Exit Preparation
Contractor Succession Planning: How to Keep the Business in the Family Without Killing It
Most contractors who try to pass their business to a family member wing it. The ones who succeed treat it like a...
Financial Management
Why Home Services Companies Need a Fractional CFO (Not Just a Bookkeeper)
Why home services companies need a fractional CFO, not just a bookkeeper. The ROI of CFO-level financial insights for contractors scaling past...
Financial Management
How to Beat MCA Lenders: Legal Strategies That Actually Work for Contractors
MCAs Are Not Loans, and That Is Your Leverage If you are a contractor stacked in Merchant Cash Advances and feel like...
Financial Management
Tariffs Are Raising Material Costs — Here’s How Home Service Businesses Should Respond
Material Costs Are Up. Your Margins Don’t Have to Be Down. If you run an HVAC, plumbing, electrical, or roofing company, you...
Financial Management
Why Roofing Companies Go Bankrupt: Cash Flow Pitfalls That Kill Profitable Businesses
The Industry Nobody Talks About Honestly Roofing companies have one of the highest failure rates in home services. This is not speculation....
Financial Management
HVAC Business Plan: The Financial Playbook for Starting or Scaling
I’ve reviewed over 200 home services P&Ls over the course of my career. Before starting Profitability Partners, I was on the acquisitions...