The Scale & Sell Summit · A 2-Day Virtual Event By Forge Strategic Equity
A 2-Day Virtual Summit For Roofing Owners Doing $3M+

Private equity bought a roofing company every 48 hours in 2025… and most of those owners sold for millions less than the business was worth.

The Scale & Sell Summit

2 days inside the playbook Forge uses to buy, build, and exit roofing companies… so when private equity calls, you're the one setting the price.

July 28 & 29, 2026 · Live + Virtual 9:00 AM to 2:15 PM MST Both Days 7 Operators · 1 Framework
Claim My Seat → See The 2-Day Agenda
From $97 · Every ticket includes a free 1-on-1 coaching call
$200M+
In Exits
80+
Due Diligences Ran
$100M+
Roofing Valuation
01
The Land Grab

PE Is Buying Roofing… And Most Owners Are Selling Cheap

Something happened to your industry while you were running crews.

Private equity bought a U.S. roofing company every 48 hours in 2025.[1]

134 deals in a single year… more than double the volume from 2021.[1]

PE-backed roofing platforms exploded from 17 to 56 in just 24 months. That's a 229% increase, and the platforms are still hungry.[2]

The money behind it is staggering. Home Depot paid $18.25 billion for SRS Distribution at roughly 16x EBITDA. QXO dropped $11 billion on Beacon.[1]

The biggest checkbooks in America decided roofing is the next great consolidation play… and the market is projected to nearly double to $44 billion by 2034.[1]

Now here's the part nobody tells you.

When a platform buys a company like yours, they pay anywhere from 5x to 9x EBITDA.[3]

On $2M of EBITDA, that spread is $8 million… on the exact same business.

The buyers know exactly which end of the range you belong on. They've underwritten hundreds of these deals before they ever shake your hand.

Most owners walk in with a vague multiple they heard at a conference. That gap is why founders keep accepting less than the business is worth.[4]

The owners getting 9x have 3 things the owners getting 5x are missing. Every single time.

1

A Sales Engine That Runs Without Them

Buyers discount hard when the owner is the sales department. Predictable, multi-channel revenue with a recruiting machine behind it commands the premium end of the range.

2

Financials That Survive Diligence

Messy books and cash-basis accounting kill deals in week 2 of diligence. Clean accrual financials with documented add-backs are worth 1 to 2 full turns of multiple on their own.

3

A Company That Transfers

A leadership team and operating systems that work when the founder steps away. Buyers apply heavy discounts to owner-dependent companies because they're buying a job, and they know it.

These 3 factors are the entire summit. We call them the 3 Pillars… and the team teaching them runs $200M+ in exits and 80+ due diligences from the buy side of the table.

Every 48 hrs
A PE firm acquired a U.S. roofing company at the 2025 pace [1]
17 → 56
PE-backed roofing platforms in 24 months… a 229% increase [2]
5x – 9x
The EBITDA range PE pays for roofing companies. The spread is millions on the same business [3]
$18.25B
Home Depot's SRS acquisition at roughly 16x EBITDA… the money is real [1]
02
The Multiple Arbitrage Math

Same Company. 4 Different Checks.

Here's the same $5M roofing company with the same $1M in EBITDA… in 4 different versions of itself. The only thing that changed is what the buyer sees when they open the books.

The Company A Buyer SeesMultipleWhat It Sells For
Owner-DependentMessy books, owner sells every job, zero recurring revenue 3x$3M
Partially SystemizedClean accrual books, documented sales process, some service revenue 5x$5M
PE-GradeDiligence-ready financials, leadership team in place, transferable systems 8x$8M
Platform-GradeInside a $50M+ platform, multiple arbitrage working in your favor 10x$10M
That's a $7,000,000 swing on the exact same business.

The 2 days of this summit are about moving your company up that table… on purpose, with a plan, before a buyer ever walks through the door.

03
The Framework

3 Pillars Decide Your Multiple

Every buyer prices a roofing company on the same 3 things. The entire summit is built around them… every session ladders back to one of these pillars.

