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)

 

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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

Unmasking Entitlement: Protecting Your Dealership’s Success

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In the bustling world of the car business, success hinges on the quality of the customer's experience and the strength of the team behind the dealership. However, there exists a silent threat that can undermine even the most promising businesses: entitlement. Here, we'll explore how entitlement can creep into your dealership, how to identify [...]

Competing with the Big Players: Professionalizing Family-Owned Auto Dealerships

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The Importance of Professionalism in Family-Owned Auto Dealerships In the current corporate landscape, family-owned enterprises are facing challenges as they vie for success against bigger conglomerates and nationally recognized brands. In the automotive industry, where consolidation is prevalent, family-owned dealerships are under significant strain to keep pace with their larger counterparts and stay relevant. [...]

Unmasking the Silent Threat: Defend Your Family Business from the Entitlement Virus!

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In the intricate world of family business succession planning, a stealthy and dangerous virus could quietly sabotage your success: entitlement. This pervasive issue often lurks unnoticed, impacting your business in ways you might not even realize. Understanding Entitlement Let's demystify entitlement. It's when individuals believe they deserve special treatment, setting them [...]

Next-Gen Strategies for Family Business Success

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Rising Stars: Crafting Your Path in Propane & Renewable Energy In the dynamic world of family-owned businesses in the Propane, Gas, Renewable Energy, and Bioheat industries, the challenges and triumphs extend beyond mere business operations. As the proud child of a successful business owner, you've likely encountered the age-old struggle of finding your identity [...]

Uncover Proven Family Business Strategies for Long-Term Success

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Acquisitions, Culture, & Cash Flow: Effective succession planning is a must in the ever-changing landscape of the propane, oil, and energy industries, especially for companies eyeing growth through acquisitions. Often linked to exits or retirements, succession planning goes beyond departure—it's the key to unlocking sustainable growth, seamlessly integrating acquisitions, maximizing ROI, and fostering prosperity. [...]

4 Tips for Family-Owned Fuel Businesses During the Holiday Season

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Family-owned fuel dealers, wholesalers, propane marketers, and service contractors: The holiday season ushers in a unique blend of joy and introspection, particularly for businesses deeply rooted in family ties. Your enterprise isn't just a business; it's a family affair. You employ those connected by blood and those who've become integral parts of your extended [...]

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