371: Learn What Your Roofing Business Is Worth To A Private Equity Group with Greg DeSimone

The Roofer Show

15-03-2024 • 1 hr 6 mins

Do you think your business is worth millions of dollars? You’re going to want to tune in to this episode as Dave and John have a great interview with Greg DeSimone of Catapult Advisory Group. We’re talking all things private equity. If you think your business is worth a fortune, tune in to find out if you have any REAL value…or if you're just going to end up closing the doors and walking away with nothing, like most contractors. Join us to hear more!

What you’ll hear in this episode:

  • The importance of having W-2 employees in private equity investments
  • Importance of aligning your “why” with your business
  • Finding your purpose after selling your business
  • Having a strategic plan in place to maximize business value and financial security
  • Building a business with transferability in mind
  • Importance of reputation and scalability
  • Private equity firms investing in reliable businesses with great cash flow, streamlining processes
  • The need for companies to comply with legal regulations
  • Accurate financial statements showing trends over time
  • Holy trinity of valuation: growing a business, profitable bottom line, proper processes
  • Importance of EBITDA (Earnings before interest, taxes, depreciation, amortization)
  • Business franchise model
  • Coaching and masterminds for business owners and entrepreneurs


Set up a FREE strategy call with Dave and get a few tips on how you can improve your business: https://davesullivan.as.me/free-strategy-call

Interested in learning more about our 1-on-1 coaching, our mastermind groups, or our fractional professional services? Email me at dave@theroofercoach.com. or send me a text at (510) 612-1450.

No Plan? No problem. Download our FREE 1-Page Business Plan For Roofing Contractors https://theroofershow.com/plan.

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Connect with Greg DeSimone


Catapult Advisory Group

Mentioned in this episode:

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