Home Services M&A

M&A & Diligence Support for Home Services Companies

Home services is the roll-up story of the decade, which means the buyer across the table has done this a dozen times and you've done it once. Diligence is where that experience gap shows up. The fix is to bring your own experience to the table.

Business handshake over documents symbolizing agreement

What diligence actually feels like

Under a letter of intent, a PE-backed platform's accountants and lawyers send request lists covering financials, tax, contracts, payroll, licensing, and customer data — wanted fast, organized, and consistent. These buyers are practiced and fast, and any gap or inconsistency becomes a question that pressures the price.

You're still dispatching crews and running the business while this happens. Against an experienced acquirer, an unprepared owner is at a real disadvantage — deals get repriced not because the business is weak, but because the seller couldn't keep up with the process.

M&A support levels the table: the finance seat that runs the data room, answers the buyer in their language, and keeps the deal moving while you keep the business running.

The home-services deal-killers hiding in plain sight

Buyers focus on a specific set of risks. Is the recurring membership and maintenance revenue real, assignable, and provable with counts and attrition? Does the business run on systems or on you personally? Do the trade licenses transfer, and can the workforce be retained through the change? How concentrated is revenue in a few big accounts?

They'll expect schedules owners rarely keep ready: membership base and retention, recurring-versus-one-time revenue that ties to the books, licensing continuity, and labor/technician retention. Prepared, these prove a platform-ready operation. Missing, they invite the buyer to discount.

We surface these early, build the schedules, quantify the recurring base and owner dependency, and have the answers ready — so an experienced acquirer sees a business built to bolt onto their platform.

How Kaizen runs it

We build and manage the data room, quantify and defend recurring revenue, respond to diligence requests, defend adjusted EBITDA and add-backs, model the working-capital peg, and coordinate with your attorney and banker so finance never stalls the deal. One point of contact owns every number the buyer questions.

Continuous improvement is our namesake, which against a seasoned roll-up buyer mostly means matching their level of organization — so the deal is decided on your business, not on who was better prepared.

What's included

Data room built and managed: financials, contracts, tax, payroll, customer schedules
Recurring membership/agreement revenue quantified and reconciled to the books
Membership base counts, renewals, and attrition documented
Adjusted EBITDA and add-backs defended under buyer and QoE-firm questioning

Trade-license transfer and workforce/technician retention documented
Owner-dependency and systems assessment prepared for the buyer
Working-capital peg modeled and the closing true-up negotiated
Coordination with your M&A attorney and investment banker through close

This works best alongside QoE & Sell-Side Prep done first — the recurring-revenue story is far stronger when built before the buyer arrived.

Pricing

From $8,000/moengaged through your live deal · scoped to size and complexity

Levels the tableyour own deal experience against an acquirer who has done this a dozen times

Recurring, provenmembership and agreement revenue documented so it's priced as durable

Fewer surprisesissues surfaced and handled before the buyer turns them into price leverage

Straight answers

The buyer has done dozens of these. How do I not get steamrolled?

By bringing your own experienced finance seat. Roll-up acquirers are fast and practiced, and an unprepared owner loses ground in diligence. Matching their organization and having every number ready keeps the deal decided on the merits of your business, not on the preparation gap.

How do I prove my recurring revenue is real?

With data the buyer trusts: membership and agreement counts over time, renewal and attrition rates, and average value per account — not a figure you cite from memory. Building that record is central to the work, because it's what turns the claim into value.

Can you help me buy a home services company?

Yes. Buy-side, we run diligence on the target — verify the recurring base, test add-backs, and check that licensing, labor, and contracts transfer — so you know what you're acquiring before you commit.

When should I bring you in?

Ideally before you sign a letter of intent, so the data room and numbers are ready when diligence starts. Mid-process works but becomes a scramble against a buyer who isn't scrambling at all.

Free 20-minute books assessment

We'll show you the five things we'd fix first in your books — useful whether you hire us, hire someone, or do neither.

Talk to Sales

Or call us directly: +1 786 789 0969