Dealerships | Financial Services

Dealerships

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Auto Dealerships

Dealerships must be sensitive to their clients' needs to stay competitive in their operating environment. To ensure your company's place among the leaders in the field, you need a comprehensive business strategy that allows you to take advantage of the changes in consumer demand.

CBIZ specialists provide you with the support, guidance, and expertise you need to achieve your goals and objectives. Our team of experts have vast experience and firsthand knowledge of the many intricacies related to running a dealership. We work with automotive, heavy truck, agricultural equipment, industrial/construction equipment, OPE, boat, RV and motorcycle dealerships and have a thorough understanding of all the ins and outs facing your industry.

Solutions for Dealerships

Services for Dealerships

RV Services:

  • Assurance – Audits/Reviews Compilations
  • Strategic tax planning for dealerships
  • High Net Worth tax planning for owners
  • Succession/Exit Planning for owners
  • Estate Planning
  • Benchmark analysis
  • Benefit package restructuring
  • Buy side representation – Merger and Acquisition
  • Sell side representation
  • Captive insurance Analysis
  • Cash flow analysis
  • Control assessment and process mapping
  • Expense reduction and negotiations
  • Floor plan and debt analysis
  • Government subsidies, grants and SBA loan assistance related to Coronavirus
  • Insurance premiums and coverage consulting
  • LIFO and net method inventory analysis and consulting
  • Manufacturer incentives and rebates assessment
  • Operational analysis
  • Pay plan evaluation and restructuring

Ag Services:

  • Assurance – Audits/Reviews Compilations
  • Strategic tax planning for dealerships
  • High Net Worth tax planning for owners
  • Succession/Exit Planning for owners
  • Estate Planning
  • Benchmark analysis
  • Benefit package restructuring
  • Buy side representation – Merger and Acquisition
  • Sell side representation
  • Captive insurance Analysis
  • Cash flow analysis
  • Control assessment and process mapping
  • Expense reduction and negotiations
  • Floor plan and debt analysis
  • Government subsidies, grants and SBA loan assistance related to Coronavirus
  • Insurance premiums and coverage consulting
  • LIFO and net method inventory analysis and consulting
  • Manufacturer incentives and rebates assessment
  • Operational analysis
  • Pay plan evaluation and restructuring

Equipment Services:

  • Assurance – Audits/Reviews Compilations
  • Strategic tax planning for dealershipsHigh Net Worth tax planning for owners
  • Succession/Exit Planning for owners
  • Estate Planning
  • Benchmark analysis
  • Benefit package restructuring
  • Buy side representation – Merger and Acquisition
  • Sell side representation
  • Captive insurance Analysis
  • Cash flow analysis
  • Control assessment and process mapping
  • Expense reduction and negotiations
  • Floor plan and debt analysis
  • Government subsidies, grants and SBA loan assistance related to Coronavirus
  • Insurance premiums and coverage consulting
  • LIFO and net method inventory analysis and consulting
  • Manufacturer incentives and rebates assessment
  • Operational analysis
  • Pay plan evaluation and restructuring

Dealership Services:

  • Assurance – Audits/Reviews Compilations
  • Strategic tax planning for dealerships
  • High Net Worth tax planning for owners
  • Succession/Exit Planning for owners
  • Estate Planning
  • Benchmark analysis
  • Benefit package restructuring
  • Buy side representation – Merger and Acquisition
  • Sell side representation
  • Captive insurance Analysis
  • Cash flow analysis
  • Control assessment and process mapping
  • Expense reduction and negotiations
  • Floor plan and debt analysis
  • Government subsidies, grants and SBA loan assistance related to Coronavirus
  • Insurance premiums and coverage consulting
  • LIFO and net method inventory analysis and consulting
  • Manufacturer incentives and rebates assessment
  • Operational analysis
  • Pay plan evaluation and restructuring

Jane Saxon

Managing Director

 317.472.2230
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Clair A. Rood, Jr.

Senior Managing Director

 801-364-9300
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