DPS has a clearly defined dealership succession planning process. We address the core issued of a succession planning. Contact us today at 1-800-338-5650.
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DPS - Dealership Succession Planning, there is Hope | dealerplanningservices.com Reviews
https://dealerplanningservices.com
DPS has a clearly defined dealership succession planning process. We address the core issued of a succession planning. Contact us today at 1-800-338-5650.
ourbios.dealerplanningservices.com
Our Team
Brian M. Middleton,CLU, Certified Family Business Specialist. Brian is the founder and President of Dealer Planning Services, Ltd. a financial planning firm committed to estate and succession planning for owners of automobile and truck dealerships. Brian is currently serving on the Foundation Board of Bucks County Community College as well as several privately held companies. Gary M. Yaglenski.
retirementplanning.dealerplanningservices.com
Retirement Planning
There can be many unspoken retirement assumptions made by owners. Just a few include:. Long term health will be good. Long term returns on investments will be strong and steady. Retirement living expenses will be less. The ease with which concentrated value locked-up in a dealership can be monetized. The real value of non-cash and securities assets. Every day will be Saturday/Sunday. WHAT IS THE AMOUNT AND SOURCES OF YOUR RETIREMENT INCOME? WHAT HAPPENS TO YOUR RETIREMENT INCOME IF THE BUSINESS FAILS?
succession.dealerplanningservices.com
Business Succession
Dealership succession tends to be highly challenging because it incorporates numerous elements including:. Personal and Professional Development of Potential Successors. Stock Restrictions on A or B above. Types of Buy-Sell Agreements. Funding of Ultimate Transfer. Impact on estate planning. Estate costs and taxes. Beyond these more technical elements is the softer side of dealership succession including:. What process was used to determine whom the successor will be? Does your successor have a formal bu...
estateplanning.dealerplanningservices.com
Estate Planning
When a business owner dies without a well thought out estate plan, assets could be disposed in an improper manner, and that person’s estate will likely be subject to excessive death taxes. This result can have a devastating effect on surviving family members. You should protect your family and business by conducting an estate planning Fire Drill . The fire drill is a quick and efficient method of identifying and correcting any significant problems, which might later create difficulties for your family.
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Contact Us
544 Stone Bridge Rd. Perkasie, PA 18944. Please ensure this is correct. Please leave your comment or question here.
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Articles
Why Does Wealth Disappear? Lehigh Valley Automotive Dealers Association Spring 2011 Download Link.
Our Team - Teleos Partners
http://teleospartners.com/our-team
The Road to Succession. Download a free copy. Brian M. Middleton, CLU, Certified Family Business Specialist. In 1983, Brian co-founded Dealer Planning Services, Ltd. (DPS) a financial planning firm committed to estate and succession planning for owners of automobile and truck dealerships. Since graduating from La Salle University in 1979, Brian has worked with over 400 family businesses in the area of Succession Planning. For the past 20 years, Jeff has served as an insurance and investment professional ...
Real World Business Succession Stories - Teleos Partners
http://teleospartners.com/real-world-stories
The Road to Succession. Download a free copy. The stories that follow are true. However, they have been summarized, simplified and sanitized in order to highlight key business succession realities. The struggle of a 2nd generation business owner. As a result, there’s frequently a strong emotional desire by second generation business owners not to sell the business or let the business fail under their watch. The complexities of family dynamics. The choice of business or family. 544 Stone Bridge Road.
The Teleos Process - Business Succession Planning
http://teleospartners.com/teleos-process
The Road to Succession. Download a free copy. Our clearly defined and highly effective four-step methodology has been developed and refined exclusively for the succession of closely held businesses. As a result of over 30 years of practical work in the field of business succession, we have developed a proven process with the following features:. Addresses core readiness issues first. Contains critical tools necessary to effectively address readiness issues. Step 1: Readiness Investigation and Assessment.
Succession Readiness Evaluation - Teleos Partners
http://teleospartners.com/succession-readiness-evaluation
The Road to Succession. Download a free copy. The Teleos Succession Readiness Evaluation. Do you have a written personal and professional development plan for your children in the business? Did you use any process to determine who your business successor will be? Has your succession plan been communicated to all members of your family and do the children not involved in the business understand how this will impact them? Does your spouse understand the implications that the planning process has on her?
True Business Succession Stories - Free at Last
http://teleospartners.com/free-at-last
The Road to Succession. Download a free copy. The struggle of a 2nd generation business owner. It seems that in some ways Buck saw himself as the caretaker for his father’s business. This is not an unusual situation. In fact, many second generation owners live with the thought of a meeting that will one day take place in heaven. When they get there they will be greeted by their father and their father’s first question will be, How’s the business? If you'd like more information on The Teleos Process.
Succession Readiness Evaluation - Teleos Partners
http://teleospartners.com/succession-readiness
The Road to Succession. Download a free copy. The Teleos Succession Readiness Evaluation. Do you have a written personal and professional development plan for your children in the business? Did you use any process to determine who your business successor will be? Has your succession plan been communicated to all members of your family and do the children not involved in the business understand how this will impact them? Does your spouse understand the implications that the planning process has on her?
Garbage In-Garbage Out - Teleos Partners
http://teleospartners.com/garbage-in-garbage-out
The Road to Succession. Download a free copy. The complexities of family dynamics. If you'd like more information on The Teleos Process. And how we can assist your business succession plan, call us today. Fill out the form below and we'll contact you! 544 Stone Bridge Road. Perkaise, PA 18944. Certified Associates and Members. The Road to Succession. Download a free copy.
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DPS - Dealership Succession Planning, there is Hope
Complexities & Hope. Complexities & Hope. Roadmap for the journey ahead? Has your business become a barrier between you and your loved ones? Do you feel unappreciated by the people to whom you have committed your life? Is your retirement income dependent upon your successor’s ability to run the business? Can the business survive without your active participation? Do you have a personal identity outside the dealership? Are you experiencing bouts of depression when pondering the meaning of your life?
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