Resources for Trade Business Owners
Practical frameworks, tools, and insights from operators who understand the trades and the investors targeting them.
SELF-SERVE WORKBOOK
The Self-Guided Scale Roadmap
A complete 108-page workbook built for trade and service business owners who want to build a business worth buying on their own timeline.
Included: 108-page workbook / 15 SOPs / 7 appendices / ROI Calculator
Insights for Trade Business Owners
PE Acquisitions & M&A
Blackstone Just Paid $2.5 Billion for an HVAC Company. Here's What That Means for You.
Blackstone's $2.5B acquisition of Champions Group is one data point in continued HVAC consolidation. Here is the cited context for trades owners.
PE Acquisitions & M&A
PE Firms Have Acquired 800+ Trade Businesses Since 2022. Is Yours Next?
Nearly 800 HVAC, plumbing, and electrical companies have been bought by PE since 2022. Here's what the consolidation wave means for your business right now.
PE Acquisitions & M&A
HVAC Add-On Deals Rose 88% in a Single Year. Here Is What the Data Shows.
PE HVAC add-on acquisitions jumped 88% YOY through mid-2025. Here's the math behind the buying spree and what it means for independent operators.
PE Acquisitions & M&A
Nexstar Just Banned Private Equity From Its Network. What That Tells You About the Trades.
Nexstar Network cut one-third of its members, half its revenue, to remove PE-backed firms. Here's what that move signals for every trades owner.
Free Tools & Frameworks
PDF, 6 pages
The 8-Point Exit Readiness Checklist
Eight questions every owner should answer before a buyer, investor, or life event forces the timeline.
Get the Checklist →PDF, 2 pages
Trades Business Exit Readiness Checklist
10 critical factors that buyers and investors evaluate when considering an acquisition of a trade business.
Download FreePDF, 4 pages
Valuation Drivers Guide for Trade Owners
The specific metrics and documentation that move your valuation multiple up or down, explained for operators, not finance professionals.
Download FreeInteractive
The Platform-Ready Scorecard
Score your business on the 12 dimensions that PE buyers use to rank acquisition targets. Know where you stand before they do.
Start Scorecard →Ready to Check the Evidence?
The Readiness Diagnostic checks what your documents prove. Start with a free 20-minute Readiness Review.