loyd-rawls-the-rawls-group-family-business-succession-plannerLoyd H. Rawls

Founder and Chairman

Succession Advisor

lhrawls@rawlsgroup.com

407.578.4455

Orlando, FL

Articles by Loyd

Loyd H. Rawls is one of the nation’s leading family business succession planning experts. Since 1973, Loyd and his partners have provided business succession services for the owners and key executives of closely held, capital intensive, privately held businesses throughout the country. Loyd has continued to enhance his practice, by confirming theories regarding the critical factors that impact business succession and the role key managers play in a succession initiative. In 2000, Loyd developed the concept of an analytical tool to help business planning professionals evaluate Succession Success™ positioning with their clients, and subsequently co-founded the International Succession Planning Association®.

A native of Fayetteville, NC, Loyd is a graduate of North Carolina State University. After serving 4 years as an officer in the United States Air Force, Loyd moved to Orlando and began a career as a financial planner. In 1973, Loyd founded The Rawls Company, known today as The Rawls Group, a business succession firm. Loyd has achieved designations of Certified Chartered Life Underwriter, Chartered Financial Consultant and earned his Master of Science in Financial Services from the American College.

Loyd is a requested speaker by local, state and national organizations, and an avid writer, publishing five succession-focused books: Seeking Succession; How to Continue the Family Business Legacy, The Succession Bridge; Key Manager Alternatives for Family Owned Businesses, Your Golden Goose, The Family Business Council, and Estate of Mine. Loyd’s columns are frequently featured in Family Business Magazine, BottomLine Business, DEALER Magazine, Expert Business Source online blog and RV News.

All Articles

Looking To Grow? Turning Your Vision Into Reality

What better way to celebrate succession planning than to talk about growth in the business? You, as a business owner, are in a power position. With action, you can create control over your future. Growth, success, and succession are team sport. Welcome to the kick-off episode of The Rawls Group’s Succession Palooza celebrating GROWTH. Listen in to the discussion with  Dan Gavin with Bernstein Private Wealth Management, Michael Rosendahl with PCE Investment Banking, and our very succession planner Loyd Rawls. For more on this topic, check out the other episodes: Acquisition and Business Succession: Why [...]

Business Growth, Consolidation & COVID

Whatever your vision is for your business, it is dependent on your business abilities to succeed through transitions – which is fundamentally the definition of succession planning. COVID 19, Supply Chain Issues, Talent Shortages, Consolidation, and Acquisitions are all examples of Transitions. So essentially, any change to our norm; represents a transition, which brings us to GROWTH because growth takes a strategy and creates changes to your norm. How do you grow your business even when things like consolidation and COVID seem to create challenges? When we lean in to change, we are presented with [...]

Acquisition Done! Now What? Hitting the Ground Running After the Close

Succession planning is about creating strategies to take control of the future based on your goals and vision. And if part of your vision involves growth through acquisition, you are in the right place. In this episode with Dan Gavin with Bernstein Private Wealth Management, Michael Rosendahl with PCE Investment Banking, our own succession planner Loyd Rawls discusses how to turn your acquisition strategy into the opportunity you envisioned. For more on this topic, check out the other episodes: Looking to Grow? Turning Vision Into Reality Acquisition and Business Succession: Why You Must Have a [...]

Power Position: Building Cash or Equity: Creating Flexibility & Maximizing Opportunities

Succession strategies are all about how to maximize opportunities to achieve your vision. For example, there is a lot of M&A activity across all industries; so how do you position yourself to take action when the deal is just right for you? Welcome to The Rawls Group Succession Palooza. In this episode, Dan Gavin with Bernstein Private Wealth Management, Michael Rosendahl with PCE Investment Banking, and our very succession planner Loyd Rawls discuss how to build the cash or equity to “hit when the iron is hot.” Looking to Grow? Turning Vision Into Reality Acquisition [...]

Petty Crap of The Family Business

When a family member enters the business, the emotional environment shifts. Family Business, by nature, is an oxymoron. Assuming a generally healthy family dynamic, family is a place for love and acceptance while and business an environment of what have you done for me lately. So, even the most balanced families find themselves struggling with "petty crap" from what appears to be never-ending sources by mixing family and business. If this kind of crap is becoming a major downer, Loyd Rawls suggests to re-connect with your WHY: 1. WHY you took on the challenge of allowing family members to [...]

Episode 1: Why is the CFO Important to Succession Planning?

CFO's are critical in the business AND in the succession planning process. Their job is to understand the finances and vulnerabilities related to cash flow, turnover, and any external influences impacting the business. CFO's generally have a close relationship with the owner and understand the owner's goals, vision, and concerns. CFO's are also engaged with other key leaders in the organization, which provides them a unique perspective on the technical and practical issues that could impact the owners' long-term vision. Over the course of this six-episode series, Ed Reinhard, Partner and, Brian Brueggeman, a Senior [...]

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