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  1. Don Hannahs and Chris Dionot: Succession/Exit Part 2:  Maintaining Income & Control While Engaging in a Gifting Strategy

    Don Hannahs and Chris Dionot: Succession/Exit Part 2: Maintaining Income & Control While Engaging in a Gifting Strategy

    $0.00

    Free Entry Level Membership Included! Gain access to all LIVE DealersEdge Presentations as well as other discounts and specials! By Registering For This Workshop You Are Automatically Enrolled In Our FREE Entry Level Membership Program!

    Visit VIP.DealersEdge.com/ for more information.

    Workshop Info:
    Air Date: Thursday November 30 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Don Hannahs, CFP® & Chris Dionot, J.D. (Licensed not practicing) of Planning Solutions Group, LLC
    Program Length: 60 Minutes
    SKU: DLK5

    Pros and Cons of Gifting to the Next Generation While You Live or After Your Passing

    Gifting can be a successful strategy for succession and/or exit for aging auto dealers. You have two basic strategies… Gifting during your lifetime… or Gifting at death (aka / Bequeathing)

    Learn the specifics and details in this workshop… especially how to maintain control over the business and your income while engaged in gifting to the next generation.

    Explore the details:

    How to maintain “Control and Income” if engaged in a gifting program
    Taxes – Current and Proposed… Cap Gains, Estate, Gift, Generation Skipping Tax (GST)
    Estate Planning Techniques that address the very different needs of active and inactive family members
    Why most auto dealers need 3 Trusts… and how they work
    How to plan for your own financial security and importance of an accurate business valuation

    Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. Learn More
  2. Stefan Dreschel: What’s New in Auto Sales Automation - What Works? - What is Worth the Cost?

    Stefan Dreschel: What’s New in Auto Sales Automation - What Works? - What is Worth the Cost?

    $0.00

    Free Entry Level Membership Included! Gain access to all LIVE DealersEdge Presentations as well as other discounts and specials! By Registering For This Workshop You Are Automatically Enrolled In Our FREE Entry Level Membership Program!

    Visit VIP.DealersEdge.com/ for more information.

    Workshop Info:
    Air Date: Thursday December 7 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Stefan Dreschel of The Gillrie Institute
    Program Length: 60 Minutes
    SKU: DLL1

    A Technology Review focused on New Sales, Used Sales and F&I

    Keeping track of new systems that may or may not help your front end sales and finance businesses is difficult. The only constant in this realm is “CHANGE.” Visit with Stefan Drechsel as he updates you on what is available, what you should consider and what you should avoid.

    Thursday, December 7 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Stefan Dreschel of The Gillrie Institute

    Stefan Explores:

    New CRM Features: Artificial Intelligence, Video, Mobility, Sales Tracking
    Data Mining to help you create Predictive Sales
    Technology to boost Accessory Sales
    New Prescriptive F&I applications
    Overview of Digital Deal Jackets Learn More
  3. Jodi Kippe & Steve Wojcicki, CPAs: Fighting Lower Gross Margins & Rising Costs: Solutions for Dealership Expense Management

    Jodi Kippe & Steve Wojcicki, CPAs: Fighting Lower Gross Margins & Rising Costs: Solutions for Dealership Expense Management

    $198.00

    Sent To Your Door - Free Shipping U.S. & Canada!
    Hard Copy - DVD Video
    Hard Copy - CD Soundtrack
    Hard Copy - Executive Summary Written Report

    Available Immediately In Your Online Library:
    Streaming Video
    Mp4 Video File
    Mp3 Audio File
    Podcast
    Executive Summary PDF

    Did you know DealersEdge VIP Season Ticket Subscribers Have Access to this Recorded Workshop AND the Entire DealersEdge Catalog?

    Visit https://VIP.DealersEdge.com/ for more information.

