Financial Advisory Services
Whether you want to understand your numbers better, plan for growth, or get your financial house in order, here's how I help collision repair shop owners like you.
Get a Clear Picture of Your Financials
Most shop owners work off gut feel because their financials are confusing or out of date. I help you see exactly where your money's going, and where you're leaving profit on the table.
- A simple dashboard that shows you what actually matters
- Faster monthly closes so you're not flying blind
- Cash flow visibility: know when money's coming in and going out
- Find the leaks in labor and parts margins
Build a Real Plan for Growth
Thinking about adding a location? Buying equipment? Hiring? I help you run the numbers so you can make big decisions with confidence instead of hope.
- A 5-year plan that actually makes sense for your shop
- Should you open another location? Let's find out.
- ROI analysis on equipment and technology investments
- Understand where you stand vs. competitors in your market
- Figure out the smartest way to finance growth
Thinking About an Acquisition? Know the Numbers First.
If you're looking at another location, I help you understand what it's really worth and whether the deal makes financial sense.
- Dig into the financials before you commit to anything
- Verify the earnings are real, not inflated
- Build a financial model to see if the deal actually works
- Plan for how the acquisition impacts your cash flow and operations
- Identify the risks that aren't obvious from the surface
Outgrowing Your Financial Systems
What worked at two locations doesn't work at five. Your accounting, reporting, and processes need to keep pace with your business.
- Audit your current accounting and reporting setup against where your business is headed
- Identify where manual processes are slowing you down
- Build a reporting structure that scales with multiple locations
- Get your monthly close under 10 business days
- Implement KPI dashboards that give you real-time visibility by location
Engagement Models
Different ways we can work together, depending on what you need.
Strategic Advisory Retainer
Monthly engagement providing ongoing financial oversight, reporting, and strategic guidance.
Monthly reporting, KPI dashboards, cash flow forecasting, budgeting, and strategic planning support
Project-Based Consulting
Focused engagements addressing specific financial initiatives like system migrations, financial cleanup, or acquisition analysis.
3-6 month typical duration with defined deliverables and success criteria
Acquisition Support
Specialized financial analysis for shop owners evaluating acquisitions, including due diligence, financial modeling, and integration planning.
Pre-acquisition analysis through post-close financial integration
Selective Partnership Approach: I maintain limited client engagements to deliver the strategic attention and financial expertise your collision repair business deserves.