Wipfli Upcoming Events

Events to help grow your organization

What dealership owners need to know about successful business transition

10/8/2019 10:30 AM - 11:00 AM (CT)

Type: Live Webinar

Industry: Dealerships

Seats Remaining: 492

Event Contact:

Name: Alexis Abrahamsen

Phone: 952.230.6495


Only 20% of businesses have strategically planned a seamless, well-orchestrated succession planning model and had it work out as well as they had planned.

Succession planning will not be successful unless we challenge and change the way we do it.

Join us for a 30-minute webinar summarizing the do’s and don’ts of a successful dealership transition plan.

Highlights include:

  • What you should consider as you begin the transition planning process
  • Key elements of a successful plan
  • Pitfalls to avoid when transferring ownership to a family member or employee
  • Discussion of the sale process, including common mistakes

Who should attend?

This webinar is for dealership owners, shareholders and executives in your organization looking to gain valuable insights to ensure that you have a solid transition strategy in place. There will be opportunity for Q&A.


Paul T. Lally
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Kevin Janke
Kevin Janke, CPA, ABV, ASA
Valuation, Forensic, Litigation Support Services Leader
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Steve Hewitt
Steve Hewitt, CPA
Dealerships Practice Leader
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