    Workshop Info:
    Air Date: Thursday November 16 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Jodi Kippe & Steve Wojcicki, CPAs
    Program Length: 60 Minutes
    SKU: DLK3

    Gross margins have been shrinking in 2017 for auto dealers. At the same time your cost of doing business is on the rise. It is time to re-focus on ways to at least slow down those two alarming trends.

    It’s time to get serious:

    Analysis of Key Dealership Operating Expenses and which are ripe for improvement
    Presentation of Innovative Solutions and Techniques for Dealership Expense Management
    How to achieve Profit Improvement Goals in spite of these trends Learn More
  4. Chuck Hartle': Re-Thinking the Parts Pricing Matrix to Maximize Profits in 2017

    Chuck Hartle': Re-Thinking the Parts Pricing Matrix to Maximize Profits in 2017

    $198.00

    Sent To Your Door - Free Shipping U.S. & Canada!
    Hard Copy - DVD Video
    Hard Copy - CD Soundtrack
    Hard Copy - Executive Summary Written Report

    Available Immediately In Your Online Library:
    Streaming Video
    Mp4 Video File
    Mp3 Audio File
    Podcast
    Executive Summary PDF

    Did you know DealersEdge VIP Season Ticket Subscribers Have Access to this Recorded Workshop AND the Entire DealersEdge Catalog?

    Visit https://VIP.DealersEdge.com/ for more information.

    Workshop Info:
    Air Date: Thursday November 9 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Chuck Hartle'
    Program Length: 60 Minutes
    SKU: DLK2

    How to build the perfect parts pricing strategies for Customer, Wholesale and Internal sales. Explore the role of Price Escalators in search of the right balance for price, value and profits. Past workshop, updated for 2017.

    Chuck Will Guide You To:

    Parts pricing strategies for all types of sales, in-shop, over-the-counter, wholesale…
    Effective testing of new escalators and matrix pricing formulas
    A honest appraisal of your current parts pricing policies and practices
    A set of new principles to guide and reshape your parts pricing formulas to maximize competitive advantage and bottom line profits. Learn More
  5. Joe Magyar and Tim Daum: How to Attract & Reward Key Employees Via Compensation, Profit Participation and/or Ownership

    Joe Magyar and Tim Daum: How to Attract & Reward Key Employees Via Compensation, Profit Participation and/or Ownership

    $198.00

    Sent To Your Door - Free Shipping U.S. & Canada!
    Hard Copy - DVD Video
    Hard Copy - CD Soundtrack
    Hard Copy - Executive Summary Written Report

    Available Immediately In Your Online Library:
    Streaming Video
    Mp4 Video File
    Mp3 Audio File
    Podcast
    Executive Summary PDF

    Did you know DealersEdge VIP Season Ticket Subscribers Have Access to this Recorded Workshop AND the Entire DealersEdge Catalog?

    Visit https://VIP.DealersEdge.com/ for more information.

    Workshop Info:
    Air Date: Thursday November 2 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Joe Magyar and Tim Daum from Crowe Horwath
    Program Length: 60 Minutes
    SKU: DLK1

    This presentation will not only discuss how to compensate and attract top talent for acquisitions, but will also explore creative ways to reward and incentivize important key managers.

    As auto group consolidation continues to be a major trend in auto retail, finding and keeping high-value senior managers becomes more of a challenge. Pay plans are part of the answer. But many ambitious and talented employees are looking for more creative incentives.

    Experts from Crowe Horwath will Explore:

    Compensation/Equity issues related to acquisitions
    Considerations in offering real equity?
    Drawbacks in offering real equity?
    Deferred compensation packages?
    Phantom stock?
    Stock appreciation rights? Learn More
  6. Brooke Samples: Forecasting – Why Fresh Ideas and New Perspectives are Needed for Success in 2018

    Brooke Samples: Forecasting – Why Fresh Ideas and New Perspectives are Needed for Success in 2018

    $198.00

    Sent To Your Door - Free Shipping U.S. & Canada!
    Hard Copy - DVD Video
    Hard Copy - CD Soundtrack
    Hard Copy - Executive Summary Written Report

    Available Immediately In Your Online Library:
    Streaming Video
    Mp4 Video File
    Mp3 Audio File
    Podcast
    Executive Summary PDF

    Did you know DealersEdge VIP Season Ticket Subscribers Have Access to this Recorded Workshop AND the Entire DealersEdge Catalog?

