Selling Your RV Dealership? What You Should Know to Minimize Tax and Maximize Proceeds


Times could not be better for RV business owners – they’re so good in fact that many now want to transition out of the industry while the market is strong.

Are you among them?

If so, you will want to make sure you receive the maximum value for your dealership, limit the amount of taxes you pay on the transaction and ensure all your assets are allocated properly and well-positioned for your goals. And these are just some of the factors that you’ll need to address to maximize your potential before and after the deal.

Given these facts, where should you turn for prudent advice? Discover appropriate tax strategies for RV dealers in 2021 by attending a free webinar hosted by experienced business transaction advisors serving RV dealers.

Are you…

Unsure what your business is worth and how to start the process of selling it? Concerned about what you will be left with after taxes once you sell? Wondering what tax strategies to employ to help maximize your after-sale proceeds?

If you answer yes to any of these questions, you can benefit by listening to the advice of Brad Stanek, Jane Saxon, and Jesse Stopnitzky during this not-to-be-missed, free webinar event.

The future belongs to those who plan ahead. So RSVP today by hitting the link below.


Thursday, September 9th at 12 p.m. CST

About the Speakers

  • Brad Stanek, CFP ®
    Financial Advisor, Senior Vice President
    Brad Stanek is a certified financial planner providing comprehensive planning to help owners become financially independent of their RV dealership. He and his team are a strategic partner to RVDA.

  • Jesse Stopnitzky,
    Partner and Director of RV Division Performance Brokerage Services, Inc.
    Performance Brokerage Services is the nation’s highest volume dealership brokerage firm, advising on buy-sell activity for automotive, RV, motorcycle, commercial truck, and equipment dealerships. As a family owned company they benefit from over 25 years of experience, 700 dealerships sold and a 90% closing rate.

  • Jane Saxon is a partner at Somerset, CPAs
    Jane Saxon spends most of her time focused on tax compliance and planning for dealerships. She has expertise in financial and strategic consulting services, budget and projection preparation and accounting system design. She has over 25 years of experience in the delivery of professional services to closely-held entities, including partnerships, corporations, S-Corporations and their owners. Jane has a very strong technical tax and consulting background, which allows her to effectively evaluate client needs and make valuable recommendations.

Thank you, Yianna Kirimis, Team Administrative Assistant
Morgan Stanley Wealth Management
227 W. Monroe, Suite 3400, Chicago, IL, 60606
Office: +1 312 648-3384

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

The guest speaker(s) is neither an employee nor affiliated with Morgan Stanley Wealth Management. Opinions expressed by the guest speaker(s) are solely their own and do not necessarily reflect those of Morgan Stanley.

This presentation is for informational purposes only. We are not implying an affiliation, sponsorship, endorsement, approval, investigation, verification or monitoring by Morgan Stanley of any information contained in the guest speaker presentation. The information and data in the presentation may be deemed reliable; however, their accuracy and completeness is not guaranteed by Morgan Stanley and providing you with this information is not to be considered a solicitation on our part with respect to the purchase or sale of any securities, investments, strategies or products that may be mentioned. In addition, the information and data used are subject to change without notice. Past performance is not a guarantee of future results.

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