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Exit Planning

Preparing your roofing company for a premium exit. Valuation, M&A advisors, deal structure, tax planning, and building sellable operations.

10 articles in Exit Planning
exit planning 7 min read

Annual Valuation Checkup

What is your business worth today? Not what you hope it is worth. Not what you need it to be worth. What is it actually worth in today's market? Most business owners do not know....

exit planning 7 min read

Revenue Quality Assessment

Your business generated $3 million in revenue last year. But how much of that revenue is high-quality revenue that buyers will value, and how much carries characteristics that...

exit planning 8 min read

Tax Implications of Selling

A buyer pays $2 million for your roofing company. After federal and state taxes, you keep $1.4 million. That $600,000 difference went to the government. Could planning have...

exit planning 8 min read

Maintaining Confidentiality During Sale

Word spreads that your roofing company is for sale. Employees start updating resumes. Customers wonder if they should find alternative contractors. Competitors sense opportunity....

exit planning 8 min read

Working Capital Requirements in Deals

You agreed on a purchase price of $2 million. At closing, you receive $1.92 million. The buyer explains that working capital came in $80,000 below target, triggering an...

exit planning 9 min read

Timing Your Exit for Maximum Value

You cannot control the economy. You cannot control buyer appetite. You cannot control interest rates. But you can control when you take your company to market, and that timing...

exit planning 9 min read

Selecting the Right M&A Advisor

Selling your roofing company is likely the largest financial transaction of your life. It is also likely the first time you have done it. Buyers, by contrast, may have completed...

exit planning 8 min read

Operational Documentation Requirements

You know how to run your roofing company. You know how to estimate jobs, schedule crews, manage quality, and handle customers. But can you transfer that knowledge to someone else?...

exit planning 8 min read

Creating Recurring Revenue Streams

Your roofing company generates revenue one project at a time. You complete a job, collect payment, and need to find the next customer. This cycle repeats endlessly. Revenue is...

exit planning 8 min read

Building a Sellable Management Team

When buyers evaluate your roofing company, they ask a simple question: what happens after the owner leaves? If the honest answer is "the business struggles," your company has a...

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