor. Debunking Myths: [...]

The Importance of Emotional Intelligence for Strategic Growth and Succession Success

2023-10-05T14:41:33-05:00By |Automotive, Video|

Succession planning in a family business involves much more than drafting wills and trusts. While these legal aspects are crucial, they represent only a small fraction of the overall picture. To ensure the long-term success and sustainability of your family business, you must consider various factors, including culture, strategic growth, and the intricate dynamics [...]

Steering Success: The Roadmap for Auto Dealership Succession Planning

2024-03-15T17:29:16-05:00By |Automotive, Succession Blog|

Ensuring long-term success and sustainability for your dealership goes beyond daily operations. It requires foresight, planning, and the ability to anticipate and mitigate challenges, especially when envisioning a seamless leadership transition. With the complexities of the automotive industry, dealers face numerous hurdles in growing a sustainable business. Let's explore these challenges and find tailored [...]

Succession Secrets: Key Insights for Seamless Leadership Transition

2024-03-15T17:01:21-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, Video|

Discover the secrets to seamless succession planning and sustainable family business growth in this video featuring Joe Jankowski, Managing Member of Armatus Dealer Uplift. In this video, Joe shares invaluable insights drawn from his own experiences, advocating for the indispensable role of a third-party perspective in ensuring a smooth transition [...]

10 Aspects of Succession Planning in Automotive Retail

2024-03-15T18:19:08-05:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

Succession planning is critical to any business; auto dealerships are no exception. With the automotive industry constantly evolving and facing new challenges, effective succession planning has become more crucial than ever before. Recently, George Karolis from The Presidio Group and Champ Rawls from The Rawls Group discussed the multifaceted landscape [...]

Family Business Succession Planning: Armatus Dealer Uplift’s Journey

2024-03-15T16:01:44-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, Video|

In this video, Joe Jankowski shares his remarkable journey through the world of succession planning as a family business owner and the inspiring story behind Armatus Dealer Uplift. Legacy Preservation: Discover how Joe's encounter with The Rawls Group in 1999 transformed the destiny of aging family business owners determined to [...]

Tackling Inflation’s Impact on Multi-Unit Franchise Operations

2023-10-26T18:12:57-05:00By |Multi-Unit Franchising, Succession Blog|

Strategies for Success Today's economic backdrop presents unique challenges, with inflationary pressures affecting businesses across a range of sectors. For franchise owners, particularly those overseeing multiple units, navigating swelling costs becomes a tightrope walk. However, with the right strategies, franchisees can ensure not only survival but also robust growth in this dynamic environment. The [...]

Leveraging Valuations for Strategic Growth in Car Dealerships

2024-01-12T12:33:57-06:00By |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 [...]

Succession Planning Insights: Navigating the Entrepreneur’s Dilemma

2024-03-15T15:49:40-05:00By |Succession Success Stories, Technology & Software Succession Planning, Technology Succession Planning: Armatus Dealer Uplift, Video|

In this insightful video, Joe Jankowski, the Managing Member of Armatus Dealer Uplift, the nation's leading Retail Warranty Reimbursement service provider, discusses the initial challenges he encountered when starting his succession planning journey. As an entrepreneur, your business is not only a reflection of your identity but also a vital [...]

Blending Family Ties with Business Goals: The Road to Harmonious Succession

2024-03-15T17:20:39-05:00By |Manufacturing, Succession Blog|

Many family business owners aspire to have their children become an integral part of their enterprise. However, merging familial ties with business operations often presents a complex dynamic that can be difficult to balance. The Two Faces of Family Business At first glance, the concept of a 'family business' [...]

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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