AUT22SS01. Impact of Reinsurance When Evaluating a Dealership Purchase/Sale, presented by Portfolio

The pace of mergers and acquisitions in the auto retail space continues to accelerate with no signs of slowing. CPAs whose clients buy and sell dealerships know reinsurance and profit participation are critical components of accurate valuation and post-transaction planning. Join experts Alan Pouyat and Rob Walker for a comprehensive checklist of considerations and a detailed sample GAAP valuation.

Learning Objectives:

• Recall how to properly valuate and project earnings for dealership enterprises with reinsurance/profit participation programs.
• Identify a comprehensive checklist relating to structure, termination and runoff fees, products, claims and risk mitigation.