Advancing Your Business, People and Legacy Conversation Series

Welcome to our podcast focused on all things impacting growth, value and the sustainability of privately held businesses.  Contact kendall@rawlsgroup.com if you would like to submit a topic for discussion, questions about the podcast or have question about your succession planning environment.

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

2021-04-15T08:29:26-05:00By |Advisor Collaboration, Succession Blog, Succession Podcast, The CFO and Their Role in 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. [...]

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

2021-04-14T17:14:16-05:00By |Advisor Collaboration, Succession Podcast, The CFO and Their Role 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, [...]

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

2021-04-14T17:31:15-05:00By |Advisor Collaboration, Succession Podcast, The CFO and Their Role in Succession Planning|

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 [...]

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 [...]

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

2021-04-14T17:55:42-05:00By |Advisor Collaboration, Succession Podcast, The CFO and Their Role in Succession Planning|

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 [...]

Episode 1: What Is Changing in the Areas of Estate Tax?

2021-02-12T16:05:34-06:00By |Advisor Collaboration, Leading Your Business Through Transition, Planning Post Pandemic & Political Unrest, Succession Podcast|

With a change in the President, comes changes in estate tax law. This can provide short term opportunities, as well as a lot of speculation looking into the future. As such, there are many questions and what ifs. To help navigate this unknown environment we have asked our good friends [...]

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

2021-01-07T15:41:17-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

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,” [...]

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

2021-02-12T16:06:12-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

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 [...]

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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