Business Growth & Succession Planning

Growth | Family | Legacy

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Use our Business Growth & Continuity Scorecard

EXPERIENCED ADVISORS FOR MAJOR BUSINESS CHANGES

Rawls Business Succession Planners act as your experienced guides through the changes all family businesses eventually face.

Coordinating with CPAs, lawyers, and other advisors, we consider every facet of the process in three broad categories: Growth, Family and Legacy.

The result: a smooth transition that can lead to lasting success.

Growth

Strengthening and Maintaining the Heartbeat of your Business

Family

Are Emotions Tearing Your Business Apart?

Legacy

What Type of Legacy Do You Want to Leave?

Client Success Stories

“The succession planning process provided us a roadmap for effectively integrating the next‑generation family… while building trust and rapport with key leaders.”

Tracy Jones, President, Century Automotive

“Proactively building succession strategies creates an equitable environment, allowing the family and business to flourish”

Roland Spongberg – Founder & President, WKS Restaurant Group

Industries

Auto Dealerships

Multi-Unit Franchises

Oil & Gas

Marine Retailers | Technology & Software | Agriculture | Construction | Distribution & Logistics | Manufacturing | Professional Services

How We Work

The Succession Matrix®: A 10-Point Perspective

We evaluate and manage your business succession plan from 10 different but connected angles.This gives you a full view of your situation. With this clear view, you can learn a lot. It helps you find chances and fix problems before they get too big. With this understanding, you can move forward with confidence. You know that everything has been thought through, and your goals are ready to become real achievements.

3-Phase Process

Knowing where you are starting from and where you want to go is essential.

The focus of this six to eight week process includes:

  • Discussions with you about your goals, feelings, management team, family members and your vision for the future.
  • Discussions with your key managers, family and strategic advisors on similar topics.
  • Data collection about your business financials, buy-sell agreements, franchise agreements, personal finances, current estate plans, business performance metrics, strategic plans and any other factual issues that impact your business.

Your unique situation is evaluated from 10 different, but highly connected perspectives, which provides a thorough understanding of your business and family environment.  At the end of Phase 1, you are presented with observations and considerations of potential problems and opportunities that are impacting your goals.

This is where we hit the ground running.

Phase II generally lasts about 12-18 months and is a highly collaborative and creative environment for developing solutions to meet your needs. What is referred to as an “Update Action Agenda” is used to organize and prioritize your most pressing projects amongst the planning team. This phase engages all players that are critical to the future success of your business including you, family members, key managers, and strategic advisors.

At the end of Phase II, strategies have been established and set in motion. With succession planning being an ongoing process, there will be long term strategies that will need further attention such as successor development, strategic planning initiatives, management teamwork, etc. However, rest assured that before Phase II is over, your most pressing needs have been pro-actively addressed.

Phase III’s purpose is to ensure you are still going in the direction that you want to go.

Changes in your feelings, business opportunities, finances, family dynamics, and tax laws all can have a substantial impact on your succession strategy. Change is ok, and should be expected.  As changes occur, we review and make the needed refinements to your plans, ensure goals, feelings and vision remain in alignment.

Resources

Explore Succession Planning Resources to Fuel Growth

From how-to guides to templates and proven strategies, access the tools business owners need to build a succession plan, drive growth, and prepare for transitions. Whether you’re navigating a company exit strategy or family business succession planning, start building your framework today.

Access Free Resources

  • Business leaders following a roadmap that represents succession planning strategies for vision and continuity

    Succession Planning Strategies: Building a Roadmap for Seamless Leadership Transitions

  • Checklist showing what to include in a succession plan for vision, readiness, and business continuity

    What to Include in a Succession Plan

  • Fuel business leaders reviewing operational plans during a leadership transition

    Case Study: How One Fuel Business Transitioned Leadership Without Losing Value

Business Growth & Continuity Scorecard

Ready to grow stronger and go further?

Take 5 minutes to complete the Business Growth & Continuity Scorecard —a quick yet powerful quiz that reveals how well-positioned your business is for growth, continuity, and performance. You’ll receive a customized report showing where you stand, what’s holding you back, and strategic insights to fuel long-term success.

Start now—then book a call to review your results with a Certified Succession Planner.

Your Tribe: Women in Leadership

Your Tribe – Women in Leadership” invites dynamic female leaders to share inspiring stories, actionable insights, and authentic conversations. Join a community of trailblazers navigating leadership, resilience, and growth—fuel your journey with wisdom, empowerment, and connection. Watch the series to find your tribe.

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Let’s Talk!

Business succession and growth planning can be overwhelming. We’re happy to get on the phone to discuss how we can make your life easier. Or fill out the form to get the ball rolling and access some helpful free resources.

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