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Part Seven: Unique Opportunities in Valuation, Succession, and Estate Planning Solutions

00:57:00

Jun 24, 2020 11:28 AM

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Speakers

Adam Lawyer
Partner @DHG Dealerships
Since joining DHG in 2005, Adam has focused primarily on providing assurance, advisory and valuation services to automobile and heavy truck dealerships. Adam’s experience includes providing professional services to dealerships with revenues ranging from $50 million to more than $8 billion. Adam began his career in the dealership industry with one of the largest publicly held automobile groups. Adam has spoken and written extensively on dealership valuation, including presentations at the annual NADA conference and the AICPA National Auto Dealer Conference and numerous automotive and heavy truck 20 groups. Adam is a CPA and is Accredited in Business Valuation by the AICPA.
David Ciambella
CEO @The Rawls Group
For over two decades, David has worked with successful, closely held business owners, family members and executive management teams to address a myriad of family business succession planning issues. A Certified Financial Planner®, he specializes in solving complex problems and addresses challenging family dynamics issues inherent in family owned businesses. David works collaboratively with attorneys, accountants, valuation experts and other professional services to help clients achieve their planning goals & objectives. His expertise includes exit strategy, successor identification/preparation, facilitating strategic asset transfers, key manager retention, leadership continuity, family governance and corporate governance. A co-founder of the International Succession Planning Association™, an organization dedicated to providing professionals, business owners and strategic partners access to a network of expertise, educational tools, and resources to enhance business longevity and value.