Performance Brokerage Services

𝗔 𝗺𝗼𝗺𝗲𝗻𝘁 𝗳𝗼𝗹𝗹𝗼𝘄𝗶𝗻𝗴 𝘁𝗵𝗲 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻 𝗼𝗳 𝗙𝗶𝘃𝗲 𝗦𝘁𝗮𝗿 𝗡𝗶𝘀𝘀𝗮𝗻 𝗶𝗻 𝗔𝗹𝗯𝗮𝗻𝘆, 𝗚𝗲𝗼𝗿𝗴𝗶𝗮.

Buyer and seller together at the dealership following the completed transaction between Laz Lopez of Lopez Automotive Group and Five Star Automotive Group.

George C. Chaconas CBI MAMI, Senior Partner, and Geno Walsh, Partner of the Southeast Office, served as exclusive buy-side advisors on the transaction.

Congratulations to everyone involved in bringing this dealership transaction to a successful close.

𝐉𝐨𝐢𝐧 𝐎𝐮𝐫 𝐖𝐞𝐛𝐢𝐧𝐚𝐫: 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐢𝐟 𝐘𝐨𝐮𝐫 𝐓𝐫𝐮𝐜𝐤 𝐃𝐞𝐚𝐥𝐞𝐫𝐬𝐡𝐢𝐩
𝑺𝒂𝒍𝒆, 𝑺𝒖𝒄𝒄𝒆𝒔𝒔𝒊𝒐𝒏, 𝒐𝒓 𝑺𝒕𝒂𝒚𝒊𝒏𝒈 𝒕𝒉𝒆 𝑪𝒐𝒖𝒓𝒔𝒆

📅 Tuesday, March 17 | 10AM PDT • 12PM CDT • 1PM EDT

You’ve built a strong commercial truck dealership, but planning what comes next can feel overwhelming.

Decisions around succession, retirement, valuation, tax planning, and leadership transitions carry real financial and personal consequences. Without a clear strategy, you may limit future options or leave value on the table.

𝐖𝐡𝐚𝐭 𝐀𝐭𝐭𝐞𝐧𝐝𝐞𝐞𝐬 𝐖𝐢𝐥𝐥 𝐆𝐚𝐢𝐧:

• Maximizing dealership value
• Evaluating a sale versus family succession
• Understanding the tax and financial implications of each path
• Planning your next chapter with confidence

𝐉𝐨𝐢𝐧 𝐎𝐮𝐫 𝐄𝐱𝐩𝐞𝐫𝐭 𝐏𝐚𝐧𝐞𝐥:

• Dan Argiro, Senior Partner at Performance Brokerage Services, Inc.
• Craig Todderud, Tax Advisor at Citrin Cooperman
• Paulina Matel, CFP®, Financial Advisor at Morgan Stanley
• Brad Stanek, CFP®, Financial Advisor at Morgan Stanley

Please join us for this exclusive webinar as we give attendees the opportunity to seek out answers to their most pressing questions on the exit process.

Reserve your spot today and start planning with confidence.

Walk away with a clear picture of where you stand and the next steps to confidently reach your goals.

🎯 Reserve your spot today!
https://lnkd.in/gjsUa4uX

American Truck Dealers

📢 𝐓𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭 🚐

Performance Brokerage Services is pleased to announce the sale of Kroubetz Lakeside Campers in Lake Crystal from Kimberly Kroubetz to Bretz RV & Marine.

Founded in 1967, Bretz RV & Marine has grown into an eight-location, family-owned dealership group operating across Montana, Idaho, Washington, and Minnesota. Representing many of the industry’s leading RV and Marine brands, the company is widely recognized for its strong culture, customer focus, and award-winning performance, including the RVDA Quality Dealer of the Year Award.

This acquisition strengthens Bretz RV & Marine’s presence in Minnesota and supports its continued expansion in both RV and marine sales and service. The dealership will be renamed Bretz RV & Marine and remain at its current location.

