Atlanta Succession Planning2026-07-01T08:58:06-05:00

Succession Planning Experts – Atlanta

Headquartered in Atlanta, Georgia, The Rawls Group proudly serves clients across the nation. We specialize in family business succession planning and offer expert guidance to ensure long-term success. Our Altanta succession planning team supports business owners in navigating leadership transitions, resolving family dynamics, and developing sustainable growth strategies.

Atlanta, GA – serving clients across the country

850.294.3042 (T)
407.578.4480 (F)

Atlanta

With over 50 years of experience, we understand the complex challenges that come with succession planning. Whether you’re preparing for retirement, bringing in the next generation, or strengthening your leadership team, our advisors are here to help.

Each plan is carefully tailored to your specific goals—ensuring your legacy continues with clarity and confidence.

Why Work with Our Atlanta Succession Planning Advisors?

  • Our process addresses both the technical and emotional aspects of succession planning.
  • Clients benefit from a multidisciplinary team with backgrounds in family therapy, estate planning, business management, and organizational psychology.
  • By following a proven 3-phase framework, we reduce uncertainty and build strategic alignment.

Rather than simply checking boxes, we develop a strategic roadmap tailored to your business and family.

As a result, you can transition with confidence and build a foundation for long-term growth.

jeff faulkner headshotJeff Faulkner

President & Director of Strategic Growth

Succession Advisor

jfaulkner@rawlsgroup.com

770.894.9056

Atlanta, GA

Articles by Jeff

Jeff has been a member of The Rawls Group since 2002, specializing in family business succession planning. He plays a key role in developing and managing client relationships, drawing on his background in family counseling to guide clients through the emotional complexities often involved in the succession planning process.

Jeff earned his undergraduate degree in Psychology from Samford University in Birmingham, Alabama, and a Master of Science in Counseling from Georgia State University. He also holds a diploma from the Psychological Studies Institute, where his focus was on integrating theology with psychology.

His extensive experience in succession planning has provided him with a deep understanding of the delicate balance between family and business systems. Jeff is currently authoring his first book on the topic. He is passionate about helping business families build stronger, more productive relationships, and he is also technically skilled in financial planning for closely held businesses.

Jeff holds several insurance licenses and is actively working toward his Certified Financial Planner® designation to enhance his financial expertise. He has spoken on comprehensive succession planning at industry events hosted by the National Poultry and Food Distributors Association, Georgia Auto Dealers Association, Dixon-Hughes CPAs and Advisors, and the Conditioned Air Association of Georgia.

david weaver headshotDavid Weaver

Associate

Succession Advisor

dweaver@rawlsgroup.com

407.578.4455

Atlanta, GA

Articles by David

David brings a diverse background in finance, management, sales, and marketing, making him a trusted resource for driving long-term growth and profitability. As a family business succession planning expert with The Rawls Group, David works closely with business owners and executive teams to improve strategic planning, enhance business performance, and strengthen leadership alignment.

Throughout his career, David has successfully led the launch and expansion of independent startups and new business units across multiple industries. He has partnered with CEOs and leadership teams to achieve ambitious growth goals and prepare organizations for eventual transition or sale. His expertise lies in identifying performance gaps and culture challenges, and in transforming managers into highly effective leaders.

David earned a BSBA in Accounting from East Carolina University. Growing up in a family-owned automobile business with active second and third generations, he developed firsthand insight into the unique dynamics of closely held enterprises—an experience that continues to shape his approach to succession planning today.

In addition to speaking at industry conferences and facilitating workshops on succession strategy, David also serves on several advisory boards supporting charitable organizations.

nick allman headshotNick Allman

Associate

Succession Advisor

nick@rawlsgroup.com

407.578.4455

Atlanta, GA

Nick serves as an Associate Planner with The Rawls Group, supporting clients through the many business, family, and personal considerations involved in succession planning. Based in Atlanta, Georgia, he brings experience in investment analysis, family estate and succession planning strategies, and mergers and acquisitions, with a focus on clients in the automotive industry.

Before joining The Rawls Group, Nick worked with a boutique family office, where he gained hands-on experience helping families and business owners evaluate financial opportunities, prepare for transition, and think strategically about long-term continuity. His background gives him a practical understanding of the planning issues business owners face as they work to protect value, prepare the next generation, and make thoughtful decisions about the future.

Nick graduated from Georgia College & State University with a degree in Accounting. Outside of work, he enjoys sports and outdoor activities, including fishing, occasional golf, hiking, and camping. He also values spending time with family and friends.

Resources

The Succession Planning Process: What to Expect and How to Begin

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If you’ve ever searched for the succession planning process steps, you know it can feel overwhelming. Succession planning isn’t just about naming a successor. It’s a strategic, long-term process that prepares your business, your people, and your family for a successful transition of leadership and ownership. Get it wrong, [...]

Exit Planning vs Succession Planning: Which Path Is Right for Your Dealership?

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Most dealers are already on a path between exit and succession.  Not because they’ve made a decision, but because how the business is structured today is already shaping whether it will be sold or transitioned over time. This is where an automotive exit strategy or succession plan becomes less about choice, [...]

More Entities, Less Control: Where Dealer Groups Get Stuck

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Automotive ownership structure succession planning is where most dealership groups quietly lose control. Not because anything breaks overnight, but because ownership, authority, and resources stop lining up as the business grows. Quick Summary Automotive ownership structure succession planning ensures dealership groups align ownership entities, control, and governance as [...]

Why Dealer Succession Plans Fail in Dealership Groups

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Why dealer succession plans fail usually has less to do with bad intentions and more to do with structure lag. In multi-rooftop dealership groups, unresolved authority, weak governance, thin executive bench depth, and untested manufacturer approval can quietly weaken continuity, credibility, and valuation long before a transition is officially [...]

Professionalizing a Family Franchise: From Transition to Transformation

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Many multi-unit franchise businesses are built on trust, loyalty, and instinct. That foundation creates speed and cohesion early on, but as the business grows, those same strengths can become constraints if they are not supported by structure. In this case, a growing franchise organization reached a point where continued success required [...]

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