Join Live From Any Device · July 28 & 29, 2026 · 9:00 AM MST
Build A Roofing Company That Runs Without You … And Sells For A Premium The Day You're Ready To Walk
Join 6 operators who have built, scaled, and sold companies past $100M for the 2 day virtual Scale & Sell Summit… and leave with the plan to build a company that grows faster, runs without you, and stays ready to sell whether that day is next year or never.
Claim Your Seat For $157Backed By The 10X Value Guarantee · Every Seat Includes A Pre Event Business Audit
The Summit Begins In…
“We have sat inside 80+ roofing due diligences. The companies that command premium multiples are built on the same 3 Pillars every single time… and this summit hands you all 3.”
Sam Taggart · Founder, Forge Strategic Equity
If you're nodding yes right now… I want you in the room for the most valuable 2 days you will spend on your business this year.
The Market Right Now
Behind Every Roofing Exit Sits A Step By Step Process… And Almost Nobody Teaches It
Let me just be real with you.
A consolidation wave is moving through roofing right now.
Private equity groups are buying companies in your market as you read this page.
Owners who built a real asset are getting paid life changing money.
Owners who built a job for themselves are getting passed over… or picked up for pennies.
Now here's what those numbers below mean for you.
Those numbers mean at Forge we have seen inside more roofing companies than almost anyone in this industry.
And the pattern shows up every single time.
The companies that command premium multiples all share the same 3 Pillars.
The companies that stall, struggle, and sell cheap are missing at least 1 of them.
And here's what most owners miss.
An exit ready company is just a well built company.
The same 3 Pillars that earn a premium multiple are the same 3 Pillars that make your company easier to run and faster to grow right now.
Build them and you win twice… you scale harder today, and you hold a sellable asset whenever you want the option.
So we condensed everything we have learned across those exits, diligences, and valuations into a step by step framework any owner can follow.
And for 2 days in July, my team and I are going to help you install it in your company… live.
The Framework
Discover The 3 Pillars Every Exit Ready Roofing Company Is Built On
These 3 Pillars grow the company today and earn the premium later. Once you see how buyers score them, you will never look at your business the same way again.
Predictable Sales
A sales engine that produces revenue on a schedule… whether you personally knock, sell, or show up that week.
Distributable Profits
PE grade financials that show true EBITDA… clean books, real margins, and numbers a buyer can trust in diligence.
Transferable Value
A company that runs without you… systems, leadership, and an org chart that removes key man risk and earns the premium multiple.
The Curriculum
Over Our 2 Days Together, You Will Follow The Same Blueprint Forge Uses Inside Every Partner Company
Foundation: Build The Asset That Sells
- Discover the difference between an operator and an asset builder… and which one buyers actually write checks for.
- See the multiple arbitrage math for yourself: $1M of EBITDA at a 4x multiple next to the same $1M inside a $20M platform at 10x.
- Score your own company live against the 3 Pillars with Cody Kline… the same scorecard Forge has used across 80+ due diligences.
- Build the team that sells the asset with James Edwards… the sales manager seat, the cadence that runs the floor without you, and the 90 day rep to manager sprint.
- Walk through Financials That Actually Sell with Ryan Nichols: true EBITDA, add backs, normalizations, and the 30 day cleanup plan Forge runs on every company before partnership.
- Watch live hot seats where real owners put real numbers on screen and get diagnosed in front of the room.
The Engine: Scale It, Staff It, Sell It
- Build the sales engine that scales past you with JD Beck… including the First 5 Hires Playbook and the rep attraction flywheel.
- Take your operations from chaos to platform with Ryan Nichols: CRM, job costing, KPI scorecards, and the weekly operating cadence buyers love to see.
- Learn the recruiting systems Austin Thompson used to scale Blue Raven Solar past $100M in annual revenue as VP of Sales… and then Fluent Solar past $100M as CEO.
- Close the event with Sam Taggart on equity, LTIPs, and your exit roadmap… sharing upside with your key people while keeping full control of the company you built.
The Lineup
Learn From The Operators Building A 9 Figure Roofing Platform In Real Time
Every person on this lineup teaches 1 specialty… the specialty they have already executed at the highest level.
