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Orlando Succession Planning

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Orlando, Florida - Headquarters

       1700 W. Colonial Drive
       Orlando, FL 32804
       407.578.4455 (T)
       407.578.4480 (F)

       Complete Company Directory

 

 

 Orlando City Scape, by Sky Noir

   

Loyd Rawls, CEO

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Loyd H. Rawls is one of the nation’s leading succession planners. Since 1973, Mr. Rawls and his associates have provided business succession services for the owners and key executives of closely-held, capital intensive family businesses throughout the country.

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Daniel Thill, COO, CFP®

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Dan specializes in asset management programs, investment analysis, investment planning and non-qualified deferred compensation plans.

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David Ciambella, CFP®

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David specializes in addressing and solving complex problems and issues that arise as a result of comprehensively addressing business succession.

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Russell Phillips, M.A., M.B.A

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Associated with The Rawls Group since 1995, Russell Phillips’ primary focus is working with business owners, key managers and family members on the varying relational issues that impact the business legacy and their pivotal relationships.

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Champ Rawls, CLU®

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Being a part of his own family’s business, Champ has a unique insight into the difficulties, challenges, and triumphs that our clients face when combining family and business.

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Dan Iosue, CFP®

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As a succession planner, Dan Iosue, CFP® leverages his more than decade of experience in corporate leadership and financial planning working with clients to help them achieve their long-term business goals.

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2017 NADA - Visit The Rawls Group at Booth #3937

2017 NADA - Visit The Rawls Group at Booth #3937

The Rawls Group is looking forward to @NADAConvention in New Orleans. Come check out our new digs at booth #3937 across from Digital Dealer and next to Snap-on.

Contact Kendall Rawls at This email address is being protected from spambots. You need JavaScript enabled to view it. to schedule an appointment. 

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Dan Iosue, CFP® joins The Rawls Group

Dan Iosue, CFP® joins The Rawls Group

The Rawls Group, one of the nation’s most respected business succession planning firms, is proud to welcome Dan Iosue as our newest associate. Prior to joining the Rawls Group, Dan spent more than a decade of experience in corporate leadership with Fortune 500 companies such as Panasonic and Eastman Kodak. He blends that experience with his six years as a financial planner with Morgan Stanley Smith Barney and Raymond James. 

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501 Hits

As Seen in Multi-Unit Franchisee - Understanding Private Equity - What You Should Know Before You Jump In!

As Seen in Multi-Unit Franchisee - Understanding Private Equity - What You Should Know Before You Jump In!

Private equity firms are an active force in the industry due to the rewarding investment opportunity the franchise business possess. They use their capital as a strategy for growth, or provide it as an option to those looking for a way out. There is no doubt that as a franchise owner, private equity (PE) provides you options. However, if you find yourself considering PE as a strategy, make sure you understand some of the unintended consequences in relation to your purpose and future business vision.

As an operator who is looking to grow, PE can be attractive. They can be your financial partner providing the capital resources necessary for growth, but without careful consideration you can also find yourself in your worst nightmare. Before you make a commitment to a PE partnership, it is critical to consider and understand the rules of engagement. Simply, make sure you know how to form the appropriate partnership in regards to your goals, and how you get out of it.

Read the complete article on the Multi-Unit Franchisee Website website

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Webcast Replay: Turning Investment and Planning Roadblocks into Roadmaps

Webcast Replay: Turning Investment and Planning Roadblocks into Roadmaps
 

 

 

 

Turning Investment Roadblocks into Roadmaps

Click Here to Access Replay of Webcast 

Hosted by The Rawls Group - Business Succession Planners and Bernstein Private Wealth Management.

Entrepreneurs we meet often struggle with turning their vision into reality. Market fluctuations, cash flow, capital expenditures, family, ability to recruit and retain top talent, and a litany of other influences quickly take the business off course. Common questions we hear are:

  • How do I overcome roadblocks to grow my business and increase value?  
  • How can I feed the golden goose while also building personal wealth independent from the business?
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630 Hits

As Seen in Multi-Unit Franchisee Report - Creating Harmony in Sibling Partnerships

As Seen in Multi-Unit Franchisee Report - Creating Harmony in Sibling Partnerships

Sibling partnerships create a dynamic environment - especially when managing relationships in a highly competitive multi-unit franchisee organization. Everything can feel personal because nothing can be "just business."

Read the complete article on the Multi-Unit Franchisee Report website

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As Seen in Automotive Buy Sell Report - Selling Your Business Because You Want To Not Because You Have To

As Seen in Automotive Buy Sell Report - Selling Your Business Because You Want To Not Because You Have To

As your business vision develops over time, evaluating the option to transfer the dealership(s) to family, key management, or to sell to a third party can be an emotionally draining process. As a successful dealer, passion drove you to make sacrifices and take risks to develop a strong automotive enterprise. Seeing the seeds of your labor that you planted early in your career grow and develop over time fuels your drive for the business.

Read the complete article on the Automotive Buy Sell Report Magazine website

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As Seen in Digital Dealer Magazine - Not Everyone is Built to Lead and Sometimes Leaders Are Overlooked

As Seen in Digital Dealer Magazine - Not Everyone is Built to Lead and Sometimes Leaders Are Overlooked

How often have we seen ineffective leaders in senior level positions? Likewise, how often have we seen a manager that demonstrates exemplary leadership skills? A question many of us probably don’t ask ourselves enough is: what is the difference between management and leadership? Without careful consideration, many of us would probably naturally question if there really is a difference.

Read the complete article on the Dealer Magazine website

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As Seen in Digital Dealer Magazine - Family and Business Separation – Is it Possible?

As Seen in Digital Dealer Magazine - Family and Business Separation – Is it Possible?

