Succession planning is about creating strategies to take control of the future based on your goals and vision. And if part of your vision involves growth through acquisition, you are in the right place.

In this episode with Dan Gavin with Bernstein Private Wealth Management, Michael Rosendahl with PCE Investment Banking, our own succession planner Loyd Rawls discusses how to turn your acquisition strategy into the opportunity you envisioned.

For more on this topic, check out the other episodes:

Leverage our Succession Readiness Survey. A 7-minute investment in time will put you in an informed position of opportunities many business owners overlook impacting business value, growth, lifestyle, and ultimately achieving your vision.

Music provided by: https://www.bensound.com

Growth Strategies for the Family-Owned Dealership

automotive-family-business-succession-planning

If you’re ready to get serious about succession and planning to ensure your business’s future success, we can’t wait to see you at the 2024 NADA Show in Las Vegas.

4 Strategies to Maximize Your NADA Experience

  1. Schedule a Complimentary Consultation: Book a meeting at our Booth #2100W during NADA or schedule a free consultation.
  2. Complete the Growth & Succession Assessment: Get a custom report to focus on your strengths and opportunities.
  3. Attend the Annual Wine Event: Join us for wine, insights, and Q&A with our experts.
  4. Register to Attend the AutoTeam America Buy/Sell Summit: Gain insights and network with industry pros.



Strategic Planning

The only constant one can plan for is change.  Strategic planning positions the business to address the probable, possible, and potential contingencies impacting business success. 

Click the following link for more drill down resources on Strategic Planning

Sign up for our monthly e-newsletter to stay informed on how to overcome related succession planning issues.

We can help you with insights, other resources, and see if it makes sense to work together. At the very least, in 30 minutes, you may get some ideas you can apply to your business right away.