Profit margin benchmarks, exit preparation strategies, and financial best practices from our team of former private equity professionals.
Key sales metrics for home services: revenue per lead, close rate, average ticket, and how they drive profitability and valuation.
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How PE consolidation affects home services operators. What happens when competitors are acquired, pricing pressure, and defensive strategies for independents.
The practical foundation every home services owner should build 12 to 18 months before selling — clean books, owner separation, margin optimization,...
Most acquisitions that fall apart do not fail because the business was bad. They fail because of what the buyer's due diligence...
HVAC pricebook guide: cost-plus pricing, markup vs margin, tiered pricing, labor calculations, and benchmarks to protect a 50% blended gross margin.
HVAC technician commission structures: revenue vs profit, benchmarks, common mistakes, and what PE buyers scrutinize. Build alignment and protect margins.
Private equity has spent the last decade quietly rolling up the home-services trades, and in 2026 the pace hasn’t let up. There...
Deep-dive playbooks built for home services owners navigating growth, exits, and financial operations.
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...