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Heavy Truck and Equipment Dealerships
Buy/Sell Agreements
Audit and Assurance

Whether you are purchasing or selling a dealership or franchise, having the right team of advisors is critical to obtain the best results. As experienced dealership CPAs, our first task is to place you in touch with the "economic reality" of the proposed transaction by identifying the strengths and weaknesses of the deal. From that initial assessment, a strategy is devised to coordinate with your legal (and other) advisors to generate the best deal. The process of completing a deal is definitely not a "sprint", but rather a marathon requiring a highly skilled team working in concert with one another.

We have extensive experience in leading dealership transaction teams ranging from single-point, dealer-to-dealer transactions to deals with major dealership groups and consolidators involving multiple stores and franchises.

Every deal is unique, and every deal involves emotion and stress. While dealers are savvy business people and clearly know how to buy and sell vehicles, most dealers are not in the business of buying and selling dealerships/franchises. These are important events requiring the best team possible, and our professionals have loads of experience and success to share with you.

Our Services Include

  • Determining the value of the dealership or franchise
  • Identifying potential purchasers or sellers
  • Coordination with your professional advisors
  • Income tax and estate planning advice
  • Direct negotiations with potential sellers or buyers
  • Review of documents with your legal counsel
  • Coordination of communications between parties
  • Coordination of communications with the factory
  • Due diligence services
  • Financial structuring advice
  • Assistance with Letter of Intent, Purchase Agreement
    and Closing stages
  • Financial planning advice
Our Offerings

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