One-on-One Training
Minimum 2-hour Virtual Assessment
1-2 Day In-Person Site Visit
Next Steps Action Plan
Personalized Training Outline
Includes 1st 2 Months One-on-One Weekly 1 Hr. Virtual Training Sessions
+Travel Expenses
1-2 Day In-Person Site Visit
Next Steps Action Plan
Personalized Training Outline
Includes 1st 2 Months One-on-One Weekly 1 Hr. Virtual Training Sessions
+Travel Expenses
As an expert in the field, I can coach on you the foundations of what makes a highly successful Finance Manager, all while adding dollars to your bottom line.
Lets chat! Here to help develop a truly successful training program personalized to your needs.
In preparation for your deal, please provide the following info. in notes section when booking your service(s):
Vessel Year, Make, Model
Buyers First & Last Name
Selling Amount
Estimated Closing Date
Acceptance Date
If you are representing both sides of the transaction, please include Sellers First & Last Name
Vessel Year, Make, Model
Buyers First & Last Name
Selling Amount
Estimated Closing Date
Acceptance Date
If you are representing both sides of the transaction, please include Sellers First & Last Name
Assistance in Español
Notary Services
Abstract Pull
Reviewing Financing
Insurance Quote
USCG Documentation
Resume Writing | LinkedIn Presence
Need something not included on this list? Just let me know! I know all things boating!
***On the booking page comments section, please indicate what service(s) you are requesting
Notary Services
Abstract Pull
Reviewing Financing
Insurance Quote
USCG Documentation
Resume Writing | LinkedIn Presence
Need something not included on this list? Just let me know! I know all things boating!
***On the booking page comments section, please indicate what service(s) you are requesting
Ensure your customers vessel ownership documents are processed seamlessly and in a timely manner.
Assessments/Webinars
Welcome to the 2026 EH2O F&I Summit! Join us for the 5th Annual EH2O F&I Summit, an experience created specifically for marine Business Managers and dealership professionals who want to strengthen their F&I performance, sharpen their skills, and learn alongside others who understand the realities of the Business Office.
This isn't two days of sitting through presentations. The 2026 Summit is designed to be practical, interactive, and built around the deals and challenges you encounter every day.
What to Expect
⚓ Real-World Deal Scenarios
⚓ Lender & Underwriting Strategy
⚓ F&I Performance & Profitability
⚓ Compliance & Deal Flow
⚓ Interactive Learning & Collaboration
⚓ What's Next for the Business Office
Who Should Attend?
Whether you're a new Business Manager building your confidence, an experienced professional looking to sharpen your skills, or a dealership leader focused on strengthening F&I operations, there will be something here for you.
You'll leave with more than notes. You'll leave with strategies, resources, new relationships, and actionable ideas you can take directly back to your dealership. Come ready to learn. Come ready to participate. Come ready to level up your Business Office.
We can't wait to welcome you to the 5th Annual EH2O F&I Summit!
This isn't two days of sitting through presentations. The 2026 Summit is designed to be practical, interactive, and built around the deals and challenges you encounter every day.
What to Expect
⚓ Real-World Deal Scenarios
⚓ Lender & Underwriting Strategy
⚓ F&I Performance & Profitability
⚓ Compliance & Deal Flow
⚓ Interactive Learning & Collaboration
⚓ What's Next for the Business Office
Who Should Attend?
Whether you're a new Business Manager building your confidence, an experienced professional looking to sharpen your skills, or a dealership leader focused on strengthening F&I operations, there will be something here for you.
You'll leave with more than notes. You'll leave with strategies, resources, new relationships, and actionable ideas you can take directly back to your dealership. Come ready to learn. Come ready to participate. Come ready to level up your Business Office.
We can't wait to welcome you to the 5th Annual EH2O F&I Summit!
Grow your brand with Setmore