01 · Financials
Are your books clean, with three years of financial statements and personal expenses separated?
Yes
Partly
Not yet
02 · Owner independence
Could the business run for a month without you answering calls or making daily decisions?
Yes
Partly
Not yet
03 · Leadership
Do you have a general manager or second-in-command who could lead day to day?
Yes
Partly
Not yet
04 · Recurring revenue
Do you have a membership, maintenance or recurring service program that's growing?
Yes
Partly
Not yet
05 · Growth
Has revenue grown in each of the last three years?
Yes
Partly
Not yet
06 · Team
Are your key technicians and managers tenured, licensed and on clear pay plans?
Yes
Partly
Not yet
07 · Systems
Do you run on a field-service software platform with documented processes for dispatch, pricing and sales?
Yes
Partly
Not yet
08 · Customers
Is your revenue spread across many customers, with no single customer or builder over about 10%?
Yes
Partly
Not yet
09 · Reputation
Do you have strong, recent online reviews in your market?
Yes
Partly
Not yet
10 · Goals
Do you know what you want after a sale: retire, stay on, or keep a stake?
Yes
Partly
Not yet
