Blog tagged as Estate planning
Strategic Planning Insights and Asset Valuation: Best Practices for Dealer Principals
Podcast: Pre-Succession for Automotive Dealership Owners
Effective Planning Now Will Minimize Your Future Tax Increases
If Your Assets Exceed Federal Estate Tax Exemption
If the value of your dealership and other assets exceeds the federal estate tax exemption, you should immediately create a plan that will minimize your estate tax exposure and maximize what your heirs will retain after taxes.
If You ...
4 Reasons to Schedule Your Dealership Evaluation Today
As markets continue to change and adjust with the latest economic factors, many dealers revisit their exit strategies. With increased taxes on the horizon, industry consolidation, questionable futures, and at the same time higher dealership values, it's easy to see why owners are ret...
The Process of Evaluating Your Dealership
Introduction
An Auto Dealership Evaluation prepared by Nancy Phillips Associates helps you define your personal needs and business options in terms of financial goals, the future direction of the business and your own exit plan. Knowing the value of your dealership is essential to ma...