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 perform at their full potential.

No jargon.
Just honest advice.
Defined scope.
Real deliverables.
You own everything
we build.
What the gap costs you
Avg. performance gap between documented and undocumented service 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 Business Readiness Program 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

Three services. One standard.

A business that runs without you — stronger, better documented, and built to perform at its full potential.

👥

People Systems

$800 – $1,200/mo · Monthly Consulting

Your ongoing people operations advisory. We help you build the hiring process, retention systems, and role documentation that keep good people around.

  • Hiring process design for your trade
  • Compensation benchmarking
  • Onboarding and role documentation
  • Retention system development
  • Ongoing advisory and check-ins
📋

Business Readiness Program

$6,000 – $12,000 · 90-Day Program

A structured 90-day engagement to document your operation, strengthen your financials presentation, and build the systems that make your business run without you.

  • Full SOP and operations documentation
  • Three-year financial presentation cleanup
  • Owner's Business Summary report
  • Key employee retention plan
  • Systems and process handoff documentation
🤝

Buyer Advisory

$2,500 – $5,000 · Flat Fee

Evaluating a service company? We provide the operational analysis that tells you what you are actually getting before you commit — what runs, what doesn't, and what it will take to fix it.

  • Operational assessment of target business
  • Owner-dependency risk analysis
  • Systems and process gap review
  • Post-acquisition readiness planning
For Acquirers

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

Most buyers evaluate the numbers. Few evaluate whether the business will actually run once the owner steps away.

That is the question that matters most, and it is the one most buyers do not ask until it is 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?
  • How dependent is this business on the current owner's relationships?
  • What will it cost to build the systems that don't exist yet?
I'm Looking to Acquire →

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, Business Readiness Program, or both.

4

We Build It

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

5

Operate or Grow

Leave with documented systems, a stronger operation, and a clear picture of where your business stands — and where it can go.

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

Tell us about your acquisition goals. We will review your profile personally and follow up to discuss how we can support your search.

Reviewed personally. We follow up to discuss how we can support your acquisition goals.