Automotive Dealerships and Business Owners

Drive Your Dealership’s Success with Clarity, Confidence, and Control Over Your Financial Future

About Twelve Points

At Twelve Points, we are in the freedom business—helping business owners turn success into significance and wealth into lasting impact.

We specialize in working with car dealership owners at critical inflection points—whether they’re acquiring, selling, or preparing for a generational transfer.

By partnering with Twelve Points, dealership owners experience more than just financial management—they gain trusted advisors who challenge them to think bigger and support them every step of the way. Our team’s expertise in growth capital strategies, estate and succession planning, and asset diversification allows us to unlock possibilities not considered, creating a roadmap for financial freedom and lasting legacy.

Wealth Management for Business Owners

As a business owner, your wealth is often tied to your company’s success.

Twelve Points offers personalized wealth management strategies that focus on both your personal and business financial goals. Our team works closely with you to develop a holistic financial plan that reflects your values, aspirations, and unique circumstances, ensuring that your wealth is protected, managed, and positioned for growth.

Estate and Succession Planning

Planning for the future of your business is essential for ensuring its longevity and protecting your legacy.

At Twelve Points, we offer estate and succession planning services designed to help you transfer ownership smoothly and effectively. Our team works with you to create a strategic succession plan that safeguards your assets, prepares the next generation of leaders, and ensures the ongoing success of your business for years to come.

Company 401(k) Management

We understand the importance of offering competitive retirement plans to your employees, especially in the automotive industry where talent retention is key.

Our 401(k) management services help you design and maintain effective retirement plans that align with your company’s goals and provide employees with valuable benefits. Whether you’re looking to streamline your plan’s administration or optimize investment options, we provide the expertise to ensure your company’s retirement program is both cost-effective and attractive to employees.

Business Advisory Services

Twelve Points offers comprehensive business advisory services specifically tailored for automotive dealerships.

We provide strategic guidance on a range of key areas, including financial analysis, operational efficiency, tax planning, business expansion, valuation services, key employee retention strategies, and raising capital. Whether you’re looking to optimize operations, plan for growth, or secure funding for expansion, we help you navigate challenges and identify opportunities to enhance profitability and long-term sustainability.
With a deep understanding of the unique needs of the automotive industry, Twelve Points is your trusted full service financial partner.

Affiliations

Taylor Duffy

Strategic Advisor

As a former owner, I have a unique appreciation for the challenges that dealership owners may face as they acquire, manage or sell their business. My objective is to deeply understand each owner’s challenges and connect them to the best resources to overcome them.

If you’re a dealership owner navigating a major transition, I invite you to connect. Let’s explore how you can live out your freedom, maximize your impact, and ensure your wealth works for you, your family, and your business—now and for the future.