Dealership Capital Review for Dealers
A Strategic Starting Point for Dealerships
The Dealer Capital Review is the point where clarity begins.
It is a structured, advisory-led assessment designed to help dealers understand how capital, real estate, and ownership decisions work together—or work against each other. Rather than focusing on transactions, the review identifies hidden value, structural misalignment, and long-term risk before decisions become time-sensitive.
Most dealers have capable advisors. Few have a coordinated capital strategy.
The Dealer Capital Review fills that gap.
What the Dealer Capital Review Covers
Each review is tailored to the ownership structure and objectives of the dealership, but typically includes:
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Ownership & Entity Structure
Evaluation of operating entities, real estate ownership, and intercompany relationships to identify alignment issues, inefficiencies, or unintended exposure.
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Rent & Real Estate Alignment
Assessment of current rent relative to real estate value, cap rate implications, and long-term impact on enterprise value and optionality.
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Balance Sheet & Capital Positioning
Review of debt, equity, and liquidity positioning to understand how capital is deployed and where flexibility exists—or is constrained.
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Liquidity & Optionality Assessment
Analysis of available liquidity paths, including sale-leaseback readiness, recapitalization considerations, and timing sensitivity—without recommending execution.
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Strategic Timing Considerations
Evaluation of ownership goals, growth plans, facility requirements, and transition horizons to frame decisions within an appropriate time context.
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Transformative Readiness
Our advisory approach is designed to give dealers confidence in complex, high-stakes decisions—so transformations occur deliberately.
What This is Not
To be clear, the Dealer Capital Review is not:
A listing proposal
A buy-sell opinion
A forced path toward a transaction
A one-size-fits-all template
There is no expectation to proceed beyond the review.
Who This is For
Our dealer capital review is designed for:
Privately held auto dealerships
Multi-store operators and consolidators
Family-owned dealerships planning future transitions
Owners seeking clarity without pressure
Whether ownership plans to grow, hold, recapitalize, or eventually exit, the Dealer Capital Review provides a disciplined starting point.
Learn More
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Capital and real estate decisions compound quietly over time. Rent that is never adjusted, real estate that is undervalued, or liquidity options that are misunderstood can suppress enterprise value long before an exit is ever considered.
The Dealer Capital Review helps ownership step back and evaluate the whole picture—objectively, confidentially, and without pressure.
This is not a valuation.
This is not a sell recommendation.
This is not a brokerage pitch.
It is a strategic diagnostic.
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The Dealer Capital Review is designed to surface insight—not create urgency. Dealers walk away with:
A clearer understanding of how capital and real estate influence enterprise value
Visibility into potential value leakage or structural risk
A framework for coordinating CPAs, attorneys, and lenders
A defensible baseline for future decisions
Greater confidence around timing, control, and optionality
For many owners, it is the first time these elements have been evaluated together.
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At Melton Advisors, we believe better decisions are made early—when options are widest, and pressure is lowest.
The Dealer Capital Review creates that clarity.
