Profit margin benchmarks, exit preparation strategies, and financial best practices from our team of former private equity professionals.
The gap between having a valuable business and getting that value at close is where most owners lose money. These 10 avoidable financial mistakes cost home services sellers hundreds of...
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The Real Difference Between 1099 and W2 in Home Services The question of 1099 vs W2 contractors comes up constantly in home...
You closed the deal. The CIM looked clean, the quality of earnings came back reasonable, and the org chart had names in...
ServiceTitan vs. QuickBooks: what each tool actually does for your home services business. They're not competitors — they're complementary systems.
An earnout is a deal structure where a portion of the purchase price is contingent on the business achieving certain performance targets...
In our experience working with plumbing, HVAC, and electrical contractors across the $5M to $30M revenue range, we’ve noticed something troubling: most...
For most home services companies in the $5M–$30M revenue range, the call center is the most underleveraged profit lever in the entire...
Deep-dive playbooks built for home services owners navigating growth, exits, and financial operations.
What a QoE report actually does, why it matters more in home services than most industries, and how to prepare for one...
Why Most Home Services Companies Don’t Close Monthly — And What It Costs Them Most home services companies do not close their...
How to get ServiceTitan data into QuickBooks correctly. Chart of accounts setup, integration configuration, sync issues, and monthly reconciliation process.
Why Your Chart of Accounts Matters (More Than You Think) A well-designed chart of accounts is the foundation of everything that follows:...
Roofing Bookkeeping Is Not Like Other Trades Bookkeeping for roofers has a different set of challenges than bookkeeping for HVAC, plumbing, or...
Call center metrics that drive profit for home services companies. Booking rates, conversion rates, CSR performance, and how to connect them to...