Checklist & Factory Notes

” How you run the race – your planning, preparation, practice, and performance – counts for everything. 
Winning or losing is a by-product, and aftereffect, of that effort.” John Wooden

(1) This portion of our website is reserved for our clients, their attorneys, accountants and advisors. User names and passwords are required to view some of the Checklists and Factory Notes located on this page. If you desire to view one of our protected checklists and do not have a user ID or password, please email johnpico@advisingdealers.com with your request.

(2) As with all legal documents connected with buying and selling dealerships, be sure to review them with an attorney familiar with the laws and customs that apply to the dealership’s physical location. Thank you.

Note: You will need Adobe Reader to read some of the documents listed below. If you do not have Adobe Reader, click on the icon below to download the latest version:

CHECKLISTS 

• Asset Checklist & Buy-Sell Formulas 
  
• Checklist Dealer Operating Plan for New or Existing Point 
  
• Checklist of Docs Necessary to Close Escrow 
  
• Checklist for Takeover of New Car Dealership – Buyer 
  
• Checklist for Termination/Liquidation of New Car Dealership 
  
• Invoices & Monroney Stickers – How to Read Them
  

  FACTORY NOTES 
  

• LIST OF TERMINATED CHRYSLER DEALERS – provided as a courtesy to the industry. 
  
• Chrysler Dealer Application Checklist 
  
• Ford Dealer Operating Plan 
  
• General Motors’ First Letter to Dealer re Sale of Dealership 
  
• GM’s Dealer Change Request Preview (DCICR) (Document takes a bit to download.) 
  
• GM Minimum Capital Requirement for Dealer Operator 
  
• Honda Dealer Application Checklist 
  
• Honda Capital Requirements 
  
• Toyota Dealer Application Checklist