Our Services

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 you the confidence that you have implemented a state of the art succession plan that will help 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.

More information on CFS

Fee-Based Planning

The Rawls Company services are fee-based. The amount of the fee is dependent upon your unique planning needs. Services are offered in phases to provide you maximum control of fee and service arrangements.

To assure quality and attention to detail, at your option, we can also provide products and services that are generally needed, such as Supplemental Executive Retirement Plans, life insurance and asset management programs.