‘State of Buy-Sell RV Market’ Webinar Scheduled for Dec. 14
Three well-known companies in the RV industry are partnering to host a webinar, scheduled for noon (Central), Dec. 14, on “State of the Buy-Sell RV Market – Everything you Need to Know for a Successful Transaction.”
Brad Stanek, a financial advisor at Morgan Stanley, Jesse Stopnitzky, a partner at Performance Brokerage Services, and Jane Saxon, a partner at Somerset CPAs, will host the webinar to offer participants an inside perspective on financial planning, tax structuring, and business purchase and sales tips to help people navigate the sale or acquisition of a dealership.
Following a record year for acquisitions, conditions are rapidly changing for RV dealership buy-sell activity. If you are looking to either acquire or sell a dealership, the odds are you have questions on how to secure a successful transaction, according to a release.
Attendees will learn:
- The results of recently released survey data on the state of the buy-sell RV market
- How to value a dealership you may be interested in purchasing or selling
- Key components that go into a successful deal
About the Hosts
Jane Saxon
Jane Saxon spends most of her time focused on tax compliance and planning for dealerships. She has expertise in financial and strategic consulting services, budget and projection preparation and accounting system design. She has over 25 years of experience in the delivery of professional services to closely-held entities, including partnerships, corporations, S-Corporations and their owners. Jane has a very strong technical tax and consulting background, which allows her to effectively evaluate client needs and make valuable recommendations.
Jesse Stopnitzky
Jesse Stopnitzky is a Partner at Performance Brokerage Services, the Director of the RV Division and an RVDA Associate Member. Their family-company advises clients on the purchase and sale of dealerships, and has become the highest volume dealership brokerage firm in North America. Governed by ethical conduct and integrity, they benefit from over 25 years of experience, over 700 dealerships sold and a 90% closing rate.
Brad Stanek
Brad Stanek and his team specialize in helping RV Dealers, like you, become financially independent of your dealership, with a big focus on working closely with you to build out your succession and exit plan. To say that Brad’s main focus is in the RV space, is not an exaggeration. Over 90% of Brad’s day is spent working with RV dealers, where over the last 5 years, he has helped over 150 dealerships, like yours, with your planning
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
The guest speaker(s) is neither an employee nor affiliated with Morgan Stanley Wealth Management. Opinions expressed by the guest speaker(s) are solely their own and do not necessarily reflect those of Morgan Stanley. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions as Morgan Stanley and its Financial Advisors do not provide tax/legal advice.
There will be no discussion of, or distribution of written materials relating to, specific products or investments at this presentation.
Source: https://rvbusiness.com/state-of-buy-sell-rv-market-webinar-scheduled-for-dec-14/
