Discover dependencies
Ask the questions that expose hidden systems, contracts, access, data, and support obligations.
Dealership acquisition technology playbook
Know the technology risk before you buy the dealership.
A practical due-diligence workbook, risk dashboard, and Day One cutover plan built for automotive dealership acquisitions.
One-time purchase. Editable Excel and Word files. No subscription.
Acquisition readinessExecutive dashboard
82%
150Assessment questions
12Open findings
62Cutover tasks
Readiness by workstreamRisk-weighted
21purpose-built workbook tabs
15technology risk domains
T-45 → D30complete cutover timeline
50executive diligence questions
The problem
The deal closes once. Technology risk can follow you for years.
Domains, circuits, DMS integrations, OEM access, payment systems, phones, vendors, and privileged accounts all change hands at once. DealerTech Blueprint gives your team one controlled process to identify what exists, who owns it, what could fail, and what must happen before Day One.
Score the risk
Convert each response into a risk-weighted readiness score and prioritized findings register.
Assign ownership
Give every finding and cutover task an owner, due date, dependency, and evidence location.
Execute Day One
Manage the transition from T-45 through stabilization with clear tests and rollback criteria.
What’s inside
More than a checklist. A working acquisition control system.
The package is designed to move from discovery to executive reporting to cutover execution without creating disconnected trackers.
- ✓Automated acquisition technology workbook
- ✓Risk dashboard and formula-linked findings register
- ✓Vendor, contract, application, access, and asset registers
- ✓62-task Day One cutover plan with target dates
- ✓Detailed user guide in PDF and editable Word formats
- ✓Printable 50-question executive diligence checklist
Findings registerAutomatically linked
DashboardAssessmentFindingsCutover PlanVendors
01Domain registrar control has not been transferred.Critical
02Backup Internet has not been tested at the primary site.High
03DMS data-export ownership is documented.Verified
04Buyer-controlled emergency administrator access is incomplete.Critical
05Payment settlement test is scheduled before close.High
How it works
One workflow from diligence through stabilization.
Start with the facts. Record evidence. Let the workbook surface the risk. Then run the cutover with accountable owners and measurable acceptance tests.
Set up
Enter the close date, buyer, target stores, locations, and workstream owners.
Assess
Complete 150 questions across 15 acquisition technology domains.
Prioritize
Review Critical and High findings, assign owners, and document evidence.
Cut over
Execute the T-45 through Day One plan and record representative tests.
Stabilize
Track Day 2 through Day 30 work and transfer remaining risk to operations.
Built for the deal team
Useful to leadership. Detailed enough for technology teams.
The executive dashboard keeps decision-makers focused on readiness and material risk. The supporting registers give practitioners the detail needed to act.
Dealer principalsSee readiness and accepted risk.
CFOs and COOsTrack cost, contracts, and ownership.
Acquisition leadersCoordinate diligence and deadlines.
IT and securityValidate access, systems, and controls.
ControllersConfirm payments, DMS, and reporting.
Professional advisorsReview evidence and deal-specific risk.
DealerTech Blueprint v1.0
Take control of the technology transition before Day One.
Use a repeatable operating system for the next dealership acquisition instead of rebuilding the process under deadline pressure.
$299
one-time purchase
- Excel acquisition workbook
- PDF and Word user guide
- 50-question checklist
- Editable source files
Questions
Before you purchase
Is this only for large dealership groups?
No. A single-store buyer can use it as the full diligence structure. A larger group can use the same workbook as a common control system across operations, finance, HR, compliance, and IT.
Do I need to be technical to use it?
No. The user guide explains the workflow, evidence standards, scoring, and meeting cadence. Technical reviewers can complete the detailed questions while leadership uses the dashboard and findings register.
Can I edit the files?
Yes. The primary workbook is supplied in Excel format and the guide is included in both PDF and editable Word formats.
Does the workbook certify compliance?
No. It is an operational due-diligence and transition-planning tool. It does not provide legal, regulatory, accounting, tax, or cybersecurity advice and does not replace qualified professional review.
How is the product delivered?
After checkout is connected, purchasers will receive an immediate download containing the workbook, guide, checklist, README, and approved license terms.
Start with the free 50-question checklist.
Use it in your next early-stage acquisition conversation.