Deal Preparation
What goes in the package a buyer actually reads
Two documents, not one: a blind profile that names nothing, and the full package behind an agreement. What belongs in each, and what gets a package ignored.
Valuation & Pricing
What your trucks and equipment are worth in a sale
Equipment rarely adds to the price the way owners expect. What it actually does to a deal, and when the fleet becomes a real problem.
Deal Preparation
Will your technicians stay?
In a business that runs on skilled people, the crew is part of what is being bought. How a buyer assesses it, and what makes people stay.
Deal Preparation
Who holds the license the day after closing?
A licensed business adds a question most sales do not have. Four ways it gets solved, and why it has to be raised early.
Valuation & Pricing
What service agreements are worth to a buyer
Recurring work is the most valuable revenue in a service business, and most owners understate it. What counts as recurring, and what gets discounted.
Valuation & Pricing
When one customer is too much of the revenue
Concentration is the first thing a buyer looks for and the hardest thing to fix quickly. What it costs, and what to do if you already have it.
Valuation & Pricing
What happens to the business when you are not in it
Owner dependence is priced into every offer, usually quietly. How a buyer tests for it, and what reduces it in the year before a sale.
Deal Preparation
When part of last year's profit was an estimate
Any business billing work in stages carries estimates in its earnings. Here is the test a buyer runs on them.
Deal Preparation
The records a buyer asks for first
Three years of returns and statements, and they have to agree with each other. What a buyer checks first, and what to fix before anyone asks.