A new webinar designed to guide RV dealership owners through the complexities of exit planning and wealth maximization will be held on Thursday, July 31, at 1 p.m. EDT.
Titled “Selling Smart: How to Maximize Wealth When Exiting Your RV Dealership,” the virtual event is organized by the RV Dealers Association (RVDA) in collaboration with the Stanek-Haack Group at Morgan Stanley and Performance Brokerage Services.
The session aims to address a critical financial issue facing many RV dealers: the concentration of personal wealth in a single business.
Organizers note that for many owners, more than 90% of their wealth is tied up in their dealership, and inadequate planning often leads to unsatisfactory outcomes at the point of sale.
This webinar is intended for owners at all stages of their business lifecycle—whether just starting to think about retirement or actively preparing for a transition.
Participants will gain practical strategies to protect their wealth and prepare their dealerships for a future sale.
Featured speakers include Brad Stanek, CFP, a financial advisor with the Stanek-Haack Group at Morgan Stanley, and Jesse Stopnitzky, co-owner of Performance Brokerage Services.
Both bring extensive experience in succession planning, dealership valuations, and transaction execution within the RV sector.
Stanek has worked with hundreds of RV dealership owners to develop financial and estate strategies that aim to reduce tax liabilities and prepare businesses for successful transitions.
Stopnitzky, representing one of the most active dealership brokerage firms in North America, also focuses on valuation accuracy and strategic exits.
The webinar will cover topics such as how early planning can raise dealership value and lower tax exposure, methods to determine a dealership’s true worth, and how to assess financial readiness for retirement. It will also outline key actions to make a dealership exit-ready within three to five years.
“While we rarely approach our businesses with the end in mind, succession planning is one of the most important and inevitable stages that every business owner will face. It is the culmination of years of hard work, risk-taking and sacrifice,” Stopnitzky said in a press release.
“Preparing your business well in advance of a future sale is not just about maximizing value, but honoring your legacy, protecting all that you have built, and exiting when the time is right for you and your family,” Stopnitzky added.