Dealer Services

Who We Serve

Our core client base in the dealer services industry includes privately held auto dealers, heavy equipment/truck dealers, powersport dealers, and RV dealers.

Navigating through Complexities, Driving Toward Growth

Servicing dealerships comes from a place of passion for the members of our auto dealership industry group. We love everything with wheels, just as much as we enjoy supporting closely held, privately-owned companies, especially those with the many intricacies a dealership brings.

An individual dealership is actually a number of separate businesses under one roof. Driven by sales, each interconnected department has its own set of challenges, circumstances, and needs, and requires the right type of oversight and critical thinking to function optimally.

Informing strong partnerships, one of our primary tasks is to make life easier for dealers and their employees. Today, we serve more than 30 dealers with 60-plus rooftops throughout the Western states, providing services that take us into their offices, homes, and futures.

Check-Ups and Tune-Ups for your Dealership

When working with dealerships, part of our process involves performing regular financial health check-ups and procedures geared specifically toward each service area within the business, including used and new vehicle sales, financing, service, parts and accessories, and the body shop. These procedures are designed to ensure that a dealership has the right controls in place to bring a new level of oversight, while also keeping an eye on its bottom line. That way, the dealer’s team can focus on making the entire operation run smoothly.

Firing on All Cylinders

The goal of any dealership is to put people into vehicles and to make a profit while doing so. Today’s buyers are savvier and more informed than ever. Many arrive at the lot not just looking for a deal but expecting dealers to hand them the keys.

As profit margins continue to shrink, dealers have to get more and more creative in the way they find profits. For some, this leads to mergers, acquisitions, or simply trying new things while at the same time looking to trim as much fat off of their operation without putting employees out of work.

Even when delving into the minutia, we choose to take the broad view toward providing the most robust service possible.

Why Auto Dealers Are So Vulnerable to Fraud

The Top Ten Ways to Protect Your Company From Fraud

“Our experience helps us prepare for any situation. We know how things look when all the nuts and bolts are tightened. We’re comfortable in any situation, whether we’re supporting an existing client on the tax side, handling critical compliance issues on the assurance side, helping a client formulate a succession plan, and so on.”


Dealer Services Organization Involvement