Leveraging the Succession Matrix® – Testimonial

In a recent video testimonial, Kendall Rawls, who has worked with the Rawls Group for over 20 years, highlights the collaborative nature of the Succession Matrix® and how it has helped to debunk the myth that succession planning is only about estate planning and life insurance.

The Succession Matrix® is a powerful tool that helps business owners and advisors to effectively plan for the future of a business. It is designed to provide a clear and structured framework for addressing the many complex issues that arise when planning for succession. The tool helps to identify key areas of concern, such as leadership development, financial planning, and governance, and provides a roadmap for addressing these issues in a collaborative and effective manner.

The Succession Matrix® is much more than just a tool for exits, endings, and retirement. It is a foundation for collaboration with other advisors and provides a platform for them to ask the right questions, even if they may be outside of their usual areas of expertise. This collaborative approach is critical for successful succession planning, as it helps to ensure that all aspects of the business are considered and that all stakeholders have a voice in the process.

Rawls also highlights the importance of the Succession Matrix® in pulling in the resources that advisors may not be aware of. This is particularly important in today’s rapidly changing business landscape, where new technologies and innovations are constantly emerging. The Succession Matrix® helps to ensure that all available resources are leveraged to the fullest extent possible, helping to ensure the long-term success of the business.

In conclusion, the Succession Matrix® is a powerful tool for business owners and advisors who are serious about planning for the future of their businesses. It provides a clear and structured framework for addressing the many complex issues that arise when planning for succession, and it promotes collaboration and engagement among all stakeholders. As Kendall Rawls notes in her testimonial, the Succession Matrix® is an essential tool for anyone who wants to ensure the long-term success of their business.