Description

Join the Stanek-Haack Group at Morgan Stanley and Performance Brokerage Services for this must-attend webinar for dealer principals looking to secure their business legacy. The session will dive into proactive exit planning strategies, equipping attendees with the knowledge to explore all available options. From navigating external third-party sales, to orchestrating seamless internal family transitions, or entrusting your business to a dedicated employee, this webinar provides insights into succession planning specifically tailored for material handling dealers.

Key Takeaways:

• Are you unsure which exit and succession plan option is right for you?
• Are you wondering how does each option impact the owner legally, financially, and from a tax perspective?
• Are you interested in learning what key documents are executed throughout the transaction?
• Are you curious what opportunities and pitfalls principals need to be aware of?

Speakers

Pat Albero

Pat Albero, Partner, Equipment & Commercial Truck Division of Performance Brokerage Services, Inc. With over 15 years of industry experience and relationships with hundreds of dealers and OEM’s, Pat is perfectly suited to guide you in the sale or purchase of a Commercial Truck or Equipment dealership. Performance Brokerage Services, Inc. is the highest volume dealership brokerage firm in North America, advising on buy-sell activity for automotive, RV, motorcycle, commercial truck, and equipment dealerships.

Dan Argiro

Dan Argiro, Partner, Equipment & Commercial Truck Division of Performance Brokerage Services, Inc. Dan earned a degree in Business Management with a minor in Marketing from North Carolina State University. Over the past 20 years he has owned a number of businesses in multiple industries including real estate, financial, security, automotive, and consulting. He authored his first book in 2021 and is working on his second. He has a passion for automobiles, motorcycles, and public speaking. Performance Brokerage Services is the highest volume dealership brokerage firm in North America, advising on buy-sell activity for automotive, RV, motorcycle, commercial truck, and equipment dealerships.

Paulina Matel

Paulina, CFP ® – Financial Advisor of The Stanek-Haack Group at Morgan Stanley.  As a Certified Financial Planner, Paulina focuses on working with privately held businesses, business owners and their families to take them through all phases of wealth management, including wealth accumulation, wealth preservation, wealth transfer, and charitable giving. Paulina’s work with business owners often focuses on a graceful business exit and owner(s) transition to retirement. Paulina has earned her Bachelor of Science in Business Administration with a Concentration in Finance and Bachelor of Arts in International Business from Dominican University.

Brad Stanek

Brad, CFP ® – Financial Advisor, Executive Director of  The Stanek-Haack Group at Morgan Stanley. has worked in the financial services industry since 1993. He focuses on the financial planning for executives and business owners using an uncommon investment management style designed to provide superior risk/return results. Brad is also a Certified Financial Planner and is registered in all 50 states. Brad earned his Bachelor of Science degree in Finance from Indiana University.