The accumulation of financial resources enables a business owner to become free of credit guarantees, initiate an exit strategy, and empower succession by transferring leadership and control of the business to partners, family members or key manager successors
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Multi-unit franchisee estate planning must account for how ownership, leadership, and operations function across multiple entities, not just how assets are distributed. Most multi-unit franchisee estate planning efforts are built around wealth transfer. Multi-unit franchise businesses introduce additional complexity, where multi-unit franchisee succession planning and estate planning must operate together. [...]
Most dealership estate planning is already in place. Not because dealers haven’t planned, but because trusts, entities, and tax structures have been built over time, often without being fully aligned to how the business operates today or how it will need to operate as ownership, leadership, and structure evolve. That gap [...]
Many family business owners put off succession planning—not because they don’t care, but because they’re afraid of starting a fight. Conversations about inheritance, ownership, and leadership can stir deep emotion, create resentment, and fracture relationships that once seemed solid. But Here is the Truth: Avoiding the conversation doesn’t prevent conflict—it just [...]
Family business inheritance issues are among the most emotionally charged and legally complex elements of succession planning. When owners delay planning—or make vague promises without structure—inheritance becomes a lightning rod for resentment, confusion, and costly legal battles. The good news? These five common inheritance problems can all be prevented with foresight, [...]
As the saying goes, "failing to plan is planning to fail," - and this statement couldn't be more valid in growing your business. To achieve your vision and ensure long-term success, it's not enough to focus solely on the present; you must also proactively create strategies and plans to turn your dreams into reality. [...]
Dive into the intricate world of estate planning for multi-unit and multi-brand franchisees and family businesses with Nate Riordan, founder of West Coast Franchise Law, and seasoned succession planners Jeff Bannon and Greg Sisa from The Rawls Group. Discover the unique challenges faced by franchise businesses due to the franchisor-franchisee [...]
In this eye-opening video, Nate Riordan, the founder of West Coast Franchise Law, teams up with seasoned succession planners Jeff Bannon and Greg Sisa from The Rawls Group to shed light on a crucial aspect of franchise ownership: trusts and succession planning. Dive deep into the world of estate planning [...]
Join us for a crucial discussion as Nate Riordan, the founder of West Coast Franchise Law, teams up with seasoned succession planners Jeff Bannon and Greg Sisa from The Rawls Group. Together, they delve into the essential aspects of coordinated planning in multi-brand franchisee businesses, family enterprises, and succession strategies. [...]
As of August 2021, because Capitol Hill has yet to agree on funding, the timeline is still anyone’s guess. In the Green Book, which is the White House’s policy wish list, their goal is to increase long-term Capital Gains significantly. Even though we can’t speak to the timeline yet, tax increases [...]
