Our Valuation Process
Transparent, fair, and straightforward—just like you'd expect
Our promise to you
We know selling your business is one of the biggest decisions you'll make. We want this process to be as transparent and respectful as possible.
No Games
Our offer is our offer. We don't lowball and renegotiate later.
Respect Your Time
We move quickly and efficiently. Your time is valuable.
Clear Communication
We'll always be honest about where we are in the process and what comes next.
Reasonable Terms
No aggressive non-competes or unfair contract terms. Just fair business practices.
Not every business is a fit for us, and we're okay with that. If we're not the right buyer, we'll tell you honestly and help point you in a better direction if we can.
Confidentiality
Your information stays private until you're ready to share it.
Step 1: Initial Conversation (Day 1 - Week 1)
We start with a casual, confidential phone call or coffee meeting. No formal presentations needed—just an honest conversation about:
• Your business and what you've built
• Why you're considering selling
• What's important to you in a transition
• Your goals for the future
This is a no-pressure conversation. If we're not the right fit, we'll tell you honestly and may even point you toward better options.
Step 2: Information Gathering (Week 1-2)
If we both want to move forward, we'll need to understand your business better. We'll ask for:
• Recent financial statements (P&L, balance sheet, cash flow)
• Customer list and recurring revenue breakdown
• Employee roster and compensation details
• Overview of your routes and service areas
• Key contracts or agreements
We know this information is sensitive. Everything is kept strictly confidential, and we only ask for what's necessary to provide an accurate valuation.
Step 3: Valuation & Offer (Day 7 after receiving information)
We'll analyze your business and present a fair offer within a week. Our offer includes:
• Purchase price and payment terms
• Your role going forward (if any)
• Timeline for closing
• Key terms and conditions
We explain our valuation clearly—no financial jargon, no hidden surprises. You'll understand exactly how we arrived at our offer and what it means for you.
Step 4: Negotiation & Agreement (Week 3-4)
If you like our offer, we'll work together to finalize terms. This might include:
• Adjusting payment structure
• Defining your transition role
• Employee retention agreements
• Non-compete terms (fair and reasonable)
We're flexible and willing to structure the deal in a way that works for both of us. Once we agree, we'll sign a Letter of Intent (LOI).
Step 5: Due Diligence (Week 5-10)
With an LOI in place, we'll conduct formal due diligence. This includes:
• Detailed financial review
• Customer contract verification
• Equipment and vehicle assessment
• Regulatory compliance check
• Employee discussions (with your permission)
We keep this process as unobtrusive as possible. Our goal is to confirm what you've told us, not to find reasons to back out.
Step 6: Legal Documentation (Week 8-12)
Our attorneys will draft the purchase agreement and related documents. We cover our standard legal fees so you're not hit with unexpected costs.
You'll want your own attorney to review everything—we encourage it. A good attorney protects your interests and ensures you understand every clause.
Step 7: Closing (Day 90)
We sign final documents, transfer ownership, and wire your payment. Then we begin the transition:
• Introducing ourselves to your team
• Meeting key customers (if appropriate)
• Transferring systems and accounts
• Beginning your transition role (if applicable)
We make this as smooth as possible for you, your employees, and your customers.
What Impacts Your Valuation
These are the key factors we consider when valuing your business:
Revenue & Profitability
Consistent revenue and healthy profit margins demonstrate business stability and growth potential.
Recurring Revenue
Regular service contracts provide predictable cash flow and higher valuations than one-time treatments.
Customer Base
Diverse customer mix, low churn, and strong relationships increase business value and stability.
Operations & Systems
Well-documented processes, modern software, and efficient routes make businesses more valuable.
Team Quality
Experienced technicians, low turnover, and strong management add significant value to your business.
Growth Trajectory
Businesses showing consistent growth command premium valuations compared to flat or declining revenue.
Market Position
Strong local reputation, positive reviews, and brand recognition enhance business value.
Assets & Equipment
Well-maintained vehicles, modern equipment, and owned real estate contribute to valuation.
Geographic Location
Businesses in our target markets (Southwest) and areas with route density potential receive higher valuations.
Ready to Get Started?
Let's talk about your business and explore whether we're the right fit. No obligation, just an honest conversation.