Our Process
A structured, confidential process from first call to closing
Selling a roofing business is not a single event. It is eight steps, each with its own risks. We run all of them so you can keep running the company.
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The eight steps
What happens, in order
Each step is reported to you as it happens. Nothing moves forward without your sign-off.
Confidential consultation
A direct conversation about your goals, your timeline, and whether this is the right moment to sell. No obligation, no cost.
Business valuation
We normalize your financials, separate revenue by segment, and deliver a defensible range built for your business specifically.
Sale preparation
Documentation is assembled and diligence gaps are closed early, before a buyer ever sees them.
Confidential business profile
Your company is presented to the market without a name, address, or identifying detail.
Buyer outreach
Active marketing to vetted individuals, industry platforms, and private equity-backed strategics, not a passive listing.
Offer evaluation and deal structure
Offers are compared side by side on terms, not just headline price: cash at close, earnouts, holdbacks, and seller notes.
Due diligence
We manage document requests and keep the process moving so you can keep the business running.
Closing and transition
Handoff of crews, customers, and supplier relationships, on a timeline you negotiate up front.
Why it works
What makes this process different
We built this specifically around roofing and skilled-trade businesses, not adapted from a generic playbook.
Confidentiality by default
Crews, customers, and competitors learn nothing until you decide.
Segment-specific expertise
Residential, commercial, and specialty roofing are underwritten differently, and we know the difference.
Vetted buyers only
Proof of funds and acquisition history checked before anyone sees detail.
Negotiation on your behalf
Price is one term. We negotiate structure, too, so you keep more of what you agreed to.
Diligence, managed for you
We handle document requests so your team stays focused on the work.
A transition plan, not just a closing
How the handoff reads to your team, customers, and suppliers, decided in advance.
Common questions
About the
process
If your question is not here, ask it directly.
Schedule a consultation →
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How long does the process take?
Most engagements run nine to twelve months from confidential consultation to close, depending on how prepared the financials and documentation are going in.
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Do I keep running the business during the process?
Yes. You continue running day-to-day operations. We manage marketing, buyer outreach, and negotiation so the business stays focused on the work.
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What does it cost to work with you?
We work on a success-fee basis in most engagements, aligning our incentive with getting you the best outcome. We'll walk through the specifics on a call.
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What if I decide not to sell partway through?
You can pause or step back from the process at any point before signing a purchase agreement. Confidentiality protections stay in place regardless.
Get Started
Ready to start step one?
One conversation, entirely confidential. Bring your questions and your numbers, or just
your questions.