May 3, 2010
Originally a North Carolina native, I've been in Atlanta for over 30 years and call Georgia 'home'.
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.
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.
A Certified Succession Planner®, I am a Partner with The Rawls Group, providing full-service business succession planning services to our clients.
Great group of succession planning professionals. Let's spread the word!