M&A advisory for home service, trade, and construction owners

Your business deserves a buyer-ready financial story.

Right Buyer. Right Price. Right Time.

RightExit handles the financial packaging, deal narrative, buyer outreach, and transaction workload—so you can keep crews moving, customers served, and projects on schedule while we run a confidential, competitive M&A process.

Explore Market Validation
Free, confidential, no obligation
Daniel Talbott, Founder and M&A Advisor at RightExit
Daniel Talbott
Founder & M&A Advisor · CBI, CEPA, EA
Read Daniel's background
Certified Business Intermediary (CBI) and Certified Exit Planning Advisor (CEPA).
Founder and Managing Partner of RightExit, and a former business owner himself.
Represents owners through confidential sales to strategic, PE-backed, and individual buyers.
Who we work with

Built for businesses that keep homes, buildings, and communities working.

We advise owner-led home service, skilled trade, and construction businesses where the real value is often buried beneath project timing, equipment, working capital, add-backs, and an owner who still carries too much of the business personally.

Home services

HVAC, plumbing, electrical, roofing, landscaping, and related residential services.

Skilled trades

Specialty contractors and field-service businesses built around trained crews and repeatable work.

Construction

Commercial, residential, and specialty construction companies with backlog, equipment, and project complexity.

What buyers examine

Strong operations need a financial story buyers can underwrite.

We connect the numbers to the operating reality: service mix, project cadence, team capacity, margins, backlog, customer relationships, and the systems that let the business perform without depending on one owner.

Adjusted EBITDA
Service agreement revenue
Customer concentration
Backlog quality
Crew and management depth
Owner independence
We carry the financial workload

Good businesses get overlooked when the numbers and narrative are not ready.

Trade and construction financials rarely tell the whole story on their own. RightExit does the heavy lifting to turn accounting records, operational detail, and the owner's knowledge into a coherent package that buyers and lenders can evaluate.

Normalize the earnings

Reconcile reported results to adjusted EBITDA and clearly document defensible owner expenses, one-time items, and add-backs.

Organize the evidence

Build a clean support package around revenue mix, margins, backlog, working capital, equipment, contracts, and operating performance.

Write the deal narrative

Explain how the business makes money, why customers choose it, where growth can come from, and how the company transfers beyond the owner.

Prepare for buyer questions

Anticipate the issues sophisticated buyers will test and prepare clear, consistent answers before diligence begins.

Market Validation

Know what buyers see before you commit to a sale.

Market Validation combines financial preparation, valuation, a clear deal narrative, and confidential market feedback so you can choose your next step with better information.

Financial assessment

Review earnings quality, working capital, capital needs, revenue mix, and the financial issues a buyer will examine.

Normalized valuation

Develop a professional view of adjusted EBITDA, risk, transferability, and indicative market value.

Buyer profile

Identify the strategic, financial, and individual buyer types most likely to understand and value the business.

Deal narrative

Package the company’s history, operating strengths, growth path, team, and owner transition into a buyer-ready story.

Confidential outreach

Discreetly test interest with qualified buyers without broadly listing the business or exposing its identity.

Market feedback

Learn what buyers value, question, discount, and need to see before choosing whether to build, wait, or sell.

See Market Validation
The RightExit framework

GREAT businesses are worth more.

Buyers pay attention to businesses that are growing, dependable, well-run, systemized, and capable of transferring without the founder doing every critical job.

G

Growing

Healthy demand, repeatable lead flow, and growth that does not rely on one relationship or channel.

R

Reliable

Consistent earnings supported by strong customer relationships, service agreements, or quality backlog.

E

Efficient

Disciplined estimating, scheduling, job costing, purchasing, and crew utilization that protect margins.

A

Automated

Field-service, reporting, sales, and administrative systems that make performance visible and repeatable.

T

Transferable

Customer relationships, licenses, leadership, crews, and know-how can continue beyond the owner.

A confidential, competitive process

You keep running the business. We carry the deal.

RightExit manages the financial packaging, deal narrative, buyer materials, outreach, comparison, negotiation, and transaction coordination from preparation through closing.

01

Assess

Goals and readiness

Understand the owner’s goals, financial performance, operating risks, team, and likely buyer fit.

02

Package

Financial preparation

Normalize earnings, organize support, prepare diligence materials, and resolve gaps before buyers find them.

03

Position

Deal narrative

Build a clear, credible story around the company’s strengths, market, growth path, and transferability.

04

Approach

Confidential outreach

Contact qualified strategic, financial, and individual buyers without broadly listing the business.

05

Compare

Price and terms

Evaluate value, cash at close, rollover, financing, contingencies, culture, and the future of the team.

06

Negotiate

Protect leverage

Negotiate letters of intent and key business terms while maintaining a disciplined, competitive process.

07

Close

Diligence and transition

Coordinate buyer requests, advisors, documentation, working-capital discussions, closing, and the handoff.

A confidential first step

Learn what your business may be worth—and what buyers will need to believe.

Bring the numbers you have. We'll help you make sense of the rest.