Name
Dealership Valuation & Wealth-Building Strategies
Date & Time
Monday, November 6, 2023, 1:30 PM - 2:30 PM
Speakers
Courtney Bernhard - Performance Brokerage Services, Inc.
George Chaconas - Performance Brokerage Services, Inc.
Paulina Matel - Morgan Stanley
George Chaconas - Performance Brokerage Services, Inc.
Paulina Matel - Morgan Stanley



Description
98% of business owners aren’t sure about their business’ value. Are you? Whether you're preparing for an exit or long-term growth, this session will help you maximize the potential of your dealership. Delve into the components that shape your dealership's valuation, master tips to optimize your balance sheet, and learn actionable steps to bolster both your wealth and business worth. Plus, gain valuable insights into tax-minimizing financial planning.
Session Type
Session