About Axiom Advisors

WHO WE ARE

Axiom Advisors is a consulting firm that focuses exclusively on the needs of the retail automotive industry. Axiom Advisors was formed in the spirit of providing a fresh, new alternative to meet the specialized needs of retail automotive dealers.

WHAT MAKES AXIOM DIFFERENT?

Our team of professionals has the unique combination of over 50 years of hands-on retail automotive industry experience working directly in dealerships, paired with the assurance of professional accounting experience. Our advisors are “car guys” who speak the language of the industry and truly understand the complexities of your business. There is no task too small or too big. The tougher the job, the more we want to do it.

THE AXIOM NAME

Why the Axiom name? By definition, an Axiom is a self evident, universally recognized truth. At Axiom Advisors, our goal is to provide you, the dealer, with truth about your operations today, and insight into your plans for tomorrow.

FIRM INTRODUCTION

Phil&MarilouAxiom Advisor’s dealership consultants have the unique combination of over 50 years of hands-on retail automotive industry experience working directly in dealerships, paired with the assurance of public accounting experience in CPA firms. Our expertise covers a broad spectrum of operational and financial matters in all phases of a dealership’s lifecycle, from the Acquisition phase, through its operations phase and in preparation for sale or planning for succession. Our advisors are car guys and truly understand the language and complexities of the retail automotive industry.

Our expertise has been utilized to assist with a many dealership Buy/Sells from Letter of Intent to the closing table. Our M&A services include Business Plans, Due Diligence, Valuations, Quality of Earnings, Earnings Normalization, Buy/Sell Closing Representation, Manufacturer Applications, evaluating Asset Purchase Agreements (APA), Dealership Offering Packages, and Closings. In addition, our experts are CPA’s and forensic accounting specialists who can provide a wide variety of litigation support services, from record requests to open testimony depositions. Our litigation support expertise has been utilized to assist with a variety of cases pertaining to: Misappropriation of Assets, Safeguarding Assets, Tax Matters, Forensic Analysis, Internal Investigation, Franchise Rights, Lost Profits, and Partner/Shareholder disputes among others.

We have performed in depth data analytics and have identified solutions to detect and deter different types of fraud including: Embezzlement (Controller, CFO, Departmental Management), Financial Irregularities, Payroll Fraud, Kickbacks, Lapping, Circumvention of Controls, Parts Theft, Pay plan Manipulation. Our services also include DMS Consulting, Management Assessment, Fixed and Variable operations analysis, and Internal Control evaluations. Our experts are proficient with major DMS systems such as Reynolds and Reynolds (ERA), ADP, and UCS which allows us to extract data to the finest level of detail with minimal interruption of dealership operational and accounting processes. Our experts can see and interpret the underlying details of operational & financial reports. We can also assist in continuing smooth back office operations with our temporary CFO, Controller or Office Manager services.

Our professionals our associated with organizations including NADA, SFADA, AICPA, ACFE, and CPA chapters from Florida and North Carolina. Axiom’s partners are Phil Villegas and Marilou C. Vroman, CPA, CFE.

Axiom’s Core Expertise Is In

ENTERPRISE MANAGEMENT

  • Budgets, Forecasts, Projections
  • CSA Exceptions Testing (Cognitive Situational Awareness)
  • DMS Consulting (Dealer Management Systems)
  • Fraud Investigations
  • GM/Controller Profiling
  • Internal Audits
  • Operational Analyses
  • Placement Services

MERGERS AND ACQUISITIONS

  • Business Plans
  • Buy/Sell Closing Representations
  • Due Diligence
  • Manufacturer Applications
  • Opinions of Value

LITIGATION SUPPORT

  • Business Valuation Matters
  • Calculation of Business Damages
  • Forensic Investigations
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