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SUCCESS CREATES CHANGE
CHANGE REQUIRES PLANNING

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For decades, dealers have built wealth through DealerMax's tailored F&I strategies. Now, dealers can manage wealth, reduce expenses, protect their families, and secure their legacy with tailored advisory services. F&I + M&A = MORE

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ADVISORY SERVICES

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​"CFO ON THE GO"

 

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Dealership

​BUY/SELL ADVISORY SERVICES

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FAMILY OFFICE

 

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  • Outsourced CFO solutions – financial experience and expertise integration
     

  • Strategic debt restructuring (pricing, covenants, terms, etc.) In-depth, high-touch, high-level analysis and advisory
     

  • Organize management of risk, safety initiatives, insurance, and other expenses
     

  • Vendor consolidation and negotiation
     

  • F&I additional profit opportunities via Reinsurance, Retros, and DOWC's
     

  • Strategic advisory to set and achieve long-term financial goals

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Integrates with DealerMax income development strategies and and aligns with mission of dealer profitability

 

  • Expansion/exit-strategy planning with decades of market experience
     

  • Advisory for business valuation, negotiation, pricing, structuring transactions, arranging financing, franchise application, and approval – procedure & implementation
     

  • Planning for estate tax, succession, real estate development – raising capital, and banking relations
     

  • Representation for only the buyer OR seller – retains integrity and avoids conflict
     

Quickly ramp up PVR profits with DealerMax income development programs for higher strategic dealership sale price

 

  • Protect assets, wealth, legacy, and future generations
     

  • Estate, gift, trust, and succession, continuation planning
     

  • Tax minimization strategies that help manage business risk
     

Expert advisory, tailored
to each dealer

 

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"The #1 way to generate value without additional overhead cost is the profit power of F&I"
- Jim Maxim Jr.
President & CEO DealerMax

 

THE "USE-IT-OR-LOSE-IT" MOMENT


The historically high estate tax exemptions are sunsetting - With Biden's tax reforms, it may come sooner than you think!  

Access experts who help dealers with the complexities of wealth planning and endeavoring to shift appreciating assets out of the taxable estate.

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**Dealership value increase based on the Rule of 72: at a 10% fixed annual rate of return, your money doubles every 7 years

 

Recent events present incredible opportunities as consolidation takes place throughout the industry. 
 
Whether you are looking to buy or sell a dealership, succession planning or planning for new success, the DealerMax team of M&A experts can help. Let us advise you on the pitfalls, preparation, and brand new possibilities available in this unprecedented moment.  

  • Dealer Valuation

  • Succession Planning

  • Leaving a Legacy

  • Management Preparation

  • Cashflow Analysis

  • Image Compliant Facilities

  • Property appraisals 

  • Omni-Channel Presence 

  • Legal Considerations

OPPORTUNITY IS KNOCKING KNOWING!

LOOKING TO EXIT:
Who is buying?

Exciting opportunities have emerged!
This is historic moment for the industry to make a move. Our M&A  experts help dealers with advisory services to walk them through the processes surrounding buy/sell to meet their future goals.
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LOOKING TO EXPAND:
Why are sellers motivated?

  • Private Equity and Family Offices

    • Strict return criteria Sophisticated/disciplined investors

    • Need to partner with operator

    • Billions in dry powder

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  • Public Companies

    • Growth through acquisitions

    • Tuck-ins and resultant benefits of economies of scale

    • Generated cash flow has future acquisitions “competing” with dividends and/or share buybacks
       

  • Large Dealership Groups

    • Smaller groups getting larger

    • Finding best use of cash flow is buying another dealership

 

There are multiple buyer types with large acquisition war chests and motivation. When coupled with seller motivation, the result is a robust buy/sell market.

 

  • Concerns over large and growing competition and need to grow to stay competitive
     

  • Having the majority of their net worth in a single bucket
     

  • Reluctance to invest in capital improvements
     

  • Recession. Covid. What is next?
     

  • Aging ownership population
     

  • Profits and possible higher valuations
     

Yet, acquirers are looking for specific targets. Certain attributes are looked for and the seller must be cognizant of these attractive features.

 

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