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.

What You’ll Learn

• Understand Market Dynamics: Assess market forces and their influence on your dealership’s value

• Identify Key Drivers: Learn the factors that drive your dealership’s value and how to maximize your goals

• Secure Your Financial Future: Answer critical questions like: when do I start planning, how much will I have after taxes, and will it be enough?

• Develop a Roadmap: Build a step-by-step plan to ensure your future exit gives you the retirement lifestyle you deserve

Performance Brokerage Services

The Stanek Group at Morgan Stanley