Line 01 of 05
Knowledge and Handoff
The business runs on what one person knows, and it is not written down anywhere.
- Price
- $3,000 to $4,500
- Delivery
- 3 to 5 weeks
A Knowledge and Handoff engagement writes down what the owner and senior staff know and puts it in a system the business owns. It is post-acquisition consulting for the months before the seller's transition period ends, and for owners preparing to hand off.
Post-acquisition consulting that starts with the transition period
The seller's usefulness runs out around month three. Before that, we sit with the owner, the dispatcher and the senior tech and record what they know: which customers pay late, what the vendor agreed to on a handshake, which inspections are due in March. Then we write it down in a form the next person can use.
A business transition plan you can actually run
The transition checklist is a one-pager, not a binder. It lists the ten things that have to change hands, who owns each one, and the date it is done. You keep it whether or not you buy anything else.
The pricebook, with margins
Most shops have a pricebook in someone's memory and a different one on the invoices. We build one list with the cost, the price and the margin on every job type, so the next estimate is priced on purpose.
What gets built
- Recorded knowledge sessions with the owner and senior staff
- Pricebook with margin targets
- Top-20 customer profiles
- Vendor list with terms and handshake deals
- Compliance and recurring-service calendar
- “How we do it here” one-pagers for the ten processes that make the money
- Transition checklist
- A searchable assistant that answers “how did we handle this” from all of the above
- Price
- $3,000 to $4,500
- Delivery
- 3 to 5 weeks
The walkthrough picks the builds your shop needs. You get a one-page brief with the exact price before anything starts.
Questions about Knowledge and Handoff
Before you ask.
No. Owners heading toward a sale use the same line to get the business out of memory and onto paper before a buyer's diligence team asks for it.
A private tool that reads everything we wrote down and answers questions like “how did we handle a callback on a commercial account” in plain language. It runs on your data and you own it.
Cash and Numbers
See the money: dashboard, job costing, collections, lender pack.
Crew and Field
Dispatch, field workflow and training the techs helped design.
Customers and Phones
After-hours calls, RFQs and estimate follow-up that do not fall through.
Custom Build
The tool no off-the-shelf software does for your shop. You own the code.
All five
The Year-One Pass
The five lines sequenced across your first twelve months.
Read
Questions to ask the owner before the transition period ends
The questions that matter when buying a small service business are the ones nobody puts in the CIM: customers, vendors, pricing, the calendar, the crew. Here are forty, in the order to ask them, and what to do with the answers.
Tell us about the shop.
Thirty minutes. You describe the business. We tell you what we would fix first and what it costs. No deck.