A webinar titled “Selling Smart: How to Maximize Wealth When Exiting Your RV Dealership” will take place on Thursday, July 31, at 1 p.m. Eastern. Those who are interested can RSVP here. The webinar will be hosted by the RV Dealers Association (RVDA), RV Assistance Corporation’s strategic partner Stanek-Haack Group at Morgan Stanley, and RVDA associate member Performance Brokerage Services.
For many RV dealership owners, more than 90% of their wealth is tied up in the business. However, some RV dealers are dissatisfied with the outcome when they sell — largely due to the lack of appropriate planning. Whether dealers are just beginning to think about retirement or actively considering a sale, this webinar will provide essential tools and insights to protect and grow wealth.
The webinar will be led by:
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Stanek Brad Stanek, CFP, and financial adviser from the Stanek-Haack Group at Morgan Stanley who specializes in RV dealerships and has assisted hundreds of RV dealers with succession planning, estate planning and lowering taxes
- Jesse Stopnitzky, co-owner of Performance Brokerage Services, which is one of the highest volume dealership brokerage firms in North America and specializes in dealership exits, valuations and exceptional customer service
What dealers will learn:
- How early planning can increase the value of the RV dealership and significantly reduce taxes
- How to calculate what the RV dealership is worth, the financial resources needed to retire and tax implications
- Key steps to make a RV dealership exit-ready in the next 3–5 years
“While we rarely approach our businesses with the end in mind, succession planning is one of the most important and inevitable stages that every business owner will face. It is the culmination of years of hard work, risk-taking and sacrifice. Preparing your business well in advance of a future sale is not just about maximizing value, but honoring your legacy, protecting all that you have built and exiting when the time is right for you and your family,” said Stopnitzky.
For more information, contact RVDA at info@rvda.org or visit rvda.org.
