Growth Strategies: Creating the Right Mix

2022-04-20T10:35:29-05:00By |Advisor Collaboration, Multi-Unit Franchising, Succession Blog|

Infrastructure is essential to support multi-unit franchising growth.  Processes, procedures, marketing, talent, attractive culture, capital, and a keen eye for the legal technicalities are only a few of the diversity nuances that must be in sync for success. We recently asked Michael Einbinder, an attorney with Einbinder & Dunn LLP for growth insights from [...]

Buying or Selling Your Dealership: 5 Things You Must Consider

2022-05-31T10:31:38-05:00By |Automotive, Succession Blog|

Dealership profits continue to soar, and dealership valuations are at record-high levels.  This is creating a surge of activity in automotive retail buy-sell.  All this activity is creating wonder around buying or selling, prompting many dealers to revisit their succession plans. Champ Rawls, a Succession Planner with The Rawls Group, and Alan Haig, President [...]

3 Tips to Transform Frustrating Partnerships

2022-02-16T12:48:03-06:00By |Multi-Unit Franchising, Succession Blog|

Multi-unit franchising provides the opportunity to build something, be your own boss, and generate opportunities for others.  As you design your business strategy, recruit your team, create your culture and string one success after another, it becomes easy to reflect on those who help build your business as family.  Families are diverse; they come [...]

The Future is in Your Hands

2022-02-25T16:52:55-06:00By |Automotive, Succession Blog|

We have all experienced drastic changes in the past 24 months. From a global pandemic, supply chain shortages, tenuous political environment, and insane buy-sell activity; you could feel very overwhelmed. Any one of these factors has changed the way we do business, and they have all dramatically changed the automotive retail landscape. Surprisingly enough, despite what [...]

5 Must-Know Tips For Dealing With A Troublesome Family Business

2022-01-31T13:41:40-06:00By |Automotive, Succession Blog|

The car business is synonymous with “family business.” Some of you work with family today. Some have a high possibility of the family entering the business in the future. Some of you are working with loyal, long-term employees that you consider family. At its best, a family business is a beautiful combination of communication [...]

Create Options and Control Your Future

2022-02-10T08:56:37-06:00By |Multi-Unit Franchising, Succession Blog|

The business landscape has undergone dramatic changes over the last 24 months.  From keeping employees safe, building trust with customers, operating more efficiently, and simply being grateful to be open.  These shifts and constant changes are causing owners to think, is this the right time to get out?  In addition, many industries are experiencing [...]

Strategies for Business Growth, Transition and Success

2022-02-15T14:35:52-06:00By |Multi-Unit Franchising, Succession Blog|

Whatever your strategy is for growth, internally or through acquisition, growth requires the ability to scale. Talent bench strength, leadership succession strategies, flexible and efficient processes, and a strategic plan are essential when developing a growth strategy. Successful business owners know succession planning is about building strategies for today to create choice and take advantage [...]

Your Growth Roadmap

2021-11-19T12:40:17-06:00By |Energy, Succession Blog|

Buy-Sell activity across a diversity of industries is high, providing opportunities to owners who want to grow. Why is this so exciting for succession planners? Well, business growth is one of the core foundations for succession. Success is the heart of succession, and growth is generally needed to succeed through multiple generations.  If a [...]

Acquisition Done! Now What? Hitting the Ground Running After the Close

2022-02-10T15:20:19-06:00By |Advisor Collaboration, Automotive, Multi-Unit Franchising, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

Succession planning is about creating strategies to take control of the future based on your goals and vision. And if part of your vision involves growth through acquisition, you are in the right place. In this episode with Dan Gavin with Bernstein Private Wealth Management, Michael Rosendahl with PCE Investment [...]

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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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