Read this if you have built real revenue … and you still have no idea what your company is actually worth the day you want out.
The Roofing
Roll-Up
The exact playbook Forge uses to turn a grind-it-out roofing company into a business that sells for 8 figures … built on the 3 things every acquirer pays for.
Let me paint the picture you already live in.
It is 11pm on a Thursday and the house is finally quiet.
Everyone is asleep except you.
Your accountant sent the P&L over a few hours ago and you are still staring at it.
8 million in revenue this year … maybe 10.
And you already know the number that actually matters is the one that keeps you up.
How little of that 8 million ended up in your account.
If you stopped working tomorrow, this whole thing stops with you.
You built this company with your own two hands.
You know every crew, every supplier, every roof in this town.
That quiet thought keeps showing up uninvited anyway.
It is the truth this entire book is built around.
Here is the part nobody sits you down to explain.
The reason you walk away with so little has almost nothing to do with how hard you work.
It comes down to how the business is built underneath you.
A roofing company that depends on the owner pays like a job.
A roofing company that runs without him sells like an asset.
Acquirers only ever pay for the second one.
This book shows you which one you are sitting on right now … and the exact moves that carry you from the first to the second.
Same EBITDA on paper. A $6 million difference at the table.
Chapter 2 lays out an example every roofing owner should sit with for a minute.
A clean roofing company at 3 million of EBITDA can get 4x.
A messy one at the exact same 3 million gets 2x.
Same EBITDA on paper … a 6 million dollar difference in your bank account.
The whole gap comes down to 3 pillars an acquirer checks before they ever put a number in front of you.
Three pillars hold up your number.
Predictable Sales
A selling system that runs on a documented process and keeps producing whether or not you are on a roof. Revenue a buyer can count on after you are gone.
Distributable Profits
Books clean enough to survive a quality of earnings review. Profit that shows up on paper, not just in your gut.
Transferable Value
A company that keeps running the day you stop showing up. The single thing that decides whether you sell for 8 figures or 4.
A few honest warnings.
These are the moves that feel like progress and quietly cost you millions at the table.
- Growing revenue without fixing structure just builds a bigger company that still cannot be sold.
- Adding crews while you are still the system makes you more trapped, not less.
- Cleaning up the books the year before you sell is already too late … a buyer looks back 3 full years.
- Waiting until you are burned out to think about the exit hands every ounce of leverage to the buyer.
- Confusing the revenue that impresses your friends with the profit that survives a buyer's spreadsheet.
We sit on the buy side of these deals for a living.
My name is Sam Taggart, and the partners at Forge do this every week.
Over the last 10 years I have trained 61,000+ reps, coached 2,400+ home service companies, and helped add over 1 billion dollars in revenue to this industry.
Forge Strategic Equity exists to roll up roofing companies into a 9 figure platform.
That means we are the people writing the checks and reading the books.
We have watched two companies with the same revenue, the same crews, and the same market sell for wildly different numbers …
one walking away with 8 figures and the one down the road settling for a fraction of it.
The difference was never the roofs. It was the 3 pillars.
This book is the buy-side checklist, handed to you before you ever sit across the table from anyone.
This book is written for 3 kinds of roofing owners.
The Grinder
Working harder than anyone you know, and starting to wonder if the company will ever be worth more than the next job.
The Operator
Genuinely profitable, and quietly aware that the business cannot run a single week without you in it.
The Seller
Ready to think seriously about an exit, and you want to walk in already knowing your real number.
A few of the things waiting for you.
15 chapters. 5 parts. 5 working appendices. Just under 140 pages with zero padding.
- The first number every acquirer runs on your company, and how to calculate yours tonight. pg. 7
- Multiple arbitrage … how the same 1 million of EBITDA pays 3 wildly different amounts depending on how you exit. pg. 15
- The 3 pillars that set your multiple before a single word of negotiation is spoken. pg. 24
- The four sources of leads, and the diagnostic sales approach that moves close rates from 1 in 10 toward 6 in 10. pg. 24
- The bucket system and the job costing process that add 5 to 8 margin points inside 12 months. pg. 37
- Why your business is most valuable when you are the least valuable in it … and how to make that true. pg. 47
- The 90 day playbook for hiring your first real closer and leaving the field for good. pg. 60
- What a Quality of Earnings audit digs for, and how to pass it years before you ever need to. pg. 7
- What a roll-up actually is, in plain English, with zero private equity jargon. pg. 85
- The 6 dimensions Forge scores before any partnership conversation ever happens. pg. 99
- The 90 day sellability sprint, laid out week by week from day 1 to day 90. pg. 108
- The identity shift that has to happen inside you before any of the systems stick. pg. 115
Straight off the page.
No paraphrasing. This is the book, word for word.
“You don't have a roofing business. You have a roofing job that comes with a logo, a trailer, and a payroll problem. And the difference between those two is worth millions of dollars to you when it's time to walk away.”
Chapter 1 · The Expensive Job · pg. 1“The same $5 million of EBITDA can sell for $20 million as a standalone… or $50 million inside a platform.”
Chapter 2 · What Your Company Is Worth Right Now · pg. 7You are wondering why a firm that buys roofing companies would hand you the playbook for 3 dollars.
Here is the honest answer.
The owners who read this and do the work become exactly the kind of companies we want to partner with.
Some of them fix the business, sell it themselves, and never speak to us again … and that is a genuine win.
Some of them read it and call us to do it together.
Either way, 3 dollars quietly filters for the owner who is actually serious about the next 10 years.
That is the whole motive. Plain and simple.
Here is everything you get today.
The Roofing Roll-Up Package
-
The Roofing Roll-Up book
All 15 chapters across 5 parts, in your inbox within minutes -
The DIY Valuation Worksheet
Appendix B … pull your trailing 12 months and land on your realistic valuation range -
The Weekly KPI Tracking Template
Appendix C … run it every Monday morning before your pulse meeting -
The Operating Cadence Calendar
Appendix D … the weekly pulse, monthly review, quarterly off-site, and annual planning rhythm -
The Glossary and Resource List
Appendices A and E … every deal term in plain English, and every next step -
Free access: The Sellability Assessment
ownersos.com/assessment … 12 minutes, scores all 3 pillars, builds your custom 90 day plan
You are not risking a thing.
Read the book and work the scorecard.
If you cannot find one idea that changes how you see your company, send us an email and we return your 3 dollars the same day.
You keep the book either way.
The only thing at stake is the afternoon it takes to read it.
Still on the fence?
There is a lot of noise on the internet and I understand the hesitation, even over 3 dollars.
Sometimes it helps to know there are real people on the other end of this.
Call Ashley on the Forge team and talk to an actual human before you decide.
Talk To Ashley +1 (720) 451-4735