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Acquisition and Ownership

What a buyer is actually looking at, and why the systems matter more than the year you had.

What survives the owner leaving the room

A roofing company is bought for what it can carry on doing without its owner in the room. These guides are about that property: which parts of a business transfer, which walk out of the door with a person, and why two companies with similar revenue can be worth entirely different things to whoever is buying.

They describe what moves that answer — recurring work, crew retention, whether the systems hold the knowledge or somebody’s memory does, how concentrated the customer list is — and quote no figure at all. The data in this corner of the trade is proprietary or paywalled, and an advisor’s number is their product rather than a benchmark.

In this cluster

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The other clusters

  • Owner Resources
  • CRM and Software
  • Storm and Claims Operations

Skip the reading and just ask

Describing one week of your office is usually faster than working out which guide applies.