Expert No. 171364 – GA
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Expertise Description: Experienced in automotive retailing of cars and light, medium, and heavy trucks. Owned four dealerships and managed a mega franchise dealer group. Over 15 years at Buick Motor Division, General Motors Corporation-Zone Car Distributor and has been zone business manager, national used car manager, and national director of fleet, lease, and rental. Has also served as vice-president of automotive consulting companies and is founder and president of his own corporation. Services include in-field consulting and human resources development. Assisted Volvo HD Truck, AM General Hummer, Valvoline, Valspar, Ford Motor Company, BMW, and Regional Accounting firms in various projects. Prior expert witness experience. Consultations, depositions, and courtroom testimony.
Areas of Expertise:
| Automotive Dealership | Dealers | General Manager |
| Automotive Retail | Franchise Disputes | Litigation Support |
| Buy / Sell Agreements | Franchise Termination |
Representative Litigation Experience:
- General practice in doing market surveys and financial impact studies.
- Common practice of manufacturers' process in selecting and appointing dealers.
- Assigned market area.
- Definition of terms, memorializing agreements.
- Review of dealership operations and overall improvement.
- Proper compensation for an executive manager.
- Impact of establishing dealerships of the same manufacturer in close proximity of each other.
- Manufacturer methodology in handling transfer of ownership in retail dealerships, prospective dealer applications, the interview process, the financial pro forma process, letters of intent by the applicant, and the bottom level of the decision process in determining the acceptability of a dealer candidate.
- Standard industry practices of manufacturers in dealing with dealers' buy/sell agreements, change of ownership, and manufacturer's right of first refusal.
Representative Consulting Services and/or Projects:
- Training of dealers and factory personnel.
- Twenty Group services.
- Financial statement composite analysis.
- On-site consulting.
Licenses & Certifications:
| Numerous courses taken with General Motors Corporation. |
Education:
| Degree | Subject | Institution | |
|---|---|---|---|
| Colgate University | |||
| University of Rochester |
Professional Appointment/Association Affiliations:
- Round Table Group
- Society of Industry Leaders
- Automotive Old-timers Association
Other Career Highlights:
| Developed and authored training manuals for car dealerships. |
| Lecturer at three universities. |
| Speaker for numerous industry events. |
