Dr. Merlot

How to Create Boundaries Between Family and Business

2021-09-22T08:18:49-05:00By |Dr. Merlot, Succession Blog, Video|

The focus for this installment of  “Dear Dr. Merlot” is Family Governance. Family Governance policies are the first step to create boundaries between the family and the business.   The specific question we will cover from Loyd's book Family Business Heartburn Relief: Answers to Gut-Grinding Family Business Questions is:   How do the [...]

Video: Leadership in Times of Crisis – The OODA Cycle

2020-04-16T09:45:56-05:00By |Dr. Merlot, Leading Your Business Through Transition, Succession Blog|

In, "Leadership in Times of Crisis - the OODA Cylce," Loyd Rawls (Dr. Merlot) explains how and why you are a good leader; why you don’t need to worry; why you can project to those that are depending upon you: “We got this!! This is our time to shine!”  He also explains how you [...]

The Path Forward Recording – Virtual Conversation – April 1

2020-04-03T16:45:51-05:00By |Leading Your Business Through Transition, Succession Blog|

As a caring leader your people are looking to you for encouragement, optimism and strategies for the path forward. Listen to the discussion and hear what our  panel of  Legal, HR/people, Tax, Strategy and Leaderships experts had to say about the CARE Act, SBA Loans, Paycheck Protection Program and strategies for leading during times of stress and [...]

Dr. Merlot’s 9 Reminders to Survive and Thrive

2020-04-03T09:05:29-05:00By |Dr. Merlot, Leading Your Business Through Transition, Succession Blog|

Dr Merlot provides 9 reminders to survive and thrive during tough times like COVID-19.   Main thing to remember, is "YOU GOT THIS." Download Dr. Merlot's reminders below, but before you do; it is worth hearing the commentary. Download PDF List of 9 Reminders Contact us and we can help [...]

Artificial Limitations

2020-04-14T14:29:11-05:00By |Leading Your Business Through Transition, Succession Blog|

In Artificial Limitations, Robert Wilson challenges us all to identify what may be holding us back. He shares a short story called the "Elephant Rope" which illustrates how we can become conditioned to our environment, which impacts professional and personal growth, innovation and fulfillment. Robert challenges us to move beyond our artificial limitations, [...]

Navigating the Unknown-Virtual Conversation – March 24

2020-03-26T10:12:22-05:00By |Leading Your Business Through Transition, Succession Blog|

Navigating the unexpected is challenging enough, without a global pandemic creating panic. Businesses are being directly impacted in ways not seen since the Great Depression. Protecting business profits and your people are tough to do when being forced to shut down or engage in social distancing. Protecting your family and community are just [...]

As Seen in Digital Dealer – Evolution Revolution: A Word to Successors

2019-12-23T10:47:25-06:00By |Succession Blog|

It’s easy for Nextgen leaders to get involved and make swift changes. The path to change can appear so clear, but many potholes are lurking in the shadows.  Loyd Rawls and Dr. Merlot (Loyd’s alter ego) share a real life story about a Next Gen leader dealing with the balance of evolution versus revolution in [...]

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What is Changing In the Areas of Estate Tax?

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Planning Opportunities To Take Advantage of Now

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Leadership in Uncertain Times

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