Profit margin benchmarks, exit preparation strategies, and financial best practices from our team of former private equity professionals.
How to build driver-based financial projections for a home services business — using real operational KPIs from ServiceTitan and QuickBooks, not guessed revenue numbers.
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When to hire technicians, CSRs, and managers in home services. Revenue-per-employee benchmarks and headcount planning framework.
Supply house material cost tracking: COGS segmentation, PO systems, rebate recovery, invoice matching, and common waste elimination for home services contractors.
Compare lease vs. buy for service trucks with real TCO math, tax implications (Section 179), and balance sheet impact. Buying saves $20-50K/year...
Should you add plumbing or electrical? Learn incremental margin math, cross-sell economics, compliance costs, and what PE buyers evaluate for multi-trade businesses.
Build a financial model for your second location before opening. Learn breakeven math, overhead duplication, staffing costs, and what PE buyers evaluate.
Every year around February, I get calls from contractors who just got their tax bill and are in shock. They ran a...
Deep-dive playbooks built for home services owners navigating growth, exits, and financial operations.
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....