Orlando Succession Planning

Articles by Loyd

Loyd H. Rawls is one of the nation’s leading succession planners. Since 1973, Loyd and his partners have provided business succession services for the owners and key executives of closely held, capital intensive, privately held businesses throughout the country. Loyd has continued to enhance his practice, by confirming theories regarding the critical factors that impact business succession and the role key managers play in a succession initiative. In 2000, Loyd developed the concept of an analytical tool to help business planning professionals evaluate Succession Success™ positioning with their clients, and subsequently co-founded the International Succession Planning Association®.

A native of Fayetteville, NC, Loyd is a graduate of North Carolina State University. After serving 4 years as an officer in the United States Air Force, Loyd moved to Orlando and began a career as a financial planner. In 1973, Loyd founded The Rawls Company, known today as The Rawls Group, a business succession firm. Loyd has achieved designations of Certified Chartered Life Underwriter, Chartered Financial Consultant and earned his Master of Science in Financial Services from the American College.

Loyd is a requested speaker by local, state and national organizations, and an avid writer, publishing five succession-focused books: Seeking Succession; How to Continue the Family Business Legacy, The Succession Bridge; Key Manager Alternatives for Family Owned Businesses, Your Golden Goose, The Family Business Council, and Estate of Mine. Loyd’s columns are frequently featured in Family Business Magazine, BottomLine Business, DEALER Magazine, Multi Unit Franchise Report and RV News.

Dan has been a member of The Rawls Group since 1990 and is the Director of Research & Plan Design. Dan offers extensive knowledge and support to our planning team, with a specific focus in the areas of asset management programs, investment planning analysis and non-qualified deferred compensation plans.

Prior to his work with The Rawls Group, Dan was an account executive with a major Wall Street brokerage firm. Dan earned an A.S. in Business from New York State University at Delhi and a B.S. in Finance from Pennsylvania State University.

Articles by Champ

Being a member of a family business, Champ has unique insight into the difficulties, challenges, and triumphs that our clients face when combining family and business. Champ has been an official member of The Rawls Group since 2012, although it could be said that he became a part of the team in 1984, when he was born into the family business. With a background in finance, and his personal understanding of family dynamics, Champ is technically proficient in the financial planning field and uniquely capable working with closely held businesses.

Champ earned his undergraduate degree from Denison University in Granville, Ohio, with a major in Economics. Champ began his career outside of The Rawls Group, working for Capitas Financial, providing consultative financial advice for affluent families. Champ is insurance licensed and holds his Series 6 and 63 investment licenses; he is also a Chartered Life Underwriter®.

Amy is the Director of Operations and Client Servicing for The Rawls Group. With over sixteen years’ experience overseeing operations, compliance, finance and client servicing, Amy has evolved and adapted to meet the growing needs of TRG and our loyal clients.
Amy has a Master’s in Business Administration from Rollins College Crummer Graduate School of Business and a Bachelor of Science from Florida State University. Amy spends her spare time volunteering within her community, getting lost in a good book, working in her yard, and spending time with her family, friends and dogs. Go ‘Noles!

Robert is a valuable resource and provides support to The Rawls Group’s planning team. After spending nearly a decade in the consumer packaged goods field, working for some of the world’s largest brands like PepsiCo and Reckitt Benckiser, Robert turned his talents to the financial services industry, working as a financial advisor in the wire house and banking channels. Roberts unique combination of global business experience and financial industry knowledge helps him apply a unique lens to wide array of client and family situations.

Robert graduated Cum Laude from Western Michigan University with a BBA in Management. He has achieved the designation of Chartered Retirement Planning Counselor (CRPC®) and is will soon complete his studies at UCF’s Certified Financial Planner™ program.

Robert is a decorated Air Force veteran having served his country overseas in Operation Northern Watch. He is a member of the Veterans of Foreign Wars and when away from the office, Robert enjoys spending time with his family and riding motorcycles.

As the Business Coordinator for The Rawls Group, Madison is the backbone of our support team. It takes a special skill to manage our team’s ever evolving schedule and client needs, but Madison handles it with style and grace.
A graduate of the University of North Carolina Wilmington, Madison has aspirations of one day pursuing graduate school. Madison enjoys her friends and family, visiting the beach, spending time with her dogs, as well as volunteering with pet rescues.