Atlanta Succession Planning

Atlanta Succession Planning2020-08-25T12:15:00-05:00
Satellite office in Atlanta, GA and serve clients across the country

850.294.3042 (T)
407.578.4480 (F)

 

Meet Our Entire Team
atlanta-georgia-the-rawls-group-business-succession-planner-location

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 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.

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 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.

Resources

Tips For Combining Family, Business, And The Holidays

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It is extraordinary for any family to have perfect interactions all the time, and if they say they do they aren’t being honest with themselves.  Sibling rivalry, mood swings, personality differences and differing expectations are only a few influences making family communication fun.  And the holidays, even though with cheer in the air, are [...]

What Can Businesses Do To Prevent a COVID Like Interruption in The Future?

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The unfortunate reality of a crisis, like COVID-19, is not every business survives. It is sad, but it is part of the correction that takes place when markets might be saturated, or where there might be underperforming units. Owners can work towards protecting themselves in the future by leveraging what [...]

Video: The Perfect Storm for Estate Planning Before Year End

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2020 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 before year-end as well as a [...]

What Can Car Dealers Do to Prevent Interruptions, Like COVID, In the Future?

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Technology is one of the biggest areas of change for dealers coming out of COVID-19. Digital and online technology has enabled dealers to provide an enhanced and unique customer experience while keeping employees and customers safe. Customers are able to browse and buy vehicles, navigate the F&I process, schedule pick-up and [...]

Opportunities To Act On Before 2021

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The Perfect Storm. You’ve probably seen the movie and this year, we all probably sense that we are making history from within a Perfect Storm of a pandemic, political and social unrest, and economic turmoil. I’ve read several articles recently that have borrowed that title to describe a different scenario - factors that have [...]

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