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DEALERSEDGE Welcome to DealersEdge
Advanced Management Education for Top-Tier Auto Dealership Managers
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  1. BKTJ Dealership Money-Manager's Playbook - World Class Best Practices

    BKTJ Dealership Money-Manager's Playbook - World Class Best Practices

    $298.00

    Published on Oct 1, 2016

    Learn what the best Dealership Financial Managers are doing to....

    -Nurture and Protect the Dealership's Assets
    -Maximize Profit and ROI
    -Take Advantage of New Savings and Money-Making Opportunities
    -Protect the Value of the Automotive Enterprise

    This Guide contains Executive Summaries of 24 Senior Dealership Management Topics... all drawn from DealersEdge Workshops featuring a team of Industry Experts... each a specialist in their field.

    Here's What's Included:

    Financial Controls & Analysis

    -Accounting Office Consolidation for Multi-Location Dealer Groups
    -How to Manage the Balance Sheet & Turn Paper Profits Into Hard Cash
    -How to Maintain Your Focus on Expense Controls... Even in the Good Times
    -How, Why & When to Create Your Own Captive Insurance Company
    -Which Government Agencies are Targeting Auto Dealers...How to Reduce Exposure

    Financial Controls & Analysis- Focus on Fixed Ops

    -The Service Pricing Challenge: How to Leverage your Competitiveness
    -5 Keys to Avoiding the Perils of Factory or Extended Warranty Audits
    -Re-thinking the Parts Pricing Matrix to Maximize Profits
    -Aging Parts... Valued Assets or Worthless Artifacts?
    -How to Avoid Physical Parts Inventory Nightmares... Getting Acct'g & Parts on Same Page

    Managing Dealership Information Systems & Costs

    -Dealership Technology Requirements for Increased Productivity in 2016-17
    -CyberSecurity... Evaluating Your Risks & Protecting the Dealership
    -Independent CRMs vs the DMS CRMs? How to Make an Informed Choice...
    -Gillrie Reports: How to Guard Against Sudden DMS Price Increases & Policy Changes

    Building & Protecting the Value of the Business

    -How Your Dealership Business Plan May be Eroding Future Enterprise Value
    -Dealership Valuation... "Blue Sky" is NOT What it Used to Be
    -Big Themes from the Kerrigan "Blue Sky Report"

    Nurturing Your Most Important Asset - Your Team

    -Guiding Your Team to Success... The Management Magic of One-on-One Coaching
    -Tips on How and Why to Hire Millennials (GenY) for Your Dealership
    -Predicting Success With a Better Hiring Process
    -Employment Law for Car Dealers... 4 Things you Need to Know
    -Fearless Firing... Effective, Confident & Humane...and Staying Out of Trouble

    ----------

    Our Team of Experts

    All the Essays in this Guide are Executive Summaries reporting on the expert content provided by these well-known auto industry experts:

    -Jodi Kippe, CPA and Kara Perkins CPA from Crowe Horwath
    -Brooke Samples from Profit Blueprints
    -Kevin Gilbreath, CPA and Senior Tax Manager at Crowe Horwath
    -Jim Radogna, Founder of Dealer Compliance Consultants
    -Les Silver, of the KEEPS Corporation
    -Erik Nachbahr, of Helion Technologies
    -Joe Riccie, CPA and Seth Danberry of WithumSmith & Brown
    -Paul Gillrie, of The Gillrie Institute
    -Rob Campbell, of WithumSmith & Brown
    -Ryan Kerrigan, of Kerrigan Advisors
    -Stuart McCallum CPA and Steve Schumacher CPA from Crowe Horwath
    -Stefan Drechsel, of The Gillrie Institute
    -Chuck Hartle', of PartsEdge
    -Steve Nickelsen, of Nickelsen/DealersEdge and Nickelsen Partners
    -Kevin Baumgart, of Hireology
    -Charles Feuss, J.D., of Kilpatrick Townsend & Stockton LLP
    -Mike Nicholes, of Nicholes Capital Management

    All represented in this Guide!

    SUBSCRIPTION OPTION:
    You can upgrade your purchase to a 1-year subscription, allowing you full NO-ADDED CHARGE access to all future Live Webinars (45+ per yr) and our online library of over 160 Recordings of past programs. For just $299 more than the price of this program, you get it all for a period of one year! That is a total of just $597 for your single-person subscription (Season Ticket) including this program. You are free to cancel at any time during the first six months and receive a refund of the additional $299 paid for this upgrade - for any reason! Learn More
  2. Jon Eyre & Matt Boyce: How to Manage Auto Dealership Online Reviews

    Jon Eyre & Matt Boyce: How to Manage Auto Dealership Online Reviews

    $597.00

    MEMBERS ONLY LIVE ONLINE WORKSHOP AND RECORDING

    This order includes a one year DealersEdge VIP Season Ticket Membership.
    For Details and Options Please visit:

    https://vip.dealersedge.com/

    Workshop Info:
    Thursday, January 11 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Jon Eyre & Matt Boyce of Podium
    Program Length: 60 Minutes
    SKU: DMA2

    Positive Online Reviews not only drive car-buying traffic, but enhance your profile on sites like Google, Cars.com, DealerRater and Edmunds

    Just about everyone refers to and relies on “Online Reviews” to make shopping and buying decisions. It is a potent force that can either drive traffic to your dealership, or… unfortunately… away from your dealership.

