Know what your business is worth. Keep more when you sell.
Our Exit Readiness service is built for home service business owners - HVAC, plumbing, electrical, landscaping, pest control, roofing - who are thinking about selling in the next 1-3 years and want to be prepared when the time comes.
Know what your business is worth. Keep more when you sell.
Our Exit Readiness service is built for home service business owners - HVAC, plumbing, electrical, landscaping, pest control, roofing - who are thinking about selling in the next 1-3 years and want to be prepared when the time comes.
Most business owners have no idea what their business is actually worth - until a buyer tells them. By then, it is too late to fix anything. Buyers use your financials to set their offer. If your books are messy, your EBITDA is understated, or your numbers are not presented the way sophisticated buyers expect, you will get a lower offer, a harder due diligence process, or both. The owners who get the best exits are not necessarily the ones with the best businesses. They are the ones who prepared.
The Problem
The Problem
Most business owners have no idea what their business is actually worth - until a buyer tells them. By then, it is too late to fix anything. Buyers use your financials to set their offer. If your books are messy, your EBITDA is understated, or your numbers are not presented the way sophisticated buyers expect, you will get a lower offer, a harder due diligence process, or both. The owners who get the best exits are not necessarily the ones with the best businesses. They are the ones who prepared.
What You Can Expect
When you work with us, you will know what your business is worth. You will understand what a buyer will see when they look at your books. You will have a clear plan to increase your value before you go to market. And when an offer comes, you will understand exactly what you are being offered, and whether to take it.
Our Three-Step Process
Our Three-Step Process
STEP 1
Exit Readiness Audit
We review your financials, normalize your EBITDA, identify your add-backs, and give you a clear valuation range. You will see exactly what your business looks like to a buyer — and exactly what needs to change. Delivered as a professional presentation within 3 weeks.
STEP 2
Implementation
We clean up your financials, build buyer-ready reporting, create a financial model, prepare a data room, and write your buyer narrative. By the end, your business looks like a clean, financeable, sellable asset.
STEP 3
Ongoing CFO Advisory
We stay on as your fractional CFO, tracking your KPIs, monitoring your EBITDA, updating your valuation quarterly, and helping you analyze any offers or deals you receive.
Our exit readiness clients typically have $1M-$5M in annual revenue, have been operating for 10+ years, are owner-operated with 10-100 employees, and are thinking about selling sometime in the next 1-3 years.
Who We Serve
Who This Is For
Our exit readiness clients typically have $1M-$5M in annual revenue, have been operating for 10+ years, are owner-operated with 10-100 employees, and are thinking about selling sometime in the next 1-3 years.