CEO Roundtable

Thinking about selling your roofing company to private equity? Before you take the offer, you need to understand how these deals actually work.This is Episode 2 of the Forge Podcast, where we break down the truth about private equity in the roofing industry — including roll ups, second exits, valuation strategies, founder mistakes, and what investors are REALLY looking for before acquiring a company.Learn:• Why most roofing companies are not actually sellable• What makes a roofing business valuable to buyers• How private equity firms scale home service brands• The risks of relying too heavily on the founder• Why profitable growth matters more than hype• What happens after the acquisition closesWhether you are preparing for an exit, scaling your roofing company, or trying to understand the future of the home service industry, this episode gives an inside look at how major deals are getting done.

Private equity already ate HVAC and plumbing. Roofing is next, and most owners have no idea what's coming. Watch the first ever CEO Roundtable episode and subscribe for the full series.This is episode 1 of the Forge Podcast, where the people actually doing the deals talk about what it really takes to scale and exit a home service business.The conversation gets into how PE values your company, where most owners leave millions on the table, and the EBITDA math that makes 1 plus 1 equal three.At the table with Sam: Cody Klein runs CommercialRoofer.com and has helped roughly 260 roofing companies clean up sales, ops, and finance after selling his own company in the early COVID-era consolidation wave.Josh Langford is the Chief Strategist Officer, the accountant-slash-marketer who sits with founders every week and forces them to actually look at the scoreboard.Ryan Nichols, the COO, spent 20 years building Eco Roof and Solar to around $100 million, then spent three years inside a private equity fund.What you'll learn in this episode:The EBITDA multiple math that lets 1 plus 1 equal 3 (and sometimes more)Why 90 percent of PE deals collapse in due diligence and what kills themWhy half of CEOs get fired after they sell, and how to not be one of themThe four-number weekly scorecard almost no roofer is actually keepingKey man risk: the silent number that quietly destroys your valuationCEO confessions from the table about the mistakes none of them want to admit out loudIf you're doing a million plus in EBITDA and you want a real conversation about what your business is actually worth, hit us up on Instagram at Forge Roofing.