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...

What Could Your Business Sell For?

Enter your numbers below to see a range of estimated sale prices based on your industry, earnings, and growth. Takes about 60 seconds.

Your business

Earnings

I know my
Earnings before interest, taxes, depreciation & amortization — your "true profit" before financing and accounting adjustments
Bottom line from your tax return or P&L
Interest paid on loans or lines of credit
Federal and state income taxes
Non-cash expense for wear on equipment, vehicles, etc.
Your calculated EBITDA $0

Operational efficiency

What does "operational efficiency" mean?

It's simply the money your business stops wasting — or starts collecting faster — without reducing the quality of your work. Think of it as plugging the holes in the bucket. Every dollar you save in day-to-day costs goes straight to your profit, which directly increases what a buyer will pay for your business.

Better schedulingFewer wasted drive-time trips means more billable hours per crew per day.
Tighter material buyingTracking what you use on each job stops over-ordering and job-site waste.
Faster invoicingGetting invoices out the same day a job closes means you get paid weeks sooner.
Reducing callbacksFewer return trips for warranty or fix-it work saves labor and keeps margins clean.
2.0%

On a $1M revenue business, 2% = $20,000 in savings per year. On $5M, that's $100,000. Most businesses can find 2–3% without cutting a single employee.

Exit valuation estimate

Projected revenue at sale
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Projected EBITDA at sale
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EBITDA margin
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at time of sale
Estimated sale price range

What your efficiency improvement adds to the sale price

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Extra profit per year from the improvement
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Added sale price (mid estimate)
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Every $1 saved is worth this much at exit
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Important notice

This calculator is designed to help you think through the potential value of improving your business's profitability and operations. While many business owners use tools like this as part of preparing for a future sale or ownership transition, please note the following: Roadmap CFO does not guarantee the sale of your business, a specific sale price, or a particular valuation multiple. The price a buyer is willing to pay for any business is determined by that buyer based on their own assessment of value, prevailing market conditions, and the terms of the transaction. Our role is to help position your business to be as attractive and valuable as possible — the final outcome of any transaction is beyond our control.

All services provided by Roadmap CFO are advisory in nature and do not constitute legal, tax, or investment advice. We recommend working with qualified legal, tax, and financial professionals for those specific needs.

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