BuiltEquity — sell-side brokerage for trades and field-service companies | Exit Crew

Sell-side brokerage

Selling your business is the deal of a lifetime. Treat it like one.

Sell-side representation for trades and field-service companies.

Built for businesses with trucks, crews, equipment and licenses.

Electrical·HVAC·Fire & Life Safety·Security & Low Voltage·Fleet & Equipment Service·Industrial Services

Call Ray directly

(253) 242-3305

It’s my cell. You’ll get me, not a screener. No pitch, no obligation, and nobody else hears about it.

A downtown business district against the mountains

Owner-operator experience

A decade of business brokerage experience alongside acquiring, operating and selling privately held companies.

Sell-side focus

We represent business owners through the sale process from preparation through closing.

Trades & field services

Focused on established businesses built around crews, equipment and field operations.

Buyer outreach

Strategic acquirers, private equity, family offices, search funds and qualified individual buyers.

Businesses built on trucks, crews and licenses.

We represent established trades and field-service companies with enterprise values from approximately $1 million to $20 million, with a core focus on the trades.

How an engagement is run

One senior broker. An entire firm behind them.

Your engagement is led by a senior broker from the first conversation through closing. That broker owns the strategy, the judgment calls, the buyer conversations, the negotiation and the leadership of the transaction, and remains accountable throughout.

Behind them, BuiltEquity handles the work that keeps a transaction moving: financial preparation, marketing materials, buyer qualification and management, diligence coordination, workflow, and transaction administration.

You also get a secure seller portal where you can review materials, track buyer activity, manage approvals, access diligence documents, and see where the transaction stands.

Storefronts on a small-town main street

Sometimes the right answer is: don’t sell yet.

If we believe specific changes over the next six to eighteen months are likely to materially improve your outcome, we will tell you. If the company is not ready for market, we would rather say so than take the listing.

What drives value

A hard reality check on value.

For many privately held companies, financeable earnings put a hard reality check on value. What lenders will support often sets an important boundary around what buyers can pay and how a transaction can be structured.

So we evaluate the whole picture: normalized earnings, buyer appetite in your category, the deal structures available to you, lender support, and the strategic value your company carries for a particular acquirer. Those five pull in different directions, and the distance between the first and the last is often the entire negotiation.

The engagement

Five stages, in the order they run.

01

Valuation

Establish what it is worth.

Financials restated the way a buyer and a lender will read them: owner compensation normalized, one-time costs removed, every adjustment documented with the reason it qualifies. You get a defensible range and the analysis behind it.

02

Preparation

Prepare the company and the file.

The information a buyer needs, assembled before it is asked for. Service agreements, job costing, technician tenure, fleet and equipment schedules, license and bonding continuity — and the questions diligence reliably raises, answered in advance.

03

Go to market

Approach buyers directly.

A targeted approach to buyers who already understand the work, under confidentiality, in a sequence you approve. We do not rely on public advertising to find the right buyer, and no buyer learns your name before signing.

04

Negotiation

Negotiate the whole deal.

Price is one term. Cash at closing, seller financing, working capital, which liabilities transfer, your transition period and what happens to your people routinely decide more than price does. Offers are compared side by side on the full structure.

05

Close

Carry it to closing.

Diligence, lender conditions, license and bonding transfers, the working capital adjustment and the closing statement — coordinated with your attorney and your CPA until the funds move.

Two people shaking hands over paperwork

Who buys these companies

The right buyers are rarely found by simply posting a listing.

The buyer who pays the most for your company is usually the one who needs it most, and that buyer is identified and approached rather than attracted. Part of the work is knowing which type fits your goals, and what each will want from you after closing.

Strategic acquirers

Operators growing by acquisition — buying capacity, technicians, licenses, equipment and a service base in markets they want. They understand the work, and they can move when the fit is clear.

Private equity

Active in these categories both as new platform investments and as additions to companies already held. The structures differ widely, and so does what each one asks of you after closing.

Family offices and search funds

Patient capital, often a single acquisition held for a long time, usually asking the owner to stay through a transition. Frequently overlooked, and frequently the right answer.

Qualified individual buyers

Where the fit is genuine and the financing is real. These deals turn on lender approval and on who can hold the license the business operates under.

Industries

Where we concentrate.

Three groups of businesses that share the same buyers, the same diligence questions and the same operating realities.

01

Building Systems

Electrical, HVAC, plumbing, fire and life safety, security, low voltage, controls.

02

Industrial & Technical Services

Equipment service, fleet service, specialty maintenance, testing and inspection.

03

Field Services

Pest control, specialty cleaning, environmental and recurring route-based services.

Mountain peak at dawn

Confidentiality

Confidential from the first conversation.

In these industries the same suppliers, customers and technicians know each other. Confidentiality is a set of procedures, not a promise.

  1. 01

    We sign first.

    Before you send anything, we sign a confidentiality agreement to you. Your information is protected before the first document moves.

  2. 02

    You choose how we reach you.

    Only the personal phone and email you nominate. Never the office line, never a general mailbox somebody else opens.

  3. 03

    Buyers sign before they learn your name.

    Interest begins with a profile that identifies nothing. A signed agreement comes before your name, and what follows is released in stages you approve.

  4. 04

    You decide who is approached.

    Some of the best buyers for your company are people you compete with. Every buyer is named to you before anything leaves our hands, and you can strike any of them for any reason.

Behind the engagement

A better process behind every deal.

Every BuiltEquity transaction runs through one operating system and one continuous deal record — from financial preparation and buyer approvals through offers, diligence and closing.

Your broker sees the full transaction in one place. Through your secure seller portal, you can review materials, approve buyers, track activity, access diligence documents, and see exactly where the deal stands.

One record. Start to close.

The platform keeps the transaction organized and moving so your broker can stay focused on strategy, buyer conversations and negotiation — the work that ultimately gets the deal closed.

A broker reviewing deal documents with a business owner

The firm

Who you’ll be working with.

Every BuiltEquity engagement is led by a senior broker. Founder Ray Myers personally leads select engagements and remains directly involved in how the firm prepares, markets and manages transactions.

Ray has spent more than a decade around business sales while also acquiring, operating and ultimately selling privately held companies of his own. That combination matters: he has advised owners through transactions, but he has also sat on the owner’s side of the table with employees, capital and years of work at stake.

That owner-operator perspective is the foundation this firm was built on.

Ray Myers · Founder, BuiltEquity

Start with a confidential conversation.

Free, confidential, and it commits you to nothing. Twenty minutes on where the company is, what it might be worth, and what your options look like. Bring your CPA if you like.

Call Ray directly

(253) 242-3305

It’s my cell. You’ll get me, not a screener. No pitch, no obligation, and nobody else hears about it.