Rawls Succession Planners

The Rawls Group describes itself as succession planning experts for family-owned and privately held businesses, working across business, leadership, family and ownership. Its home page lists auto dealerships, multi-unit franchises and oil and gas among industries and offers free resources and a continuity scorecard.

Rawls Succession Planners: Succession planning

Its about page introduces its team and its history, and its site publishes articles on succession planning strategies.

Rawls Succession Planners functions
Product or serviceFunction
Succession planningPlanning leadership and ownership transitions.
Growth planningStrengthening performance and reducing dependence on the owner.
Family business advisingWork across family and ownership questions.
Free resourcesGuides and a Business Growth and Continuity Scorecard.

Succession planning beyond the ownership transaction

The Rawls Group organizes its advisory offering around a Business Succession Matrix, a three-phase process and collaboration with other advisors. Its industry material includes automotive retail. seekingsuccession.com

Those descriptions identify a planning service rather than software for storing an estate document. A dealership family evaluating the engagement should separate ownership transfer from leadership readiness and the continuity of day-to-day operations. seekingsuccession.com

Identify which questions the succession advisors address themselves and which require the family's existing financial, tax or legal professionals. seekingsuccession.com