IMA Financial Group | Full service risk advisory and insurance brokerage firm offering bespoke dealer solutions for risks such as Dealer Open Lot, Garage Liability, Property, and Employee Benefits among others.
HR4
HR4 is the only all‑in‑one HR and safety platform built specifically for auto dealerships. From recruiting and onboarding to time tracking, training, health & safety, and compliance — HR4 helps you streamline operations, stay compliant, and build high-performing teams across rooftops. Trusted by over 1,000 dealers across North America, HR4 eliminates the need for disconnected point solutions. We deliver a modern, dealer‑specific experience that empowers every manager, every department, and every rooftop with the tools they need to succeed. With HR4, you can: Hire the right people faster Onboard and train with confidence Digitize handbooks, forms, time, and safety processes Track performance and certifications Automate compliance and mitigate risk Gain real-time visibility across locations Built for dealerships. Backed by experts. Ready to scale with you.
Federated Insurance
Federated’s Equipment Dealer Shield® is a commercial property and casualty insurance program developed with help from industry trade associations and business owners like you. Additionally, risk management tools and loss prevention programs are continually being developed to address the equipment dealer industry’s specific concerns. | Federated Insurance® provides industry-specific insurance products and risk management resources. Local marketing representatives can help businesses create the insurance program that fits their needs. | Federated is proud to partner with NFDA as the association’s exclusive endorsed Property & Casualty, Workers Compensation, and Financial Protection Services provider. Since 1904, Federated has protected businesses through valuable insurance and risk management services. Rated A+ by AM Best®, we understand the unique insurance needs of the funeral services profession. At Federated, It’s Our Business to Protect Yours®. | Federated Insurance provides industry-specific insurance products and risk management resources. Local marketing representatives can help businesses create the insurance program that fits their needs.
Elevation Dealer Services
Elevation Dealer Services is a dealer-first F&I agency serving Automotive, RV, Marine, and Powersports dealerships nationwide. With deep retail and administrative experience, we specialize in helping dealers maximize profitability and long-term wealth through tailored Reinsurance formations, optimized Investment Policy Statements, and a comprehensive suite of F&I products. Our team partners with more than 300 dealerships across 13 states, delivering solutions that reduce fees, improve compliance, and accelerate compound growth. Beyond products, we provide training, recruiting, and leadership development that elevate dealership culture, boost PVR, and drive sustainable growth. At Elevation Dealer Services, our mission is simple: to create dealer-centric strategies that build stronger teams, protect customers, and multiply wealth—ensuring success today and for generations to come.
Dealer Life Group
We understand the world of owning and operating a franchised new car dealership. Your world we are remarkably familiar. It is amazing to watch our friends and clients run a large multi-point car dealership across a state or a small family dealership in a small rural community where mom and dad have been operating a generational store. You all have to be experts in some many areas. Let our team help you preserve and protect one of the most significant assets in your entire estate. Your car dealership. Your business is your retirement plan in many cases. Our advisors have a combined 70 plus years of experience with helping our car dealership owners plan for and pass on the family business to the next generation. Sometimes it is finding a key person in your store to help in the transition while a buyer can be found in the event of a health issue or premature death of the owner. Sometimes it preparing your son or daughter to be the next dealer. Working with a franchised car dealership is our area of focus. We understand families, businesses, and the factory. The connecting points surrounding them are complex. The Dealer Life Group was founded in 1974. Our emphasis for nearly 50 years has been on these very points. The unique circumstances each family brings. We work in all fifty states, in person, over the phone or virtually to listen. To Listen to your situation, create a plan for generational ownership for your family and the business you have worked so hard to build. Our mission to Protect car dealerships, their owners, families and partners now and forever with personal connection to the issues that arise with owning a franchised car dealership. The legacy the owner has created and wants to continue to their children, spouses, or other partners. The products we offer can be obtained anywhere. They are important , it’s the tools and techniques unique to a car dealership’s succession plan or estate plan that are primary.
Colwell Consulting Group
Colwell Consulting Group (CCG) is an automotive consulting firm specializing in dealership accounting operations. CCG provides a full range of services from accounting cleanups, reconciliations, AP/AR projects, controller and staff training, to large-scale projects such as DMS conversions, software implementations, acquisition support, DMS optimization projects, and accounting standardization/consolidation.
CloudX
CloudX is an accounts payable automation software as a service company that designs, operates, and supports adaptable digital transformation solutions for automotive dealerships. CloudX solutions include: -Accounts payable automation including: Vendor Invoice Processing Vendor Statement Reconciliation OEM Statement Reconciliation Credit Card Statement Reconciliation -B2B integrated payments as a service -Group purchasing contract & vendor spend optimization -Expense event management CloudX solutions provide process visibility, streamline document processing, reduce the cost of processing documents through automation, and monetize latent back office areas achieving total process transformation. DMS integrations include CDK, Tekion, Dealertrack, Dealerbuilt, PBS Systems, & Reynolds & Reynolds. CloudX’s newest solution, PurchaseSmart®, helps organizations optimize on spend by leveraging group purchasing power. With a SMART Suite of solutions built to digitize, streamline, and monetize back-office operations, CloudX helps organizations cut costs, increase efficiency, and reclaim valuable time.
Chase Auto
Chase Auto offers auto dealerships a comprehensive suite of retail lending and commercial solutions. Our team of seasoned bankers and dealer relationship managers is committed to providing the exceptional service required to support your business growth. With over 90 years of experience serving the automotive industry, and as part of JPMorgan Chase—a premier financial institution—we bring unparalleled expertise and resources to our partners.
CBT News
CBT News is the leading news platform for retail automotive professionals, providing daily coverage of the latest industry trends, dealership strategies, and executive insights. Often described as the “CNBC for car dealers,” CBT News features exclusive interviews with top dealers, OEM leaders, and vendor executives, along with expert-driven shows and podcasts that help dealerships improve operations, sales, service, and leadership.
Baker Tilly
Baker Tilly is a premier advisory, tax and assurance firm, possessing deep insight into the intricate connections within the provider, payer and life sciences industries. Drawing on our extensive healthcare experience, Baker Tilly empowers organizations to bolster financial sustainability, capitalize on IRA tax credits, improve care outcomes, promote data flow and collaboration, enhance operational excellence, and navigate a dynamic regulatory landscape. Additionally, Baker Tilly offers tailored IT solutions for healthcare organizations, including EHR/ERP selection, implementation, optimization and information security services. | Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Seattle, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 143 territories, with more than 47,000 professionals and a combined worldwide revenue of $7 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. | Baker Tilly is a top ten advisory tax and assurance firm dedicated to customized business solutions that generate and sustain growth. We lead with purpose, and we walk with you every step along your journey. | In a time of ongoing change across the public sector, resilience is more important than ever. Baker Tilly collaborates with leaders in city government, public schools, municipal utilities, housing authorities, and special districts—as well as economic and community development organizations—to build long-term resiliency. We help strengthen fiscal sustainability, improve operational efficiency and deliver lasting value to the communities you serve. Plan today to thrive tomorrow. Our solutions tailored for the public sector include: Management consulting Public finance Human capital strategy Risk and internal audit advisory Assurance and accounting