Our Services
Four core service areas. One broker who knows the trades.
Home Services Business Buying Services
Buying a home services business is one of the most important financial decisions you will make. We help you find the right acquisition, conduct thorough due diligence, and close with confidence.
Market Analysis & Deal Sourcing
We identify on-market and off-market opportunities that match your acquisition criteria. Our network includes business owners who want to sell quietly, competitors looking to exit, and PE-backed roll-up platforms seeking add-ons.
Due Diligence
We coordinate financial, operational, and legal due diligence including:
- Review of three years of tax returns, P&L statements, and balance sheets
- Fleet inspection, equipment condition assessment, and VIN verification
- Technician retention analysis and license transferability review
- Customer concentration review and contract assignment feasibility
- CRM data export and historical dispatch analysis
- Review of vendor agreements, equipment leases, and real estate leases
SBA & Equipment Financing
We work with SBA 7(a) lenders and equipment finance companies familiar with trades businesses. Most home-services acquisitions qualify for SBA financing with 10-20% down.
Negotiation & Closing
We negotiate terms on your behalf, structure deals to protect your capital, and coordinate the closing process including document review, funding, and entity setup.
Transition Planning
Most home-services acquisitions fail in the first 90 days because the seller disengages too quickly. We build a structured transition plan that keeps technicians motivated, customers informed, and operations running.
Case Study: Naperville HVAC Acquisition
A first-time buyer in 2024 acquired a $1.2M HVAC business in Naperville. We helped structure an SBA 7(a) deal at 2.75x SDE, negotiated a 90-day seller financing note for $180K, and managed the technician retention plan that kept all four service techs onboard post-closing. The buyer achieved break-even in month four.
Home Services Business Selling Services
Selling your business is a complex, multi-month process. We manage every step so you can focus on running your company and preparing for the next chapter.
Business Valuation
We provide a defensible market valuation using multiple methodologies: income approach (discounted cash flow), market approach (comparable transactions), and asset approach (fleet and equipment replacement cost). Our valuations hold up to lender scrutiny and buyer negotiations.
Business Preparation
Before we list your business, we help you prepare it for sale:
- Financial cleanup: reconcile P&L categories, remove personal expenses, normalize owner compensation
- Fleet maintenance records: compile service logs, DOT inspections, and maintenance schedules
- CRM handoff: export historical customer data, service agreements, and dispatch logs
- Technician retention plans: address employment agreements, non-competes, and bonus structures
- Operational documentation: create an equipment inventory, vendor list, and procedure manual
Confidential Marketing
We create a blind teaser that describes your business without revealing your name, address, or identifying information. We gate it behind NDAs and expose it only to pre-qualified buyers who match your criteria.
Buyer Screening
Every buyer signs an NDA and completes a buyer questionnaire before receiving the confidential information memorandum (CIM). We verify financing capability and strategic fit before introducing you to any buyer.
Negotiation Tactics
We run a structured bid process to create urgency and maximize your price. We negotiate deal structure (asset vs. stock, seller financing, earnouts, non-competes, consulting agreements) to optimize your after-tax proceeds.
Closing & Transition
We coordinate attorneys, lenders, and license transfer agents. We manage the closing checklist and ensure nothing slips through. We also help you plan your exit from the business post-closing.
Home Services Business Valuation
Our valuations are CBI-certified, court-admissible, and lender-ready. Whether you are preparing for a sale, seeking financing, or planning your estate, we deliver the defensible valuation you need.
Methodologies
We use three approaches and reconcile them into a final opinion of value:
- Income Approach: Discounted Cash Flow (DCF) modeling using normalized SDE and a market-derived discount rate
- Market Approach: Comparable transaction analysis using our proprietary database of 150+ Illinois trades transactions
- Asset Approach: Fleet and equipment replacement cost less accumulated depreciation, plus working capital
Multiplier Factors We Analyze
- Technician count and utilization rate
- Route density and average drive time between stops
- Percentage of revenue from maintenance agreements
- Customer concentration (top-10 customer percentage)
- Callback rate and warranty claim history
- Online review velocity (Google, Yelp, HomeAdvisor)
- Tech stack maturity (ServiceTitan, Housecall Pro, Jobber, Workiz)
- License transferability (HVAC, plumbing, electrical, roofing)
Types of Valuations
We deliver valuations for multiple purposes:
- Sale preparation (pre-listing valuation to set asking price expectations)
- Buyer negotiation (independently represent a buyer's valuation position)
- Financing (SBA, conventional, equipment financing)
- Partnership and divorce (court-admissible reports)
- Estate planning (IRS fair market value for gifting and estate tax)
- Annual update (maintain a current valuation for strategic planning)
Additional Consulting Services
Beyond brokerage, we provide strategic consulting to help you improve your business before a sale or position it for growth.
Operational Improvement
We analyze your dispatch operations, route density, technician utilization, and revenue per truck. We identify bottlenecks and recommend changes that increase your SDE before you list.
Expansion Planning
Looking to expand into a new territory or vertical? We provide market analysis, competitive assessment, and acquisition targeting to support your growth plan.
Exit Planning
We help you design a 3-5 year exit plan that maximizes your business value: employee equity structures, seller financing preparation, tax structuring, and transition planning.
Market Analysis for New Territories
Before entering a new Illinois market, we provide a detailed analysis of competitor density, average ticket size, licensing requirements, and acquisition opportunity.