The Five Critical Questions to Ask Before Buying a Branch is a free guide for dealership leadership evaluating a branch acquisition before the LOI stage. It’s built for principals and operators working through heavy equipment dealership M&A, particularly those who need to understand the systems side of a deal before they sign anything.
Most due diligence checklists focus on financials and inventory. This guide focuses on what happens after closing: the platform question. The details that shape equipment dealership valuation just as much as revenue multiples do, because a messy system adds cost and risk that doesn’t show up on a balance sheet.
What happens to dealership software after an acquisition? That’s the question this guide is built around. Whether the target runs a heavily customized platform or a standard one affects everything from timeline to budget once post-merger IT integration begins. Inside, the guide breaks down five questions to ask before you sign:
- What platform the target runs, and how customized it is
- How clean the data actually is, from duplicate SKUs to aging receivables
- Which OEM integrations are mission critical to protect on day one
- Where manual workarounds exist, and what that signals about scalability
- Whether the current system can support future acquisitions
It’s especially useful for groups thinking beyond a single deal. If multi-store dealership group growth is part of your strategy, the same systems questions will come up again with the next acquisition, and getting ahead of them now saves time later.
Download The Five Critical Questions to Ask Before Buying a Branch now and know exactly what to ask before you sign your next LOI.