For owners of service businesses planning to sell or retire in the next 6 to 24 months
Your broker sells the business you have. We build the business you sell.
Recurring revenue, a team that runs without you, clean books, and a year of numbers that prove it. We do the work. You get the value.
PHOTO: owner in their shop office at dusk, van outside
The wave is here.
- About half
- of US businesses with employees are owned by baby boomers.Project Equity
- 32%
- of owners have a documented exit plan.Exit Planning Institute, 2023
- 19%
- of boomer owners have started exit planning.Exit Planning Institute, 2025
Millions of owners will try to sell in the next few years. Most businesses that go to market never close a sale, and many deals that do get signed fall apart in the buyer's review. The reasons are almost always the same: books a buyer cannot trust, revenue that starts at zero every month, and a business that runs through the owner's phone. VERIFY: "most businesses never sell" figure before adding a number
Buyers do not pay for your trucks.
Recurring revenue.
Maintenance plans, memberships, and service agreements are the single biggest driver of a higher multiple.
A business that runs without you.
Owner dependence is one of the most common reasons buyers cut their offer or push you into an earnout.
Books that hold up.
Monthly, reconciled numbers that match the bank. Messy financials are the first thing a buyer's accountant finds.
The offer
The Exit-Ready Partnership.
A 12-month partnership where we install and run the systems buyers pay for, inside your business, on one platform your company controls. We also cut the software you no longer need, so every dollar saved shows up in your earnings and in your sale price.
- 1
Customer Vault Reactivation.
We work your old customer list so past customers come back.
- 2
Estimate Rescue.
Every open estimate gets followed up until it is won or closed.
- 3
Membership Builder.
We launch or grow your maintenance or service agreement program so revenue repeats.
- 4
24/7 Front Desk.
Every call and text answered, day or night, and booked onto your calendar.
- 5
Collections Desk.
Invoices go out, reminders go out, and money comes in faster.
- 6
Owner's Playbook.
We record what is in your head and turn it into written processes your team follows.
- 7
Buyer-Ready Books and Data Room.
Clean monthly books and a monthly report that shows a buyer what changed and why.
The money math
Every dollar you save is worth several at sale.
A buyer values your company as a multiple of its yearly earnings. Cut $30,000 a year in software and admin costs you do not need, and that $30,000 goes straight to earnings. At a multiple of 4 to 7, that is $120,000 to $210,000 of added value at sale. Recurring revenue does the same thing, and can raise the multiple itself.
Example for illustration only. Multiples vary by industry, size, and buyer. We do not promise a sale price or valuation.
Found Money
We show you the money first.
Before you commit to anything big, we import your customer and estimate history and show you, in dollars, what is sitting in it: past customers due for service, estimates nobody followed up, members who lapsed.
Found Money Guarantee.
If the report does not find at least $100,000 in recoverable revenue in your own records, you pay nothing for it.
This is for you if.
- You own a service business doing $2M to $10M in revenue.
- You plan to sell, retire, or step back within 6 to 24 months.
- You have years of customer history that nobody works.
- You are willing to give us one recorded conversation a week for eight weeks.
This is not for you if.
- You want someone to promise you a sale price. Nobody honest can.
- You want to sell in the next 60 days no matter what.
- You are not willing to let us contact your existing customers on your behalf.
Founding seats
Three founding partners this year.
We take a small number of clients so the work gets done right. We are accepting three founding partners in Houston at founding pricing. When the third seat is signed, founding pricing ends.
Find out what a buyer will see.
Twelve questions. Five minutes. You get your score and what each missing item is costing you.