This is where we hit the ground running. Phase II generally lasts about 12-18 months and is a highly collaborative and creative environment for developing solutions to meet your needs. What is referred to as an "Update Action Agenda" is used to organize and prioritize your most pressing projects amongst the planning team. This [...]
Knowing where you are starting from and where you want to go is essential. The focus of this six to eight week process includes: Discussions with you about your goals, feelings, management team, family members and your vision for the future. Discussions with your key managers, family and strategic advisors on similar topics. Data [...]
daniosue@rawlsgroup.com407.578.4455Orlando, FL MORE
lhrawls@rawlsgroup.com407.578.4455Orlando, FL MORE
Loyd H. Rawls is one of the nation’s leading succession planners. Since 1973, Mr. Rawls and his associates have provided business succession services for the owners and key executives of closely-held, capital intensive family businesses throughout the country. MORE
As the Director of Research & Plan Design, Dan specializes in asset management programs, investment analysis, investment planning and non-qualified deferred compensation plans. MORE
danthill@rawlsgroup.com407.578.4455 Orlando, FL MORE
dschneider@rawlsgroup.com641.791.9060 Des Moines, IA MORE
Dan Schneider specializes in working with families and organizations to design, build, and implement emotional and logical relationship systems and processes that increase human and financial capital and stakeholder value. MORE
Jeff partners with the owners of capital-intensive businesses and their families helping navigate and attain their long-term business strategy and succession planning goals. MORE