1
Pillar 1

Predictable Sales

The revenue engine that runs without you on the roof. The 4 lead channels, the rep-attraction flywheel, and the recruiting machine that staffs it all… covered across 2 full sessions on Day 2.

2
Pillar 2

Distributable Profits

The financial clarity that survives a buyer's diligence team. True EBITDA, add-backs, the 5 weekly reports, and the cash flow bucket system… taught by the operator who has run 80+ due diligences.

3
Pillar 3

Transferable Value

The leadership team and operating systems that let the business transfer when you step away. People on Day 1. Systems on Day 2. This pillar is where most roofing companies lose millions.

04
The 2-Day Rundown

11.5 Hours. Zero Filler.

Block height matches real session length. The colored spine shows which pillar each session builds. Every session ends with an action item you complete live.

Pillar 1 · Sales Pillar 2 · Profits Pillar 3 · Value Exit Content VIP + Platinum
Day 1

Foundation

Build the asset that sells
9:00
Welcome, Vision & What's At Stake
Sam Taggart · the Forge thesis, live attendee shout-outs
9:30
Build To Sell From Day One
Sam Taggart · the multiple arbitrage math, your end-game number
15 min break
10:30
The 3 Pillars Of An Exit-Ready Company
Cody Kline · score your company live on all 3 pillars
30 min lunch
12:00
Leadership: Build The Team That Builds The Asset
James Edwards · the 4 leadership archetypes, the 90-day sprint
12:45
Financials That Actually Sell
Ryan Nichols · true EBITDA, add-backs, the 5 weekly reports
1:45
Day 1 Hot Seat + Q&A
Sam · Cody · Ryan · James · live diagnosis of real attendee businesses
2:15 general session ends
2:30
Premium Q&A: Foundation
Sam · Cody · Ryan · James · your pre-submitted questions, answered live
VIP + Platinum Only
Day 2

Scale & Sell

Scale the engine, position the company, cash the check
9:00
Day 2 Welcome + Recap
Sam Taggart · overnight wins from the room
9:15
Sales Engine That Scales
JD Beck · the $5M to $10M plateau, the rep-attraction flywheel
15 min break
10:30
Recruiting At Scale
Austin Thompson · the 10x applicant funnel, the rep scorecard
11:15
Operations: From Chaos To Platform
Ryan Nichols · the 3 core systems, KPIs, operating cadence
30 min lunch
12:30
Partner Strategy + Brand For Exit
Josh Langford + Cody Kline · why roll-ups fail, brand as a multiple
1:15
Equity, LTIPs & The Close
Sam Taggart · share upside without losing control, the 2027 vision
The Close
2:15 general session ends
2:30
Premium Q&A: Scale & Sell
Sam · Ryan · JD · Josh · your pre-submitted questions, answered live
VIP + Platinum Only
05
Your Faculty

7 Operators With Skin In The Game

These are the people on the buy side of the table right now… running $200M+ in exits, 80+ due diligences, and over $100M in roofing valuation inside Forge.

Sam Taggart
Founder & Visionary · Best-Selling Author, Eat What You Kill

Sam Taggart

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

Cody Kline

The 3 Pillars · Brand

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.

Teaching · 3 Pillars + Brand For Exit
Ryan Nichols

Ryan Nichols

Financials · Operations

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.

Teaching · Financials + Operations
JE
Headshot Coming

James Edwards

Leadership

James teaches the leadership layer that separates a job from a sellable company… the archetypes every $5M+ roofing company needs, how to find leaders already on your team, and the 90-day plan to develop the operator who runs the business in your absence.

Teaching · Leadership · Pillar 3
JD Beck

JD Beck

Sales Engine · $360M Exit

JD started as a rookie rep knocking his first door in a Nebraska blizzard. 10 years later, he co-founded Purelight Power as CEO and led it through a 2023 merger with the Edgewater group valued at $360 million. He holds a master's in psychology from BYU.

Teaching · Sales Engine · Pillar 1
AT
Headshot Coming

Austin Thompson

Recruiting · $140M Exit

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.

