Haig Partners is proud to host its first-ever Beyond the Road: Family, Prosperity & Legacy Summit, being held on October 26, 2023, in conjunction with the Fort Lauderdale International Boat Show.
This event is a family-focused gathering that will explore strategies for owners of higher-value dealerships and dealership groups and their families to achieve prosperity, foster family unity, leave a lasting legacy, and have fun along the way.
Owners of dealerships and their family members, who will share their stories and offer perspectives from their experiences:
Optional Morning Session: Building an Action Plan for Mental Health
Many of us have family, friends, or employees who exhibit signs of anxiety or depression. Few of us know how to help them. This workshop will help attendees identify ways to address and help those we care about.
- Jeff Elhart, Former Owner, Elhart Automotive Campus
- Christy Buck, Executive Director, Founder of be nice.
Update on Conditions in Auto Retail and Their Impact on Dealership Values
An overview of current trends in automotive retail, developments in the buy/sell landscape, and some views on challenges facing dealers going forward and opportunities to adapt their business for a new retail environment.
- Alan Haig, President, Haig Partners
What is Success in Succession Planning?
Family businesses have unique challenges and opportunities that arise when planning for succession. This session will focus on how to sustain success, build a lasting legacy, and facilitate effective conversations and expectations between the current and next generation of owners.
- Larry Morgan, Chairman and Brett Morgan, CEO, Morgan Automotive Group
- Jeff Wyler, CEO, and David Wyler, President, Jeff Wyler Automotive
- Joe Laham, President, Chris Laham, Managing Partner, and Nick Laham, Managing Partner Premier Companies
- Moderator: Mike Alford, President, Marine Chevrolet and Former NADA Chairman
What Do You Do With the Money?
Many dealers are enjoying unprecedented wealth. Some want to remain dealers but wonder how they can invest their excess cash. A wealth advisor can help. Some dealers want to exit the industry but wonder what they will do to feel productive and have a life of meaning.
- Philanthropy and Startups: Jack and Robin Salzman, Former Owners, Lake Norman CDJR and Gastonia CDJR
- Securities and Private Equity: Jeffrey Thomasson, CEO, and Grayson Miller, Managing Director, Oxford Financial
Living the Dream
Embrace the reward of a lifetime's work! Convert your dreams to reality. Savor the journey from envisioning to triumphant ownership.
- Bob Denison, President, Denison Yachting
In addition to the powerhouse lineup of speakers, there will be a celebrity guest appearance by Captain Sandy from the Bravo hit series Below Deck, and guests of the event will receive exclusive VIP access to the Fort Lauderdale International Boat Show. Complimentary round-trip transportation will be provided via Denison Yachting tenders, along with private tours of yachts.
