Profit margin benchmarks, exit preparation strategies, and financial best practices from our team of former private equity professionals.
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...
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...
The Real Difference Between 1099 and W2 in Home Services The question of 1099 vs W2 contractors comes up constantly in home...
You closed the deal. The CIM looked clean, the quality of earnings came back reasonable, and the org chart had names in...
ServiceTitan vs. QuickBooks: what each tool actually does for your home services business. They're not competitors — they're complementary systems.