Profit margin benchmarks, exit preparation strategies, and financial best practices from our team of former private equity professionals.
Every year around February, I get calls from contractors who just got their tax bill and are in shock. They ran a profitable business — $3M, $5M, sometimes $10M in...
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Selling, buying, or valuing a home services business means navigating a vocabulary that most owners never encounter until they’re deep into a...
Most HVAC, plumbing, and electrical company owners don’t wake up thinking “I need a CFO.” They think about growing revenue. Improving margins....
The Cash Flow Trap That Kills Growth Here’s something I see constantly with home services companies in the $5M-$20M range: the owner...
Why Job Costing Matters for HVAC Companies Most HVAC company owners can tell you their total revenue and maybe their rough HVAC...
Most owners track the wrong metrics, at the wrong frequency, or draw the wrong conclusions. Here are the 10 KPIs we see...
Why Marketing Matters More Than Ever for Plumbing Companies The days of growing a plumbing business purely on word-of-mouth referrals are fading....
Deep-dive playbooks built for home services owners navigating growth, exits, and financial operations.
Honest review of trade associations, conferences, benchmarking tools, coaching, and resources for home services contractors. What's actually worth the investment.
Respectable gross margins and single-digit net profit. Sound familiar? These 7 overhead categories are the most common culprits — and each one...
How rising interest rates and PE consolidation affect home services valuations. Deal multiples, terms, market dynamics, and seller preparation.
A financial operating manual for home services contractors. Five reports, monthly cadence, KPI targets by revenue stage, and the path from $1M...
Buying a home services company is the easy part. Buying the right one at the right price is the hard part. These...
Org chart evolution for home services companies from $2M to $20M revenue. Roles, costs, and what PE buyers expect at each stage.