David W.

Location:

Atlanta, GA

Member since:

May 3, 2010

Please provide a personal introduction.

Originally a North Carolina native, I've been in Atlanta for over 30 years and call Georgia 'home'.

Please describe the nature of your business.

I work with the owners of closely-held, family-owned businesses to help them assess their current succession planning strategy. By working with a client's existing advisors, we expand the planning process to include all ten areas of the ISPA Succession Matrix®. Throughout all stages of planning and execution, our goal is to ensure the on-going success of the business through future generations.

What are your goals for joining this group?

I'm privileged to be a part of the founding Meetup Group for the succession planning community in Atlanta and beyond. Our goal with this Meetup is to establish a professional benchmark and expand the knowledge of succession planning professionals. I enjoy learning more about each participant's specialization within this area of interest.

Introduction

A Certified Succession Planner®, I am a Partner with The Rawls Group, providing full-service business succession planning services to our clients.

What David W. is saying about this Meetup Group

Great group of succession planning professionals. Let's spread the word!


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