Service Business Advisory

Your business is worth more than
it's currently selling for.

We work with trade and service company owners in pool, HVAC, pest control, lawn, and plumbing to build operations that run without them, and sell for what they're actually worth.

No jargon.
Just honest advice.
Defined scope.
Real deliverables.
You own everything
we build.
What the gap costs you
Avg. valuation difference between documented and undocumented businesses
sale price
Real cost to replace a single service technician
$8Kper hire
Small businesses listed for sale that actually close
27%close rate
Our exit readiness engagement timeline
90days
Who We Work With

Built for the owner who built the business themselves.

You're good at the work. You know your trade. What you didn't sign up for was being the HR department, the operations manual, and the exit strategy all at once.

We don't come in telling you how to run your industry. We come in knowing what makes a service business sellable, what keeps good people around, and how to document what's in your head so it doesn't walk out the door with you.

If I got hit by a bus tomorrow, this whole thing falls apart and nobody would know where to start.

What most owners tell us in the first call
$400K – $2M Annual Revenue

We work with established service businesses across these trades:

  • Pool service and route operators
  • HVAC companies
  • Pest control
  • Lawn care and landscaping
  • Plumbing and electrical
  • Cleaning and janitorial
  • Restoration and remediation
The Problem

What's quietly cutting your sale price in half.

Most owners don't find out until they're in due diligence. By then, it's too late to fix.

01

It only runs because you run it

Buyers don't want to buy a job. If the business depends on you showing up every day, they'll pay half what it's worth, or walk away entirely.

02

Nothing is written down

Your process lives in your head and your best tech's head. That's not a business; it's a set of habits. Habits don't transfer. Systems do.

03

Good people keep leaving

Every tech you lose costs $6,000 to $9,000 in real terms. And without a retention system, the next one leaves too, for the same reasons.

04

Your financials don't tell the right story

Owner expenses, irregular draws, and mixed personal costs make your real earnings look half of what they actually are to a buyer.

What We Do

Four services. One outcome.

A business that runs without you, and sells for what it's actually worth.

👥

People Systems

$800 – $1,200/mo + Placement Fees

Your outsourced recruiting and retention function. We find the right people for your trade, build the systems to keep them, and guarantee the first 90 days.

  • Active candidate pipeline in your trade
  • Compensation benchmarking
  • Onboarding and role documentation
  • 90-day retention check-ins
  • 90-day replacement guarantee
📋

Exit Readiness

$6,000 – $12,000 · 90-Day Project

We document your operation, clean up your financials, and package your business to sell at the top of its range, not the bottom.

  • Full SOP and operations documentation
  • Three-year financial normalization
  • Confidential Information Memorandum
  • Key employee retention plan
  • Vetted broker introduction
🤝

Buyer Advisory

$2,500 – $5,000 · Per Engagement

Buying a service company? We do the operational due diligence that brokers and accountants skip. Know exactly what you're buying before you close.

  • Acquisition targeting support
  • Operational due diligence
  • Owner-dependency risk assessment
  • Post-acquisition systems build
For Acquirers

Most businesses for sale are priced on revenue, not on reality.

Brokers are paid to close deals. Accountants verify the numbers. Nobody tells you whether the business will actually run once the owner leaves.

That's the question that matters most, and it's the one most buyers don't ask until it's too late.

  • Is this operation documented or all in one person's head?
  • What does labor turnover actually cost this business each year?
  • What breaks in the first 90 days under new ownership?
  • What's the real adjusted EBITDA once financials are normalized?
  • What will it cost to build the systems that don't exist yet?
Register as a Buyer →

Who we work with

Buyers who benefit from our advisory

  • First-time acquirers buying their first route or service company
  • Entrepreneurs in search pursuing a self-funded acquisition
  • Current operators acquiring a competitor or adjacent route
  • Investors evaluating service company portfolio acquisitions
  • Military veterans transitioning into business ownership
How It Works

Simple. Defined. No surprises.

Every engagement has a clear scope, a clear price, and a clear deliverable. You own everything we produce.

1

Discovery Call

20 minutes. We ask five questions. Most owners learn something useful in this call alone.

2

Operations Audit

Two weeks. One report. Specific gaps, specific costs, specific fixes, ranked by impact.

3

Right-Fit Engagement

Based on what we find, we recommend the right next step: people systems, exit readiness, or both.

4

We Build It

We do the work. You review and approve. Everything we create belongs to you permanently.

5

Sell or Scale

Take your sale package to a vetted broker, or stay on retainer and keep building value.

Get Started

Tell us where you stand.

Select your situation. We review every submission personally and respond within one business day.

Owner Intake

Three minutes. Helps us come prepared with the right questions for your specific situation.

No pitch. No pressure. One honest conversation about where your business stands.

Buyer Profile

We match qualified buyers with vetted seller engagements and support you from targeting through close.

Reviewed personally. We reach out when a relevant seller engagement matches your criteria.