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 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’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 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 increased performance of an organization. Kendall knows and understands the challenges that impact the success of entrepreneurial owned businesses, and offers a unique perspective derived from her background and her experience as a second-generation, family-member-employee of The Rawls Group.
Kendall is a frequent contributor to national industry publications within the automotive and multi-unit franchise sectors and is a facilitator for the NCM-Rawls Dealer Executive Program. In her spare time, Kendall enjoys spending time with her dog, practicing yoga, playing beach volleyball, and volunteering for her local neighborhood association.
Recently I was sitting with a father and son who had reached an impasse in the succession planning process. The son, who took over operations several years ago, had been pressing his father to do more planning, i.e., transfer more stock. The father’s reaction has been less than positive as he doesn’t like being [...]
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 [...]
It is possible for process to become routine, and even more possible for the routine to replace the mission. When the routine becomes the mission, the mission is lost in the routine. The routine is not the mission. The routine is simply the currently agreed upon most efficient avenue by which the mission is [...]
With a change in the President, comes changes in estate tax law. This can provide short term opportunities, as well as a lot of speculation looking into the future. As such, there are many questions and what ifs. To help navigate this unknown environment we have asked our good friends [...]
2021 feels a lot like a Perfect Storm. A pandemic, political and social unrest, and economic turmoil. Depending upon when you watch this, you may be fretting about how the election will affect your asset portfolio and estate planning. David Weaver shares different estate planning opportunities to consider as well as a few "Gotcha's" [...]
A common question we hear is “When Should I gift to the Next Generation?” A simple and obvious answer is “when you’re ready.,” However, there are many nuances to consider based upon your situation. In this episode of the “Planning Post Pandemic and Political Unrest: What’s in It for Me,” [...]