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David Ciambella featured in the Orlando Business Journal

David Ciambella featured in the Orlando Business Journal

Our CEO, David Ciambella, featured in Orlando Business Journal's People on the Move.  

Click here to learn more about The Rawls Group's CEO. 

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33 Hits

Dr. Merlot’s Perspective: Growth of Lifestyle Motivation for Business Growth

After an interesting golf game with Loyd, I was left contemplating why business owners often look at reasons other than their existing or potentially enhanced lifestyle when it comes to evaluating business growth. In the case of our conversation with Jack last month, Loyd and I had the opportunity to share with him why growth matters, even if the business is doing well. It is an easy area of confusion. If your business is in a good spot, you are making money, your people are happy and your bank account can sustain a future for you in retirement, why care about growth? A very simple answer is - life changes in a moment. What may look like is going well today, may in fact change in an instant. Therefore, if you are not constantly looking forward and trying to achieve more market share/growth, the lifestyle that you may wish to lead long after you have left the business, may not be a reality.

So, then we must take a look at motivation and understand as business owners, what is our real motivation to not only be in business, but to take on risk and continue to strategically grow and enhance the business to sustain the future? For some, it is likely to give back, develop people, contribute to the community, build something – which ultimately is to build a legacy.

Irony. Loyd happen to give my office a call as I was sitting here pondering this thought. I picked up the phone and answered, “Hey there, scratch golfer, to what do I owe the honor of your call?” With a slight chuckle, Loyd did what he does best. Without a hello, he simply asked me, “Is enhancement of personal lifestyle reasonable motivation for growth?”

I am not going to lie. I about fell off my chair because it was like he was in my head, and here I was thinking, I was the shrink in the relationship! I was not going to let Loyd one-up me, so I responded with,

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Who Will Be the Leader?

Ensuring the future success and sustainability of a dealership is not based solely on operational knowledge and efficiencies. In fact, identifying and developing future leaders is critical to building sustainable dealership value. This involves overcoming leadership barriers that lurk in areas that most tend to overlook.

No longer is auto industry knowledge and experience enough to sustain and lead a dealership into the future. Innovations in technology, a lingering fear of economic uncertainty, ongoing regulatory changes and generational perspectives of “old school” and “new school” way of thinking can build organizational tension, impacting performance. Therefore, what may have been good enough previously is no longer good enough to lead your organization into the future.

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Dr. Merlot’s Perspective: Motivations and Strategies for Business Growth

Loyd and I found ourselves both with a Friday free from client travel, so we decided to meet for a round of golf. I always love an opportunity to talk some smack to Loyd about his golf game.

We were rounding the turn to move to the 10th hole and ran into a friend of ours, Jack. We took a minute to catch up, giving updates on family and business. As Loyd and I were about to pull away, Jack asked if he could ask us a quick question about his business. Jack was scratching his head, so I could tell he was really struggling with something. In short, Jack had been in Board meetings the previous day, where most of the conversation focused on strategic planning and growth. Jack’s business had a strong customer base, reputation in the community and product/services. To him, he felt everything was great and his mentality was focused on sustaining success, but his Board members were more focused on growth. As such, Jack felt at odds with his Board and was struggling with the direction of the strategic plan. Other than a date confirmed for the next Board Meeting, there was no resolution or next steps identified at the end of the day. Knowing our backgrounds, Jack asked:

“If everything is going well, why is business growth so important, other than to fill someone’s ego or make more money? I need a compelling reason to take on the risk."

I opened my mouth to speak, but Loyd beat me to the punch.

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110 Hits

The Rawls Group Appoints David Ciambella as President and Chief Executive Officer

 

The Rawls Group, one of the nation’s most respected business succession planning firms, is proud to announce that David Ciambella has been named President and Chief Executive Officer. Initiating the firm’s succession plan, this move was effective January 1, 2017, with Loyd Rawls, the founder transitioning to Chairman of the Board.

“David has a relentless passion for succession planning. As a proven leader, he is committed to the growth of The Rawls Group and the acknowledgement of TRG as the global standard for succession planning.” said Loyd Rawls, Chairman. “David’s history and experience with our firm, combined with his receptiveness to new challenges and opportunities will ensure that TRG will continue to set the benchmark for succession planning into the future.”

