Business Succession Planning

Whether your long-term goal is to sell the business or keep it in the family, let us help you bring all the pieces together.

The Rawls Company is dedicated to business succession by preserving and perpetuating family business legacies through the next generation.

The Rawls Company defines a family business as one where two or more people are in business together for reasons beyond financial gain. Therefore, we assist the owners of family and privately-owned businesses with any issue impacting business succession.

As succession planners, we are team players who partner with you, key employees, your family attorneys, accountants and other advisors to follow a well-defined service process.

Our mission is to preserve the family business by protecting the continuity of the business, not just the individual. This way we are able to provide the most viable and technically secure succession plan available, to our clients, their banking institutions and suppliers.

The Rawls Company believes

  • Succession planning is an ongoing process of improvement and preparation.
  • Addresses profitability and success within a business.
  • Allows you to choose your disposition decision – creditors, franchisors, vendors, employees and potential buyers will want to know your succession plan.
  • Succession planning builds value, impacts lives and perpetuates a legacy.

History

The professionals of The Rawls Company are passionate about helping business owners achieve their succession goals.

Established in 1973, Loyd H. Rawls identified early in his career that business transition planning went well beyond financial documents and planning for the transfer of wealth. He found that his clients were afraid to address key issues impacting their business for fear of alienating family or business partnerships. As a result, Loyd was motivated to develop a process and a team of professionals with diverse backgrounds to facilitate the discussion and resolution of sensitive issues so that everyone invested in the business felt reassured about the organization’s health and welfare.

Since Loyd’s initial vision, The Rawls Company team has continued to expand, providing business succession planning for the owners and key executives of capital intensive businesses across the country.

Our Process

Goals, vision, people, values, and culture make every business situation unique.

Therefore, to meet the specific goals of our clients, we approach business succession through a three phase process that is dedicated to addressing the critical factors impacting your business goals. 

Our three phase approach is designed to give you full control of the process. At the completion of each phase, we provide you a detailed presentation with observations for you to review and determine if you would like to proceed with the next developmental phase of your plan.

This initial phase of our service provides a review to confirm and/or determine your detailed goals and existing circumstances. The focal points of Phase I are data gathering and personal interviews to confirm goals, followed by a presentation reflecting our analysis that will identify potential problems and undeveloped opportunities impacting the achievement of your confirmed succession planning goals.
These services confirm and refine a succession plan compatible to your unique goals and environment. A Succession Plan Implementation Check List is developed to create an organized activity schedule for everyone involved in your planning. We supervise and coordinate the efforts of the various members of the succession planning team, including your attorney, accountant, insurance company and family. The goal of Phase II is to provide you the confidence that you have implemented a state of the art succession plan that will help achieve your goals.
In an effort to maintain an ongoing service relationship, we assist with evolving business succession planning projects, provide a proactive annual review of your planning and follow-up with the planning team for needed updates and enhancements. This service includes easy to read planning activity reviews, reports on investment portfolios, retirement plans, gifting programs or any special projects that may arise.

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