Nancy Phillips Associates

What we do and why it matters

With more than 30 years of experience in the automotive industry, our team is here to serve you.

Professional, ethical services

After selling her own dealership in 1989, Nancy realized that there was an immediate need for professional, ethical brokerage and valuation services in the automotive industry – thus Nancy Phillips Associates was born.


Nearly every dealership we list is sold

Today, more than 30 years later, Nancy Phillips Associates facilitates the sale of dealerships throughout the U.S. from our stunning office in the historic district of downtown Exeter, New Hampshire.  Averaging a dealership transaction nearly every month and dozens of dealership evaluations annually, Nancy Phillips Associates holds an esteemed position among the team’s industry peers. In addition to representing both Sellers and Buyers, Nancy Phillips is widely published in automotive trade magazines and newsletters.


Personal and discreet

The NPA team is committed to providing the highest level of service to each client – to achieve results in the most timely and discreet manner. We take very personally each client’s situation and invest ourselves in their business and future.


Doing what is most important for you

As our industry evolves we change with it, maneuvering our clients through what is most appropriate for their current circumstances.  From outright sales and acquisitions, to partnerships, franchise re-alignment, and the sale of dealership real estate – we do it!

Our team of
professionals

Nancy Phillips Associates holds real estate licenses throughout the New England states, is a member of the National Association of Certified Valuation Analysts, the International Association of Professional Negotiators and is a member of the Auto Dealers Association in every New England state and New York, as well as the Women’s Automotive Association International. 


Our philosophy at NPA is based on integrity and discretion, whether serving clients by comprehensively evaluating their dealership’s true market value or representing their interests by orchestrating dealership sales, mergers, or acquisitions. 

 

 

Nancy Phillips

President


Nancy Phillips is founder and principal of Nancy Phillips Associates, Inc.  With over 30 years experience appraising and marketing auto dealerships, Nancy is uniquely qualified to confidentially advise dealership principals on identifying their present and future goals and the best options for achieving them.  Nancy’s career includes a wealth of integrated automotive industry experience, including roles as General Manager for a large New York dealership and owner/operator of a New Hampshire dealership. Nancy obtained business valuation credentials from the University of New Hampshire, studied Sociology at the University of New Hampshire and earned a Marketing Certificate from the University of British Columbia in Canada.  


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Carrie Phillips Forbes

VP of Dealer Services


As VP of Dealer Services, Carrie works with Nancy on all transactions and expansion of NPA services throughout New England. Carrie began her career at NPA as an intern in 2002, and upon graduation from the University of New Hampshire she transitioned to a full-time role as Client Liaison and Business Development Manager.  In 2005 Carrie founded a real estate title company and served as Managing Partner for several years before pursuing her passion for health and wellness by creating and launching a successful brand of protein bars.  Throughout her career, Carrie has served NPA as a marketing consultant, leading up to her current role as VP of Dealer Services. 


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Elliott Berkowitz

Financial Manager


Nancy’s partner since the beginning,  Elliott Berkowitz is both our financial manager and in house real estate expert in charge of coordinating appraisal, environmental and other resources for assessment of Dealership and mixed use properties.  His business acumen has allowed the firm to expand into other areas of real estate investment including significant historical redevelopment of buildings in this geographical area.

Ellen Kozak

Financial Analyst


With over 30 years as an automotive financial analyst and legal assistant, your dealership evaluation and transaction details are consistently managed with the highest level of industry acumen.


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Terry Bateman

Transaction Manager


As Transaction Manager at NPA, Terry facilitates all listing engagements and seamlessly coordinates the documentation, follow-up and scheduling of all dealership transactions.  She oversees the dealer application process and compiles and tracks the status of all closing documents while keeping each transaction on schedule.  Terry honed her organizational expertise, attention to detail, and discretion with confidential matters from more than 45 years of experience in the banking and public accounting industries, in roles including Executive Assistant to Bank President to Client Liaison and Supervisor of Accounts for an accounting firm.


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Kristie Janes

Marketing


As Marketing Manager for NPA, Kristie coordinates the promotion of the firm’s services, achievements and events to our Dealership clients and auto industry professional associates. She also serves as liaison with local and regional media keeping them apprised of consummated auto dealership transactions and the many charitable initiatives the company has spearheaded. Kristie has more than 20 years of experience providing marketing strategy, communications and public relations support to various business sectors with a special focus on the automotive industry and non-profit organizations. 



Bob MacDonald

Legal Advisor


Bob Macdonald has been the legal expert in our team of automotive professionals for nearly 20 years.  With a great many dealership sales and acquisitions handled jointly, we have the added ability to streamline the legal component of every dealership transaction -  thereby insuring fewer obstacles and expediting the consummation of every sale.

Lynn Brandolini

Financial Analyst


Lynn has over 30 years of high level automotive financial experience first as a controller and then as the CFO of several Connecticut auto dealerships.  Her astute comprehension of dealership financial data, expense control and forensic analysis is priceless when determining franchise value for our clients with unique financial issues and challenges.

Contact us for a confidential discussion about your needs.

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