Exit-readiness advisory · Trades & MEP
By then the gaps are already priced in. The money you leave on the table isn't lost in the negotiation — it's lost in the two years before it.
Run your own number
Same revenue. Same crews. Same trucks. The difference is whether a buyer has to price in the risk of you leaving. Move the slider to your EBITDA.
This isn't a valuation. It's the arithmetic every buyer runs on you and most owners never run on themselves. The work is closing the gap — not arguing about the multiple.
Who you'd be working with
I've run a $200M P&L in the trades. Not as an analyst — as the operator who owns the number at the end of the month.
I've hired the techs. Fixed the dispatch. Sat in the room when a service agreement renewal decided the quarter. When I look at your business, I'm not reading a CIM — I'm seeing problems I've had to fix myself, with my own crews.
That's the whole reason this works. Brokers list businesses. Consultants write decks. I've carried the P&L, which means I can tell you in one session which of your risks a buyer will actually discount you for, and which ones they'll never notice.
I work with founder-led mechanical, HVAC, electrical, plumbing, industrial and commercial services businesses — usually $3M to $50M in revenue, usually one to three years out from an exit they haven't told anyone about yet.
How we work together
A working session on your numbers, your operations, and your dependency risks — followed by a written report on what's driving your valuation and what's dragging it.
Standalone. No obligation to continue. If you move into Prep-to-Exit within 30 days, it credits toward month one.
A fixed program with phased written deliverables: assess → clean the financials → de-risk the business → build the exit package.
This is the work that closes the gap you just measured. It is not a retainer for advice — it's a sequence with an endpoint.
Two calls a month plus email between them. Open-ended, no endpoint. For owners who want to build a stronger business and aren't ready to talk about selling it.
If your outcome is an exit, take Prep-to-Exit instead. I won't sell you the wrong one.
Deep Engagement ($7,500/mo, weekly calls, major inflection points only) and pre-offer deal review for buyers are available on request.
Before we talk
In full transparency: I both advise owners on preparing their businesses for sale and, selectively, may be interested in acquiring exceptional ones. Those interests can overlap.
If your business could be a fit on the acquisition side, I'll say so plainly and early — before it can affect any advice I give you. You are always free to work with me on the advisory side only, and most owners do.
There are also businesses I can't work with at all for conflict reasons. If yours is one of them, I'll tell you in the first conversation rather than waste your time.
The next step
Sixty minutes, your numbers, and a written report you keep either way. If the gap on your business is real, you'll know exactly where it is and what it's worth to close it.