About Loyd H. Rawls

This author has not yet filled in any details.
So far Loyd H. Rawls has created 14 blog entries.

Your Golden Goose: Keep or Sell?

2021-08-27T11:58:53-05:00By |Agriculture, Newsletter Archive, Professional Services, Succession Blog, Succession Matrix-10 Point Perspective|

Dealers are seeing record profits in spite of a global pandemic and limited inventories.  This has many dealers wondering if they should be building the portfolio by buying more stores or taking advantage of the market and selling to get top dollar, and others are wondering what will happen if they just stay in [...]

How Do I Deal With the Petty Crap I Endure as a Leader of My Family’s Business?

2021-05-07T15:21:39-05:00By |Dr. Merlot, Succession Blog, Video|

When family members join the business, the emotional landscape changes. Any imperfections in intra-family communication, respect, and/or patience are exasperated by business expectations, nuances, and pressures. Even the closest and most balanced families find themselves struggling with crap from what appears to be never-ending sources. If it’s not concern over [...]

Episode 3: What Are Challenges CFOs Face in Succession Planning

2021-05-03T08:27:58-05:00By |Advisor Collaboration, Succession Podcast, The CFO and Their Role in Succession Planning|

A CFO is in a unique position within the business. They are privy to both sides of the "organizational coin." They are generally close with the CEO/Owner, understanding the owner's goals, concerns, and vision. As CFO's interact with management, they also have a beat on operational and talent nuances the [...]

Episode 5: How Can a CFO Impact Succession Planning

2021-04-14T17:48:20-05:00By |Advisor Collaboration, Succession Podcast, The CFO and Their Role in Succession Planning|

CFO's have a vested interest in the business's continued success, also known as "Succession Planning."  In this episode of the "CFO and Their Role in Succession Planning" discussion series our very own succession planner Loyd Rawls and Brian Brueggeman, a Senior Advisor, and Ed Reinhard a Partner with Crowe, discuss how [...]

Successful Succession Planning Webinar Recording

2021-03-25T17:17:53-05:00By |Automotive, Leading Your Business Through Transition, Newsletter Archive, Succession Blog, Video|

Whether a business grows stronger or larger, a business will always seek to build value. Much of a business's value lies within management's resourcefulness, commitment, enthusiasm, and teamwork. Business Value also lies within sustainable and flexible structures, strategies, and resources to address potential, probable, and possible contingencies impacting the future you envision. [...]

Do You Know What Is In Your Portfolio and Why You Have It?

2021-03-03T15:43:51-06:00By |Advisor Collaboration, Burning Questions, Video|

A wealth manager has the tremendous responsibility of managing the fruits of your labor. They are responsible for protecting your wealth while also helping ensure you achieve the financial future you desire for yourself and your family. This requires a wealth manager with whom you have a personal relationship and [...]

Video: Leadership in Times of Crisis – The OODA Cycle

2020-04-16T09:45:56-05:00By |Dr. Merlot, Leading Your Business Through Transition, Succession Blog|

In, "Leadership in Times of Crisis - the OODA Cylce," Loyd Rawls (Dr. Merlot) explains how and why you are a good leader; why you don’t need to worry; why you can project to those that are depending upon you: “We got this!! This is our time to shine!”  He also explains how you [...]

Dr. Merlot’s 9 Reminders to Survive and Thrive

2020-04-03T09:05:29-05:00By |Dr. Merlot, Leading Your Business Through Transition, Succession Blog|

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 [...]

What is Changing In the Areas of Estate Tax?


Planning Opportunities To Take Advantage of Now


Leadership in Uncertain Times

Go to Top