Orlando Succession Planning

Orlando Succession Planning2023-11-08T16:25:54-06:00
Headquartered in Orlando, FL and serve clients across the country

1710 W. Colonial Drive
Orlando, FL 32804
407.578.4455 (T)
407.578.4480 (F)

Meet Our Entire Team
Image credit: Downtown Des Moines, by Mark Hesseltine

Family-Business-Succession-PlannerLoyd H. Rawls

Founder and Chairman

Succession Advisor

lhrawls@rawlsgroup.com

407.578.4455

Orlando, FL

Articles by Loyd

Loyd H. Rawls is one of the nation’s leading family business succession planning experts. 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, Expert Business Source online blog and RV News.

david-ciambella-the-rawls-group-family-business-succession-plannerDavid Ciambella

President and CEO

Succession Advisor

djciambella@rawlsgroup.com

407.578.4455

Orlando, FL

Articles by David

David Ciambella, CFP® works with closely held business owners, family members, and executive management teams to address a myriad of family business succession planning issues and is a co-founder of the International Succession Planning Association®, an organization dedicated to providing professionals, business owners, and strategic partners access to a network of expertise, educational tools, and resources to enhance business longevity and value.

A native of Philadelphia, David graduated from Rollins College in 1991 with a B.A. in Psychology. David enjoys spending time with his wife, children and friends at the beach, supporting his children in their various sporting activities, fishing and playing an occasional round of golf.

David’s expertise with privately held and family-owned businesses is also shared throughout various industries. He is a frequent speaker and presenter for national organizations and contributes articles in publications that span industries including professional services, automotive and other franchise concepts.

Champ Rawls Headshot 2016 239x239Champ Rawls

Partner

Succession Advisor

champ@rawlsgroup.com

407.578.4455

Orlando, FL

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 is also a Chartered Life Underwriter®, and one of our top family business succession planning experts.

Dan.Iosue_239x239v2.pngDan Iosue

Partner

Succession Advisor

daniosue@rawlsgroup.com

407.578.4455

Orlando, FL

Articles by Dan

As a succession planner, Dan Iosue, CFP® leverages his more than a decade of experience in corporate leadership and financial planning working with clients to help them achieve their long-term business goals. Dan works with business owners and key executives to overcome challenges that impact business success, keeping them focused on sustainability and growth.

Dan grew up in Florida, and then attended Macalester College in Minnesota, where he played both football and baseball. Dan serves as a board member for the Crealde School of Art and is a Founder’s Club member of CrossFit Winter Park. In Dan’s spare time he also enjoys Brazilian Jiu Jitsu, photography, and working on his motorcycles.

Jéan Venant

Associate

Succession Advisor

jean@rawlsgroup.com

407.578.4455

Orlando, FL

Articles by Jéan

Jéan Venant has a passion for helping business owners achieve their goals of building lifelong sustainability and building their legacy.  He works with clients ensuring their dreams are realized and that their hard work thrives and lives through future generations of the business. Jéan understands the importance of relationships. His background provides expert insight into what business owners go through, and the unique circumstances impacting their lives behind the curtain of business.

Having worked as a manufacturer representative to retail automobile dealers Jéan developed extensive expertise in strategic planning and enhancing business performance.  As a business owner, he appreciates the challenges involved in ownership first-hand. He understands the importance of hiring right and developing talent to support the organizational culture, the impact to the local community and building and achieving business goals. He also has a unique understanding of the influence of the owner’s leadership style and how it impacts business structure, management productivity and family dynamics.

Jéan holds a degree in Organizational Management and lives in Orlando, FL. Having a heart for community service, Jéan has volunteered for Orange County Public Schools; he is also an avid musician and a happy husband and father.

Amy Rawls

Director of Operations and Client Services

arawls@rawlsgroup.com

407.578.4455

Orlando, FL

Articles by Amy

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!

dan-thill-the-rawls-group-family-business-succession-plannerDaniel Thill

Director of Research & Plan Design

danthill@rawlsgroup.com

407.578.4455

Orlando, FL

Dan Thill, CFP®  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  financial 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.

family-business-succession-planningDenise Ware

Plan Design Coordinator

denise@rawlsgroup.com

407.578.4455

Orlando, FL

Denise provides insight, support, and coordination for clients’ technical issues as they relate to the Succession Matrix®. With over 20 years’ experience, Denise combines her passion for helping clients and her knowledge of estate planning techniques to better serve our clients’ needs. She analyzes the technical aspects of planning and translates them into manageable, easy-to-understand formats.

Denise is a Certified Financial Planner™ professional with a bachelor’s degree from the University of Tampa. She enjoys spending time with her extensive family, and she embraces the quiet solitude of gardening for introspection and rejuvenation. Denise has a zest for travel to different countries, which extends to her participation in several mission trips with her church.

