The Prep Package is the first step for every contactor, mechanic, or tradesman who wants to understand what their business is really worth - and what it will take to sell it.

What’s included:

Books Cleanup Coordination

I work directly with my bookkeeper to get your financials organized, categorized, and cleaned up.

SDE Calculation

We calculate Seller’s Discretionary Earnings - the real numbers buyers care about.

Add-Backs Identified

We find the expenses that should be added back to increase your valuation.

Valuation Range

You get a clear, honest valuation based on real numbers, not guesses.

Business Diagnostics

A practical breakdown of what’s working what’s not and what buyers will look at first.

Listing Readiness

When this package is done, your business is ready to be listed, marketed, and sold.

Why it matters:

Most trades businesses aren’t sale-ready when I first see them. This package gives you clarity, confidence, and a clean starting point - without the corporate nonsense.

Sell your business with a broker who actually understands the trades. I help contractors, mechanics, and equipment-heavy operators prepare, value, list, market, negotiate, and close their business sale with confidence.

For contractors, mechanics, and tradesmen who want hands‑on guidance before they sell — or who want to tighten up their business first. This isn’t corporate consulting. It’s real, practical, operator‑level advisory built by someone who’s carried the tools.

What’s included:

• Operational diagnostics
A clear breakdown of what’s working, what’s leaking, and what buyers will flag.
• Books cleanup support
Working with your bookkeeper to get your financials clean, organized, and understandable.
• Systems & workflow guidance
Simple, practical improvements that make your business easier to run — and easier to sell.
• Profit improvement insights
Operator‑friendly ways to increase margins before listing.
• Exit planning
A step‑by‑step plan to get your business ready for a smooth, confident sale.


Why it matters:
Most trades businesses can increase their valuation with a few smart adjustments. Advisory gives you the clarity and direction to make those moves before you hit the market.