Marine Business Office Solutions · Estephanie Herrera
The EH2O Marine Business Methodology
Before anything is paid or any commitment is made, I offer a complimentary consultation, a direct conversation about your dealership, your situation, and whether EH2O is the right fit. Every engagement is custom, so every fee is discussed there. No published rates, no obligation, no pitch until you ask for one.
.png){kind=small}
Initial F&I Consultation & Assessment
.png){kind=small}
Observations & Leadership Alignment
.png){kind=small}
Customized Action Plan & Implementation
.png){kind=small}
Long-Term Business Partner
EH2O Core Services
What Most Dealerships Come to EH2O For
The assessment, coaching, and recruiting services below are the core of the EH2O practice. This is where dealership transformations begin. Whether you need one of these or all three, every engagement starts with the complimentary consultation to determine what fits your situation.
Get an Honest Picture of Your Business
In-Person or Virtual
Dealership Assessment
For the dealer who knows the numbers aren't right but hasn't been able to pinpoint why. I spend one to two days in your store, getting to know your team and observing your business office in operation, how deals move from the sales floor, how lenders are selected, how compliance is handled, and where the gaps are actually costing you.
Your Plan, Your Pace, Your Deals
Personalized Coaching & Ongoing Training
Following the assessment, I create a coaching plan specific to what I found. Sessions run at the frequency your team needs. I work on closing live deals alongside your business manager, not practice scenarios.
Find the Right Person for Your Team
Business Manager Recruiting & Hiring
If you're starting from scratch or starting over, I help you find and train the right people for your business office. I've worked with this role for more than two decades; I know exactly what it requires from day one, what to look for in a candidate, and what habits to screen out before they become problems.
What you receive:
✔ A detailed written assessment of your F&I operation
✔ An honest account of what's working and what isn't
✔A prioritized list of the changes most likely to increase sales and profitability immediately
✔A custom coaching plan, ready to execute if you choose to proceed
✔ Credit review and profile analysis
✔ Deal structuring and lender selection
✔ Warranty presentation and product offering
✔ Compliance protocols, ID verification, disclosure requirements
✔ Sales floor and business office coordination
✔ Bank relationship management
& More
What you receive:
What’s included:
✔ Job description development
✔ Candidate sourcing and screening
✔ Interview support and evaluation
✔ Onboarding and initial training of the selected candidate
Available as part of an ongoing engagement or as a standalone service.
Not Every Dealership Needs a Full Engagement
If you have something specific that needs attention, I can help with that specifically. Each of these services stands on its own.
Lender Portfolio Building
The right bank for every deal. I audit your current portfolio, identify gaps, and help you add the right national marine lenders for your market to close more deals and earn more per deal.
Notary Services
As a licensed notary public and a bonded Remote Online Notary in the state of Florida, I can provide a reliable and efficient service to ensure your boat closing documents are legally binding and enforceable.
Compliance & Documentation Setup
The services some dealers overlook, until something goes wrong. Proper compliance setup, ID verification, disclosure requirements, and documentation protocols mean a closed deal stays closed permanently.
Individual & Group Classes
Open-enrollment group classes on F&I topics for business managers. Sales team training on effective collaboration with the business office for smooth closings. One-on-one sessions focused on a specific topic. And emergency deal assistance.
Everything You Need To Close With Confidence
If You Are Buying a Boat and Need Help With Closing
Most boat buyers are confident about the boat they're choosing. It's the paperwork that catches them off guard. I help you navigate title, registration, documentation, and closing, so you can focus on getting out on the water.
USCG Documentation
I help boat owners register their vessels with the United States Coast Guard, ensuring compliance with all federal regulations. I will assist you in obtaining the necessary documentation for your vessel.
Title & Registration Services
Obtain the documentation to legally operate vessels on Florida's waterways with a seamless and stress-free experience, whether it’s title transfers, registration renewals, and assistance with lost or damaged registration documents.
Insurance Sourcing
By working closely with a network of top insurance providers, I help boat owners find the best insurance policies with the most competitive rates and comprehensive coverage available.
Private Sale Assistance
I handle every administrative requirement involved in your boat transaction, smooth, efficient, and hassle-free, so you can focus on enjoying your new vessel or making a successful negotiation.
