Home-service business owners

The 90-Day Pre-Sale Checklist for Service-Business Owners.

Twenty-eight things to clean up in the three months before you talk to any buyer. Built from the diligence questions we actually ask — written so you can fix them before a buyer ever sees them.

What’s in it

Most owners going to market are leaving 10-25% of value on the table because of issues that take a long weekend to fix. This is the checklist of those issues — financial, operational, customer, and legal — written by a buyer who runs through it every diligence.

→Financial: the three reports every buyer will ask for and how to clean them up before they do
→Operations: what your dispatcher, lead tech, and bookkeeper need to be able to answer without you in the room
→Customer: the simple test for how concentrated your revenue actually is
→Equipment and trucks: what a buyer credits and what they discount
→The five soft items that make a buyer trust the numbers (or not)
→What to do in the last 30 days before a buyer walks the shop

Who it’s for

HVAC, plumbing, electrical, roofing, landscaping, and other home-service operators in the Wichita metro who are 6 to 24 months from possibly selling and want to maximize what they walk away with.

Get the checklist.

Free. Brayden sends it personally within a business day.