Join experts from Pinion as they discuss best practices to plan for the inevitable “what’s next?” for your dealership. Whether it is a succession plan, estate plan, or strategic initiative – having a well-thought-out answer and plan will position your dealership for success, rather than responding to life’s unexpected events.

Gain insights on the advantages that planning creates in the long term:

  • Why transition planning matters for your dealership
  • Common challenges and triggers to planning
  • When and how often to update plans
  • Essential steps required to prepare for a transition

Email Kim Schmidt at Farm Equipment with any questions about the webinar.

About the Speaker

Marc Johnson

Marc Johnson proactively counsels business owners on financial and tax matters in order to position them well for growth and business succession. He works primarily with equipment dealerships throughout the United States, and has for over 20 years. Working with dealers’ teams through decades of dramatic change, he enjoys helping as they grow in size, complexity, and value. He delivers operational and strategic planning that encompasses tax, estate, and succession considerations, as well as counseling through and merger and acquisition opportunities and transactions.