A Roadmap For Dealer Succession Planning

Feb 19, 2019

For anyone who’s invested in their business, owning your future succession strategy is well worth your time. Knowing the simple, yet effective formula most buyers use when valuing a business, will give you an understanding of what your business may be worth, and clarity on what actions will have the biggest impact in increasing this value.

On Wednesday March 13 and Thursday March 14 from 11:00am – 11:45am at RVX, join Brad Stanek of Morgan Stanley as he discusses the specific formula to get an estimate of what your dealership is worth, the eight drivers that buyers value the most in determining their offer and three actions you can take to increase the value of your dealership. Whether you’re thinking about selling your dealership to a third party, passing the business along to the next generation, or stepping out and having key employees run it for you, this is the session for you.

Stanek has worked in the financial services industry since 1993 becoming an investment professional with Morgan Stanley in 2009 through a predecessor firm. Initially, with Merrill Lynch, he came to Morgan Stanley to provide clients with a full range of financial services and investment advice from one of the largest firms on Wall Street. As a Senior Vice President – Wealth Management, Stanek focuses on financial planning and exit planning for business owners in the Appliance and Electronics, RV, Power Sports, Technology Integrators and Outdoor Power Equipment industries.

So, if you’re thinking about exiting your business, attend RVX to start planning now and cement your legacy!