Teaching · Recruiting · Pillar 1
Josh Langford

Josh Langford

Partner Strategy

Chief Strategy Officer at Forge with 25+ years as an operator. Josh has served as a CFO in oil and gas, founded and sold a digital marketing agency, built a residential home services company, and coaches roofing owners at CommercialRoofer.com.

Teaching · Partner Strategy · Exit
06
Before You Ever Log In

Every Ticket Starts With Your Numbers

This summit is personalized before Day 1 even starts. Every ticket, at every level, includes both of these.

Step 1 · At Registration

The Pre-Event Valuation Survey

A 10-minute questionnaire about your revenue, your profit, your team, and how involved you are in the day-to-day. Your answers generate a Personalized Session Roadmap… a 1-page guide showing exactly which summit sessions solve your specific problems, in priority order.

Step 2 · Before Day 1

Your Free 1-On-1 Coaching Call

A 30-minute call with a Forge coach who already has your survey results. They walk you through what your numbers mean, point you to your highest-priority sessions, and give you 1 thing to fix before Day 1. The same coach checks in with you throughout the entire event.

07
Included With Every Ticket

The 11-Framework Workbook Bundle

Every worksheet, checklist, and scorecard taught at the summit… the same documents the Forge team uses inside their own partner companies. Yours to download, print, and keep.

End-Game WorksheetBuild To Sell
3-Pillar Self-Assessment Scorecard3 Pillars
Leadership Archetype DiagnosticLeadership
Financial Hygiene ChecklistFinancials
First 5 Hires PlaybookSales Engine
Recruiting Engine ScorecardRecruiting
Operating Cadence TemplateOperations
Partner Fit ScorecardPartner Strategy
Brand AuditBrand For Exit
Equity Decision TreeEquity Close
Monetization Path SelectorEquity Bonus
08
Pick Your Seat

3 Ways In. Every One Includes Coaching.

Every tier includes the Valuation Survey and your free 1-on-1 coaching call. The tiers separate on what happens after the general session ends at 2:15 each day.

Tier 1

General Admission

$97rises to $147, then $197
Launch pricing · climbs as the event fills
  • Valuation Survey + Session Roadmap A 1-page guide to the sessions that solve your specific problems.
  • Free 1-on-1 Coaching Call (30 min) A real coach reviews your numbers with you before Day 1.
  • Live access to both full days All 7 speakers, all 3 pillars, 9:00 AM to 2:15 PM MST.
  • The 11-framework workbook bundle Download, print, and keep every document taught live.
  • Premium Q&A both days Reserved for VIP and Platinum ticket holders.
  • Session replays General Admission is live attendance only.
  • Questions answered first… guaranteed Reserved for Platinum ticket holders.
  • Priority Full Business Valuation booking Reserved for Platinum ticket holders.
  • Post-event 90-day roadmap Reserved for Platinum ticket holders.
For the owner ready to implement on their own.
Tier 2

VIP

$197rises to $297
Launch pricing · climbs as the event fills
  • Valuation Survey + Session Roadmap A 1-page guide to the sessions that solve your specific problems.
  • Free 1-on-1 Coaching Call (30 min) A real coach reviews your numbers with you before Day 1.
  • Live access to both full days All 7 speakers, all 3 pillars, 9:00 AM to 2:15 PM MST.
  • The 11-framework workbook bundle Download, print, and keep every document taught live.
  • Premium Q&A both days (2:30 to 3:30 PM) Submit your question early… the panel answers it live with a next step for your business.
  • 10-day session replays Watch every session and both Q&A hours for 10 days.
  • Questions answered first… guaranteed Reserved for Platinum ticket holders.
  • Priority Full Business Valuation booking Reserved for Platinum ticket holders.
  • Post-event 90-day roadmap Reserved for Platinum ticket holders.
For the owner with specific questions about their specific business.
Most Direct Access
Tier 3 · Priority Everything