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330 Hits

Dr. Merlot’s Perspective: Generational Differences Impacting Teamwork - Advice to Millennial's and Baby Boomers

When Loyd and I met last, we discussed Millennials and Boomers on a quick puddle jumper as best we could over the loud engines.

As a refresher, over the last couple of months, Loyd and I have focused our discussions on overcoming generational differences in the workplace. In December, we discussed influences responsible for shaping generational perspectives. January’s discussion was geared towards advice to Boomers about Millennials, and February focused on advice to Millennials about Boomers.

Today we are meeting at the rental car terminal on our way to meet with a client on this very topic. Our client is experiencing tension in the workplace between what the client is referring to as “old school” and “new school” ways of thinking. Over the last couple of months, our client has fielded multiple meetings on the topic. Frustrated and noticing a dip in productivity and team morale, he called us in to quickly “nip this thing in the bud.”

Once we found ourselves to the rental car and got our wits about us, Loyd asked: “So as we are driving towards what could be an emotional mess, how are you thinking of approaching the perspectives of “old” and “new” school thinker/team members?

Well Loyd, I started; you and I have had rich dialogue on how both Millennials and Boomers could expand their thinking about the other. What I would add to those discussions would be something to the tune of….

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Dr. Merlot’s Perspective: Generational Differences Impacting Teamwork - Advice to Millennial's about Baby Boomers

For the last couple of month’s Loyd and I have been discussing generational differences and how to overcome issues they often create in the workplace. Loyd initially posed the question to me in December, but since this was such a big topic, we decided to break up the conversation into a 4-part series; tackling one topic at a time.

In December, Loyd and I discussed outside influences responsible for shaping generational perspectives on areas such as work-ethic, communication and technology. And in January, Loyd geared the discussion towards what advice would I give to Boomers and Millennials. So, as I sit here in the airport waiting for Loyd to meet me for our connecting flight; I am pondering what could be Loyd's next question.

Loyd walks up, we say our hello’s, board the plane and as soon as we get to 10,000 feet, Loyd gets right to it. “Say Doc, not a lot of time on this puddle jumper, so let’s move on with this discussion on generational issues. Last month we focused on advice to Boomers about Millennials, so what insight do you have for Millennials working with Boomers?

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303 Hits

Dr. Merlot’s Perspective: Generational Differences Impacting Teamwork - Boomer Perspectives about Millennial’s

The last time Loyd and I were together, Loyd posed a question in regards to Overcoming Generational Issues Impacting Teamwork - “How do privately held businesses overcome the generational issues that have a direct impact on teamwork and business performance?” Loyd can never just ask a simple question. ”

Knowing that we could not answer this in one sit-down and one glass of wine, we decided to tackle the topic in a four-part series focused on:

  • Boomer perspective about Millennial’s
  • Millennial perspective about Boomers
  • Advice to Both
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458 Hits

NCM-Rawls Dealer Executive Program: Where Leadership and Legacy Intersect

The long-term viability and success of dealership is no longer dependent on the operations of the store alone. The retail automotive industry is not the same as it was for our father’s and grandfather’s. Today, there are multiple generations working within the dealership, family member employees involved in the day-to-day, and competition is more than just the store in the next town.

Dealer owners, operators and managers need to be more agile and flexible than ever before in order to ensure the future of the business. Advancements in technology, generational shifts and demographics, continued changes in laws and legislation and manufacturer requirements impact all areas of ownership, and more than ever, focus must also be in the areas of recruiting and retention, short and long-term strategic planning, and preparing for owner transition and succession.

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266 Hits

NCM® Associates and The Rawls Group Announce New Leadership and Succession Program

Kansas City, Mo., January 16, 2017 – NCM® Associates and The Rawls Group announce the launch of their new NCM-Rawls Dealer Executive Program, where leadership and legacy intersect.

