Industries
The strongest fit is an established owner-run company where the owner knows the trade, carries too much of the business, and needs a clear picture of profit, cash, systems, tax drag, and value.
HVAC owners often lose money in labor recovery, flat-rate pricing drift, callbacks, maintenance-plan execution, inventory, and owner-dependent sales.
Plumbing businesses usually need clean separation between service, install, excavation, warranty, and emergency work so the owner can see what actually pays.
Electrical contractors can hide margin problems inside labor estimates, change orders, material markup, commercial receivables, and project closeout.
Roofing companies often need tighter controls around materials, subcontractors, supplement/change orders, job costing, and seasonality.
Project-driven companies need discipline around scope, change orders, job-cost review, draw schedules, and owner bottlenecks.
Landscaping and lawn-care owners need to understand route density, crew productivity, seasonality, recurring revenue, and equipment drag.
Light manufacturing and distribution businesses often hide cash in inventory, purchasing, pricing, freight, receivables, and weak controls.
Apply for a Checkup
We work with established owner-run businesses and only take one on when we believe the Checkup can create value. The form takes about 30 seconds.