Brandon Bretz, President of Bretz RV & Marine, shared:

“𝘑𝘦𝘴𝘴𝘦 𝘚𝘵𝘰𝘱𝘯𝘪𝘵𝘻𝘬𝘺 𝘸𝘢𝘴 𝘦𝘹𝘤𝘦𝘱𝘵𝘪𝘰𝘯𝘢𝘭 𝘵𝘰 𝘸𝘰𝘳𝘬 𝘸𝘪𝘵𝘩 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘦 𝘱𝘳𝘰𝘤𝘦𝘴𝘴. 𝘏𝘦 𝘥𝘦𝘮𝘰𝘯𝘴𝘵𝘳𝘢𝘵𝘦𝘥 𝘢 𝘳𝘢𝘳𝘦 𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘵𝘰 𝘣𝘢𝘭𝘢𝘯𝘤𝘦 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘪𝘴𝘮, 𝘪𝘯𝘤𝘳𝘦𝘥𝘪𝘣𝘭𝘦 𝘱𝘢𝘵𝘪𝘦𝘯𝘤𝘦, 𝘢𝘯𝘥 𝘱𝘦𝘳𝘴𝘪𝘴𝘵𝘦𝘯𝘤𝘦 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘢 𝘤𝘩𝘢𝘭𝘭𝘦𝘯𝘨𝘪𝘯𝘨 𝘵𝘳𝘢𝘯𝘴𝘢𝘤𝘵𝘪𝘰𝘯. 𝘑𝘦𝘴𝘴𝘦 𝘸𝘢𝘴 𝘤𝘰𝘯𝘴𝘵𝘢𝘯𝘵𝘭𝘺 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘢𝘯𝘥 𝘥𝘦𝘦𝘱𝘭𝘺 𝘤𝘰𝘮𝘮𝘪𝘵𝘵𝘦𝘥 𝘵𝘰 𝘨𝘦𝘵𝘵𝘪𝘯𝘨 𝘵𝘩𝘦 𝘥𝘦𝘢𝘭 𝘥𝘰𝘯𝘦 𝘵𝘩𝘦 𝘳𝘪𝘨𝘩𝘵 𝘸𝘢𝘺 - 𝘰𝘧𝘵𝘦𝘯 𝘨𝘰𝘪𝘯𝘨 𝘧𝘢𝘳 𝘣𝘦𝘺𝘰𝘯𝘥 𝘸𝘩𝘢𝘵 𝘸𝘰𝘶𝘭𝘥 𝘣𝘦 𝘦𝘹𝘱𝘦𝘤𝘵𝘦𝘥. 𝘏𝘦 𝘥𝘪𝘥 𝘢𝘯 𝘦𝘹𝘤𝘦𝘭𝘭𝘦𝘯𝘵 𝘫𝘰𝘣 𝘬𝘦𝘦𝘱𝘪𝘯𝘨 𝘣𝘰𝘵𝘩 𝘱𝘢𝘳𝘵𝘪𝘦𝘴 𝘢𝘭𝘪𝘨𝘯𝘦𝘥, 𝘯𝘢𝘷𝘪𝘨𝘢𝘵𝘪𝘯𝘨 𝘥𝘪𝘧𝘧𝘪𝘤𝘶𝘭𝘵 𝘮𝘰𝘮𝘦𝘯𝘵𝘴, 𝘢𝘯𝘥 𝘦𝘯𝘴𝘶𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘵𝘳𝘢𝘯𝘴𝘢𝘤𝘵𝘪𝘰𝘯 𝘴𝘵𝘢𝘺𝘦𝘥 𝘰𝘯 𝘵𝘳𝘢𝘤𝘬 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘵𝘰 𝘤𝘭𝘰𝘴𝘪𝘯𝘨. 𝘑𝘦𝘴𝘴𝘦 𝘪𝘴 𝘵𝘩𝘦 𝘬𝘪𝘯𝘥 𝘰𝘧 𝘣𝘳𝘰𝘬𝘦𝘳 𝘸𝘩𝘰 𝘦𝘭𝘦𝘷𝘢𝘵𝘦𝘴 𝘵𝘩𝘦 𝘦𝘯𝘵𝘪𝘳𝘦 𝘱𝘳𝘰𝘤𝘦𝘴𝘴, 𝘢𝘯𝘥 𝘸𝘦 𝘸𝘰𝘶𝘭𝘥 𝘸𝘦𝘭𝘤𝘰𝘮𝘦 𝘵𝘩𝘦 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺 𝘵𝘰 𝘸𝘰𝘳𝘬 𝘸𝘪𝘵𝘩 𝘩𝘪𝘮 𝘢𝘨𝘢𝘪𝘯.”

Jesse Stopnitzky, Co-Owner of Performance Brokerage Services, Inc., served as the exclusive sell-side advisor on the transaction.

Congratulations to the Bretz RV & Marine team on their continued growth.