The CFO and Their Role in Succession Planning

CFO’s play a critical role in business success and succession.

Tune in to the “The CFO and Their Role in Succession Planning” discussion series for a deeper understanding of how CFO’s can impact succession. Topics discussed include:

Why is the CFO important to Succession Planning?
What Opportunities are Available to CFO’s in Succession Planning?
What Challenges do CFO’s face in Succession Planning?
Why is it Important for a CFO to Expand Their Succession Planning Knowledge?
How Can a CFO Impact Succession Planning?
What succession planning topics are unique to a CFO?

This is one of many topics discussed in our Advancing Your Business, People and Legacy Podcast. For additional topics visit our Succession Podcast page.

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

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

2021-04-15T08:29:26-05:00By Loyd Rawls|Advisor Collaboration, Succession Blog, Succession Video Discussions, 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

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

2021-04-14T17:14:16-05:00By Loyd Rawls|Advisor Collaboration, Succession Video Discussions, 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

Episode 3: What Are Challenges CFOs Face in Succession Planning

2021-05-03T08:27:58-05:00By Loyd H. Rawls|Advisor Collaboration, Succession Video Discussions, 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?

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

2021-04-14T17:31:15-05:00By Loyd Rawls|Advisor Collaboration, Succession Video Discussions, 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

Episode 5: How Can a CFO Impact Succession Planning

2021-04-14T17:48:20-05:00By Loyd H. Rawls|Advisor Collaboration, Succession Video Discussions, 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?

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

2021-04-14T17:55:42-05:00By Loyd Rawls|Advisor Collaboration, Succession Video Discussions, 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 [...]