Planning the Future of Your Truck Dealership: Sale, Succession, or Staying the Course
As a dealer, you've built something incredible, but what comes next? This session will help you navigate critical questions around succession, retirement and long-term planning. Whether you're considering selling to a competitor, passing the business to family, or continuing your involvement, you'll learn how to maximize value, prepare future leadership and plan wisely. You've earned the right to choose your next chapter this workshop will help you do it with confidence.
Presenters
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Paulina Matel
Financial Advisor, Vice President at The Stanek Haack Group | Morgan Stanley
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Dan Argiro
Partner, Equipment & Commercial Truck Divisions, Performance Brokerage Services Inc.
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Brad Stanek
Financial Advisor, Executive Director | The Stanek Haack Group at Morgan Stanley
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Craig Todderud
Partner | Citrin Cooperman
