Dealership Transactions & Consulting | Client Interview
How One Project Led To A Full-Service Accounting Partnership
By Sam Agresti, CPA
This is an interview with a real client, Joey. He has been in business for nearly 25 years. For all these years, he has used one accounting firm. But after working with the Brady Ware Dealership Team for an M&A transaction, Joey has switched several of his new dealerships over to Brady Ware for comprehensive compliance and advisory services. Find out why in this interview with Joey of Great Lakes Auto Group.
1. How did you initially hear about Brady Ware, and what was your first interaction like?
I heard about Brady Ware in 2020 during a buy/sell process. My attorney recommended Brady Ware for their expertise in dealership services. This wasn’t my first M&A transaction, so I know how stressful and tense they can be. Meeting with the Brady Ware team alleviated my problems. They were accommodating, worked around my schedule, and made things happen quickly.
2. What specific goals did you want to accomplish with Brady Ware, and what problem were you trying to solve?
We started with the buy/sell process, then we worked with Brady Ware on a cost segregation study for a property. Now, they work on three of our dealerships with tax and accounting services. With the M&A transaction, there are so many moving parts, and I was looking for a reliable partner that I felt confident in to understand the intricacies.
3. Why did you decide to move forward with Brady Ware’s services?
With Tom Wolf’s expertise leading the way, I felt confident that Brady Ware could provide the tailored solutions we needed to drive business improvements. Additionally, their commitment to accommodating our needs and working around our schedule further solidified our decision to partner with them.
4. What results did you achieve after working with Brady Ware’s team?
This is our first tax season with Brady Ware, but we have already seen results from the other services they performed for us. The cost segregation study saved us significant sums and their strategic tax planning optimized our financial structures. We’ve seen increased efficiency, improved cash flow, and greater overall profitability since engaging their services.
5. Was hiring Brady Ware as a business consultant worth it?
Absolutely. Tom & Brady Ware have educated me as a client to make better decisions, to be able to understand all of my options so that together we can make better tax decisions. Their expertise, guidance, and personalized approach have empowered us to make informed decisions and achieve long-term success. From cost-saving measures to strategic planning, Brady Ware has played a pivotal role in driving our business forward.
6. Did anything stand out to you about the process or exceed your expectations?
What stood out to me the most about working with Brady Ware was the personal touch they brought to every interaction. Their dedication, professionalism, and commitment to our success exceeded our expectations and solidified our loyalty to Brady Ware. They’re not just advisors; they’re trusted allies in our journey towards business excellence.
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If you have questions about Brady Ware’s M&A services, reach out to an advisor today and become the next Brady Ware success story.
Dealership Advisors
Tom is one of your trusted, go-to dealership advisors. He has been working with the auto industry for over 20 years, learning the ins and outs from different points of view. He now focuses his time on leading dealers toward their financial goals by making sure tax details are set up to their advantage.