Strategic Advisory

We work on the store, not just the buyer.

Pay plans, buy boxes, appraisal process, when to add a second buyer. A monthly cadence with your leadership, run by Marco Lopez, Senior Strategic Advisor. Leadership walks out with the plan in writing.

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See the proof
Hoblit CDJR

$200,000+

Gross in the first 90 days. Stu has never bought a car himself: he moved a salesperson into the buyer seat and let the system run.

Stu Snyder

GSM, Hoblit CDJR

What advisory finds

Every store has a bottleneck

The advisor's job is finding the constraint, naming it in front of leadership, and putting the fix in writing. Advisory is the leadership layer of the system.

Bottleneck: appraisal turnaround

Galleria Chevrolet

Offers were dying while appraisals sat overnight. Advisory rebuilt the appraisal flow and gave the buyer authority up to a cap, then recruited a buyer out of the recon world to run it.

15+ cars a month

from the street, and climbing

Bottleneck: conservative appraisals

"You make $0 on zero cars."

Fox Chevrolet's buyer kept getting outbid by the market. After advisory sessions, the GM and owner wrote the store a new buying philosophy. It hangs in the office.

A new playbook

written by the store, for the store

Bottleneck: scaling decisions

Serpentini Auto Group

After the first two rooftops took off, the owner didn't need convincing. He needed sequencing: which stores, which buyers, what order. Advisory built the rollout.

+5 stores added

28 in a month at the flagship, against a goal of 10

How it works

A monthly operating rhythm with leadership

Not a check-in call. A working session where the store's numbers meet the store's decisions, and every fix leaves with an owner and a date.

01

Diagnose

Volume, close rate, appraisal speed, and gross, read against what the market gave you. The constraint shows up in the numbers.

02

Decide

Pay plan, buy box, process, or people. Leadership makes the call with the advisor in the room, not from a recap email.

03

Put it in writing

Every session ends with the plan on paper: what changes, who owns it, and the number it should move.

04

Measure

Next month starts with last month's plan. Did the number move? Then the next constraint gets its turn.

Run by Marco Lopez, Senior Strategic Advisor, with your GM, owner, and whoever signs the pay plans.

Meet your advisor

The person in the room with your leadership

Marco Lopez

Senior Strategic Advisor
Seventeen years in luxury automotive retail, including BMW and Mercedes-Benz, before moving to the software side with CarOffer and VETTX. Advisory is his entire job, a dedicated responsibility, not another hat: the monthly leadership cadence, hunting the operational gaps, and six in-person workshops delivered this year. The stories on this page are his case files: the appraisal flow at Galleria, the buying philosophy at Fox, the five-store rollout at Serpentini.

Conner Windust

CEO
Still on the road running in-person workshops, trainings, and advisory sessions at stores. At VETTX the CEO has walked your lot.

Jack Tolan

VP of Customer Success
Travels for workshops and on-site trainings alongside the advisory work, and owns what happens after: the success side of every store on this page.

What's on the table

The decisions a buyer can't make

The Private Party Playbook documents the process; advisory decides how your store runs it.

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Pay plans

Comp that makes the buyer hungry for the right cars, not just any cars.

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Buy boxes

What your lot actually needs, so filters decide what the buyer sees before gut feel can.

Appraisal process

Same-day turnarounds and clear authority, because slow appraisals kill more deals than low offers.

When to scale

The second buyer, the next market, the next rooftop, sequenced instead of guessed.

The in-person workshop

Sometimes the fix needs to happen at your store

One to two days on site, delivered by the Strategic Advisor, six of them this year so far. The whole operation gets rebuilt in the room: buyer, managers, and leadership on the same process before we leave the building.

2x

Dealers who complete an on-site workshop average two times more purchases per month than dealers who don't.

If you were thinking it, someone else asked it

FAQ's

How is this different from coaching?

Coaching works on the buyer: deals, calls, and the number this week. Advisory works on the store: pay plans, process, and scaling decisions only leadership can make. Most stores that cap out don't have a buyer problem. They have a store problem.

Who's in the room?

Your GM, your used car manager, and whoever makes the final call, with the Strategic Advisor. It works because the people who can change the pay plan are the people in the session.

What do we walk out with?

The plan in writing. What changes, who owns it, and the number it should move by next session. No recap decks, no "great call" emails.

When does a store need this?

When the buyer is doing the work and the number still won't move. Stalled at the same volume for months, appraisals dragging, or a group trying to decide which rooftop goes next: that's advisory territory.

Strategic Advisory

Leadership walks out with the plan in writing.

See if you're a fit