Landscaping · About $1.3M · 14 trucks
Growing Fast, With the Big Jobs Still on His Desk
- Where he was
- Lawn care and snow removal, with the phone ringing off the hook. The company was growing faster than its equipment, people, and systems.
- What still came back to him
- He had already moved routine calls and most quotes to his team. Larger jobs, major contracts, and the build-out of the company still ran through him.
- What the review showed
- He wanted a company he could sell one day at a number he chose. The work was proving the company could deliver steady numbers through its seasonal swings without him running it.
- What he left with
- A written plan built on his own numbers and timeline, and a follow-up set for when the season's contracts are in.
Plumbing · About $1.5M · 7 trucks
He Turned Down an Offer. Then Asked What Would Make It Worth More.
- Where he was
- Growing, with an offer on the table that would have left him well short of what he needed from a sale. He said no.
- What still came back to him
- Large replacement jobs, major decisions, and quality. Most processes lived in his head, and he figured the company could run about a week without him.
- What the review showed
- Big replacement jobs were slipping away without a real sales process. And the license the company worked under wasn't his, which a buyer would ask about.
- What he left with
- A plan to build a sales process for the big jobs, put a manager in place, get processes on paper, and grow profit before going back to buyers.
Roofing · About $2M last year
Off the Roof, but Still the One Making the Calls
- Where he was
- Revenue rose and fell with the storms. He was ready to step back and focus on other ventures, and he had just lost a key team member.
- What still came back to him
- He ran the company from an iPad, but pricing, subs, and which customers got called first were still his calls.
- What the review showed
- Steadier revenue would make the company worth more. Service agreements with yearly inspections and a tighter supplement process were 2 levers he already believed in.
- What he left with
- A phased plan to build a consistent sales team, smooth out storm-driven revenue, and move his daily calls to his managers.
Home services · About $3.5M
6 Years of Growth, and a Partner Ready to Retire
- Where he was
- 6 straight years of double-digit growth, with real systems in place. 1 partner was getting ready to retire.
- What still came back to him
- Builder relationships and outside sales still ran through the owners, and some of his own work wasn't written down anywhere.
- What the review showed
- The company was worth less today than the number the partners wanted. Handing off relationships, documenting the work, and growing, possibly through an acquisition, was the path to close the gap.
- What he left with
- A written plan to take to his partners, with the next conversation already on the calendar.