Case Study: Add-Backs That Increased a Business Sale Price by $700,000
Case Study: Add-Backs That Increased a Business Sale Price by $700,000 How Documented Seller Add-Backs Changed a Buyer’s Offer One of the most common disagreements in a business sale is what counts as “real” profit. The following fictional case study compares two similarly sized Florida businesses to show how well-documented add-backs, the discretionary expenses run through a business that a new owner would not […]
Read more
Case Study: Two Electrical Contractors and Their Customer Mix
The following is a fictional, illustrative case study created for educational purposes. It does not represent an actual Truforte Business Group client or transaction. Two Electrical Contractors, Two Different Customer Bases Electrical contracting businesses can look similar on paper, but the mix of residential and commercial customers behind the revenue often tells a very different story to a buyer. Two Florida electrical contractors, both […]
Read more
Case Study: Two Landscaping Companies and the Value of Monthly Maintenance
The following is a fictional, illustrative case study created for educational purposes. It does not represent an actual Truforte Business Group client or transaction. Two Landscaping Companies, Two Very Different Revenue Models When buyers evaluate a landscaping company, they are not just looking at last year’s revenue. They are asking a more important question: how much of that revenue is likely to still be […]
Read more
Case Study: Two Plumbing Companies and the Power of Service Agreements
Case Study: Two Plumbing Companies and the Power of Service Agreements Why 2,000 Service Agreements Are Worth More Than a Busy Phone Line Plumbing companies can be highly profitable whether they run on service agreements or emergency calls alone, but buyers view those two business models very differently. The following fictional case study compares two similar Florida plumbing companies, one built around thousands of […]
Read more
Case Study: Two Roofing Companies and the Value of Recurring Maintenance Contracts
Case Study: Two Roofing Companies and the Value of Recurring Maintenance Contracts Why Storm-Dependent Roofers Sell for Less Than Maintenance-Based Ones Roofing is one of the most cyclical trades in Florida, and that cyclicality shows up directly in how buyers value a roofing business. The following fictional case study compares two similar Florida roofing companies, one built around recurring commercial maintenance contracts and one […]
Read more
Case Study: Credentialing Problems Before Closing
Case Study: Credentialing Problems Before Closing How Provider Credentialing Timelines Can Make or Break a Healthcare Sale In healthcare transactions, closing the deal is only half the challenge. The new owner also needs to be credentialed with Medicare, Medicaid, and commercial payers before billing can continue without interruption. The following fictional case study compares two similar Florida healthcare businesses, one that began the credentialing […]
Read more
Case Study: A Medicare Audit During Due Diligence
Case Study: A Medicare Audit During Due Diligence How Documentation Determined Whether Two Deals Survived Few events cause more anxiety during a healthcare business sale than a Medicare audit landing in the middle of due diligence. The following fictional case study compares two similar Florida home health agencies, each notified of a routine Medicare audit while under contract to sell, to show how documentation […]
Read more
Case Study: Selling a Doctor-Centered vs. Associate-Driven Medical Practice
Case Study: Selling a Doctor-Centered vs. Associate-Driven Medical Practice Why Buyers Pay More When a Practice Doesn’t Depend on One Physician Medical practices face a version of owner dependence that is especially pronounced: patients often choose a practice because of one specific doctor. The following fictional case study compares two similar Florida practices, one built entirely around its founding physician and one structured around […]
Read more
Case Study: Two Assisted Living Facilities and the Value of Modern Infrastructure
Case Study: Two Assisted Living Facilities and the Value of Modern Infrastructure Why Buyers Sometimes Pay More for Lower Occupancy Occupancy rate is one of the first numbers buyers ask about when evaluating an assisted living facility, but it is far from the only one that matters. The following fictional case study compares two similar Florida facilities, one with high occupancy in an aging […]
Read more
Case Study: Two Home Healthcare Agencies and Referral Source Risk
Case Study: Two Home Healthcare Agencies and Referral Source Risk Why Diversified Referral Relationships Increase Value in Healthcare M&A In home healthcare, revenue rarely comes directly from patients marketing themselves to an agency. It comes from referrals, and where those referrals originate matters enormously to a buyer. The following fictional case study compares two similar Florida home health agencies, one dependent on a single […]
Read more
Case Study: Growing Revenue vs. Growing Profit
Case Study: Growing Revenue vs. Growing Profit Why Buyers Reward Margin Discipline Over Top-Line Growth Rising revenue often feels like the clearest sign of success, but buyers look much more closely at what a business actually keeps. The following fictional case study compares two Florida companies with identical sales, one that steadily improved its margins and one that grew revenue by chasing volume at […]
Read more
Why and When to Sell a Business in Florida
Key Points to Consider When Selling Selling a business in Florida, or anywhere else for that matter, is often a complex process from a technical and psychological point of view. To arrive at the definitive decision to sell a business, we suggest a careful analysis of the following three key factors: If the analysis of these elements gives rise to the conclusion that we […]
Read more
Case Study: The Business That Documented Every Process
Case Study: The Business That Documented Every Process Why Standard Operating Procedures Make a Business Easier to Sell Every business owner develops a system for getting things done, but not every owner writes that system down. The following fictional case study compares two similar Florida companies, one with documented standard operating procedures for every department and one where all of that knowledge exists only […]
Read more
Case Study: Verbal Agreements vs. Written Contracts in a Business Sale
Case Study: Verbal Agreements vs. Written Contracts in a Business Sale Why Written Service Agreements Protect Value When You Sell Many service-based businesses run for years on trust and handshake deals. That approach can work fine day to day, but it creates real problems when it’s time to sell. The following fictional case study compares two similar Florida landscaping companies, one with written service […]
Read more
Confidentially Advertising a Florida Business for Sale
Contacting a Florida Business Broker is the best place to start whether you would like to advertise a Florida business for sale or buy a Florida business. For the seller, hiring a Business Broker to handle the sale of the business, allows the seller to continue with the operation of the business while the Broker performs the task of advertising the business for sale, […]
Read more
Case Study: How Employee Retention Increased Business Value
Case Study: How Employee Retention Increased Business Value Why Buyers Pay a Premium for a Stable, Loyal Team When buyers evaluate a business, they are not just buying equipment and customer lists, they are buying the team that keeps everything running. The following fictional case study compares two similar Florida companies, one with constant staff turnover and one with a loyal management team, to […]
Read more