    Visit https://VIP.DealersEdge.com/ for more information.

    Workshop Info:
    Air Date: Thursday October 26 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Brooke Samples of Profit Blueprints
    Program Length: 60 Minutes
    SKU: DLJ4

    If you want growth in 2018 you need to seek and embrace change. Brooke Samples’ advice: “Fire yourself and then re-hire the you you always wanted to be!”

    Brooke analyzes a lot of dealership financial statements. She tells us that those that take giant leaps forward (even saddled with a poor market) seek, embrace and then force change. If your growth is stalled, it’s way past time for you to forecast 2018 with fresh ideas and new perspectives.

    This workshop is for all department managers. It is designed to be a thought-starter and to answer the questions of…how and why dealers and managers should pay closer attention to their forecasting process. How and why many are missing great opportunities!

    For Profit Center Managers

    You Will Learn:

    Why CHANGE is the only way to think…Fresh Ideas & New Perspectives
    How to Calculate each Department's Full Potential using Benchmarks
    When to include rank and file employees in the forecasting process
    How to create the action plans that will result in goals actually achieved
    How to stay "on track" through the forecast period Learn More
  7. Greg Criss: Declined Service Recommendations - Creating a Solid Follow Up Calling Process

    Greg Criss: Declined Service Recommendations - Creating a Solid Follow Up Calling Process

    $198.00

    Sent To Your Door - Free Shipping U.S. & Canada!
    Hard Copy - DVD Video
    Hard Copy - CD Soundtrack
    Hard Copy - Executive Summary Written Report

    Available Immediately In Your Online Library:
    Streaming Video
    Mp4 Video File
    Mp3 Audio File
    Podcast
    Executive Summary PDF

    Did you know DealersEdge VIP Season Ticket Subscribers Have Access to this Recorded Workshop AND the Entire DealersEdge Catalog?

    Visit https://VIP.DealersEdge.com/ for more information.

    Workshop Info:
    Air Date: Thursday October 19 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Greg Criss
    Program Length: 60 Minutes
    SKU: DLJ3

    Instead of just recording “Service Declined” on the repair order, how about creating a multi-step phone marketing process to bring some of that high profit work back into the shop?

    You Will Learn:

    How to create a “Declined Work” opcode process
    How the call center can speak professionally with the guest about their needs
    How to build a “Declined Work” review process on the service lane
    How create “appointment urgency” in word tracks for your BDC
    How to sell “off-time” & create a better booking strategy
    How to track effectiveness of your “Declined Work” process
    How to follow-up (market) when a guest says “no” to your declined work contact
    Learn More
  8. Don Hannahs: Successful Succession Planning for Today’s Auto Dealers

    Don Hannahs: Successful Succession Planning for Today’s Auto Dealers

    $198.00

    Sent To Your Door - Free Shipping U.S. & Canada!
    Hard Copy - DVD Video
    Hard Copy - CD Soundtrack
    Hard Copy - Executive Summary Written Report

    Available Immediately In Your Online Library:
    Streaming Video
    Mp4 Video File
    Mp3 Audio File
    Podcast
    Executive Summary PDF

    Did you know DealersEdge VIP Season Ticket Subscribers Have Access to this Recorded Workshop AND the Entire DealersEdge Catalog?

    Visit https://VIP.DealersEdge.com/ for more information.

    Workshop Info:
    Air Date: Thursday October 5 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Don Hannahs of Planning Solutions Group
    Program Length: 60 Minutes
    SKU: DLJ1

    As more and more “boomer” auto dealers start looking to the next chapter in their lives, the need for a well thought out succession plan becomes an immediate emergency. This session will examine your challenges and opportunities.

