About the Session

Over the years and likely decades, through boom-and-bust economies, seven-day work weeks, and even a pandemic, you have worked hard to build incredible marine dealerships. A dealership that one day will either be passed down to the next generation, transferred to management, or sold as you sail off into retirement. However, according to the Exit Planning Institute, upward of 95% of owners aren’t certain of the value of their business, and similar studies show that on average 80-90% of a small business owner’s net worth is locked in their business and real estate. For these reasons, the road to a successful exit can often seem unclear and leave you uncertain about what next step to take.

In this session, we will provide you with clear steps to take control of your future. We will cover the state of the market, identify key drivers that maximize your dealership's value, and help you build a personalized roadmap for a tax-efficient exit. You deserve to reap the rewards of your hard work. Attend this session to gain the clarity and confidence you need to chart your course to secure a prosperous future retirement.