Sam Taggart
Founder & Visionary · Best Selling Author, Eat What You Kill
Sam leads the vision for rolling the strongest roofing companies in the country into one platform. He has spent more than a decade building sales organizations and coaching home service operators, and he architected the Forge model from the ground up. At the summit, Sam opens both days, runs the hot seats, and delivers the Equity close.
Cody Kline
Founder, CommercialRoofer.com · U.S. Air Force Veteran · Forge General Partner
U.S. Air Force veteran and founder of CommercialRoofer.com, building the nation's most powerful portfolio of commercial roofing companies. Cody is the architect of the 3 Pillars framework and teaches the brand strategy that multiplies valuation.
Ryan Nichols
General Partner, Forge Corporate · Built And Led Multiple Roofing Companies
General Partner at Forge Corporate and former CEO of ECO Roof and Solar. Ryan leads the financial and operational side of the platform… clean books, true EBITDA, and the systems that turn a roofing business into a platform grade operation.
JD Beck
Sales Engine Architect · 15+ Years In D2D · MS Psychology, BYU
JD started as a rookie rep knocking his first door in a Nebraska blizzard. From that single cold door, he built and scaled a residential solar sales organization across multiple states… then lived the full cycle of a boom market when policy and rates reshaped solar overnight. That experience is why he teaches durable, owner independent sales engines in roofing, where the real consolidation is just beginning.
Austin Thompson
Scaled Blue Raven Solar Past $100M · Former CEO, Fluent Solar
Austin scaled Blue Raven Solar past $100 million in revenue as VP of Sales, with the company transacting for over $140 million. He then scaled Fluent Solar past $100 million as CEO. He holds a Master's in Data Science from Northwestern and brings that rigor to recruiting.
James Edwards
President of Sales, Alder · 13 Years · $116M In ARR
James teaches the sales management layer that separates a job from a sellable company… the manager seat most owners never leave, the cadence that runs the floor without you, and the 90 day path that turns your best rep into your first real sales manager.
Are You Ready To Know Your Number And Raise It?
Secure your seat and spend 2 days building the company that scales without you… and sells for a premium if that day ever comes.
Claim Your Seat For $157The Summit Begins In…
The Experience
What Happens When You Register For The Scale & Sell Summit
You start with a Pre Event Business Audit
Before Day 1 ever begins, a Forge strategist gets on a call with you, reviews your numbers, and flags the sessions that matter most for your company.
You learn from operators who have done the thing you want to do
Every speaker on this lineup has built, scaled, or sold home service companies past $100M in revenue or transaction value.
You work the whole time
Scorecards, homework, and live hot seats keep you building your own plan between sessions… so you leave with a written plan in your hands and a clear direction for your next 90 days.
You find out your valuation gap
By the end of Day 2 you will know what your company is worth today, what it could be worth, and which Pillar is holding the number down.
You leave with a battle plan
By 2:45 PM on Day 2 you're holding a written plan for your company… the recruiting system that keeps your bench full, the onboarding that turns new reps into producers, the money gaps quietly eating your margin, and the 90 day priorities that raise your valuation. It's the plan to build, to scale, and to sell on your terms… if that day ever comes.
Included With Your Seat
Register Today And Every Bonus Below Comes With Your Seat
Pre Event Business Audit
Books First Come Before July 28A 1 on 1 call with a Forge strategist before the event… your numbers reviewed, your biggest constraint flagged, and your personal session roadmap built before Day 1 starts. These calls run on a finite calendar and book first come.
Summit Workbook + 3 Pillars Scorecard
The Same Scorecard From 80+ DiligencesThe working document for both days… score your company on every Pillar with the same criteria buyers use, capture each framework, and walk out with a written 90 day plan.
Live Hot Seat Eligibility
Limited Selections Each DaySubmit your numbers and you may be selected for a live on screen diagnosis with the Forge team… the fastest way to see your company through a buyer's eyes.
Your Seat
Here's Everything You Get When You Secure Your Seat Today
- Live streaming access to both full daysJuly 28 & 29
- Pre Event Business Audit with a Forge strategistBooks first come
- Summit Workbook + 3 Pillars ScorecardThe diligence scorecard
- Live Hot Seat EligibilitySubmit your numbers
- The 10X Value GuaranteeFull terms below
Your Seat Today
$157
Claim Your Seat For $157Attend both days… if the summit delivers less than 10X your ticket, email us within 72 hours after the event for a full refund.