    According to Strategic Advisors, Inc., “Baby Boomers” have a disproportionate amount of their wealth tied up in business. Also…

    65% do not know what their business is worth
    85% have NO exit strategy
    Yet… 27% Hope to exit in the next five years

    Don will focus on:

    The unique challenges facing succession in a “family business”
    The boundaries & expectations that need to be established
    Why so many auto dealers fail in this endeavor
    What to include in your “9-1-1” emergency plan
    Your Exit/Succession Options
    How to succeed at succession planning Learn More
  9. Charles Feuss, J.D: Basics Of Employee Handbooks in Auto Dealerships Today

    Charles Feuss, J.D: Basics Of Employee Handbooks in Auto Dealerships Today

    $198.00

    Sent To Your Door - Free Shipping U.S. & Canada!
    Hard Copy - DVD Video
    Hard Copy - CD Soundtrack
    Hard Copy - Executive Summary Written Report

    Available Immediately In Your Online Library:
    Streaming Video
    Mp4 Video File
    Mp3 Audio File
    Podcast
    Executive Summary PDF

    Did you know DealersEdge VIP Season Ticket Subscribers Have Access to this Recorded Workshop AND the Entire DealersEdge Catalog?

    Visit https://VIP.DealersEdge.com/ for more information.

    Workshop Info:
    Air Date: Thursday September 14 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Charles Feuss, J.D
    Program Length: 60 Minutes
    SKU: DLI2

    If it has been years since updating your Employee Handbook, you could be seeking rather than avoiding problems… Big and Small.

    Employees and managers have many expectations of each other. Unfortunately, often both employees and management seem to be working from a different set of guidelines.

    Given the accelerating rate change, a regular review of your dealership’s Employee Handbook is required. How long has it been since you have read or reviewed yours.

    Join us a Charlie Feuss, J.D. covers the basics of Employee Handbooks for today’s auto dealership environment.

    You will explore:

    Why you should or should not have an up to date employee handbook (EHB)
    What Basic Policies should be included in every EHB
    Optional Policies that you should at least consider
    Special Policies that address your locale, business style, weather, events, etc.
    Communicating your dealership business philosophy, goals and expectations. Learn More
  10. Steve Nickelsen: In-House Process for Preparing Future GMs and Dealers for Your Auto Group

    Steve Nickelsen: In-House Process for Preparing Future GMs and Dealers for Your Auto Group

    $198.00

    Sent To Your Door - Free Shipping U.S. & Canada!
    Hard Copy - DVD Video
    Hard Copy - CD Soundtrack
    Hard Copy - Executive Summary Written Report

    Available Immediately In Your Online Library:
    Streaming Video
    Mp4 Video File
    Mp3 Audio File
    Podcast
    Executive Summary PDF

    Did you know DealersEdge VIP Season Ticket Subscribers Have Access to this Recorded Workshop AND the Entire DealersEdge Catalog?

    Visit https://VIP.DealersEdge.com/ for more information.

    Workshop Info:
    Air Date: Thursday September 7 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Steve Nickelsen of Nickelsen/DealersEdge
    Program Length: 60 Minutes
    SKU: DLI1

    New alternative provides a “grow your own” approach to successfully identify and prepare “bench strength” to fuel group expansion and/or Dealer succession.

    “Growing other leaders from the ranks isn’t just the duty of the leader, it’s an obligation” -Warren Bennis

    If your auto group wants to grow, you need manpower at the highest levels to properly manage and advance your acquisition opportunities.

    And… if the CEO is looking toward retirement, or maybe just slowing down, preparing your successor is also an obligation.

    Learn how to:

    Identify the candidates with highest potential within your organization
    Utilize both in-house classroom learning and hands-on application
    Leverage in-house expertise and know how… teach your system
    Promote your auto group’s culture and standards throughout
    Nurture teamwork and cooperation throughout the group
    Create Game-Ready Bench Strength from your current management team Learn More

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