Whether you’re selling, transitioning to family, or exploring your next move, every dealer will eventually exit their business—are you ready?

In this informative session, David Brackenbury of Dealer Exit Planning Associates and Paul Dumm, CPA, our firm leader of Business Advisory, share essential insights on how to prepare your dealership for a successful ownership transition. Moderated by Alysha Webb, this conversation covers both financial and strategic elements of exit planning.

You’ll learn:

  • Why exit planning is essential for every dealer
  • Understand your dealership’s true value
  • Build a roadmap for succession or sale
  • Prepare for financial, legal, and tax implications
  • And how to kickstart your planning with the Exit Planning Assessment, a quick tool to identify your goals and areas of focus

Click Here to access the Dealer Exit Assessment

📥 Click Here to download the webinar slides

🔽 Watch the full recording below

Thank you to our guest speakers, David Brackenbury and Rodger Biddle of Dealer Exit Planning Associates and our very own Paul Dumm for sharing their insights and experience. Their guidance on the essential steps in dealership exit planning made this webinar a valuable resource for owners preparing for the future. We appreciate their time and expertise!

We’d love to hear from you! If you have questions, need guidance, or want to discuss how we can help your dealership succeed, don’t hesitate to connect with us.