Business Succession Planning Menu

The Rawls Company

 

     407.578.4455
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Our Process
 

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

Phase I: Planning Review and Analysis

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.

Phase II: Plan Development and Implementation

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 and implement a state of the art succession plan that will help you achieve your goals.

Phase III: Continuing Facilitation Services

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.