The Rawls Group and the experts at Crowe collaborate and guide our clients through the succession planning process and balancing the 4 F’s of Feelings, Family, Finances, and the Federal Tax Law. In this episode of the series, the discussion focuses on Where should a business owner start to begin planning.  Depending on one’s comfortability with the topic, it can feel overwhelming and seem like a confusing massive undertaking.  Have no fear, our expert panel provides key steps to help you get started.

As you listen to this episode you will walk away with key take a-ways and will realize you will want more. Click to visit the “Planning Post Pandemic and Political Unrest: WIFM” topic page to easily access the additional episodes in the series.

Other topics discussed in the series:

  • Episode 1: What is Changing in the Area of Estate Tax Law?
  • Episode 2: When and/or Should I Gift to the Next Generation?
  • Episode 3: What Planning Should I be Doing?
  • Episode 4: What If I Am Not Ready to Gift to the Next Generation?
  • Episode 5: Are There Downfalls to Me Holding Off On Planning?
  • Episode 6: If Planning Is a No Brainer…..
Recording: Virtual Q & A About Biden’s Proposed Tax Changes and Impact on You

Watch, Listen, and Learn!

What you need to know about Biden’s proposed policy changes, their impact on succession planning, and how to get back to business.

The election is now behind us. We have a new president and a new party in control, which likely means policy changes. COVID-19 is still present, impacting our lives in many ways. There is still a lot of unknowns and uncertainty as things are getting back to normal. So, what will happen next?

Listen to the discussion and hear what our panel of tax and succession experts had to say about proposed changes and their impact on your business.

  • Kevin Gilbreath: CPA & Partner – Crowe –
  • Hugh Roberts: Succession Planner- The Rawls Group –
  • David Weaver: Succession Planner – The Rawls Group –

Watch, Listen, and Learn!

The Succession Planning Matrix

Many people put off succession planning because they think it means retirement, exit, and the end. However; succession planning is just the beginning. It gives the owner options in terms of what “their next” looks like, whether that be growth, philanthropy, or a new business venture. Our process focuses are addressing 10 key areas of what we call the Succession

Click the following link for more drill-down resources on The Succession Matrix, or check out our Facebook post.

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Contact Us

We can help you with insights, other resources, and see if it makes sense to work together. At the very least, in 30 minutes, you may get some ideas you can apply to your business right away.