Our 8-Step Process
Behind Every Successful Deal
Our custom process has enabled us to become the most successful dealership mergers and acquisitions company in North America. We have the expertise to support clients in the six most crucial areas of a dealership disposal or purchase: Legal; Financial; Marketing; Strategic Planning; Business Analysis
and OEM management.
01
Gathering information
Meet with client to identify needs and develop a preliminary plan
02
Valuation
Collate important documents and prepare a dealership evaluation report. Your dedicate expert advisor ensures no details is left unaccounted.
03
Marketing sales package
Generate a list of potential buyers from our confidential database as well as seek new buyers in the market.
04
Drive the market
Coordinate site tours and qualify buyers. Draft initial Letter of Intent (LOI), also known as the framework agreement.
05
Negotiating the scope of the deal
Facilitate a buyer/seller meeting to negotiate the terms to form a LOI. DSMA database identifies qualified buyers with resources to close the deal expeditiously. The aim is to attract multiple offers to maximize value.
06
Fine tuning the details
Finalize details and schedule negotiations of the purchase agreement. Lawyers and accountants draft and execute the purchase agreement. Once the agreement is final, due diligence requirements must be met.
07
Buyers application or
purchase agreement
Submit purchase agreement to factory [OEM]. Submit buyers application to factory [OEM]
08
OEM approval
Collate important documents and prepare a dealership evaluation report. Your dedicate expert advisor ensures no details is left unaccounted.
TOP REASONS TO SELL
42%
Retirement / Succession
35%
Profit Motivation
17%
Brand Realignment
6%
Manufacturer Pressure
