Dealership Succession
& Estate Planning
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Succession & Estate Planning for Dealership Owners
Succession Planning
We can help you position your dealership in the best possible way to sell and ensure its ongoing operational success. Can you afford to retire if you sell your dealership? Should you transfer your dealership to a family member? If so, how can you minimize taxes?
Brady Ware’s Dealership Advisors helps you navigate these challenges and develop a plan for dealership succession. Effective plans address ownership succession, management succession, and leadership development, while meeting your personal retirement goals.
Working with you and your family to develop your succession and estate strategy, the end result is a comprehensive succession process that meets your financial, dealership, and personal goals.
Estate Planning
Transferring your wealth can be a sensitive issue, and it can become frustrating if you receive conflicting advice from family, attorneys, and business advisors.
We understand the complex nature of estate planning, and we serve as your estate planning coordinator to make it manageable. We work with your investment manager, insurance agent, attorney, and when needed, family members to develop an integrated estate plan that minimizes your estate taxes while providing for your beneficiaries in the way you desire.
With careful estate planning, you will save your beneficiaries thousands of dollars or more in estate taxes and court fees while providing for the financial security of you and your family. Considerations and strategies include:
- Establish family-limited partnerships that maximize control and flexibility while minimizing estate taxation
- Synchronize your estate plans with your business succession plans
- Set up gifting programs and charitable gifting strategies
- Provide necessary cash flow during your lifetime and that of your spouse
- Ensure equitable disposition of family-owned businesses, with an accurate business valuation in mind
- Ensure proper use and distribution of life insurance and retirement plans
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Insights & Information
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Key Contacts
Samuel J. Agresti, CPA
Shareholder
sagresti@bradyware.com
Thomas G. Wolf, CPA
Shareholder
twolf@bradyware.com
Randy Domigan, CPA
Shareholder
rdomigan@bradyware.com
Brian C. Denlinger, CPA
Senior Manager
bdenlinger@bradyware.com