Platinum

$497rises to $997
Launch pricing · climbs as the event fills
  • Valuation Survey + Session Roadmap A 1-page guide to the sessions that solve your specific problems.
  • Free 1-on-1 Coaching Call (30 min) A real coach reviews your numbers with you before Day 1.
  • Live access to both full days All 7 speakers, all 3 pillars, 9:00 AM to 2:15 PM MST.
  • The 11-framework workbook bundle Download, print, and keep every document taught live.
  • Premium Q&A both days (2:30 to 3:30 PM) Your questions lead the queue in both sessions.
  • 60-day session replays Two full months with every session and both Q&A hours.
  • Questions answered first… guaranteed Platinum questions get answered before anyone else's.
  • Priority Full Business Valuation booking Your coach books you before the calendar opens to anyone else.
  • Post-event 90-day roadmap A written action plan from your coach, built from your survey and everything covered live.
For the owner seriously moving toward an exit in the next 12 to 24 months.
09
Straight Answers

Questions Owners Actually Ask

Is this live or recorded?

100% live, both days, over Zoom and StreamYard. Real sessions, real hot seats, real Q&A. General Admission is live attendance only. VIP includes a 10-day replay of everything, and Platinum includes a 60-day replay of everything.

What if I can't attend both days live?

Grab VIP or Platinum. VIP gives you 10 days to watch every session on your schedule, including both Premium Q&A hours. Platinum gives you 60 days. General Admission has no replay, so only choose it if you'll be in the room live.

I'm doing under $3M. Should I still come?

The summit is built for roofing owners doing $3M and up, and the frameworks are most leveraged at that size. If you're under $3M right now, you'll get more value from the Forge Build, Scale & Sell course first… it's $98 and covers the same 3 Pillars at the foundation level. Email us at [email protected] and we'll point you in the right direction.

Is this for residential or commercial roofing?

Both. The 3 Pillars apply to any roofing company regardless of mix. Cody runs commercial through CommercialRoofer.com, the Forge portfolio spans residential and commercial, and the financial, leadership, and recruiting frameworks work the same on either side.

What happens right after I buy my ticket?

2 things, in order. First, you complete the Pre-Event Valuation Survey… about 10 minutes on your revenue, profit, team, and owner involvement. Second, you book your free 30-minute coaching call. Your coach walks in already knowing your numbers, builds your Personalized Session Roadmap with you, and gives you 1 thing to fix before Day 1.

Are you going to pitch me something?

Let me just be real with you. There's exactly 1 offer at this entire summit… the Full Business Valuation. A complete review of your company by the Forge team, ending in a written report showing what your company is worth today, what it could be worth, and the exact gaps in between.

Every session is pure teaching. The valuation gets presented once, at the end of Day 2, and the strongest fits get invited by the coach they've been working with all event. No surprise upsells, no pressure theater, no 90-minute pitch disguised as a session.

Who is this NOT for?

Owners who want motivation without homework. Every session ends with an action item you complete live, the coaching call gives you work before Day 1, and the whole event assumes you'll actually open your books. If you want hype, there are cheaper places to get it.

The Decision

PE Is Coming Either Way.
Set Your Price First.

A roofing company changes hands every 48 hours in this market. The owners who win that conversation walked in knowing their number, their gaps, and their plan. 2 days from now, that can be you.

Claim My Seat → From $97 · Launch pricing climbs as the event fills

Sources Cited On This Page

[1]
Roofing Contractor Magazine, "Tariffs, Talent and Tech: The New Rules of Roofing Consolidation," August 2025. roofingcontractor.com
[2]
Roofing Contractor Magazine, "Private Equity Outlook," March 2025. digitaledition.roofingcontractor.com
[3]
AXIA Advisors, "Private Equity Roofing Platforms: What Owners Need to Know in 2025." axiaadvisors.com
[4]
Blue Dragon Inc., "Private Equity Roofing Acquisitions: What Every Owner Must Know," April 2026. blog.bluedragoninc.ai
The Scale & Sell Summit · From $97
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"Build it like you'll sell it. Sell it like you built it."

Forge Roofing Systems · 9305 S 700 E, Sandy, UT 84070 · 801-876-6651

Earnings Disclaimer: Figures shown on this page reflect the collective transaction experience of the Forge team and publicly reported industry data from the cited sources. They are shown as examples of what is possible in this market, never as a promise of what you will earn. Your results depend on your business, your market, your team, and your execution. Business carries risk, and no outcome is guaranteed.

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