Atlanta Succession Planning

Atlanta Succession Planning2019-10-12T11:43:51-05:00

Atlanta, Georgia

850.294.3042 (T)
407.578.4480 (F)

 

Company Directory
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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 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.

4 Steps to Stay Calm and Carry On

By |April 7th, 2020|Categories: Leading Your Business Through Transition, Succession Blog|Tags: , , , , , , , , , , |

This simple phrase helped the British people to deal with the crisis of WWII. It’s powerful but how do you do this, when you’re anxious about so many things? Our lives feel up side down and we’re being told to live our lives completely differently than normal. My wife married me for better or [...]

Video: Stay Calm and Carry On

By |April 7th, 2020|Categories: Leading Your Business Through Transition, Succession Blog|Tags: , , , , , , , , , , |

In “Stay Calm and Carry On” Hugh Roberts provides uplifting encouragement to business owners during times of stress, such as COVID-19. Download Hugh's PDF List Actions Hugh challenges us all to reach out to help when you need it, as these are tough times. Those working from home and juggling [...]

Creating a Culture of Opportunity for Others: Episode 6 – Respect in the Workplace

By |April 7th, 2020|Categories: Podcast Episodes|Tags: , , |

Culture is the foundation of what a company is built – it is precious and irreplaceable. It is one thing that you have to be intentional about maintaining through change, which means working harder on it than anything else. IF, of course you are looking to build not just a company, but a legacy. [...]

The Path Forward Recording – Virtual Conversation – April 1

By |April 3rd, 2020|Categories: Leading Your Business Through Transition, Succession Blog|Tags: , , , , , , , , , , |

As a caring leader your people are looking to you for encouragement, optimism and strategies for the path forward. Listen to the discussion and hear what our  panel of  Legal, HR/people, Tax, Strategy and Leaderships experts had to say about the CARE Act, SBA Loans, Paycheck Protection Program and strategies for leading during times of stress and [...]

Dr. Merlot’s 9 Reminders to Survive and Thrive

By |April 2nd, 2020|Categories: Dr. Merlot, Leading Your Business Through Transition, Succession Blog|Tags: , , , , , , , , , , |

Dr Merlot provides 9 reminders to survive and thrive during tough times like COVID-19.   Main thing to remember, is "YOU GOT THIS." Download Dr. Merlot's reminders below, but before you do; it is worth hearing the commentary. Download PDF List of 9 Reminders Contact us and we can help [...]

Artificial Limitations

By |April 1st, 2020|Categories: Leading Your Business Through Transition, Succession Blog|Tags: , , , , , , , , , |

In Artificial Limitations, Robert Wilson challenges us all to identify what may be holding us back. He shares a short story called the "Elephant Rope" which illustrates how we can become conditioned to our environment, which impacts professional and personal growth, innovation and fulfillment. Robert challenges us to move beyond our artificial limitations, [...]