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.

Connect with Dealership Expertise

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

[email protected]

317.472.2230

Clair A. Rood, Jr.

Senior Managing Director