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RESTON, Va. — Brad Stanek, with Morgan Stanley, will lead a breakout session at RVX March 13 and March 14 from 11 to 11:45 a.m. to discuss dealership succession planning, the RV Industry Association (RVIA) reported.
Stanek’s presentation will focus on these key topics:
- The specific formula to get an estimate of what a dealership is worth.
- The eight drivers that buyers value the most in determining an offer to acquire a dealership.
- Three actions business owners can take to increase the value of their dealership.
“Whether you’re thinking about selling your dealership to a third party, passing the business along to the next generation, or stepping out and having key employees run it for you, this is the session for you,” said Melissa Betts, RVIA marketing specialist.
Stanek has worked in the financial services industry since 1993 becoming an investment professional with Morgan Stanley in 2009 through a predecessor firm.
Initially with Merrill Lynch, he came to Morgan Stanley to provide clients with a full range of financial services and investment advice from one of the largest firms on Wall Street, the release noted.
As a senior vice president for wealth management, Stanek focuses on financial planning and exit planning for business owners in the appliance and electronics, RV, power sports, technology integrators and outdoor power equipment industries.
For more information or to register for RVX, visit www.rvx.org.