Due Diligence Services

Plumbing & HVAC Acquisition Plan

Our clients often ask us for advice on how to buy a home services business. They’re interested in the step-by-step process and want to understand the costs associated with starting a home service business, including how to calculate existing profit margins in order to determine their chances of being profitable. 

Buying a home services business is a multi-step process that doesn’t end once you’ve found a promising listing. Due diligence is the process of painting a realistic picture of your target business in order to determine business expenses, the average business profitability, key performance indicators, acquisition risks, and more.

We help service industry veterans, first time business buyers, serial entrepreneurs, and investors alike uncover the truth, risks, and potential of the business they want to buy. We provide unbiased answers and expert insight to these common questions:

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    Am I overpaying for this business?

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    What does this business really look like today?

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    How do I deal with the impact of this purchase on the employees?

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    How do I deal with the impact of this purchase on the customers?

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    How do I deal with potential licensing issues?

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    How do I deal with outstanding contracts?

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    What other hidden risks exist?

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    What does this business really look like today?

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    What do I want this business to look like in the future?

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    What needs to change in order to get it there? 

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    How do I get it done?

Through our many years of independent business ownership, we’ve developed a process that quickly and accurately lets us see the bottom line.

Our process uncovers:

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    Current and past financials

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    Real revenue breakdown

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    Owner roles

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    Day-to-day operations

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    Growth potential

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    Assets and liabilities within the current employee roster

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    Competition in the market and how the company stacks up

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    The service company’s acquisition risks and how to mitigate them

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    Necessary changes before business goals become attainable

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What We Offer

What Does PlumbAmatic™ Offer?

Our deliverables are designed to spearhead the operational due diligence of the plumbing and/or HVAC business you’re looking to buy.

Since these deliverables are tailored to each client and their target company, we provide them in three phases. To view a sample summary click here.

What Will You Do With These Deliverables?

During the due diligence process, we will arm you with the tools, knowledge, and know-how you’ll need to:

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    Negotiate a better purchase price

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    Secure financing

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    Have a clear financial picture of the businesses future

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    Deal with transitional challenges

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    Calculate working capital requirements

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    Mitigate risk

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    Execute the acquisition profitably and successfully

Get Started With PlumbAmatic™ Today

Book Your Discovery Call