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

Founder and Chairman

Succession Advisor



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.

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Episode 2: What Opportunities Are Available to CFOs in Succession Planning

CFO's have often completed training in the technical aspects of succession planning and have a diversity of business experience. In this episode of the "CFO and Their Role in Succession Planning," Brian Brueggeman, a Senior Manager, Ed Reinhard a Partner with Crowe and The Rawls Group's very own succession planner, Loyd Rawls, discuss unique opportunities a CFO has to motivate and support the succession planning process. This is important because succession planning builds value, whether the goal is to grow or sell. Listen in to understand how a CFO plays a pivotal role in achieving [...]

Episode 4: Why is it important for a CFO to expand their succession planning knowledge?

30 years ago, we didn't know what an LLC was and General Partnerships were popular. Now, General Partnerships are mostly extinct. The body of knowledge in succession planning is continuing to expand. Constant changes are exactly why CFOs must stay engaged in expanding their succession planning knowledge. In this episode of the "CFO and Their Role in Succession Planning" discussion series, our very own succession planner, Loyd Rawls, along with Ed Reinhard, a Partner, and Brian Brueggeman, a Senior Manager at Crowe, share various resources for CFO's to expand their succession planning knowledge. Knowledge is Power, [...]

Episode 6: What succession planning topics are unique to a CFO?

Loyd Rawls, a succession planner with The Rawls Group, along with Brian Brueggeman a Senior Manager, and Ed Reinhard a Partner with Crowe have been discussing the CFO’s Role in Succession Planning. This episode focuses on succession topics unique to a CFO. Forecasted tax flow concerns, credit continuity, or what if the owner is not interested in discussing succession are just a few of the unique concerns discussed in this episode. Other topics discussed in the series include: Episode 1: Why is the CFO Important to Succession Planning? Episode 2: What Opportunities Are Available to [...]

Selling or Transferring: Building and Protecting Business Value

Your business's value depends on the strength and quality of operations, culture, people, and reputation. These areas can be where they need to be to take your business into the future IF you commit to succession planning. Your business is more valuable to you than anyone if you can create an effective union of personal, family, and business desires. Succession planning requires commitment, and the incredible financial and emotional returns of business succession is a goal worth seeking. The proof is in the pudding. When thinking about the future of your business and the future financial goals you have, [...]

Are you getting state of the art investment management

Individuals and families spend a lifetime accumulating wealth but often lack the scale to navigate global markets and stay in front of state-of-the-art investment portfolios. For this reason, business owners and those who want to protect their wealth must have personal financial planning as part of the future planning of their business. It is critical to succession planning. This means bringing in the right team of advisors to help ensure you are making informed, educated, and strategic decisions. These must align your ability to be financially independent of the business, while also ensuring the vision [...]

As a Dealer, how do I support my team at different stages of stress and potentially grief?

Stress can wreak havoc on an organization.  As a leader in your business when times of crisis hit, you have to ensure your people know you are there and that you CARE.  They care less that you have all the answers and more that you are connecting with them and investing more than ever in a relationship.  It can be hard to do for organizations that might be larger, but it is still doable, and our experts suggest it is a MUST.  Happy employees equal happy customers/clients and with that a much stronger business. Thank [...]

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