Florida
Built to sell,
eventually.
Florida has one of the country's heaviest concentrations of owners approaching a transition, and a services and distribution economy where cost to serve hides in plain sight. We prepare both the business and the numbers.
Why Florida, and why now
A lot of owners,
and a lot of exits coming.
Roughly six million American businesses are expected to change hands by 2035 as their owners retire, and about a million of those are expected to sell outright. Florida sits at the center of that demographic. Nearly half of US small-business owners are already 55 or older, and only about half have a succession plan of any kind.
The state's business base fits the work. Distribution moving through the ports, construction and specialty contracting, field services, facilities and property services, light manufacturing. These are operations-heavy companies where profitability is decided job by job and route by route, and where the accounting rarely reports it that way.
The two problems turn out to be one problem. Job-level margin visibility is what fixes this year's profitability, and it is also the first thing a buyer's diligence team will look for. Owners who build it early get a better-run business now and a defensible number later. Owners who wait negotiate against whatever the books happen to say.
$5M to $100M
Revenue range of the owners we serve
Per job
Fully loaded margin by job, route, and contract
3 to 5 yrs
Runway that makes exit preparation pay
13 weeks
Cash visibility, updated weekly
What we deliver
Run it better, then sell it well.
- Fractional CFO leadership, embedded and senior, never a junior consultant
- Job, route, and contract-level profitability visibility
- Quoted margin versus kept margin, with slippage flagged
- 13-week cash flow forecasting and working-capital release
- Exit readiness: add-backs documented, concentration priced, owner-dependence reduced
- Quality-of-earnings preparation before a buyer runs one on you
- Month-end close discipline, from day 18 to day 7
- Succession and ownership-transition planning
- Bank, board, and sponsor reporting that survives scrutiny
Free 2-minute assessment
Would your business survive a buyer's diligence?
Ten questions show where EBITDA and value are leaking, and how deal-ready your numbers really are. Your answers stay private.
Questions
Frequently asked.
Are you based in Florida?
No. Our people are based in Atlanta and Detroit, and we serve Florida clients on a remote-first cadence with travel for the sessions that genuinely need a room. We would rather be straight about that than claim an office we do not have.
I want to sell in a few years. When should I start preparing?
Three to five years out if you want the preparation to change the number. Cleaning up financials, documenting add-backs, reducing customer concentration, and building a team that runs the business without you all take years. At eighteen months you are tidying, not building value.
Will a buyer care that my books are on a tax basis?
Yes, and it usually costs you. A quality-of-earnings team rebuilds your EBITDA their way, and unprepared owners routinely see that number cut. Doing your own clean-up first turns arguments into documentation and removes the surprises that trigger a re-trade.
We are a contractor. Can you get us margin by job?
Yes, and it is usually the highest-value first project. Quoted margin versus kept margin, job by job, with the slippage flagged in points and dollars. Most contractors find that an identifiable slice of their work is losing money and the rest is subsidizing it.
What kinds of Florida businesses do you work with?
Operations-heavy companies roughly $5M to $100M in revenue: distributors, specialty contractors, field-services and facilities firms, logistics operators, and light manufacturers.
Let's get the number ready before the buyer is.
No retainer lock-ins. No junior consultants. Just senior-level work.