Heavy Equipment

Seize Opportunity for Dealers, Rental Fleets, Owners, and More

Heavy equipment and trucking companies have significant opportunity thanks to emerging infrastructure projects, the transaction environment, and more.

Businesses, however, can face unique economic and operational challenges before pursuing them due to complex compliance and state and local tax requirements, ever-changing demands for infrastructure projects, original equipment manufacturer (OEM) supply chain issues, and other industry-specific concerns. And these hurdles can be exacerbated based on the various sectors—agriculture, construction, government services, and more—to which they’re directly linked.

Explore how our industry-smart advisory solutions can help your business stay ahead of change and focus on what matters most: supporting projects and growing your business.

Navigate Industry Challenges

Execute Deals Confidently

Make strong, informed decisions and validate your position ahead of a merger, acquisition, or transaction. Achieve your goals by uncovering risks and issues early so you can strengthen your transaction strategy.

Create business value, assess quality of earnings, raise equity and debt capital, or evaluate strategic alternatives. For investors, we can help you strengthen your ongoing or future acquisitions as well as assist with buy- or sell-side due diligence.

Enter a deal prepared with our Transactions Services.

Prioritize Transition Planning

For business owners near retirement, planning to pass the business on to family or new leadership can be a complicated process—one that should commence years ahead of the actual turnover.

Business owners should integrate both the business’s needs and their personal financial goals when determining plans for future management, finding the right successor, and the legacy they’d like to leave behind.

Further, we are very involved with providing individual tax planning for owners. We have specific estate and gift tax professionals that assist our clients with legacy tax planning as well as gifting and valuations.

With the new changes in the estate tax exemptions, it’s important to begin this journey sooner than later.

Envision your next business and life chapter with our valuations Individual Financial Planning, Organizational Planning, Succession Planning Consulting Services, and more.

Streamline Accounting Functions

Evaluate the efficiency of your accounting department to verify your systems function properly with a high degree of quality and timeliness to help identify opportunities for improvements in your financial operations.

Utilizing our Systems Control & Operations Risk Evaluation (SCORE) program, our professionals can work with your accounting team to identify key areas of risk—including cash management, parts and service operations, inventory management, financing and insurance, schedules, and fraud risk.

Implement industry-focused accounting practices with our SCORE and Accounting Method Services and more.

Conduct Comprehensive Audits

Validate the accuracy of the information you use to make your most critical financial decisions through evaluations of your company’s overall financial and operational performance.

Evaluate audit and other risks you may face through in-depth analysis of your financial statements, internal controls, and operational efficiency.

Assess your business standing with our Financial Statement Audits, Performance Audits, Internal Audit Services, and more.

Make Data-Driven Decisions

Leverage the power of technology solutions to help boost your operational efficiencies through access to comprehensive, real-time views of your entire business.

Illuminate vital data to transform your business into a collaborative, data-driven organization. Enterprise systems can also provide insight into greater safety, quality, and compliance.

Evaluate and enhance your technology standing with our Enterprise Systems Consulting, IT Development & Integration, IT Assessment & Planning Services, and more.

Protect Valuable Assets and Data

Cybercriminals infiltrate businesses at alarming rates with targets including trade secrets, sensitive business information, financial systems, and more.

A security breach could have massive financial and reputational implications for your company—ranging from regulatory penalties, infrastructure disruption, stolen funds, and damaged customer relationships—if sensitive data leaks or critical systems become inoperable or are threatened to be deleted through a ransomware attack.

The most effective way to mitigate a breach is to prevent one from happening. Test your current systems to evaluate your safety levels and identify controls you can implement, or new systems needed, to enhance your IT security.

Prepare your business before a cyberattack strikes with our Cybersecurity Services.

Additional Key Focus Areas

  • Offset Rental Fleet Costs. Renting and managing large fleets brings significant demands. We can help you evaluate and identify strategic practices for your operations as well as evaluate opportunities to improve your cash flow and net tax rates by implementing tax strategies for new and used inventories.
  • Enhance Systems and Operations. Identify missed opportunities or weaknesses in your dealer management system (DMS) with thorough exception reports from your system.
  • Manage New Building Projects. Developing or building new dealerships or fleet locations brings complexities—managing change orders, contract budgets, internal controls—that can drive construction costs and derail timelines. Keep your projects on track and leverage savings opportunities with strategic assessments of pre-contract parameters to outline costs and expectations prior to construction start-dates, as well as prepare management practices for change orders should they arise. Leveraging dashboards and other technologies can also enhance project management effectiveness with real-time data across construction sites. Additionally, you may be able to mitigate building construction costs through cost segregation studies that help defer federal and state income taxes.

Who We Serve

From family operations to billion-dollar companies and beyond, we serve clients from every facet of the industry including dealerships, rental fleets, and owners in these sectors:

  • Heavy equipment
  • Heavy truck
  • Agriculture
  • Construction and mining
  • Energy
  • OEMs and manufacturers
  • Parts and service

Expansive Industry Experience

Deeply immersed within the heavy equipment industry, our professionals have extensive knowledge of the nuanced operations of these businesses as well as the sectors they serve including construction, agribusiness, and government services.

Our collaborative approach takes the time to understand your organization’s structure, ownership, strategic plans and ongoing banking matters. Learning about the specifics of your business needs helps us strategically explore untapped potential and new, unique solutions focused on your success and growth.

We advise clients at all intervals of development—from start-up, growth and expansion, to transition and transaction. Our professionals personally engage your business while delivering the depth of resources needed for large enterprises or those scaling up and pursuing growth opportunities.

We have significant experience navigating sensitive, complex environments and situations family-owned businesses often face where personal and business goals and challenges are intricately tied. Additionally, our one-firm approach allows your organization to tap into the full resources of our firm, integrating guidance and solutions related to other integral support areas.


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