Learning Center · Guides
The reasoning behind the numbers.
The tools tell you what your number is. These explain what it means, what moves it, and what a buyer, a lender or an operator would do about it. Written for trades and home services, not adapted from general business advice.
6
Guides
- 01 Financial Management Guide The five reports that actually run a trades business, how often to read them, and what to do when they disagree.
- 02 Selling Your Business What a sale process actually looks like, what buyers pay for, and the work that has to happen 12–36 months before you start.
- 03 Private Equity Guide How PE actually works in home services, the difference between a fund and an operator platform, and the questions to ask before signing.
- 04 P&L Analysis Guide How to read a trades P&L in ten minutes: the four ratios that matter, and the questions each one should trigger.
- 05 KPI Dashboard Guide The twelve numbers worth tracking weekly in a trades business, what each one warns you about, and what to leave off.
- 06 Margin Benchmarks Operating bands for trades and home services by revenue size — gross margin, marketing, overhead and net — and how to use them without misleading yourself.
Partnership
Read the guide, then have the conversation.
Our operators have run trades businesses themselves. Bring us what you found and we'll tell you what we'd do.