Succession Planning for Dealerships

As succession planners, we are experts in the complex. And, owning a dealership(s) is nothing short of a complex high stakes environment – managing manufacturer relationships, adjusting to  changing industry norms and developing your next generation of leaders all while considering family and partner feelings.

The number one thing people notice when they engage our services is clarity and a strong path forward. Whether you are looking to grow your business and/or looking towards business transition, for the past 45+ years our meticulous attention to the probable, possible, potential details allow you to prepare and avoid any looming issue impacting your goals.

What happens when you decide to takes the next step towards the future you imagine…now? Business ownership by nature is risky; succession planning however creates strategies and structure to put you in control.

Contact us to get started today or take a few minutes to peruse our resources and give us a call when you are done.

Developing Talent, & Making a Lasting Impact: Strategies for Minority Car Dealers

2023-08-11T13:44:55-05:00By |Automotive, National Association of Minority Auto Dealers, Succession Blog, Video|

Auto dealership owners face unique challenges when building wealth and planning for the future. With a rapidly changing industry, it's crucial to have a solid plan for succession and financial stability. From identifying talented individuals within the organization to expanding investment portfolios, there are an array of strategies dealers can [...]

10 Aspects of Succession Planning in Automotive Retail

2023-06-29T14:58:33-05:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

Succession planning is critical to any business; auto dealerships are no exception. With the automotive industry constantly evolving and facing new challenges, effective succession planning has become more crucial than ever before. Recently, George Karolis from The Presidio Group and Champ Rawls from The Rawls Group discussed the multifaceted landscape [...]

Overcoming the Obstacles in Succession Planning for Auto Dealerships

2023-06-29T14:58:50-05:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

Understanding business owners’ challenges in succession planning for car dealers is crucial for securing long-term success. In a thought-provoking discussion, George Karolis from The Presidio Group offers valuable insights into the main obstacles encountered and highlights the importance of informed decision-making and expert guidance. Obstacle 1: The Decision Dilemma The [...]

Succession Planning and Family Generational Wealth Transfer

2023-08-11T13:29:43-05:00By |Automotive, National Association of Minority Auto Dealers, Succession Blog, Video|

Succession planning is a critical consideration for anyone looking to transfer their wealth to future generations. However, it is also important to consider the broader implications of asset transfers, especially when it comes to creating equitable opportunities for your minority key managers. In a recent video, Jean Venant, Succession Planner [...]

Preparing Your Successor

2023-07-07T15:45:30-05:00By |Automotive, Succession Blog|

Leading with Resilience, Winning Against Tough Competitors, and Overcoming Adversity Given our extensive experience working with numerous family business owners, we fully understand the challenges of balancing the family or the business when dealing with family members in your company. However, regardless of your approach to grooming your child as a successor owner, the [...]

Auto Dealership Growth Strategies: Strategic Planning & Goal Setting

2023-06-29T14:59:08-05:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

Strategic Decision-Making in Auto Dealership Growth: Charting the Path to Success In a thought-provoking discussion focused on Succession Planning and Strategic Considerations in Automotive Retail with Jason Stein from Flat Six Media, George Karolis of The Presidio Group, and Champ Rawls, a Succession Planner with The Rawls Group, they shed [...]

Addressing Tension in the Family-Owned Auto Dealership

2023-08-30T10:37:48-05:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

If you're a car dealer, succession planning is an important topic. In this insightful video conversation moderated by Jason Stein, George Karolis from The Presidio Group and Champ Rawls share their insights on the tensions that can arise from integrating family into the business. Despite their significance, family dynamics and governance are often disregarded [...]

Unlocking Dealership Valuation: The “Thinking Green, Not Blue” Approach

2023-06-29T14:59:24-05:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

In an insightful conversation focused on Succession Planning and Strategic Considerations in Automotive Retail moderated by Jason Stein with Flat Six Media, George Karolis from The Presidio Group and Champ Rawls a succession planner with The Rawls Group, the conversation delves into the intricate world of business valuation, succession planning, [...]

Challenges and Evolution of the Dealer Model

2023-06-29T14:59:46-05:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

In a dynamic conversation focused on Succession Planning and Strategic Considerations in Automotive Retail and moderated by Jason Stein of Flat Six Media, industry expert George Karolis from The Presidio Group and Champ Rawls a succession planner with The Rawls Group, sparks a discussion about the evolving landscape of the [...]

Metrics and Considerations for Future Planning in the Auto Industry

2023-06-29T15:00:08-05:00By |Advisor Collaboration, Automotive, Strategic Considerations in Automotive Retail, Succession Blog, Video|

In a recent conversation focused on Succession Planning and Strategic Considerations in Automotive Retail, with Jason Stein from Flat Six Media, George Karolis of The Presidio Group and, Champ Rawls, a Succession Planner with The Rawls Group, Rawls shed light on the essential metrics and considerations that auto dealers must [...]

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