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.

All Articles

How Do I Motivate My Children, Nephews, In-laws, etc. to Come Into My Business?

Your behavior and attitude towards the business act as role model behavior for your family. Therefore, speaking and showing positive feelings regarding the business is the best way to motivate the family to join. Express how much you enjoy it, the exciting and wonderful career opportunities and prospects for growth. Expose your family to managers, employees, vendors and industry colleagues who feel the same way. Excitement breeds excitement, so be a role model for enthusiasm and speak well of everything you do, everyone you work with and the experiences you have. However, if everyone around [...]

Recording: Virtual Q & A About Biden’s Proposed Tax Changes and Impact on You

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 many ways. There is still a lot of unknowns and uncertainty as things are getting back to normal. So, what will happen next? Listen to the discussion and hear what our  panel of tax and succession experts had to say about the following questions submitted [...]

Video: The Perfect Storm for Estate Planning

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" to be aware of so you can avoid the lurking landmines. 2021 is already shaping up to be another interesting year. Consider David's insight to capitalize on opportunities that may be going away in the near future. [...]

Episode 2: When and/or Should I Gift to the Next Generation?

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,” The Rawls Group's Succession Planners, Hugh Roberts and David Weaver, along with Kevin Gilbreath a Tax Partner with Crowe, discuss their unique perspectives based upon 75+ years of collective experience, which will allow you to make a more an informed decision for you and the [...]

Episode 4: What If I Am Not Ready to Gift to the Next Generation?

What’s in it for me?” Is a common question we hear when talking with dealers when discussing advanced tax and succession planning.  “What is it gonna matter, I will be dead” In our “Planning Post Pandemic” discussion series we drilled down into this very question, specifically around “What if I, as the owner of the business am not ready to gift to the next generation” The Rawls Group's succession planners, David Weaver along with Hugh Roberts and Kevin Gilbreath, a Tax partner with Crowe, discusses one of the biggest areas they have helped their legacy clients [...]

Episode 6: If Planning is a No Brainer……

Our succession planners with The Rawls Group, Hugh Roberts and David Weaver, along with Kevin Gilbreath, a Tax Partner with Crowe, have been discussing various advanced tax planning dynamics in our conversation series “Planning Post Pandemic and The What’s in It For Me.” With the benefits of the current planning environment combined with the highest estate tax exemption in history potentially going away with the Biden administration, engaging in planning now is an obvious next step. However, there are many business owners not moving forward. In this episode the discussion focuses on what seems to [...]

What is Changing In the Areas of Estate Tax?

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Planning Opportunities To Take Advantage of Now

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Leadership in Uncertain Times

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