Who we help
For successful businesses that have outgrown informal systems
The Exit Upgrade works with established service companies whose revenue, team and reputation have grown faster than their internal infrastructure.
Ideal company profile
We are best suited for companies that:
- Generate approximately $2 million–$20 million annually
- Employ between 10 and 100 people
- Have an established customer base and reputation
- Are still led closely by the founder or owner
- Lack a full internal technology or operations team
- Want to become less dependent on the owner
- May pursue succession, retirement or a sale within one to five years
Industries
Where we start
Home and Commercial Services
HVAC, plumbing, electrical, roofing, restoration, pest control, landscaping and related service companies.
Property and Facility Services
Commercial cleaning, maintenance, fire protection, security, inspection and specialized property services.
Specialty Contractors
Established contractors with experienced teams, strong customer relationships and operational knowledge concentrated in a small number of people.
Professional Service Firms
Select firms with recurring clients, established teams and significant owner involvement.
Common situations
Owners usually contact us when:
“I cannot leave for a week without receiving constant calls.”
“We have systems, but none of them communicate.”
“I know the business is profitable, but our reporting is not clean.”
“My employees know what to do, but very little is documented.”
“Our website makes us look smaller than we are.”
“A broker or advisor told us to improve our operations first.”
“I may want to sell eventually, but the company is not ready.”
“I do not want the next generation inheriting a mess.”