We are thrilled to see our Managing Director, Jeff Alpert, featured in this article by RV Business Solutions on Dealership Succession Planning Vs. Dealership Sale. In the ever-evolving landscape of RV dealerships, strategic planning for the future is more important than ever. This is highlighted as Jeff has seen “dealers wait too long to make critical decisions, costing themselves time and money and, in some cases, jeopardizing buy-sell or internal sale transactions.” With the right insight and guidance, dealership owners are better equipped to make informed decisions that align with their future goals. Read the full article here: https://lnkd.in/gZ6ruBWA #WealthManagement #Wealth #Investment #FinancialAdvisor #BusinessSolutions #MiracleMileAdvisors #EstatePlanning #SuccessionPlanning #Insight
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RV Dealers: Join us for an exclusive webinar featuring industry veterans Loren Baidas, CEO of General RV Center, Brad Stanek, Financial Advisor at Morgan Stanley, and Jesse Stopnitzky, Co-owner of Performance Brokerage Services. Our panelists will discuss how to navigate your RV dealership sale in today's dynamic market. You will also gain insights into valuation, tax implications, buyer preferences, and exit planning strategies. From identifying the true value of your business, to understanding the complexities of the selling process, this webinar offers a deep dive into every facet of the exit journey. Key Takeaways: • Understand the current landscape of the RV dealership buy-sell market. • Identify crucial factors that can impact the outcome of a dealership sale. • Access practical resources and tools to effectively prepare for a successful transaction. Date: Thursday, June 20th at 12PM CST/ 1PM EST RSVP: https://lnkd.in/gjCubcpd Invitation & Details: https://lnkd.in/gvE3WVV2
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RV Dealers: Join us for an exclusive webinar featuring industry veterans Loren Baidas, CEO of General RV Center, Brad Stanek, Financial Advisor at Morgan Stanley, and Jesse Stopnitzky, Co-owner of Performance Brokerage Services. Our panelists will discuss how to navigate your RV dealership sale in today's dynamic market. You will also gain insights into valuation, tax implications, buyer preferences, and exit planning strategies. From identifying the true value of your business, to understanding the complexities of the selling process, this webinar offers a deep dive into every facet of the exit journey. Key Takeaways: • Understand the current landscape of the RV dealership buy-sell market. • Identify crucial factors that can impact the outcome of a dealership sale. • Access practical resources and tools to effectively prepare for a successful transaction. Date: Thursday, June 20th at 12PM CST/ 1PM EST RSVP: https://lnkd.in/gKj5Etie Invitation & Details: https://lnkd.in/gMDrnq3X
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RV Dealers: Join us for an exclusive webinar featuring industry veterans Loren Baidas, CEO of General RV Center, Brad Stanek, Financial Advisor at Morgan Stanley, and Jesse Stopnitzky, Co-owner of Performance Brokerage Services. Our panelists will discuss how to navigate your RV dealership sale in today's dynamic market. You will also gain insights into valuation, tax implications, buyer preferences, and exit planning strategies. From identifying the true value of your business, to understanding the complexities of the selling process, this webinar offers a deep dive into every facet of the exit journey. Key Takeaways: • Understand the current landscape of the RV dealership buy-sell market. • Identify crucial factors that can impact the outcome of a dealership sale. • Access practical resources and tools to effectively prepare for a successful transaction. Date: Thursday, June 20th at 12PM CST/ 1PM EST RSVP: https://lnkd.in/gjCubcpd Invitation & Details: https://lnkd.in/gvE3WVV2
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RV Dealers: Join us for an exclusive webinar featuring industry veterans Loren Baidas, CEO of General RV Center, Brad Stanek, Financial Advisor at Morgan Stanley, and Jesse Stopnitzky, Co-owner of Performance Brokerage Services. Our panelists will discuss how to navigate your RV dealership sale in today's dynamic market. You will also gain insights into valuation, tax implications, buyer preferences, and exit planning strategies. From identifying the true value of your business, to understanding the complexities of the selling process, this webinar offers a deep dive into every facet of the exit journey. Key Takeaways: • Understand the current landscape of the RV dealership buy-sell market. • Identify crucial factors that can impact the outcome of a dealership sale. • Access practical resources and tools to effectively prepare for a successful transaction. Date: Thursday, June 20th at 12PM CST/ 1PM EST RSVP: https://lnkd.in/gKj5Etie Invitation & Details: https://lnkd.in/gMDrnq3X
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RV Dealers: Join us for an exclusive webinar featuring industry veterans Loren Baidas, CEO of General RV Center, Brad Stanek, Financial Advisor at Morgan Stanley, and Jesse Stopnitzky, Co-owner of Performance Brokerage Services. Our panelists will discuss how to navigate your RV dealership sale in today's dynamic market. You will also gain insights into valuation, tax implications, buyer preferences, and exit planning strategies. From identifying the true value of your business, to understanding the complexities of the selling process, this webinar offers a deep dive into every facet of the exit journey. Key Takeaways: • Understand the current landscape of the RV dealership buy-sell market. • Identify crucial factors that can impact the outcome of a dealership sale. • Access practical resources and tools to effectively prepare for a successful transaction. Date: Thursday, June 20th at 12PM CST/ 1PM EST RSVP: https://lnkd.in/gQuRGZNX Invitation & Details: https://lnkd.in/gSK4Y7Nm
