Other Advisory Services

Here are some of the services we offer. Don't see what you are looking for? Give us a call.

Buying Services

Why use us for your next acquisition?  We can offer you what traditional brokers can't. While traditional brokers can identify opportunities and facilitate negotiations with a seller, they represent the seller's interests. We represent you and work with you to guide you through the manufacturer's approval process. Every year, deals are lost due to a buyer's inability to receive manufacturer's approval and brokers have no experience in this area. We do!

Application Creation and Submission

Over the course of my career, I have witnessed many deals turned down, by the manufacturer, due to the content of the application package. Errors, failures to identify and address deficiencies in your application or current operations, not fully understanding the OEM’s needs; these are just some of the obstacles to receiving the much-desired approval. Let us help you avoid mistakes that could cost you the deal.

Business Planning and process Development

Success is not an accident. A well-defined business plan is key to sustained success and growth, and  processes designed to support your business plan are critical.
We, along with your team can guide you through developing a business plan and processes that support your goals.

Succession Planning

Succession planning is a difficult topic and, as a result, is often neglected. May family relationships have been destroyed due to a lack of planning.  Don't leave your legacy to chance. 

OEM-Partner Disputes

Disputes are inevitable. When you receive a warning, cautionary letter or any letter of non-performance, how you respond is critical. Let us help you get the best possible outcome.