Build. Scale. Exit: How to Position Your Business for a Premium Acquisition

Kris Moe is a M&A Advisor for the Trades. He has written books for Solar, Roofing, Electrical and HVAC business owners with tips on exit strategies and the preparation steps leading up to putting a business on the market.

This webinar will be on zoom and the participants will be anonymous and here's the format:
 

I. Welcome & Introductions 

• Quick intro: Kris Moe's background in M&A / construction

• Why this conversation matters right now

  • Surge in private equity interest

  • Trends affecting construction valuations

  • What owners don’t know — but should

II. Build: Foundation for Long-Term Value 

• The difference between a good business and a valuable asset

• Key metrics buyers care about (beyond revenue):

  • Recurring revenue

  • Margin profile

  • Customer concentration

  • Management team & systems

• What are creating new value layers

• Real example: Roofing business vs. Roofing + Solar hybrid

III. Scale: Strategic Growth That Pays Off 

• Growth is good, but smart growth is better

• Ways to scale value — not just top-line:

  • Cross-selling (roofing + solar, HVAC + insulation, etc.)

  • Vertical integration or strategic partnerships

  • Building a sales process that doesn’t rely on the owner

• Case study: A contractor who added solar partnerships and doubled buyer interest

IV. Exit: Preparing for a Premium Sale 

• What buyers are actually looking for in today’s market

• How to position your company before going to market:

  • Clean financials & books

  • Operational systems

  • Team in place

  • Growth story buyers can run with

• Common pitfalls that kill deals or lower valuations

• Timeline and expectations: when to start preparing (hint: now)