Valuations & Succession Planning for Car Dealers

Valuations & Succession Planning for Car Dealers2023-09-27T21:28:28-05:00

Welcome to the fascinating world of valuations and succession planning for car dealers!

In this comprehensive video series, Dan Iosue, our very own succession planner, and Scott Womack, a valuation expert with Mercer Capital, dive deep into the complexities of the automotive industry.

Throughout 12 episodes, Dan and Scott explore various valuations and succession planning aspects, providing invaluable insights and practical advice for car dealers.

    1. Navigating Valuations & Succession Planning for Car Dealers:

      Scott and Dan focus on the six reasons your dealership needs a valuation. Discover how a comprehensive valuation can help you make informed decisions, assess your business’s worth, and identify improvement areas.

    2. Timing Valuations for Car Dealers: When and Why:

      Timing and dating valuations for car dealers are critical considerations, and in this episode, Dan and Scott reveal the most important factors to remember. Learn how to optimize the timing of your valuations to maximize their effectiveness and relevance.

    3. Leveraging Valuations for Strategic Growth in Car Dealerships:

      This episode explores how car dealers can leverage valuations for strategic growth. Uncover the numerous ways valuations can serve as powerful tools for identifying growth opportunities, optimizing operations, and staying ahead of the competition.

    4. Unlocking the Value of Car Dealerships:

      Delving into the core of dealership value, this episode uncovers the key drivers that impact car dealership value. Gain a comprehensive understanding of the factors that contribute to the overall worth of your business, enabling you to make strategic decisions that enhance its value.

    5. The Art of Successful Partner Negotiations in the Automotive Industry:

      Negotiating partner disputes can be challenging, but this episode offers valuable insights and strategies for smooth buy/sell negotiations. Discover the fundamental principles and techniques to help you achieve dispute-free partner negotiations, ensuring a win-win outcome for all parties involved.

    6. Mastering Stock Purchases for Seamless Succession in the Automotive Business:

      This episode provides five essential tips for car dealers looking to negotiate stock purchases with key leaders. Learn how to navigate this complex process effectively, ensuring fair and mutually beneficial transactions with key leaders in your organization.

    7. Preventing Business Disputes and Ensuring Succession in the Automotive Industry:

      Business disputes among business partners can have severe consequences, but this episode offers expert guidance on preventing such disputes. Discover practical techniques and strategies to foster a harmonious, conflict-free business environment, promoting long-term success.

    8. Navigating Family and Business Conflicts in the Automotive Industry:

      This episode focuses on car dealers’ unique challenges in resolving family and business disputes. Gain valuable insights and actionable advice on navigating these complex situations, ensuring your family’s and business’s preservation.

    9. Determining Dealership Value in a Booming Automotive Market:

      Valuing your business amidst record profits can be daunting, but this episode equips car dealers with the necessary insights. Discover how to accurately assess the value of your business during periods of exceptional profitability, enabling you to make informed decisions.

    10. Navigating Business Valuations: A Roadmap for Car Dealers:

      Understanding the valuation process is crucial for car dealers, and episode ten provides a comprehensive overview. Scott walks you through the entire process, from data gathering to the final report, helping you understand what to expect at every stage.

    11. Unlocking the Secrets to Effective Succession Planning:

      Building effective succession strategies is the focus of episode eleven, where Dan and Scott discuss prioritizing multiple objectives. Learn how to align your personal and business goals, ensuring a smooth and successful ownership and leadership transition.

    12. The Succession Planning Process: What to Expect:

      Dan outlines the succession planning process and what to expect. Gain valuable insights into the steps involved in creating a solid succession plan, ensuring your car dealership’s long-term continuity and prosperity.

    Join Dan Iosue and Scott Womack on this enlightening journey through valuations and succession planning for car dealers. Packed with practical advice, expert insights, and real-world examples, this video series is a must-watch for any car dealer looking to navigate the complexities of valuations and succession planning successfully. Don’t miss this opportunity to gain a competitive edge in the automotive industry!

Valuations & Succession Planning

Navigating Valuations and Succession Planning for Car Dealers

By |

In the dynamic world of automotive dealerships, one constant remains, which is change. Whether you're a seasoned dealership owner or a key player in the automotive industry, understanding the pivotal events that trigger valuations is essential for informed decision-making and the continued success of your family business. In this video, [...]

Leveraging Valuations for Strategic Growth in Car Dealerships

By |

In this enlightening video discussion, Dan Iosue, a succession planner from The Rawls Group, and Scott Womack, an experienced valuation expert from Mercer Capital, take a deep dive into the transformative potential of valuations for strategic growth within the realm of car dealerships. They emphasize that valuations offer car dealers [...]

The Art of Successful Partner Negotiations in the Automotive Industry

By |

In this video conversation, Dan Iosue, a highly seasoned succession planning expert with The Rawls Group, collaborates with Scott Womack, a distinguished valuation expert with Mercer Capital, to share invaluable insights on fostering successful and harmonious partner negotiations within the automotive industry. Navigating partnership negotiations in this dynamic sector can [...]

Mastering Stock Purchases for Seamless Succession in the Automotive Business

By |

In the ever-evolving automotive industry, succession planning is not just a best practice; it's a critical necessity. As key leaders prepare to step back, the effective negotiation of stock purchases becomes paramount to ensure a smooth and successful ownership transition.  Dan Iosue, with his extensive experience in succession planning, offers invaluable [...]

What is Changing In the Areas of Estate Tax?


Planning Opportunities To Take Advantage of Now


Leadership in Uncertain Times

Go to Top