A collaboration between two leading automotive service providers, the NCM-Rawls Dealer Executive Program offers an exclusive 10-month leadership development curriculum specifically designed with an emphasis on succession planning for current and future dealers to gain the critical knowledge, tools, and resources necessary for long-term success. ™

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213 Hits

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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187 Hits

Dr. Merlot’s Perspective: Overcoming Generational Differences Impacting Teamwork

We have looked at sibling partnerships under stress, my perspective on the impact gender has on leadership and teamwork, and my thoughts on gender bias in the workplace. In this installment, I have mixed it up just a little, thanks to my buddy Loyd, who felt it would be a good idea to bring the “generation” conversation to the table. His question to me was, “How do privately held businesses overcome the generational issues that have a direct impact on teamwork and business performance?”

Knowing that I could not answer this in one sit-down and one glass of wine, this four-part series will focus on:

  • Boomer perspective about Millennial’s
  • Millennial perspective about Boomers
  • Advice to Both
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286 Hits

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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237 Hits

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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400 Hits

As Seen in Digital Dealer Magazine - Where Do You Fall in Your Dealership – Flintstones or Jetsons?

As Seen in Digital Dealer Magazine - Where Do You Fall in Your Dealership – Flintstones or Jetsons?

Think back to 2006. Think specifically about how technology has influenced our everyday lives. Do you remember what the business environment was like?

In the last 10 years we have grown used to having immediate access to information, and absorbing everything digitally in the moment. But when you look at the timeline of technological advances, it is shocking to realize that it has only been nine years, (yes, I said nine!), since the iPhone was released, revolutionizing the way we interact and find information. Even more of a shocker is that it was not until 2010 (only SIX years ago) that Apple released their first iPad, moving consumers from digital readers, to full functioning tablets. Now think, how prevalent are phones and tablets in our daily business and personal lives now? How have these devices changed the way you and your team conduct business? How does it impact the way your customers find and interact with you?

Read the complete article on the Dealer Magazine website

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493 Hits

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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196 Hits

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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528 Hits

IRS 2704 Proposed Regulations - Significant Impact on Family Business Succession Planning

The Internal Revenue Service has proposed regulation changes that impact tax consequences of stock gifts or sales to family members in a family business environment. As a result, the valuation discounts that have been a cornerstone to family business succession planning may no longer be available for certain transfers. These changes could go into effect as soon as the next 120 days

Due to the extreme change the IRS proposed legislation will have on the family business planning environment, we asked our general counsel, ShuffieldLowman, to provide an Advisory Notice detailing the impact IRS 2704 would have on planning and potential outcomes.

As always, if you should have any questions, please call us at 407-578-4455 or contact your succession planner.


Proposed Regulations Eliminate Discounts 

Bill Lowman, Shuffield Lowman Attorneys and Advisors

The Internal Revenue Service closely scrutinizes transfers between family members of stock, units, and partnership interests (“Stock”) in any corporation, limited liability company, or partnership that is family-owned (a “Family Business”). The Service has announced proposed regulations that eliminates the use of valuation discounts that would otherwise decrease the estate and gift tax value of such Stock when transferred by sale or gift to family members. If any of your clients are considering a gift or sale of Stock in a Family Business, they may want to consider taking action right away to implement the planning.

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417 Hits

As Seen in Multi Unit Franchisee - Family Business Perspective Matters

As Seen in Multi Unit Franchisee - Family Business Perspective Matters

An owner's perspective about the purpose and who the business serves directly impacts culture, ability to recruit and retain good people, and drive performance - all of which influences customer perceptions, revenue, and profits. In the franchise industry, often times, multi-unit franchisees do not intuitively view themselves as a family business owner. This misperception can and does have an impact on overall business success, sustainability, and value

Read the complete article on the Multi Unit Franchisee website

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303 Hits

Pass the Baton So Your Successor Can Fill Your Shoes

Developing a successor is paramount to sustainable business success. It requires empowering your successor to step up to the challenge, while holding them accountable to strategic goals. For a period of time there are multiple hands on the baton. If this delicate transition is not done properly there can be a demotivating tug of war experience - you might run past the disqualification line before the hand off is complete, or even worse, drop the baton.

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728 Hits