Deal Doctor Services How I can help you save more with better decisions.

After working with salesmen and buyers on thousands of sales deals I can now use those skills to provide a variety of services to the buyers who sit on the other side of the sales desk.

Below you can see the five different services for equipment owners just like you. Each of these services are designed to help different types of owners and the situations they will face based upon the size of their equipment yards.  

Take a few minutes to read through the different services.  Every operator will face different equipment situations throughout the year. So you can that can benefit by using a different service option for each of your different situations. 

Basic Sales Quote Review

Introductory Service used with single unit or smaller dollar equipment transactions with few complications. After obtaining your sales quote and background decision information I will prepare the service material package. Using the service material, we will work together to understand your equipment transaction more clearly and discuss the four different scenario options.  

With our Basic Sales Quote Review service, you will receive a Deal Recap Page and Deal Comparison Page explaining the various strengths and weakness of the four different deal scenarios. The single unit or smaller dollar value nature of the transaction suits itself best for the Basic Sales Quote service. With only one machine to address we can focus easier on the other variables such as;

  • Your equipment ownership parameters and lifecycle intentions  
  • Utilization of your capital resources with the amount of downpayment or trade equity to leverage any subsidized financing rates
  • cashflow impacts of various repayment schedules and financing options
  • comparison of different lenders and their fee structures compared to unit pricing options
  • as well as dozens of other variables which are keyed to your own specific business operation and location

Starting at $85.00 plus any applicable taxes with Sales Quotes priced under $75,000.00 this service is affordable to every type of equipment buyer.

Expanded Quote Review

For larger dollar transactions I can offer my Expanded  Quote Review service which will include every thing in the Basic Sales Quote service plus additional customize repayment schedules.  Each Expanded Quote service package will include at least four additional pages which breakdown each of the comparison options. By using your background information and sales deal variables I will develop custom comparisons schedules for your situation.

These additional pages will allow us to visionally breakdown each of the comparison options. These expanded charts will allow us to talk about the impacts of early trade-ins, partial payouts, and various repayment terms.  By using these additional pages, we can discuss the interplay of the cashflow and payment terms to increase your deal savings.

During our telephone conversations we will talk about and point out where additional savings can be located or unnecessary charges avoided. Together we will discuss the Expanded Review material and based upon your feedback I may even finetune your options so you can realize even more savings. 

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Multiple Unit Deals

Over the last two decades more vendors have transitioned their sales incentive focus towards multiple unit deal packages as the average equipment operator has continued to grow in size. Today more average sized buyers have reshaped their purchasing patterns as a reaction to their vendors’ programing.  In your past the chances are you have likely purchased several units together on a single deal. Whether it is a annual or bi-annual occurrence is driven by the scale of your operation and the seasonal timing of your dealership’s sales team quotes.

Unfortunately, those additional front-end savings from lower sales prices can also see your difficulties grow because of additional backend financing charges. Since 2008 the market has seen more third-party lenders include additional penalty charges built into their contracts. Penalties which are more likely to be charged because of the nature of multi-unit deal packages being split apart with earlier trade-ins. Staggered trade-ins occurring before the end of the contract terms. Actions which trigger the secondary contract penalties that add additional costs to your deal package.

So as part of the multi-unit service package we will build on all of the material developed in the Expanded Quote package we will factor into this package additional material examples. Pages which we show you some of the implications of splitting up the equipment of your multi-unit deal. During our telephone conversations we will spend additional time to specifically discuss various equipment breakouts and the potential costs you will incurred with those steps.  

Together we will review the various repayment solutions charts of your multi-unit deal. Chart pages which I will design for you to help explain those additional charges incurred by any early trade-ins, partial payouts, or refinance alternatives. So, after our telephone discussions you will have the tools to make a smart decision with your eyes wide open.

The larger the deal package the greater the complexity of the additional units within the deal. This complexity means that with a few significant steps you can save thousands in unnecessary charges and penalties. Do not make the mistake of just repeating your same actions as you may have done in the past.

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Existing Unit Deal

This service is used by equipment operators to review any existing equipment where you are currently making payments. The concept of this service is help you to analysis your outstanding financing contract before you take that next decision step which can trigger additional costs.

 

Whether you are thinking about an early trade-up of a single unit, partial payout of units within a multiple unit deal, and prepayments with surplus capital. Or due to cashflow pressures evaluating the possibilities of refinancing your current outstanding balance to a more attractive financing rate or trying to obtain lower payments. Since 2008 any of these actions can be expensive, if not handled properly.

 

Together we will use your gathered information to take a magnified look into what can happen with your future actions. So together we can talk about how to proceed forward and possibly reduce or sidestep some of those costly backend charges.

Equipment Yard Management

Today with the increasing cost of new equipment the average operator needs to take smarter steps to manage their equipment fleet. As one of the largest investments in their operation every equipment operator can benefit with some outside clarity. Today the constantly changing variables of marketplace inventory levels, seasonal equipment pricing, vendor incentives, dealership pressures, buyers cashflow and crop projections are shape the supply and demand priorities of each operator. This advanced contract service allows us to evaluate and develop smarter action plans for your equipment buying cycles. Action plans which reduces costs and maximizes savings not seen by other buyers.

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Preferred Customer Membership

I have a special service for the owner operator or business operation that faces several equipment decisions each year. Or takes advantage of a multi-unit incentive and stills buys additional units throughout the balance of the year such as; yard/utility units or attachments, grain handling/storage, trucks or trailers as well other equipment situations. 

For an operator that wants better understand their interaction with the marketplace as they boost their savings opportunities every year by using my services a few times each year.  I have a client program which provides you with several discount incentives. This Preferred Customer Membership includes the following items;

  1. Basic and Expanded Review Service Discount of 10% for your first three transactions each year. Also, for the balance of the 12-month period every extra transaction starting with your fourth transaction will receive an additional 5% additive for a 15% total discount to your billed service charge.
  2. For those larger scale operators your first three multi-unit service packages each year will receive a 5% discount. For the balance of your 12-month term every extra multi-unit service package with receive an additional 5% for a 10% total discount against your billed service charge.
  3. With your Preferred Customer Membership, you will also our Deal Doctor Industry Review Newsletter service at a 15% discount to help you keep up to date with several of the various equipment industry key variables and general information. By using our Newsletter Service you will receive information to help you with several of the industry players, events, and general products which you may be or should be interested in. 
  4. Included with your Preferred Customer Membership will be a Special Double Up Reward incentive.  Every time you participate and complete one of our Deal Doctor survey questionnaires you will receive a double entry opportunity into that sponsored draw or promotion.

Act now to take advantage of the four different incentives that your Preferred Customer Membership will reward you with. For a single billed charge plus applicable taxes you can use the benefits immediately against any pending service charges.  As part of the billing policy you will receive your Membership ID which can be used on your future Request Forms. 

Please note that the Preferred Customer Membership program is subject to changes and modifications at any time throughout the year. As we anticipate amending the reward program structure based upon the feedback of our clients and the development of more services driven by our discussions with operators throughout the year. All participants will be notified of any changes prior to their annual renewal opportunities.
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