The old African proverb “It Takes a Village” illustrates the impact of a team approach to succession planning. Collaboration and different expert opinions is critical to ensure the possible, probable and potential issues impacting your goals are addressed.

Our succession planners provide expertise in the areas of Succession Matrix, which includes but are not limited to Organizational psychology, Strategic Planning, Estate Planning, Family Governance, Family Therapy. Planning for the future is a complex endeavor, we leverage the expertise of advisors working with your or bringing in Attorneys, CPAs, Bankers, Wealth Managers and Operational Experts, to name a few, to address the complexities of capital intensive privately held organizations.

The following highlights our strong network of qualified valued relationships and critical expertise for facilitating succession strategies.  Succession planning is complex as it involves complex people, feelings and events outside ones control. Many suffer from the “I don’t know what I don’t know” environment leaving their dreams vulnerable. One could let the learning go to a very deep place inside, because you may not be completely aware of how important it is yet.

Holidays, Magic and You

2021-12-06T09:07:33-06:00By |Advisor Collaboration, Energy, Succession Blog, Women In Leadership: Your Tribe|

Holidays bring about a mix of emotions. Deep feelings, expectations, and reflection as well as celebration, joy, and cheer. The mixture can be very confusing. Listen in to hear “Your Tribe’s” experience in managing the expectations and pressures of the holidays. Link to Resources: Mindboarding Session: Set the tone for [...]

Art of Agreements: Relationships, Collaboration & Getting Things Done

2021-12-05T20:00:15-06:00By |Advisor Collaboration, Manufacturing, Multi-Unit Franchising, Women In Leadership: Your Tribe|

Meeting new people and building relationships requires some sort of next step. Whether that be a follow-up phone call, checking in on a friend, setting a meeting, or advocating for yourself. As we navigate life we are entering into simple agreements such as RSVPing for a friend's party AND showing [...]

Your Tribe

2021-11-29T13:08:09-06:00By |Advisor Collaboration, Multi-Unit Franchising, Succession Blog, Women In Leadership: Your Tribe|

Meet your tribe! We are pioneers, trailblazers, go-getters, power professionals, marvelous moms, friends, and so much more.  Our discussions span from leadership, business, relationships, and personal growth, and everything in between. In this episode, we share what influences our 5 different perspectives based upon each of our unique backgrounds. Join [...]

Looking To Grow? Turning Your Vision Into Reality

2021-11-02T18:45:53-05:00By |Advisor Collaboration, Automotive, Multi-Unit Franchising, Succession Palooza, Succession Video Discussions|

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 [...]

Acquisition and Business Succession: Why You Must Have a Growth Mindset

2021-11-02T18:15:10-05:00By |Advisor Collaboration, Automotive, Succession Blog, Succession Palooza, Succession Video Discussions|

Business Growth is one of the core foundations for succession planning. Although it is assumed succession planning is only about exiting or retiring from the business, it is in reality planning that provides solutions to overcome the possible, probable, and potential issues that impact your vision. We celebrate succession planning [...]

Growth Thru Acquisition: Finances, Timelines and Expectations

2021-11-02T18:16:30-05:00By |Advisor Collaboration, Multi-Unit Franchising, Succession Palooza, Succession Video Discussions|

Succession planning has gotten misconstrued with estate and exit planning amongst business owners, resulting in the process being delayed or avoided until it is too late. Successful owners know succession planning is much more than estate and exit, it is also about building strategies for today's success so you can [...]

How Do I Manage Negative Emotions of Others When I am Supposed to Encourage and Lead?

2021-09-21T15:22:37-05:00By |Advisor Collaboration, Burning Questions, Energy, Video|

The most important thing to recognize when dealing with any negative emotions, whether it is your own or those of your team, is that we are all human. We all deal with the unknown in different ways, but for certain we all carry anxiety and stress. It is important as [...]

Growing Your Business and Net Worth

2021-11-02T18:39:14-05:00By |Advisor Collaboration, Automotive, Succession Blog, Succession Palooza, Succession Video Discussions|

We know a popular definition of succession planning leans towards planning for exit or retirement. However, succession planning is really about setting your business and family up for future success, which is worth celebrating. What better way to celebrate succession planning than to talk about your personal financial goals – [...]


What is Changing In the Areas of Estate Tax?


Planning Opportunities To Take Advantage of Now


Leadership in Uncertain Times

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