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The Rawls Company


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Our History

Loyd Rawls began working as a financial planner in 1973 where his practice primarily consisted of doctors and agricultural business owners. After 5 years of focusing on personal financial planning, Loyd shifted his focus to business succession planning because he wanted to make a difference in his clients’ lives beyond the realm of helping with probate, deferring taxes, estate planning and trusts.

headquarters in Orlando

In 1980, The Rawls Company (TRC) was officially founded and headquartered in Orlando, FL. Soon thereafter, and with the help of family “assembly lines” for marketing mailers, The Rawls Company began to grow. By 1994, The Rawls Company had expanded to include a Continuing Financial Services (CFS) Department, a Marketing Department, and had survived the bankruptcy of Fidelity Mutual, which threatened to put TRC out of business.  

TRC experienced exciting changes and growth in the new millenium with the opening of a second office in California. Three long-standing associates became partners and stockholders, committed to perpetuating Loyd’s vision of expansion. In 2003, TRC transitioned from helping family businesses to also becoming a family business with Loyd Rawls’ oldest daughter, Amy, joining as Accounting Manager.

As of today, The Rawls Company has assisted over 500 family and privately owned businesses across the nation. Kendall Rawls, the second member of the Rawls family, has joined the business and is a vital part of the Marketing and Public Relations department. Since 1973, Loyd Rawls and The Rawls Company have been dedicated to the succession of family and privately owned businesses. They will continue to grow and develop programs, providing services to meet the needs of the changing dynamics of family and business for future generations of entrepreneurs.