In a family-owned automobile business, the dealership and general business dynamics often become the center of family interaction.  Read Amy's unique perspective on how to create boundaries between family and business from her experience as a family member employee in her family's business. 

Read the complete article on the Dealer Magazine website

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As Seen in Multi-Unit Franchisee - True Business Success Requires Liquidity

As Seen in Multi-Unit Franchisee - True Business Success Requires Liquidity

Everyone feels the liquidity pinch some time or another. Growth, acquisitions, internal investments, taxes, and bonuses take capital and drain liquidity. With all of these needs using up your cash, it can be hard to set some aside for a rainy day, but that's just what you should be doing to ensure the future success of your business, says Champ Rawls.

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As Seen in Multi-Unit Franchisee - The Trouble with Saying ' I Got This'

As Seen in Multi-Unit Franchisee - The Trouble with Saying ' I Got This'

Designated successors generally have a vision of what being "the leader" is; I will do this better, this differently, and these changes will be made immediately. As one works toward this role of leader or owner, one key component to understand is the practice of humility. Champ Rawls discusses how to avoid the "I Got This" mentality to better yourself and your team during the transition of ownership.

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As Seen in Automotive Buy Sell Report - Vision Conflict: Aligning Visions of a Group’s Growth Among Dealership Owners

As Seen in Automotive Buy Sell Report - Vision Conflict: Aligning Visions of a Group’s Growth Among Dealership Owners

You're a dealer nearing retirement, but the next generation of ownership has big (risky) plans for the business that put your retirement in jeopardy. There are family and business issues to resolve in this scenario. Learn more as Loyd Rawls and his alter-ego, Dr. Merlot, discuss how to navigate this vision conflict in a new article published in Automotive Buy Sell Report.

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Estate Taxation – Why Should I Be Concerned? By Denise Ware

The inflation-adjusted 2016 estate and gift tax exemption limits are set at $5.45 million per individual or $10.9 million per couple. This means that if you are a single business owner, you can leave up to $5.45 million to heirs and pay no federal estate or gift tax. Likewise, if you are married you can leave up to $10.9 million to heirs with no federal or estate gift tax penalty.

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As Seen in Dealer Magazine - How Do I Deal With An Employed Spouse Who Causes Management Problems?

As Seen in Dealer Magazine - How Do I Deal With An Employed Spouse Who Causes Management Problems?

Loyd Rawls for Dealer Magazine about the Family Business Conundrum: you cannot run a family like a business and you cannot run a business like a family. But what if you work in the business with your spouse? Learn how to overcome the challenges that marriage and joint business operation present.

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Protect your Future by Planning in the Present

Most people believe that succession planning is synonymous with estate planning; wills, trusts, estate tax, life insurance, franchisor/manufacturer approval or gifts to family members. No doubt estate planning is an important component of succession planning. However, for anyone who has struggled with family squabbles, successor development, retaining and recruiting top talent, and unreasonable strategic partners I can assure you there is more to succession planning than estate planning. The best estate plan on the planet is no assurance of the continuation of business success.

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As Seen in Multi-Unit Franchisee - Trust and Teamwork Build Success

Organizational productivity is dependent upon teamwork, which I describe as two or more people working together for a common goal. Team can be expressed or implied, conscious or unconscious, but regardless, organizational productivity depends upon the effectiveness of interdependent, collaborative effort. Teamwork can be fair, good, or great, but there really is no such thing as bad teamwork. If you think about it, bad-teamwork is actually an oxymoron. To further this point, the English language doesn't have one single word to describe the opposite of teamwork. We generally associate "the opposite of teamwork" with uncooperativeness, inter-organizational competition, backbiting, and under productivity.

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How to Improve Teamwork and Increase Productivity

Organizational productivity is dependent upon teamwork, which I describe as two or more people working together for a common goal. “Team” can be expressed or implied, conscious or unconscious, but regardless, organizational productivity depends upon the effectiveness of interdependent, collaborative effort.

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As Seen On Automotive Buy Sell Report - The Right Price is Set by the Market, Not the Value of your Emotional Investment

Seventy-five percent of family businesses - especially highly demanding automobile dealerships - do not have the 4Cs of Successorship: Capable, Committed, Competent and Community-minded successor. In such instances, selling the family business is a viable succession option.

With all the money that is being thrown at buying dealerships today, the value of dealerships is a common discussion item. In some instances where there is no locked-in successor, I am often at the table helping my clients consider if they want to cash in on this hot market.

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Chimp, Chump, Champ: The 3 Stages of Successor Development

On a limited basis, The Rawls Group provides Successor Development Forums (SDF) for prospective leaders who feel they need coaching and education on the unique challenges of successor development. An SDF is not intended to be a "lucky sperm club;” it is intended to be a “work group" for successor candidates who are seeking coaching that they cannot get at home.

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What's The Purpose Of Your Success?

Succession is dependent upon success. Therefore, mediocrity is not a succession option. In order for you to have confidence your successors can survive the predictable distractions, issues and problems associated with the transfer of ownership and management control your business must perform above benchmark to assure that there is adequate margin for a dip in productivity.

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Knowing Your Role and Playing Your Position

Football is one of my favorite sports and football season is one of my favorite times of year! It has been said that football is the ultimate team sport. Success on each play requires each player understand their role, work together, communicate effectively and ultimately execute to achieve the desired outcome. The teams that win consistently have committed players who know their role, play their position and trust their teammates will do the same each play. From my perspective, there is a striking parallel between football and family business. To successfully compete and operate a family-owned dealership or dealership group, requires each family member, manager and employee to understand their unique role, work together, communicate effectively and operate interdependent departments well. Whether you are a team member of a family business or a superstar on a football team, knowing your role and playing your position are key ingredients to success.

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