About the Business Succession Planning Assessment

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Being in business is not just about making money, it’s about the people who work in it, the impact the business has on the community and its ability to provide for the future. For these reasons, the process of nurturing your business to its full potential can create anxiety, flooding business owners with concern and unanswered questions.

The Rawls Group provides a business succession planning diagnostic assessment that uses cutting-edge technology to grade your business across the key planning factors critical to building a strong business foundation and achieving your business succession goals. Failing to address even one factor can greatly affect the other areas, compromising your vision for the future. The assessment, acting like a report card, will put you in an informed position about the missing pieces that need to be put in place for your business to reach its full potential.

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About the Business Succession Planning Assessment

  1. 1. Is Your Business On Solid Ground?<br />An efficient and economical method to diagnose the issues impacting your succession plan.<br />www.rawlsgroup.com<br />
  2. 2. Is Your Business On Solid Ground?<br />The Rawls Group provides a diagnostic test that uses cutting-edge technology to grade your business across the 10 core principles critical to building a strong business foundation. <br />The assessment, acting like a report card, will put you in an informed position and provide you access to knowledge and tools, providing guidance like a roadmap into the future.<br />Optimize the value of your<br />business by knowing<br />where you stand.<br />
  3. 3. The Technology<br />The Succession Planning Assessment™ (SPA™) is cutting-edge web based technology that provides a private, efficient, and economical method for identifying your business assets and liabilities.<br />Developed by the <br />International Succession Planning Association™, the SPA™ <br />customizes to your unique situation based upon your response to each question. Depending upon your availability, the SPA™ can be completed in one sitting or across multiple meetings. <br />
  4. 4. Key Planning Factors<br />The Succession Planning Assessment™ evaluates your business across the key interdependent factors of the Succession Matrix®. Failing to address even one factor can greatly affect the other areas, compromising your vision for the future. The SPA™ is designed to assess your business on each of these key factors and identify the missing pieces that need to be put in place for your business to reach its full potential.<br />OWNER’S ROLE<br /> Motivation & Perspective<br /> Personal Financial Planning<br /> Business Structuring<br /> Business Performance<br />MANAGEMENT<br /> Strategic Planning<br /> Leadership & Management Continuity<br /> Synergy & Teamwork<br /> Successor preparation<br />FAMILY DYNAMICS<br /> Understanding and Unity<br /> Governance<br /> Reasonable Expectations<br />
  5. 5. SPA™ Benefits<br /><ul><li>Stimulates thinking regarding multiple interdependent issues impacting business succession.
  6. 6. Identifies areas that need to be addressed to fulfill your goals and maximize the value of your business.
  7. 7. Identifies management, family and financial pressures that you may not have known were affecting business success.
  8. 8. Measures your preparation for the predictable, probable and possible challenges impacting your continued success.</li></li></ul><li>SPA™ Benefits<br /><ul><li>A nonintrusive, private and economical process to understanding how your business is currently positioned for success.
  9. 9. Provides vendors, suppliers, financiers and other strategic partners greater confidence in your continued success.
  10. 10. Provides information that will lead to improved personal, family and business decisions.
  11. 11. Provides a prioritized agenda for developing a succession plan.</li></li></ul><li>How It Works<br />1.<br />The assessment is accessed through an experienced succession planning advisor who will personally guide you through the process of completing the assessment.<br />2.<br />Assessment questions provide you an in-depth understanding regarding the intricacies between your business-financial structure, family issues, personal goals and management strength which impact business value and longevity.<br />
  12. 12. How It Works<br />3.<br />4.<br />Upon completing the assessment, a report is generated that graphically illustrates where you stand on each of the planning factors impacting business succession.<br />One of our succession planning advisors will assist in the interpretation of your results, a provide a list of prioritized action steps to address the critical issues impacting your goals.<br />
  13. 13. Business Anxiety Causing You to Lose Sleep?<br />Being in business is not just about making money, it’s about the people who work in it, the impact the business has on the community and its ability to provide for the future. <br />For these reasons, the process of nurturing your business to its full potential can create anxiety, flooding you with concern and unanswered questions.<br />The Goal of the SPA process is to provide you insightful information that will allow you to make important decisions about the future of your business.<br />
  14. 14. Build a<br />StrongFoundation<br />Today for the Generations<br />ofTomorrow<br />For Questions Contact:<br />Your Rawls Group Advisor <br />or <br />Kendall Rawls: kendall@rawlsgroup.com<br />

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