M&A Advisory
Buy Right. Sell Well. Execute with Confidence.
Buying or selling a dealership is unlike any other business transaction. Blue sky, real estate, manufacturer approval, franchise agreements, floorplan, and family considerations all shape the deal. Whether you’re acquiring stores to grow your group or planning a sale or succession, the decisions you make in a transaction will affect your business and your family for years to come.
Buy-side and sell-side support for the details.
You hired experts to help you identify acquisitions or buyers, but who is executing it? Rooftop brings dealership operating and financial expertise to every stage of the transaction. We understand what has to happen before and after the handshake, and what it takes to close and integrate successfully.
Buy-Side Advisory
Evaluating acquisition targets beyond the financials, including staffing, contracts and technology
Financial and operational due diligence, including normalized earnings and fixed ops performance
Timeline planning, lender coordination, and support through manufacturer approval
Post-close integration of accounting, systems, and processes
Sell-Side Advisory
Exit-readiness assessment and pre-sale financial cleanup to present your stores at their best
Coordination with outside legal and tax teams to maximize estate planning throughout process
Preparation of financial and operational materials for prospective buyers
Guidance through due diligence, manufacturer approval, and closing
Post closing support for reinsurance companies and other ongoing transactions
What You Can Expect
A clear, defensible view of value before you go to market or make an offer
Fewer surprises in due diligence
Hands-on support for all the details
An advisor who understands both the deal and the dealership
Let’s start a confidential conversation about your goals.