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Services

What We Do

Our mission is to bring high level corporate finance services to small and mid sized companies. 

 

We help companies in the Automotive Aftermarket Industry make informed financial decisions. We work with companies in collision repair, glass service, mechanical service, parts and paint distributors and jobbers, and automotive retailing. 

 

Services include:

 

  • Financial Growth Planning

  • Mergers and Acquisitions Advisory

  • CFO Services

  • Operational and Strategic Advisory

Financial Growth Planning

Whether growing organically or inorganically, growth requires that a business actively manage their finances. Knowing what you are to spend before you spend simplifies the complexities of managing a business. Our corporate financial growth planning services create financial pro formas that clearly outline the sources and uses of capital to achieve your desired growth outcomes.

Mergers and Acquisitions Advisory

Buying or selling a company is complicated and risky. But when done right both can be incredibly lucrative activities. When done haphazardly they can be disastrous

 

Our M&A services manage the entire buying or selling process so that the business owner can continue to run the business. We perform due diligence, build the financial models, and assist with post transaction integration. We manage outside legal and tax council to get your deal to the finish line. But the decision to buy or sell always and at all times remains in the hands of the business owner. Buying  or selling a company is complex. We manage that complexity on the owners behalf.

CFO Services

A CFO's function is to add value while managing risk in a firm. Unfortunately dedicated CFO's are expensive. Finding experienced CFO's with industry experience is challenging at best. 

 

Our CFO services allow you to take advantage of our financial experience at a fraction of the cost of a full time CFO. If you have found yourself in a situation where your business is growing but have no idea where the income goes, you are in need of a CFO. On a monthly basis our CFO services will review one on one with you:

 

  • P&L Analysis and Review

  • Current Account Balance Sheet Analysis and Review

  • Cash Flow Statement Analysis and Review

  • Working Capital Management, Audit, and Review

  • Vendor Management, Audit, and Review

 

In addition to the monthly reporting and conference calls, CFO services include:

 

  • Ad Hoc financial reviews as necessary

  • Financial KPI creation and monitoring

  • Flash reports on critical areas

Operational and Strategic Advisory

All segments of the automotive industry are undergoing rapid structural change as a result of large financial investments in the industry. Our advisory services help the business owner anticipate change and adapt proactively rather than reactively.

Pricing

Our mission is to bring high level corporate financial services to small and medium sized businesses. We are of the firm belief that if we provide value first the revenue side of the business will resolve itself.

 

We offer multiple pricing structures that are designed to fit the nature of the specific engagement and specific needs of the client. As a result we offer fixed hourly rates, discounted hourly rates with a monthly retainer, percentage based compensation, and when appropriate payment in kind. We believe the most important aspect is that we are mutually aligned.

 

Shoot us a note below and we can have a more specific and confidential discussion.

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