Professional Services Industry

The 10 Building Blocks of a Strong Succession Planning Framework: What Makes a Plan Truly Workable?

2026-05-30T13:58:58-05:00By |Professional Services, Succession Blog, Succession Planning Framework|

When succession planning feels like a maze of documents, advisors, and difficult family conversations, most owners pull back. Plans don’t fail from lack of effort, but from missing structure. A strong succession planning framework turns complexity into clarity so your business, family, and leaders move in the same direction. [...]

How to Create an Exit Strategy: 5 Steps Every Owner Should Take

2026-08-20T15:14:35-05:00By |Company Exit Strategy, Professional Services, Succession Blog|

If you’re wondering how to create an exit strategy, you’re already ahead of most owners. A thoughtful plan gives you options: when and how to step back, how to protect value, and how to keep your culture and performance strong through the transition. Quick Summary This guide shows how to [...]

What Family Business Owners Often Get Wrong About Advisors

2026-07-16T08:56:07-05:00By |Family Business Advisor, Succession Blog|

Choosing an advisor should bring clarity, not confusion. But for many owners, past experiences or assumptions create hesitation. That’s what family business owners get wrong about advisors: the belief that they only sell products, or that existing professionals cover all the bases. These misconceptions often lead to missed opportunities, [...]

Empowering Women in Leadership: Owning Attitudes, Breaking Limiting Beliefs | Part 3

2023-09-13T18:41:48-05:00By |Advisor Collaboration, Professional Services, Video, Women In Leadership: Your Tribe|

Welcome to the enlightening Part Three of our deep dive into empowering female leaders as we focus on Ownership and Accountability. In this episode, we continue our exploration of the profound impact we can make when we take ownership of our attitudes and choices. If you've been following our journey, [...]

Female Leadership: A Conversation Inspired by Nancy D O’Reilly’s ‘Lead Like a Girl’

2023-09-14T15:25:01-05:00By |Advisor Collaboration, Agriculture, Succession Blog, Women In Leadership: Your Tribe|

Join us for an enlightening and empowering discussion inspired by Nancy D O'Reilly's article "Lead Like a Girl," recently featured on franchising.com. Nancy shines a spotlight on the vast, untapped potential within women to excel as leaders, urging them to shift attitudes and harness best practices to channel their inherent [...]

Looking To Grow? Turning Your Vision Into Reality

2022-02-10T15:18:24-06:00By |Advisor Collaboration, Automotive Succession Planning, Multi-Unit Franchising, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

What better way to celebrate succession planning than to talk about growth in the business? You, as a business owner, are in a power position. With action, you can create control over your future. Growth, success, and succession are team sport. Welcome to the kick-off episode of The Rawls Group’s [...]

5 Winning Recruiting Strategies

2021-10-12T16:02:20-05:00By |Agriculture, Automotive Succession Planning, Construction, Distribution & Logistics, Energy, Manufacturing, Multi-Unit Franchising, Professional Services|

When times are going well, recruiting, and retaining talent is challenging. When times are going great amidst a pandemic, it has become downright almost impossible.  Business owners are facing talent shortages like never.  The competition is across industries, local and state borders.  The transition to flexible and remote work environments are enticing workers to [...]

Acquisition and Business Succession: Why You Must Have a Growth Mindset

2022-02-10T15:20:16-06:00By |Advisor Collaboration, Automotive Succession Planning, Succession Blog, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

Business Growth is one of the core foundations for succession planning. Although it is assumed succession planning is only about exiting or retiring from the business, it is in reality planning that provides solutions to overcome the possible, probable, and potential issues that impact your vision. We celebrate succession planning [...]

Growth Thru Acquisition: Finances, Timelines and Expectations

2022-02-10T15:20:17-06:00By |Advisor Collaboration, Multi-Unit Franchising, Succession Palooza - Celebrating Succession, Succession Video Discussions, Succession, Growth and Acquisitions|

Succession planning has gotten misconstrued with estate and exit planning amongst business owners, resulting in the process being delayed or avoided until it is too late. Successful owners know succession planning is much more than estate and exit, it is also about building strategies for today's success so you can [...]

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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