Pub. 3 2023 Issue 2

while providing you with liquidity immediately at favorable valuations. Private equity firms (PE) are increasingly moving into the dealership market in pursuit of promising returns. PE buyers are often willing to accept longer payback periods, particularly when investing in premium franchise segments. The key to a successful PE acquisition is securing experienced management to lead the dealership/dealer group after the acquisition. PE firms typically retain dealership managers as minority partners to run the business and smooth the transition process, which helps secure manufacturer approval. Public groups need to grow to meet investor expectations. They’re expanding their territories, shoring up existing footprints and using their scale to invest in new technologies. Ready to leave your company but don’t have a succession plan in place yet? Public companies might be a good fit for you and your business. They have leadership experience and performance records that can help secure manufacturer approval for your transition deal. Create an Active Succession Plan Are you a seller, buyer or shareholder in today’s market? If meeting looming technology changes head-on is a challenge that excites you, consider acquiring another dealership. Investing in a company that aligns with your goals can be a prudent and lucrative decision. Growth through strategic purchases of complementary franchises and/ or dealer locations can improve your economies of scale, making major expenditures and improvements more cost-efficient. That can boost profits and business value, setting you up for even greater opportunities in the future. Make a Decision Should you stay or should you go? It’s a complex decision. Dealership valuation, franchise multiples, manufacturer approval, legacy and succession considerations all come into play. Preparing for an eventual transition early on — putting your personal finances in order, preparing the business, and maximizing your company’s value — will help ensure the integrity of your dealership and your retirement funding. Do you want to stay in the business, or are you ready to move on? Your options are plentiful. Talk to your Truist relationship manager about what’s best for you and your dealership, and they can schedule a confidential discussion on your options with the Truist Securities Automotive Retail Team. Go to truist.com for more information. MATH PROBLEMS AREN’T THE ONLY PROBLEMS WE SOLVE. LET US SOLVE YOURS. It’s impossible for a business owner to foresee every challenge a business will face or to know how to respond to every situation. At Bowden & Wood, we can offer you many standard solutions to your problem, or we can develop some more creative solutions when the standard answers won’t cut it. » Advisory » Strategic Planning » Buy/Sell Consulting » Retirement Planning » Audits and Reviews » Financial Statements » Taxes » Accounting and much more! (502) 583-0262 info@bowdenandwood.com bowdenandwood.com CALL OR EMAIL US TODAY. WWW.KYADA.COM 21

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