Profit margin benchmarks, exit preparation strategies, and financial best practices from our team of former private equity professionals.
McKinsey & Company recently published a study on the US home services market that included a finding most contractors will read right...
Plumbing profit margin benchmarks from 200+ acquisitions. Department-level targets, overhead rates, and what PE buyers look for in plumbing companies.
Learn how home services companies are valued, what drives EBITDA multiples, and what you can do now to maximize your HVAC company's...
See the HVAC profit margin benchmarks PE buyers use to evaluate companies. Department-level margins, overhead targets, and what drives premium valuations.
Common EBITDA adjustments buyers make during due diligence: owner comp, one-time expenses, related-party transactions, and why they matter for valuation.
How rising and falling interest rates affect business loans, cash flow, and consumer spending. Strategic planning tips for small business owners.
Key purchase agreement adjustments every seller should understand: working capital, earn-outs, net assets, contingencies, and closing date mechanics.
Not every business needs a fractional CFO. Here's how to tell if you actually need one — and when a bookkeeper or...
Seven tax deductions that can significantly reduce your business tax bill. From home office to retirement plans, maximize your legitimate write-offs.
A step-by-step guide to exiting your business: valuation, preparation, finding buyers, and the due diligence process explained for first-time sellers.
Strategies for reducing business debt and refinancing at better terms. When to consolidate, restructure, or negotiate with lenders.
When to capitalize vs. expense business costs and how each decision affects your P&L, balance sheet, taxes, and EBITDA. A practical guide...
The three most common business valuation methods: comparable transactions, discounted cash flow, and asset-based. Which one applies to your company.
A practical guide to the due diligence process for small business owners — what buyers examine, how to prepare, and common pitfalls...
Why financial reporting and KPI analysis matter for navigating business challenges. How data-driven decisions improve margins and reduce risk.