Profit margin benchmarks, exit preparation strategies, and financial best practices from our team of former private equity professionals.
Private equity has spent the last decade quietly rolling up the home-services trades, and in 2026 the pace hasn’t let up. There are now dozens of well-funded home services private...
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PE firms are not buying every home services company. They are buying specific types that meet specific criteria. Here are the 8...
Five years ago, if you owned a roofing company doing $8 million in revenue, your most likely buyer was a slightly larger...
Plan for HVAC seasonality with quarterly strategies for cash, staffing, and marketing. Lift trough revenue 30-50% with maintenance agreements and IAQ upgrades.
How owner-led acquisitions actually work in the trades — from finding targets and structuring deals to avoiding the mistakes that turn a...
A bookkeeper records transactions. A CFO interprets them. Here are the seven signals that your home services business has outgrown its bookkeeper...
The best fractional CFO companies share six traits: deep specialization in your industry, real transaction experience, deliverables that are decisions rather than...
Deep-dive playbooks built for home services owners navigating growth, exits, and financial operations.
A practical guide to financing home services acquisitions — SBA 7(a) loans, conventional bank loans, seller financing, earnouts, and how to match...
How you pay your technicians is one of the largest levers on your profit margin — and one of the most misunderstood....
Most home service owners price jobs on instinct and a gut-feel markup, then wonder at the end of the year why the...
Comparing ServiceTitan, Housecall Pro, Jobber, and FieldEdge. Pricing, financial reporting, QuickBooks integration, and which platform matches your growth stage.
Housecall Pro vs. ServiceTitan compared from a financial perspective. Cost, reporting depth, QuickBooks integration quality, and which fits your growth stage.
The gap between having a valuable business and getting that value at close is where most owners lose money. These 10 avoidable...