CII Advisors

You're thinking about selling.
But not yet.
Maybe next year.

Here's what can happen in that year:

Markets shift.
Multiples compress.
Health issues arise.
Life changes.

We've worked with owners who waited one more year and lost millions because conditions changed.
Starting preparation today doesn't mean you're selling tomorrow.
It means you're building the foundation for maximum value when you're ready.

Five years out? Start now.
Two years out? Definitely now.
Ready next year? Too late.

The best time to prepare was years ago.
The second best time is today!

Comment "timing" and we'll send the preparation timeline.

Your past growth doesn't sell your future

Past performance is important.
But buyers aren't paying for what you've already done.
They're paying for what comes next.

If your growth story is "we grew 10% annually for ten years," that's one conversation.
If your growth story is "we've captured 30% of our market, here's the 70% we haven't touched yet," that's a different valuation.

One is a stable business.
One is a business with untapped runway.
Buyers can see the difference immediately.

The owners maximizing valuations aren't the ones resting on past performance.
They're the ones who can paint a picture of future potential.
With real data backing it up.
New markets.
New service lines.
Expansion opportunities nobody else is pursuing.

That's what moves valuations.

Need help building the growth story that actually attracts buyer interest?
Comment "growth" below.

Your insurance gaps could be costing you millions

You have the basics covered.

Liability.
Workers comp.
Vehicle.

But the insurance that actually matters for buyers?
Professional liability.
Employment practices.
Cybersecurity.

Most home services owners skip these thinking they're not necessary.
Wrong.
Buyers look at your insurance coverage like they look at your financials.
Gaps equal risk.
Risk equals lower offers.
Or worse, deals falling apart during due diligence.

Inadequate coverage doesn't just create legal problems.
It creates negotiating leverage against you.
And you don't get paid for the risk you're leaving on the table.

The owners protecting their exits aren't the ones cutting corners on coverage.
They're the ones who understand that insurance isn't a cost.
It's a valuation protector.
Get this wrong and your sale price reflects the risk you didn't mitigate.

Need to know what coverage actually matters before going to market?
Comment "insurance" and we'll share the checklist that protects your deal.

What private equity groups actually want from your track record

Private Equity isn't looking for startups.
They're looking for established companies with proven history.

Why?
Because history tells the story they need to tell their investors.
Three years of revenue data is workable.
Five years and they start feeling comfortable.
Ten years and they're confident.

It's not arbitrary.
Investors need to know what they're buying is predictable.
The more years of performance you have, the more confidence that gives them.

Your track record IS the proof that your business works.
The longer that history, the easier the sale.

Stop chasing the wrong number

$20M revenue with $2M profit beats $30M revenue with $1M profit.
Every single time.

Owners obsess over revenue.
Buyers obsess over what reaches the bottom line.

You can't scale a business with thin margins.
You can't command premium multiples for slim profits.
Focus on margins, not just growth.

Want to know what profit margins actually attract buyers?

Comment "margins" below.

Your business isn't worth what you think it is

Most owners overestimate what their business is worth.
Not because they don't understand the business.
But because they haven't seen the market's perspective.

Here's the uncomfortable truth: your business is worth exactly what someone will pay for it.
Not what you think it should be worth.
Not what you wish it was worth.
What someone will actually pay.

But that's where professional expertise matters.
Because "what the market will pay" isn't mysterious if you know how to read it.

We've evaluated hundreds of businesses, and we can tell you what yours is actually worth based on:
- Your financial history.
- Your track record.
- Your industry and market conditions.
- Your value drivers.

That expertise gives you something valuable: a realistic range of what you can expect.
And that changes everything about how you approach a sale.
Because now you're not guessing.
You're negotiating from a position of clarity.

If that number isn't what you hoped, at least you know what you're working toward.
And you can identify what improvements would actually move the needle.
If that number exceeds your expectations, you go to market with confidence.

Either way, you're not surprised or disappointed when a buyer comes in with an offer.
You understand how they got there.