SELLING, WITH CLARITY
For commercial reroofing, new-construction and roof-maintenance contractors, separate project earnings from repair relationships. Buyers need to understand the crew capacity, material commitments and warranty exposure behind the order book.
Start a confidential conversationWHAT A BUYER NEEDS TO UNDERSTAND
List signed jobs separately from bids and conditional awards. Record timing, remaining costs, materials ordered and crew requirements. Explain access restrictions, subcontracted work and weather assumptions. A large contracted amount does not demonstrate that jobs can be completed within the planned margin or schedule.
Organise workmanship commitments, manufacturer arrangements, inspections and unresolved defects. Distinguish the contractor’s obligations from manufacturer warranties and flag ownership-change questions. Keep known claims visible in diligence so proposed pricing and indemnity terms address the real position rather than an incomplete project list.
Separate maintenance, leak response and installations. Show travel, labour, materials, equipment hire and subcontractors consistently. Explain the seasonal cash cycle, deposits and holdbacks with your accountant. Regular repair customers are operating relationships but not necessarily guaranteed contracted revenue.
Document estimating, site supervision, safety responsibilities and quality control. Identify reliance on forepersons and the owner. Assemble equipment, training and insurance records. Build transition around live jobs and customer communication rather than assuming that closing ends every seller obligation.
PREPARING FOR A SALE
Use this as a preparation checklist. An initial inquiry only needs your contact details and a brief introduction; keep sensitive records for a later, agreed review.
Explore business valuationFROM PREPARATION TO HANDOVER
Our business-value focus is approximately CAD5–50 million, not an annual revenue threshold. The preparation questions are editorial guidance; they do not establish a valuation, buyer interest or transferable approval.
Begin with a non-sensitive introduction. Keep customer identities, employee information and detailed financial records for a later, agreed review.
A LITTLE MORE CLARITY
Check the agreements and programme requirements with counterparties and advisers. Past approvals alone do not establish the buyer’s rights after closing.
Use monthly results over multiple periods and explain timing, weather disruption and overhead coverage. Avoid annualising a busy season without the costs and quiet months needed to operate.
BEFORE THE NEXT CHAPTER
Practical reading for owners thinking about what comes next.
YOUR NEXT CHAPTER STARTS HERE
Start with a confidential conversation about selling your business. A few details are all we need to begin.
A confidential first conversation
Space to explore your options
No commitment to list your business