Discover Dealer Exit
Planning

Dealer Exit Planning is focused solely on the owners of automobile dealerships across the country. We are a leading insurance advisory firm with a keen focus on family planning, wealth preservation, asset transfer planning, and business succession dedicated to working with car dealerships.

We are fortunate to be working with third generation ownership continuing to understand the changing marketplace and planning challenges.

Our approach to the challenges dealers face is unique. Understanding both the restrictions placed on them by the manufacturer and the complexities of an exit plan, whether a sale to an internal or external party, separates us from other advisory firms. We recognize the importance of transparency, confidentiality, and responsibility bringing value to you, your family, and your dealership.

The team has a diverse background with 60 plus years working exclusively with car dealers and their families. We recognize no one advisor or firm has all the answers. Our valued strategic alliances have allowed us to bring additional resources to our dealer client base.

Our years of experience have taught us that the planning process must always include and respect the values of family, ownership, and business. Unless these three voices are heard and respected, we believe the planning process will not be successful. We aim not to disrupt what has been done but enhance the planning that has been executed.

Our understanding of the three domains enables us to be a vital part of the overall planning process.