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RV Dealers: Join us for an exclusive webinar featuring industry veterans Loren Baidas, CEO of General RV Center, Brad Stanek, Financial Advisor at Morgan Stanley, and Jesse Stopnitzky, Co-owner of Performance Brokerage Services. Our panelists will discuss how to navigate your RV dealership sale in today's dynamic market. You will also gain insights into valuation, tax implications, buyer preferences, and exit planning strategies. From identifying the true value of your business, to understanding the complexities of the selling process, this webinar offers a deep dive into every facet of the exit journey. Key Takeaways: • Understand the current landscape of the RV dealership buy-sell market. • Identify crucial factors that can impact the outcome of a dealership sale. • Access practical resources and tools to effectively prepare for a successful transaction. Date: Thursday, June 20th at 12PM CST/ 1PM EST RSVP: https://lnkd.in/gKj5Etie Invitation & Details: https://lnkd.in/gMDrnq3X
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RV Dealers: Join us for an exclusive webinar featuring industry veterans Loren Baidas, CEO of General RV Center, Brad Stanek, Financial Advisor at Morgan Stanley, and Jesse Stopnitzky, Partner at Performance Brokerage Services. Our panelists will discuss how to navigate your RV dealership sale in today's dynamic market. You will also gain insights into valuation, tax implications, buyer preferences, and exit planning strategies. From identifying the true value of your business, to understanding the complexities of the selling process, this webinar offers a deep dive into every facet of the exit journey. Key Takeaways: • Understand the current landscape of the RV dealership buy-sell market. • Identify crucial factors that can impact the outcome of a dealership sale. • Access practical resources and tools to effectively prepare for a successful transaction. Date: Thursday, June 20th at 12PM CST/ 1PM EST RSVP: https://lnkd.in/gQuRGZNX Invitation & Details: https://lnkd.in/geh9qM7w
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NPDA Members: Shifting Gears: Planning for Powersports Exit & Succession in Today’s Environment Join us, on Thursday, January 11th at 1:00 PM, for an insightful webinar where industry professionals will guide powersports dealers through the crucial process of preparing for an exit and succession plan. Whether you are considering a third-party sale, internal transition to a family member, or passing the reins to a key employee – now or in the future - this session will provide actionable strategies to ensure your dealership’s transition is graceful and tax efficient. Are you wondering: • Is now the time for succession, considering powersports dealership values may be down? • How can I step away financially secure? • What can I do proactively to minimize taxes as I plan for an exit or transition? Your powersports dealership is an asset that likely represents your largest life investment. Don’t miss this opportunity to equip yourself with the knowledge and tools needed to navigate your powersports dealership exit and succession plan, so that you maximize the proceeds of your life’s work. This webinar will be hosted by NPDA strategic members, Financial Advisors Brad Stanek and Paulina Matel with the Stanek Group at Morgan Stanley, and NPDA members and guest speakers, George Chaconas and Courtney Bernhard with Performance Brokerage Services. RSVP: https://bit.ly/41RAotI Invitation: https://mgstn.ly/3vxwn1C
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What hidden factors could be affecting your dealership's value? 🕵️♂️ Join Daniel Iosue and Scott Womack with as they delve into six essential reasons you need a valuation. This revelation will change how you view your business! https://bit.ly/45crVS3 #Valuations #AutoIndustry #SuccessionPlanning
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NPDA Members: Shifting Gears: Planning for Powersports Exit & Succession in Today’s Environment Join us, on Thursday, January 11th at 1:00 PM, for an insightful webinar where industry professionals will guide powersports dealers through the crucial process of preparing for an exit and succession plan. Whether you are considering a third-party sale, internal transition to a family member, or passing the reins to a key employee – now or in the future - this session will provide actionable strategies to ensure your dealership’s transition is graceful and tax efficient. Are you wondering: • Is now the time for succession, considering powersports dealership values may be down? • How can I step away financially secure? • What can I do proactively to minimize taxes as I plan for an exit or transition? Your powersports dealership is an asset that likely represents your largest life investment. Don’t miss this opportunity to equip yourself with the knowledge and tools needed to navigate your powersports dealership exit and succession plan, so that you maximize the proceeds of your life’s work. This webinar will be hosted by NPDA strategic members, Financial Advisors Brad Stanek and Paulina Matel with the Stanek Group at Morgan Stanley, and NPDA members and guest speakers, George Chaconas and Courtney Bernhard with Performance Brokerage Services. RSVP: https://bit.ly/47ud7zg Invitation: https://mgstn.ly/3RURbHD
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