SELLING, WITH CLARITY
A plumbing business is more than trucks and tools. A useful sale presentation explains where the work comes from, who delivers it and what a buyer needs to maintain service after the owner leaves.
Start a confidential conversationWHAT A BUYER NEEDS TO UNDERSTAND
Repair calls, renovation jobs and large construction projects have different cash-flow and staffing patterns. Show the mix of work and explain how you quote, schedule and collect payment. Project revenue on its own may not show the amount still left to earn.
Organise open-job records, deposits, progress billings, holdbacks and obligations to return for further work. Discuss the proposed treatment of work in progress with your accountant and lawyer before assuming every balance transfers in the same way.
Identify relationships with builders, property managers and repeat service customers without sharing personal details prematurely. Explain whether those relationships sit with you, a dispatcher or a crew lead, and what introductions would support continuity.
Prepare a practical record of who estimates, dispatches, supervises and resolves callbacks. List vehicles and equipment separately from leased items. Ask qualified advisors about trade qualifications, employment arrangements and any approvals relevant to a change in ownership.
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 valuationA LITTLE MORE CLARITY
Size alone does not answer the question. A buyer will consider earnings, repeat work, staff, assets and how dependent the company is on its owner. Start by explaining your role and what an incoming owner would actually take over.
Begin by discussing the disclosure plan with your advisors. The timing of staff communication depends on your circumstances and transaction requirements. An initial inquiry does not make the potential sale public.
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