What is One Change Dealers Can Make to Increase Profitability?

2021-03-30T09:06:42-05:00By |Advisor Collaboration, Automotive, Burning Questions, Video|

People are our biggest asset and we often talk about the costs of turnover to an organization. However, when COVID-19 hit the stage it forced dealers to take a critical look at the roles and responsibilities within their business. This look is forcing many dealers to carefully evaluate staffing levels [...]

Are you getting state of the art investment management

2021-03-03T15:21:33-06:00By |Advisor Collaboration, Burning Questions, Video|

Individuals and families spend a lifetime accumulating wealth but often lack the scale to navigate global markets and stay in front of state-of-the-art investment portfolios. For this reason, business owners and those who want to protect their wealth must have personal financial planning as part of the future planning of [...]

Successful Succession Planning Webinar Recording

2021-03-25T17:17:53-05:00By |Automotive, Leading Your Business Through Transition, Newsletter Archive, Succession Blog, Video|

Whether a business grows stronger or larger, a business will always seek to build value. Much of a business's value lies within management's resourcefulness, commitment, enthusiasm, and teamwork. Business Value also lies within sustainable and flexible structures, strategies, and resources to address potential, probable, and possible contingencies impacting the future you envision. [...]

As a Dealer, how do I support my team at different stages of stress and potentially grief?

2021-02-19T08:46:41-06:00By |Advisor Collaboration, Automotive, Burning Questions, Video|

Stress can wreak havoc on an organization.  As a leader in your business when times of crisis hit, you have to ensure your people know you are there and that you CARE.  They care less that you have all the answers and more that you are connecting with them and [...]

COVID has flipped so much upside down, how will the new normal affect our culture?

2021-02-10T13:48:05-06:00By |Advisor Collaboration, Burning Questions, Video|

The more things change, the more they stay the same. The team of experts featured in the video talks about impacts on culture post-pandemic. The common takeaway revolves around remote work. As a business owner or leader who had to transition a team to remote work or an individual who [...]

What Opportunities has COVID-19 Presented for Dealers?

2021-03-30T09:37:42-05:00By |Advisor Collaboration, Automotive, Burning Questions, Video|

Even in the midst of a pandemic and the strife many faced personally and professionally, there are silver linings around it. As we mourn the business and personal losses, we also celebrate the opportunities created. Interest rates have remained low, dealers have been able to reevaluate expenses and look at [...]

As a Dealer, What Can I Do to Protect the Value of my Business?

2021-02-19T08:09:54-06:00By |Advisor Collaboration, Automotive, Burning Questions, Video|

Value is a key ingredient when looking at the health and longevity of a dealership. Earnings and performance are critical to the value equation. However, during times of uncertainty, dealers must focus strategically on their operations in people, processes, and procedures. Identifying what you are doing well, where you can [...]

What is Changing In the Areas of Estate Tax?


Planning Opportunities To Take Advantage of Now


Leadership in Uncertain Times

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