Profit margin benchmarks, exit preparation strategies, and financial best practices from our team of former private equity professionals.
Bookkeeper vs. controller vs. CFO: what each role does, when you need them, and signs you've outgrown your current financial team.
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The DIY Bookkeeping Trap Every home services company starts with the owner doing the books. Or the owner’s spouse. Or a part-time...
I’ve had this conversation probably fifty times in the last two years. An owner walks in — usually late fifties, maybe early...
Most contractors who try to pass their business to a family member wing it. The ones who succeed treat it like a...
After reviewing over 200 home services acquisitions across our careers in private equity — at firms like Apex Service Partners and Black...
Why home services companies need a fractional CFO, not just a bookkeeper. The ROI of CFO-level financial insights for contractors scaling past...
MCAs Are Not Loans, and That Is Your Leverage If you are a contractor stacked in Merchant Cash Advances and feel like...
Deep-dive playbooks built for home services owners navigating growth, exits, and financial operations.
Material Costs Are Up. Your Margins Don’t Have to Be Down. If you run an HVAC, plumbing, electrical, or roofing company, you...
Are HVAC maintenance agreements actually profitable? Benchmarks, the real math on downstream revenue, and what PE buyers think about agreement programs.
The Industry Nobody Talks About Honestly Roofing companies have one of the highest failure rates in home services. This is not speculation....
Current EBITDA multiples for contractor businesses by trade and size. What drives premium multiples and how the PE landscape has shifted since...
I’ve reviewed over 200 home services P&Ls over the course of my career. Before starting Profitability Partners, I was on the acquisitions...
If you’ve decided to sell your HVAC business, one of the first questions you’ll face is whether to hire a broker —...