Atlanta Succession Planning2021-09-16T10:05:45-05:00
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 Atlanta Succession Planning for family businesses. 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 and NASD registrations and is an investment advisor representative 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
678.427.8098
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. It is this experience that makes him one of the best Atlanta succession planning experts.

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

How to Create Boundaries Between Family and Business

By |

The focus for this installment of  “Dear Dr. Merlot” is Family Governance. Family Governance policies are the first step to create boundaries between the family and the business.   The specific question we will cover from Loyd's book Family Business Heartburn Relief: Answers to Gut-Grinding Family Business Questions is:   How do the [...]

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