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 CEO/owner may not intimately know.

Where CFO’s have opportunities in succession, striking the right balance of advisory versus bias is a challenge many CFO’s faces. In this episode of “CFO’s and Their Role in Succession Planning” series, The Rawls Group’s very own succession planner, Loyd Rawls, along with the experts at Crowe, Ed Reinhard, a Partner, and Brian Brueggeman, a Senior Manager discuss solutions to common challenges CFO’s experience as the organization seeks to grow, build value and transition through the next generation.

Other topics discussed in the series include:

  • Episode 1: Why is the CFO Important to Succession Planning?
  • Episode 2: What Opportunities Are Available to CFOs in Succession Planning
  • Episode 4: Why is it important for CFO’s to Expand their Succession Planning Knowledge?
  • Episode 5: How Can CFO’s Impact Succession Planning?
  • Episode 6: What Succession Planning Topics are Unique to a CFO?

As you listen to this episode you will walk away with key takeaways and will realize you will want more. Click to visit the “The CFO and Their Role in Succession Planning” topic page to easily access the additional episodes in the series.


The Succession Planning Matrix

Many people put off succession planning because they think it means retirement, exit, and the end. However; succession planning is just the beginning. It gives the owner options in terms of what “their next” looks like, whether that be growth, philanthropy, or a new business venture. Our process focuses are addressing 10 key areas of what we call the Succession Matrix.family-business-succession-planning

Click the following link for more drill-down resources on The Succession Matrix, or check out our Facebook post.

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We can help you with insights, other resources, and see if it makes sense to work together. At the very least, in 30 minutes, you may get some ideas you can apply to your business right away.