Your Clear Path to a Profitable Exit

The roadmap is a clear plan that shows what to fix and improve in your financials, operations, team, and business structure so your company is ready to sell in 1–5 years.

The Roadmap CFO Solution

A Complete 1–5 Year Exit Roadmap

Roadmap CFO creates a comprehensive exit roadmap that integrates areas buyers evaluate when determining price, risk, and deal structure.

    • Financial clarity and reporting

    • Quality of earnings preparation

    • Margin improvement and cash flow optimization

    • Budgeting and forecasting aligned to exit goals

    • Process documentation and standardization

    • Scalability and efficiency improvements

    • Operational risk reduction

    • Systems buyers expect in HVAC, home services, and manufacturing businesses

    • Organizational structure and role clarity

    • Compensation and incentive alignment

    • Key employee retention planning

    • Reducing key-person risk

    • Identifying and strengthening leadership roles

    • Transitioning decision-making away from the owner

    • Building a management team buyers trust

    • Succession planning for critical positions

    • Entity and ownership structure considerations

    • Customer and vendor concentration analysis

    • Contract review and documentation readiness

    • Legal, tax, and structural risk awareness (in coordination with your advisors)

    • Timeline planning (1–5 years)

    • Target buyer profiles (strategic, private equity, individual, employees)

    • Valuation drivers and deal structure considerations

    • Preparing for due diligence before it begins

Learn more and find out if we’re a good team

Working together to grow and improve!

Roadmap CFO and Skyline Electric are a team working to reach Skyline’s goals of growth and improvements in operational efficiency. Skyline Electric has long been a successful electrical company and is working to take a step back to organize the company, strategize, and lay the foundation for continued growth in revenue and profitability, while planning for the next steps.

“Erik is a great resource to bounce ideas off of and help us complete projects towards our goals.”
— Jeff Lee - Owner - Skyline Electric

Industries We Work With.

  • HVAC

  • Electrical

  • Plumbing

  • Landscaping

  • Painting

  • Roofing

  • Garage Repair

  • Pool Services

  • Construction

  • Manufacturing

  • Remodeler

  • And More...

Roadmap CFO team

Erik Brown - Founder, CFO & Fractional CFO

  • 20+ years in Construction, Manufacturing and Home Services Industries

  • 2015 CFO of the Year - Minneapolis/St. Paul Business Journal

  • Certified Lean Six Sigma Black Belt

  • Company Founder and Seller to Private Equity

  • Private Equity-side Due Diligence & Acquisition

  • BA/MBA in Finance

“Erik is a rare find. Highlighted by his passion to be the best, and combined with his incredible work ethic, ... strong communication/people skills, ... and meticulous analytical talents.”
— Mike Lindroos - Senior Director - DaVita