Michelle Goodnough

Operations & Accounts Manager

mgoodnough@rawlsgroup.com

407.578.4455

Orlando, FL

Michelle manages and oversees The Rawls Group’s operations, insurance, and account servicing. With over fifteen years’ experience, Michelle provides direct support for clients and their team, and is an integral member of our support team.

Michelle has a bachelor’s degree from the University of Central Florida and is an avid college football fan. Michelle enjoys spending time with her family and being outdoors. You can find Michelle on the soccer fields with her kids, swimming and working out, or at the pool or beach.

family-business-succession-planningRuss Phillips

Associate

Succession Advisor

russphillips@rawlsgroup.com

407.578.4455

Orlando, FL

Articles by Russ

Associated with The Rawls Group since 1995, Russell Phillips’ primary focus is working with business owners, key managers and family members on the varying relational issues that impact the business legacy and their pivotal relationships.

In addition to being an advisor with The Rawls Group, Russ has been privately practicing counseling since 1988 and currently supervises counselors in a masters training program at Reformed Theological Seminary. Russ holds a Masters degree in Counseling from the University of West Florida and an M.B.A. from the University of Phoenix.  Russ lives in Orlando, Florida with his wife of 31 years. He has four children scattered throughout the world, one in South Korea and three in the United States.

family-business-succession-planningChrissy Warmka

Marketing Manager

chrissy@rawlsgroup.com

407.578.4455

Orlando, FL

Chrissy Warmka is a Marketing Manager at The Rawls Group. With a degree in Advertising/Public Relations from the University of Central Florida, she skillfully manages the company’s social media and content creation efforts, ensuring the delivery of engaging and relevant succession planning insights. Chrissy’s role goes beyond simply showcasing the company’s offerings; she also emphasizes the core values that have solidified its reputation in the business world.

Outside of work, Chrissy channels her creative spirit into various artistic hobbies, such as playing guitar, drawing, and indulging in arts and crafts. These activities not only bring her relaxation and joy but also serve as an additional source of inspiration for her professional endeavors. By striking a balance between her professional expertise and personal creativity, Chrissy embodies a dedication to excellence and genuine expression in everything she takes on.

family-business-succession-planningLyndsey Stewart

Business Coordinator

lyndsey@rawlsgroup.com

407.578.4455

Orlando, FL

Lyndsey’s diverse background and extensive experience in various professional capacities provide her with a unique perspective, allowing her to anticipate and address client needs effectively. With her knowledge and expertise, Lyndsey is a valuable addition to TRG’s client servicing team, ensuring a seamless and exceptional client experience.

Originally from Ohio, Lyndsey finds fulfillment in cherishing moments with her husband, daughter, and their four-legged companions. Her dedication to family values mirrors her professional approach, prioritizing client needs above all else.

Resources

Strategies for Effective Partner Negotiations in Family-Owned Car Dealerships

By |

In the complex world of the car business, successful partner negotiations are crucial for ensuring the smooth retention and motivation of key leaders. Car dealers face unique challenges when aligning expectations, especially in developing and retaining top talent to support growth strategies, enhance business value, secure longevity, and achieve family and business succession goals. [...]

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Mastering Family Business Succession: Armatus Dealer Uplift Case Study

By |

In this video, Joe Jankowski, the Managing Member of Armatus Dealer Uplift, provides his experience as a family business owner in strategic succession planning. In this enlightening video, Joe dispels common misconceptions surrounding succession planning and offers invaluable insights into the multifaceted nature of this critical business endeavor. Debunking Myths: [...]

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The Importance of Emotional Intelligence for Strategic Growth and Succession Success

By |

Succession planning in a family business involves much more than drafting wills and trusts. While these legal aspects are crucial, they represent only a small fraction of the overall picture. To ensure the long-term success and sustainability of your family business, you must consider various factors, including culture, strategic growth, and the intricate dynamics [...]

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Steering Success: The Roadmap for Auto Dealership Succession Planning

By |

Ensuring long-term success and sustainability for your dealership goes beyond daily operations. It requires foresight, planning, and the ability to anticipate and mitigate challenges, especially when envisioning a seamless leadership transition. With the complexities of the automotive industry, dealers face numerous hurdles in growing a sustainable business. Let's explore these challenges and find tailored [...]

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Succession Secrets: Key Insights for Seamless Leadership Transition

By |

Discover the secrets to seamless succession planning and sustainable family business growth in this video featuring Joe Jankowski, Managing Member of Armatus Dealer Uplift. In this video, Joe shares invaluable insights drawn from his own experiences, advocating for the indispensable role of a third-party perspective in ensuring a smooth transition [...]

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