Grace Light
Exiting an Automotive Business – Mastering the CEPA Manage Phase
Exiting an automotive business—whether it is a dealership, body shop, or aftermarket operation—requires more than just putting up a “For Sale” sign or entertaining offers. A successful transition demands a disciplined, strategic process that minimizes risk, preserves value, and aligns with the owner’s personal and financial goals. This is where the Manage Phase of the […]
Harvesting Value: What Dealership Owners Need to Know Before the Exit
After years of building your dealership—navigating inventory swings, motivating sales teams, and adapting to shifting consumer trends—the question becomes: How do you turn that success into lasting personal wealth? That is the purpose of the Harvest Stage of the value acceleration process. It is not just about selling your business. It is about harvesting the […]
Building Value in Your Auto Business
In the fast-paced, competitive world of the automotive industry, success is not just about driving revenue or increasing units in operation. It is about building a business that runs smoothly without you, stands out in the market, and holds its value whether you plan to keep growing, transition leadership, or sell. That is where the […]
From Legacy to Leverage
Being part of a family-owned business is unlike any other professional experience. It’s where tradition meets innovation, where shared meals double as boardroom discussions, and where the name on the building carries years, sometimes generations, of dedication, pride, and sacrifice. It’s a story that binds families together while also navigating unique complexities, from managing family […]
Retaining Key Employees: How to Solve One of Business Owners’ Toughest Dilemmas
May 2025 Retaining Key Employees: How to Solve One of Business Owners’ Toughest Dilemmas 5/29 @ 12:00 PM EST Hosted by Dave Clayman, CMT®, C(k)P®, AIF®, CPWA®, Founder & CEO of Twelve Points Business Advisors, with special guest Rita Ryan, International Tax Advisor, Head of Planning, and CFO at Madan + Associates. Rita brings a […]
Leadership Is the Long Game: Why Endurance Begins on Day One
When we think about long-term success in business, it’s easy to point to profitability or impressive growth metrics. But real endurance—the kind that lasts decades, through cycles and setbacks—is rooted in something deeper. It’s about building resilience, earning trust over time, and leading with a sense of purpose. At the center of that kind of […]
The 5, 4, 3, 2, 1 Every Dealer Principal in the Auto Space Needs to Know
April 2025 The 5, 4, 3, 2, 1 Every Dealer Principal in the Auto Space Needs to Know 4/21 In this dynamic and informative session, Twelve Points CEO and Certified Exit Planning Advisor David Clayman walks business owners through the “5-4-3-2-1” framework—a strategic approach to building, protecting, and ultimately harvesting the value of your business. Tailored […]
Boston Business Journal names Twelve Points a 2025 Best Places to Work company
April 18, 2025 — The Boston Business Journal has named Twelve Points to its 2025 Best Places to Work — the BBJ’s exclusive ranking of the Massachusetts companies that have built outstanding work environments for their people. The 100 companies honored in 2025 range in size and industry, with winners from the technology sector, retail industry, health care […]
The 5 Most Impactful Decisions Business Owners can Make to Minimize Taxes for the Long Term
April 2025 The 5 Most Impactful Decisions Business Owners can Make to Minimize Taxes for the Long Term 4/14 @ 12:00 PM EST In this session, Dave and Chris will break down key strategies that every business owner should consider to reduce their tax burden—not just for this year, but for years to come. From […]
The Protect Stage – Safeguarding Your Automotive Business and Legacy
Running an automotive business – whether a dealership, repair shop, or parts manufacturer – requires precision, strategy, and resilience. Just like a finely tuned engine, your business needs every component working in sync to ensure longevity. The Protect Stage of the Five Stages of Value Acceleration is about safeguarding your business, wealth, and family from […]
Cybersecurity & Data Privacy For Corporations
March 2025 Cybersecurity & Data Privacy For Corporations 3/27 @ 12:00 PM EST Threats to a business’s data security and privacy are ever-present and are increasing in magnitude. This webinar will provide insights into safeguarding sensitive information and ensuring compliance with evolving regulations. The discussion will cover the importance of developing a written data security […]