Specialized consulting for Toyota forklift dealers who want to grow margin, free up working capital, and run a tighter operation — without adding overhead.
Every engagement is scoped, time-bounded, and tied to a measurable outcome. No open-ended retainers. No scope creep.
Most dealerships have $500K–$2M sitting idle in receivables, floor plan inefficiency, and parts inventory. We find it, quantify it, and build the process to free it — permanently.
We analyze every revenue stream — new equipment, used, rental, service, and parts — to identify where margin is leaking and build the management controls to stop it.
When you're ready to expand — a second location, an acquisition, a new revenue line — we build the financial framework so growth doesn't destroy the margin you've built.
30 minutes. We determine whether there's a fit and whether the ROI math makes sense for your dealership.
30 min · No costA fixed-fee, 3–4 week deep dive into your financials, operations, and working capital position. You receive a written findings report regardless of what follows.
3–4 weeks · Flat feeBased on diagnostic findings, we scope a project-based engagement with defined deliverables, timeline, and success metrics. No open-ended retainers.
60–120 days · Project-basedEvery tool, model, and process we build is documented and owned by your team. We leave with nothing proprietary. You leave with a permanent capability upgrade.
Built to lastOutcomes delivered across a 45-year finance and operations career — the same discipline now focused entirely on Toyota forklift dealers. Documented. Auditable.
Freed from pan-European inventory through stocking policy redesign and S&OP harmonization. Achieved in the first year of a two-year mandate.
Accounts receivable days outstanding reduced from 76 to 60 through collections process redesign and customer terms restructuring.
Days payable outstanding extended from 34 to 65 days, materially improving the cash conversion cycle without damaging vendor relationships.
Delivered through budget discipline, financial performance monitoring, and targeted operational course corrections at a $100M+ wholesale business.
Introduced financial governance to product marketing and development at a $2.1B public company, eliminating low-ROI capital commitments.
Process improvements in transaction workflows reduced people costs without headcount reduction — sustained across successive years.
The diagnostic engagement is designed to do one thing: find where value is leaking. Across a long career in finance and operations, we have never analyzed a business this size and come up empty. If we do, the engagement fee is the total cost to you — and you keep the findings report.
The guarantee applies to the diagnostic phase only. Implementation engagement terms are scoped separately.
CapitalLift Partners is a specialized consulting practice serving Toyota forklift dealers across North America. We bring decades of senior finance and operations leadership to the dealer floor — including direct experience working inside a Toyota forklift dealership in the Bay Area, where we saw firsthand how much value sits trapped in the day-to-day.
Inside the dealership, the same patterns repeat across the Toyota dealer network: strong operators running on gut instinct, floor plan financing that's working harder than it needs to, service departments with margin hiding in plain sight, and parts inventory that's been accumulating without a disciplined stocking policy. The tools to fix these things aren't complicated — but someone has to bring them in and make them stick.
Our methodology is grounded in a simple sequence: understand the numbers, fix the process, transfer the capability. The best financial model in the world fails if the team running it isn't aligned. We build tools your team will actually use, and we don't leave until they do.
We work with a small number of dealerships at any given time. Engagements are intensive, specific, and designed to produce a permanent improvement — not a dependency on a consultant.
The discovery call is 30 minutes. No pitch deck. No obligation. Just a direct conversation about what's actually going on in your operation.