Atlanta Succession Planning

Atlanta Succession Planning2021-10-14T14:29:38-05:00
Atlanta Succession Planning with a Satellite office in Atlanta, GA and serving clients across the country

850.294.3042 (T)
407.578.4480 (F)

 

Meet Our Entire Team
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jeff-faulkner-the-rawls-group-family-business-succession-plannerJeff Faulkner

Partner

Succession Advisor

jfaulkner@rawlsgroup.com

770.894.9056

Atlanta, GA

Articles by Jeff

Jeff has been a member of The Rawls Group since 2002 and specializes in family business succession planning. He is responsible for cultivating and facilitating client relationships, relying upon his background in family counseling to navigate the unique challenges of family dynamics in the succession planning process.

Jeff earned his undergraduate degree from Samford University in Birmingham, AL with a major in Psychology, and his Master of Science in Counseling from Georgia State University. Jeff also earned a diploma from the Psychological Studies Institute where his studies focused on the integration of theology and psychology.

Jeff’s experience as a succession planner has allowed him to understand the delicate balance of the family-business system, and Jeff is currently writing his first book on this topic. Jeff is passionate about helping families in business develop more effective and productive relationships and is also technically proficient in the financial planning field for closely held businesses. Jeff holds several insurance licenses and is also working toward the Certified Financial Planner® designation to further enhance his financial planning skills. Jeff has spoken for the National Poultry and Food Distributors Association, Georgia Auto Dealers Association, Dixon-Hughes Certified Public Accountants and Advisors, and Conditioned Air Association of Georgia on topics dealing with comprehensive succession planning.

david-weaver-the-rawls-group-family-business-succession-plannerDavid Weaver

Associate

Succession Advisor

dweaver@rawlsgroup.com

407.578.4455

Atlanta, GA

Articles by David

David’s finance, management, sales and marketing background make him the go-to resource to help drive long-term growth and profitability for clients. David has specialized in the launch and growth of independent startups and new business units across multiple industries, working with CEO’s and executive management to achieve aggressive growth goals and prepare their organizations for eventual sale. As a member of The Rawls Group, David focuses his work with owners and management teams specializing in strategic planning, business performance, management synergy and teamwork. He helps identify areas that effect performance and culture – transforming managers into effective leaders.

David is a graduate of East Carolina University where he earned a BSBA in Accounting. He grew up in a family automobile business where both 2nd and 3rd generations are still active today. His personal family business experience laid the early framework for learning about closely held family owned businesses along with the challenges and opportunities they represent.

David speaks at industry meetings and events as well as helps conduct workshops in the area of general succession planning. He also serves on several advisory boards for charitable organizations.

Kendall Rawls

Director of Development

kendall@rawlsgroup.com

407.578.4455

Atlanta, GA

Articles by Kendall

Kendall is the Director of Development for The Rawls Group. Since officially joining the firm in 2004, she has navigated issues that many business owners face, including working effectively with family, building rapport with key management and outside strategic partners, influencing teamwork, and implementing strategic initiatives to drive growth and increase organizational performance. Kendall knows and understands the challenges that impact entrepreneurial-owned businesses’ success and offers a unique perspective derived from her background and experience as a second-generation, family-member-employee of The Rawls Group.

Kendall is a frequent contributor to national industry publications in automotive retail, multi-unit franchise, marine, and energy. In her spare time, Kendall enjoys spending time with her dog, practicing yoga, playing beach volleyball, and volunteering for her local neighborhood association.

Resources

Didn’t Want to Screw It Up

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Successfully integrated family into business leadership while balancing family dynamics is full of complexities. As Joe Chastang shares, many private and family business owners screw it up. Thanksgiving and Christmas come around every year, and the business provides for 100+ employees. Mis-matched expectations, communication differences, and management styles can create [...]

Evolve with Change

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The only thing that we can rely on to be constant is change. The political environment is forcing rapid change, as we’ve never seen before. Technology continues to evolve, forcing us to embrace it or simply get left behind. Demographics are changing with a record number of Boomers who are set to retire in [...]

Avoid Emotional Landmines

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As Joe Chastang shares, getting your company started, running it, and being successful is a good feeling. Seeing your kids step in and do better is a better feeling. In 2015, when Joe embarked on the succession planning journey led by Jeff Faulkner and Jeff Bannon, he reviewed the action [...]

Best Thing We Ever Did

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As Joe shares, it isn't fair to the business's employees for an owner to be lazy and not invest in the future success and sustainability of the company. Therefore, business succession planning isn't just about protecting profits and transfer of ownership; it is also about positioning the business for continued [...]

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