Name
Securing Your Legacy: How to Maximize the Value of Your Business and Build Your Exit Roadmap
Date & Time
Monday, January 19, 2026, 1:30 PM - 2:15 PM
Courtney Bernhard Jon Couwenberg
Description

Building a dealership takes grit, vision, and resilience. Many of you have weathered economic cycles, shifting consumer demands, and long hours to create thriving businesses that support your families, employees, and communities. What many owners don't always realize is just how much of their wealth is concentrated in that business. In fact, research from the Exit Planning Institute shows that 80-90 percent of a small business owner's net worth is tied up in their business and real estate. Yet, most dealers don't gain a clear understanding of the value until they're approaching a transition point, when time and options are limited.
 
In this session, we will walk through how to uncover the true value of your dealership, strategies to maximize that value, and how to create an intelligent plan for your eventual exit or transition, whether that means passing your business on to family, to key management, or preparing for a successful sale to a third party.