Loyd H. Rawls
Founder and Chairman
Succession Advisor
lhrawls@rawlsgroup.com
407.578.4455
Orlando, FL
David Ciambella
President and CEO
Succession Advisor
djciambella@rawlsgroup.com
407.578.4455
Orlando, FL
Resources
Preparing The Family Business For Its Next Move
Succession planning is vital for every family business owner. For many, the family business is a legacy vessel, and in other cases, the family business only lasts one generation and will need to be successfully sold when you exit. Regardless of which camp you are in, succession planning is critical. Who will take the [...]
As a Dealer, how do I support my team at different stages of stress and potentially grief?
Stress can wreak havoc on an organization. As a leader in your business when times of crisis hit, you have to ensure your people know you are there and that you CARE. They care less that you have all the answers and more that you are connecting with them and [...]
Recording: Virtual Q & A About Biden’s Proposed Tax Changes and Impact on You
What you need to know about Biden's proposed policy changes, their impact on succession planning, and how to get back to business. The election is now behind us. We have a new president and a new party in control, which likely means policy changes. COVID-19 is still present, impacting our lives in [...]
How a Change Relates to Presidents and Succession Planning
A key theme emerged at the recent presidential inauguration, UNITY. At the core of anything successful and fruitful is unity. Unity is also a core foundation of succession planning. Any party not in line with the overall destination will either slow down the process, stop it dead in its tracks or hold everyone hostage to [...]
Episode 1: What Is Changing in the Areas of Estate Tax?
With a change in the President, comes changes in estate tax law. This can provide short term opportunities, as well as a lot of speculation looking into the future. As such, there are many questions and what ifs. To help navigate this unknown environment we have asked our good friends [...]
Episode 2: When and/or Should I Gift to the Next Generation?
A common question we hear is “When Should I gift to the Next Generation?” A simple and obvious answer is “when you’re ready.,” However, there are many nuances to consider based upon your situation. In this episode of the “Planning Post Pandemic and Political Unrest: What’s in It for Me,” [...]