A slower sales cycle doesn't have to mean reactive cuts or uncertainty. For equipment dealers, disciplined cash management is a strategic advantage that maintains stability and positions the business for long-term success.
In this webinar, presented by Pinion, we discuss how to shift from growth-first thinking to practical financial guardrails that protect liquidity, safeguard equity, and guide stronger decisions before conditions tighten.
Key Takeaways
- Understand the 2026 economic and investment outlook for equipment dealerships
- Learn how and when to use cash reserves versus protecting equity
- Discover strategies to manage liquidity inside and outside your dealership
- Implement practical financial guardrails that matter more than detailed forecasts
- Recognize early signals to act before challenges become critical
This webinar is brought to you by Farm Equipment and Pinion.
Email Kim Schmidt at Farm Equipment with any questions about the webinar.
See more Farm Equipment Webinars
About the Speakers
Marc Johnson, CPA — Principal and Lead Advisor- Agriculture and Construction Equipment Dealerships at Pinion
Marc Johnson is a principal at Pinion who works closely with equipment dealers on financial strategy, balance sheet management, and decision‑making in changing economic conditions. He brings practical insight on liquidity, equity protection, and navigating market cycles to help dealers strengthen long‑term performance.
A. Shane Bell AAMS®, RFC® — Wealth Consultant at Pinion
Shane Bell advises business owners on how to manage their assets for the long haul. As a Pinion Wealth consultant, he works closely with Pinion colleagues to integrate investment and estate plans
Dari M. Basore, BFA™, CPFA™ — Wealth Consultant at Pinion
As a wealth management consultant, Dari provides investment advice for high-net-worth individuals, as well as family-owned and closely held businesses, recommending strategies designed to meet long-term financial goals. Leading the firm's retirement plan services, she helps employers structure competitive 401(k), profit-sharing, and employee stock ownership plans.
