Our Process

The simple truth is every dealer will exit their dealership planned or unplanned.

Our process is a comprehensive analysis of all the factors that affect your departure from your dealership whether planned or unplanned and a holistic approach that honors all factors that impact your family, dealership, and ownership. Our mission is to seek, create, and implement combinations of strategies that uniquely address each dealers’ goals and aspirations.

Establish Goals for Family, Business, and Ownership

Quantify Your Business and Personal Assets

Business Continuity

Retirement and Survivor Planning

Maximize and Protect Business Value

Protect Your Wealth – Execute Plan