Strategic Planning

Building a Legacy: Family Business Succession Planning for Multi-Unit Franchisees

2023-10-05T14:43:31-05:00By |Multi-Unit Franchising, Succession Blog, Video|

For entrepreneurs and multi-unit franchisees, the dream of business ownership often revolves around creating wealth, enjoying a supportive lifestyle, and eventually reaping the rewards of a successful business sale. However, to turn this dream into reality, it's crucial to have a well-thought-out business succession strategy from the very beginning. In this article, we delve [...]

Three Issues Plaguing Business Owners in the Heating Fuel and Energy Industry and How to Overcome Them

2023-08-30T11:53:39-05:00By |Energy, Succession Blog|

Business owners in the heating, fuel, and energy industry are much like chefs in a busy kitchen, constantly juggling multiple demands requiring their attention, including political and industry changes, day-to-day operations, customer perceptions, and employee and leadership dynamics. As such, owners can often wonder which end is up, what is the best direction forward, [...]

Challenges and Evolution of the Dealer Model

2023-09-28T11:56:34-05:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

In a dynamic conversation focused on Succession Planning and Strategic Considerations in Automotive Retail and moderated by Jason Stein of Flat Six Media, industry expert George Karolis from The Presidio Group and Champ Rawls a succession planner with The Rawls Group, sparks a discussion about the evolving landscape of the [...]

Expert Strategies to Navigate Volatility in the Oil and Gas Industries

2023-05-30T14:08:51-05:00By |Energy, Succession Blog|

The Importance of Collaboration and Strategic Planning The energy industry presents a multitude of challenges for fuel dealers, wholesalers, and service contractors. These challenges range from seasonal fluctuations, inflation, and political factors to their customers’ reliance on their business. These external forces can make it challenging for dealers to maintain a steady revenue stream. [...]

Metrics and Considerations for Future Planning in the Auto Industry

2023-09-28T12:01:49-05:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

In a recent conversation focused on Succession Planning and Strategic Considerations in Automotive Retail, with Jason Stein from Flat Six Media, George Karolis of The Presidio Group and, Champ Rawls, a Succession Planner with The Rawls Group, Rawls shed light on the essential metrics and considerations that auto dealers must [...]

Navigating Business Cycles and Cultivating a Resilient Workforce

2023-09-28T12:12:53-05:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

The Business Cycle: Embracing Change and Managing Talent In today's fast-paced car business, it's essential to mitigate the downside of the next business cycle and address the pressing challenges of recruiting and retaining talented employees. George Karolis from The Presidio Group offers valuable insights into the discussion, emphasizing that the [...]

The Power of Diversification: Navigating the Evolving Landscape of the Car Business

2023-09-28T12:16:35-05:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

The automotive industry has always been a dynamic and constantly evolving sector. Industry experts Jason Stein, George Karolis, and Champ Rawls recently shed light on the growing importance of strategic business diversification in the ever-changing car business. As dealers explore new directions to safeguard against potential downsides, they emphasize the [...]

How Multi-Unit Franchisees Can Build a Sustainable Future

2023-04-05T09:12:35-05:00By |Multi-Unit Franchising, Succession Blog|

The multi-unit franchising sector has been on an upward trend in recent years, and it is easy to understand why. Entrepreneurs see the potential for success in owning and running multiple franchises, with this business structure establishing itself as an attractive option in the business landscape. Multi-unit franchising offers a unique set of opportunities [...]

Franchise Growth: Overcoming Challenges and Implementing Winning Strategies

2023-05-30T16:01:07-05:00By |Advisor Collaboration, Franchisee Succession: How to Grow & Build Value, Multi-Unit Franchising, Succession Blog, Video|

Franchising is a popular business model that offers entrepreneurs the opportunity to own and operate their own business under an established brand name. While it can be a lucrative and rewarding experience, franchising comes with its own set of unique challenges that must be addressed to achieve sustainable growth. In [...]

A, B, & C Plans: Building Resilience for Business Success

2023-02-21T10:27:14-06:00By |Distribution & Logistics, Succession Blog|

Growing a business is as much about strategically planning for potential threats and weaknesses as it is about delivering a high-quality product and service. Our business, economic, and political environments are in a constant state of flux, so it is essential to have a clear vision and goals, as well as strategic action plans [...]

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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