Dealerships
Dealerships are our DNA
From reinsurance optimization to investing liquidity and assisting with acquisitions or dispositions, we bring unmatched expertise to the space. Our experience as both investors and operators in dealerships and reinsurance is unmatched in the industry. Our alignment in managing our own operations in the same manner as yours means we only win when you win.
What We Do
Dealers often benefit from the opportunity to benefit from profit participation structures such as Controlled Foreign Corporations (CFCs) or Dealer Owned Warranty Company’s (DOWCs). We are intimately familiar with these structures and optimizing them driven by our founder’s experience with his own CFC. We are your thought partner on establishing the right structure and driving the right long-term value creation from them. Learn More.
Dealers are one of the strongest entrepreneurial communities in the world. This often creates multiple business holdings, private investments, and liquid securities. We know the challenges that come with creating a unified approach to managing and optimizing this wealth. From rollup reporting to enhance visibility of your broad portfolio to helping you think through bespoke investment opportunities, we can be your trusted partner in every aspect of your financial life. Learn More.
Business Consulting and Liquidity Planning
Within our Family Office Solutions, we are uniquely positioned to help our clients think through their long-term business strategy. As dealers by background, we know the intricacies of not just a family business, but one in a regulated industry with manufacturer pressures. This creates increased complexity from a generational transfer and succession planning perspective that WMK will be your partner on solving.
Why Partner with WMK
