Valuation Specialized in Heavy Equipment Dealerships
Valuations aren’t “one size fits all.” Our focus is exclusively on dealership operations, profitability drivers, and real-world market conditions in the heavy equipment industry.
When a Valuation Makes Sense
A valuation can be a critical tool when you’re facing high-stakes decisions, including:
-
Ownership transition or succession planning
-
Partner buy-in / buy-out agreements
-
Preparing for a sale (now or later)
-
Growth planning or expansion decisions
-
Financing conversations and lender requirements
-
Estate, tax, or long-term planning
-
Understanding what’s driving value—before the market forces your hand
If you want to protect what you’ve built, you need clarity on what it’s worth.
What You'll Receive
Every engagement is tailored to your dealership, but the goal is always the same: clarity, confidence, and an actionable path forward.
​
You can expect:
​
-
A confidential discovery + goals call
-
Financial and operational review
-
Market-based analysis and dealership-specific considerations
-
A clear valuation conclusion supported by data
-
A review meeting to walk through results and answer questions
-
(Optional) recommendations to improve enterprise value over time
The Valuation Process
Step 1 — Intro Call (Confidential)
We discuss your goals, situation, and what type of valuation makes the most sense.
Step 2 — Data & Financial Collection
We gather the information needed to evaluate performance and value drivers.
Step 3 — Valuation Analysis
Zach conducts the valuation using professional standards and dealership-specific insight.
Step 4 — Review
You’ll receive a clear explanation of the results and what they mean for your decisions.
Step 5 —Final Report
You are provided a final report that includes financials, company assessment, and conclusion of value.
