Registration Fee
No Charge for MHEDA Members
This session will not be recorded
Program Overview
Following a record year for acquisitions, conditions are rapidly changing for material handling dealership buy-sell activity. If you are looking to either acquire or sell a dealership, the odds are you have questions on how to secure a successful transaction.
Join our speakers, Brad Stanek and Paulina Matel – Financial Advisors at Morgan Stanley, and Pat Albero and Dan Argiro – Partners at Performance Brokerage Services – Commercial Trucking and Equipment Division to get an inside perspective on financial planning, tax structuring, and business purchase and sales tips to help you navigate the sale or acquisition of a dealership.
Takeaways
- The results of recently released survey data on the state of the buy-sell material handling market.
- How to value a dealership you may be interested in purchasing or selling.
- Key components that go into a successful deal.
Note: This session will not be recorded for on-demand viewing. Please mark your calendar to join the live session.
About MHEDA Member – Performance Brokerage Services, Inc.
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. As a family company, it is governed by the utmost ethical conduct and integrity, benefiting from over 25 years of experience, 700 dealerships sold, and a 90% closing rate. Dan Argiro and Pat Albero manage the firm’s Equipment & Commercial Truck Division.
About MHEDA Member – Morgan Stanley
The Stanek Group at Morgan Stanley is an experienced, hard-working investment advisory team with a clear vision: to help investors like you achieve their financial goals through prudent asset management.
Speakers
Pat Albero
Pat Albero is a Partner of the Equipment & Commercial Truck Divisions of Performance Brokerage Services. With over 15 years of industry experience and relationships with hundreds of dealers and OEM’s, Patrick is perfectly suited to guide you in the sale or purchase of a Commercial Truck or Equipment dealership. Growing up in a family of small business owners, Patrick leverages his unique and personal experiences having been on both sides of a transaction.
Dan Argiro
Dan Argiro is a Partner of the Equipment & Commercial Truck Divisions of Performance Brokerage Services. 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.
Paulina Matel
Paulina has worked in the financial services industry since 2012 and is one of three financial advisors with the Stanek 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. Many of the owners have businesses in the Appliance and Electronics, Power Sports, Outdoor Power Equipment, Recreational Vehicle, or Technology Integrators industries. 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. An avid hiker and globe-trotter she and her husband, Peter, enjoy world travels and outdoor adventures.
Brad Stanek
Brad has worked in the financial services industry since 1993, becoming an investment professional with Morgan Stanley in 2009 through a predecessor firm. Initially with Merrill Lynch, he came to Morgan Stanley to provide clients with a full range of financial services and investment advice from one of the largest firms on Wall Street. As a Senior Vice President – Wealth Management, 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. His focus is on financial planning and exit planning for business owners in the Appliance and Electronics, RV, Power Sports, Technology Integrators, and Outdoor Power Equipment industries. Brad earned his Bachelor of Science degree in Finance from Indiana University. Residents of Tower Lakes, IL, he and his wife, Debra, are proud parents of two boys, Gavin and Joel.