Home & Field Services · Seller readiness
Selling a Roofing business
Published · Reviewed by The Diligence Standard Team · Updated
Owners should normalize storm-driven results, document lead economics, prove crew stability and show that warranty and customer obligations are controlled.
How the business works
Roofing economics vary dramatically between retail, insurance, storm-driven and commercial work. Lead source, crew model, warranty history and seasonality all matter.
Issues to resolve
- Peak year is used without normalization
- Job costing cannot support margin claims
- Warranty obligations are undocumented
- Lead-source performance is unclear
- Sales team depends on owner relationships
Evidence to request and reconcile
- Revenue by month, job type and lead source
- Job-level gross margin
- Crew and subcontractor roster
- Warranty and callback log
- Marketing and lead-source reports
- Open jobs, deposits and receivables
Decision questions
- How much of recent revenue came from unusual storm activity?
- Are subcontractor relationships stable and compliant?
- What warranty obligations transfer to the buyer?
- Can the sales engine operate without the owner?
- What is the true normalized gross margin by job type?