    Join of for this frank discussion on how online reviews can help you turn online searches into car shopping traffic. If you don’t, the competition will.

    You will discover:

    Why and how Online Reviews have become an important factor in attracting the car-shopping public
    The mechanism and process used by consumers relative to Online Reviews
    How car buying purchase decisions are impacted by Online Reviews
    Tips for building your profile on the Online Review Sites that matter most
    Learn More
  3. Joseph Magyar CPA & Natalie Frenier CPA: U.S. Tax Reform - What’s In There for Auto Dealers?

    Joseph Magyar CPA & Natalie Frenier CPA: U.S. Tax Reform - What’s In There for Auto Dealers?

    $198.00

    Become a VIP Member and Receive Access to This Recording - Reserved for Members Only

    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, January 4 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Joseph Magyar CPA & Natalie Frenier CPA from Crowe Horwath
    Program Length: 60 Minutes
    SKU: DMA1

    Dealership Tax Experts Dissect the Trump Administration’s Tax Reforms… focus on Tax Implications for Auto Dealerships & Dealers

    If all proceeds as is now expected, U.S. auto dealerships will have a new set of tax reforms to consider by New Year’s Day. You will have to measure the impact on you personally and as a business.

    You may have to adjust investments and business structures to take full advantage. Get the facts before you act. In in-depth look at Tax Reform 2018.

    Learn how these considerations impact auto dealers and dealerships:

    Key provisions of the Tax Reform Act of 2017/18 – Which are most important to you?
    Uncertainty of Interpretation – the devil is in the details – Potential impact on auto dealers?
    Tax Planning Ideas that auto dealers should consider now to take full advantage! Learn More
  4. hello

    Rob Campbell & Nicole DeRosa: Everything Auto Dealers Need to Know about IRS Form 1099

    $597.00

    MEMBERS ONLY ONLINE WORKSHOP RECORDING

    This order includes a one year DealersEdge VIP Season Ticket Membership.
    For Details and Options Please visit:

    https://vip.dealersedge.com/

    Workshop Info:
    Tuesday, December 19 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Rob Campbell & Nicole DeRosa, CPA MAcc Tax Manager at WithumSmith+Brown PC
    Program Length: 60 Minutes
    SKU: DLL3

    Experts provide a detailed report on common misconceptions and processing errors related to W-9 and IRS Form 1099. Get the complete review at this workshop.

    Learning Objectives:
    Overview of W-9 and Form 1099-MISC, includes a walk-through of the form itself
    How to identify reportable payments and payees… know when a 1099 is required
    The IRS TIN (Taxpayer ID Number) Matching Program
    How to avoid related penalties and problems with the IRS
    When to furnish and file information… such as the “de minimus error” rule
    Common 1099 errors & how to both avoid and correct
    Best Practices for the preparation of Forms 1099… including the process in your DMS Learn More
  5. Joni Stuker: Building a BDC to Boost Service & Parts Profits

    Joni Stuker: Building a BDC to Boost Service & Parts Profits

    $597.00

    MEMBERS ONLY ONLINE WORKSHOP AND RECORDING

    This order includes a one year DealersEdge VIP Season Ticket Membership.
    For Details and Options Please visit:

    https://vip.dealersedge.com/

    Workshop Info:
    Thursday, December 14 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Joni Stuker
    Program Length: 60 Minutes
    SKU: DLL2

    A detailed discussion of how to apply this tested & proven business-building process to help fuel service and parts growth!

    BDCs are nothing new, but to date have almost always been focused on the sales departments...helping to put more qualified vehicle sales prospects into the showroom.

    But with new car sales apparently topping out after a long and profitable run, we will learn yet again why the fixed operations side of the business can be, and often is, the backbone of the business and profits.

    Visit with BDC expert Joni Stuker as we examine the deployment of BDC marketing tactics to service and parts.

    You will learn:
    How to Maximize Every Inbound Opportunity!
    Powerful Outbound Steps to Past Customer Base
    Key steps to Networking your Business "circle of influence"!
    Effective Compensation Packages and Incentives
    How to Secure - Train & Compensate BDC Fixed Op's Reps
    7 Specific Steps to Get you Started! Learn More
  6. Stefan Drechsel: What’s New in Auto Sales Automation - What Works? - What is Worth the Cost?

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

    $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 December 7 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Stefan Drechsel 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 Drechsel 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
  7. 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

    $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 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
  8. 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
  9. 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
  10. 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

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