The Summit Begins In…
The 10X Value Guarantee
Attend Both Days… Then Judge The Value For Yourself
Sit through both days of the summit.
Run your own company through every framework we hand you.
Then put a number on what those 2 days were worth to your business.
If you feel the summit delivered less than 10X the price of your ticket, email our team within 72 hours after the event ends and we will refund every dollar.
You carry zero risk on this seat… the only risk left is standing still while your market consolidates.
The Track Record
The Numbers Behind The Framework
Every framework taught at this summit comes straight out of live deals… the same playbook Forge runs inside every partner company.
$200M+ in exits guided… the frameworks on this page were built inside those deals, and for 2 days they get taught to you live.
Forge Strategic Equity
80+ due diligences completed… we have scored more roofing companies against real buyer criteria than almost anyone in the industry.
The 3 Pillars Scorecard
$100M+ in roofing valuations… we know exactly what buyers pay a premium for because we sit on the buyer's side of the table.
Forge Corporate
2 companies scaled past $100M… Austin Thompson took Blue Raven Solar past $100M as VP of Sales, then Fluent Solar past $100M as CEO.
Summit Faculty
A Letter From Sam
There's 1 Small Detail You Need To Know…
The summit begins July 28 at 9:00 AM MST.
Every registration also includes a Pre Event Business Audit… and those strategist calls get scheduled on a first come basis before July 28.
The later you register, the fewer audit slots remain on the calendar.
Now picture something with me for a second.
Picture next season with a recruiting engine that keeps your bench full while every competitor in your market begs for reps.
Picture walking your shop knowing every crew, every closer, and every dollar runs on a system you built… with or without you in the building.
Picture knowing your number cold… so if a buyer ever calls, you're the one setting the price.
That picture starts with 2 days and $157.
And your seat carries the 10X Value Guarantee… attend both days, and if the summit delivers less than 10X the price of your ticket, email us within 72 hours after the event ends for a full refund.
I'm telling you… the owners who win this consolidation wave are the ones who learned the rules of it early.
Every month you wait, the buyers in your market get pickier, the multiples get sharper, and your competitors get further down this exact road.
You already know your company is worth more than the market would pay for it today.
These 2 days show you how to close that gap.
Click the button below and claim your seat right now.
Sam Taggart
Founder, Forge Strategic Equity
P.S. The summit begins July 28 at 9:00 AM MST. Register now, and your Pre Event Business Audit gets booked before Day 1 while slots remain.
P.P.S. In 2 days you will know your number, your gap, and your 90 day plan to raise it… and the 10X Value Guarantee puts every dollar of the risk on us.
Questions Answered
Frequently Asked Questions
Who is this event for?
Roofing and home service owners doing between $1M and $25M in annual revenue who want to know what their company is worth and how to raise that number… whether the exit is 12 months away, 10 years away, or never.
When is the event?
July 28 and 29, 2026, running 9:00 AM to 2:45 PM MST both days, streamed live.
Where does it take place?
The summit is fully virtual. Your access link arrives by email after registration, and you can join from any device.
What results can I expect from attending?
You will leave with your 3 Pillars score, your recruiting and onboarding systems mapped, the money gaps flagged in your own numbers, and a written 90 day plan built during the sessions. Your Pre Event Business Audit means you arrive already knowing which sessions matter most for your company.
Will I get to interact and ask questions?
Yes, both days include live hot seats and open Q&A blocks with the speakers.
Are there recordings or replays?
Yes, the recordings and replays will be only available for VIP and Platinum members.
Do you offer refunds for event tickets?
Yes, every seat is covered by the 10X Value Guarantee. Attend the summit, and if you feel it delivered less than 10X the price of your ticket, email our team within 72 hours after the event ends and we will issue a full refund.
What Are You Waiting For?
Live access both days · Pre Event Business Audit · Workbook + Scorecard · Hot Seat Eligibility · 10X Value Guarantee
The Summit Begins In…