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Automotive Services
Dealerships, repair shops. Service revenue mix, parts inventory, EPA compliance.
45 day typical timeline2-4x EBITDA (independent), 3-6x (franchise dealership)
Document categories
The diligence checklist is organized into these top-level categories. Each one has its own subchecklist auto-generated when you launch a deal.
Financial Statements
Tax Returns
Legal & Corporate
Licensing & EPA
Facilities & Leases
Equipment
Parts Inventory
HR & Payroll
Insurance
Customer Contracts
Technology (DMS)
Franchise Agreements
Industry-specific documents
These are the documents that matter most for automotive services — things you'd miss with a generic checklist.
- 📄ASE certifications for all technicians
- 📄State repair shop registrations and EPA waste permits
- 📄Underground storage tank (UST) insurance and compliance
- 📄Warranty claim history and manufacturer chargebacks
- 📄Manufacturer franchise agreements (if dealership)
- 📄DMS (Dealer Management System) export (3 years)
- 📄Parts inventory with aging and turnover
- 📄Dealer reserve statements from lenders
- 📄Environmental site assessment (Phase I/II)
- 📄Customer repair order history and CSI scores
Common red-flag patterns
The AI scans uploaded documents for these patterns and surfaces them with source citations so you can investigate quickly.
- Underground storage tank contamination risk or open remediation
- Warranty chargebacks trending upward
- Technician turnover above industry average
- OEM franchise agreement non-transferability
- Environmental liens or regulatory enforcement
- Uncollected dealer reserves or chargeback exposure
- Customer Satisfaction Index (CSI) below OEM threshold
Key metrics tracked
Pulled from financial statements and operational data, these metrics anchor the diligence narrative.
Repair Orders per Day
Hours per RO
Parts-to-Labor Ratio
Technician Productivity %
CSI Score
Gross Profit per RO
Run a automotive services deal in minutes
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