Our Services

What We Do

Debt Sourcing/ Refinancing

Our Debt Refinancing services are aimed at optimizing your financial structure to reduce costs and enhance flexibility. We specialize in helping you secure lower interest rates, eliminate personal guarantees, and loosen restrictive covenants.

Our approach includes a detailed assessment of your current debt obligations, followed by a strategic engagement with multiple financing sources to ensure competitive terms. With our deep industry insights and robust negotiation strategies, we strive to increase your free cash flows and improve overall financial health.

2 cars in a showroom

Buy/Sell Advisory

We offer unbiased representation, avoiding conflicts of interest common with brokers. Our commitment to independent advocacy ensures fairness for both buyers and sellers.

We aim to modernize industry practices, aligning automotive transaction representation with standards in other sectors. Combining automotive expertise with professional service, Audientis Auto delivers comprehensive buy-sell advisory services to dealers.

Our guidance covers business valuation, acquisition strategy, negotiation execution, deal structuring, financing, franchise application, and more. Beyond transactions, we offer diverse financial services like Estate and Tax Planning, Real Estate Development, and Succession Planning.

For dealers planning retirement, we prioritize developing and executing transition plans, ensuring a smooth process.

Dashboard of a car

Dealership CFO Services

Audientis Auto’s bespoke services reach all phases of a dealership’s lifecycle, including:

  • Outsourced CFO solutions - financial experience and expertise integration​
  • Treasury management
  • In-depth, high-touch, high-level analysis and advisory​
  • Organize management of risk, safety initiatives, insurance, and other​ expenses​
  • Vendor consolidation and negotiation​
  • F&I additional profit opportunities​ via: Reinsurance, Retros, and DOWC's​
  • Strategic advisory to set and achieve long-term financial goals
Car showroom with multiple cars

Estate & Trust Planning

Our Estate & Trust Planning services are designed to provide you with peace of mind and a secure future for your loved ones. With our expertise, we tailor strategies that encompass everything from simple wills to complex trust structures and estate administration. Whether you're looking to minimize estate taxes, ensure the care of dependents, or manage charitable giving, our team is here to guide you every step of the way. We focus on understanding your unique family dynamics and financial picture to develop a comprehensive plan that aligns with your long-term goals.

Family smiling

Debt Sourcing/ Refinancing

Our Debt Refinancing services are aimed at optimizing your financial structure to reduce costs and enhance flexibility. We specialize in helping you secure lower interest rates, eliminate personal guarantees, and loosen restrictive covenants.

Our approach includes a detailed assessment of your current debt obligations, followed by a strategic engagement with multiple financing sources to ensure competitive terms. With our deep industry insights and robust negotiation strategies, we strive to increase your free cash flows and improve overall financial health.

2 cars in a showroom

Buy/Sell Advisory

We offer unbiased representation, avoiding conflicts of interest common with brokers. Our commitment to independent advocacy ensures fairness for both buyers and sellers.

We aim to modernize industry practices, aligning automotive transaction representation with standards in other sectors. Combining automotive expertise with professional service, Audientis Auto delivers comprehensive buy-sell advisory services to dealers.

Our guidance covers business valuation, acquisition strategy, negotiation execution, deal structuring, financing, franchise application, and more. Beyond transactions, we offer diverse financial services like Estate and Tax Planning, Real Estate Development, and Succession Planning.

For dealers planning retirement, we prioritize developing and executing transition plans, ensuring a smooth process.

Dashboard of a car

Dealership CFO Service

Audientis Auto’s bespoke services reach all phases of a dealership’s lifecycle, including:

  • Outsourced CFO solutions - financial experience and expertise integration​
  • Treasury management
  • In-depth, high-touch, high-level analysis and advisory​
  • Organize management of risk, safety initiatives, insurance, and other​ expenses​
  • Vendor consolidation and negotiation​
  • F&I additional profit opportunities​ via: Reinsurance, Retros, and DOWC's​
  • Strategic advisory to set and achieve long-term financial goals
Car showroom with multiple cars

Estate & Trust Planning

Our Estate & Trust Planning services are designed to provide you with peace of mind and a secure future for your loved ones. With our expertise, we tailor strategies that encompass everything from simple wills to complex trust structures and estate administration. Whether you're looking to minimize estate taxes, ensure the care of dependents, or manage charitable giving, our team is here to guide you every step of the way. We focus on understanding your unique family dynamics and financial picture to develop a comprehensive plan that aligns with your long-term goals.

Family smiling

Lets Work Together

Contact us for a no-cost, no-obligation assessment to see whether Audientis Automotive Advisors can help you reduce costs.