ProActive Strategies was engaged to advise on the sale of three founder-owned plumbing companies in Florida—businesses that had already failed to transact twice. When we stepped in, the financials were in disarray, the owners lacked a clear understanding of their revenue mix, and inventory had never been properly tracked.

Leveraging our CPA-led financial expertise, we rebuilt and cleaned the books, established accurate financial reporting, identified the true revenue mix, and implemented inventory tracking to create a clear and defensible picture of the businesses’ financial performance. That deeper financial understanding allowed us to uncover value that had previously gone unrecognized and position the companies for a premium valuation.

From there, ProActive managed the transaction from start to finish. We initiated and managed outreach, marketed the businesses, managed buyer communications and negotiations, sourced and identified the perfect buyer, and coordinated the full due diligence process through closing. While trades businesses typically transact at approximately 6–8x EBITDA, ProActive achieved an ~9x EBITDA multiple.

We ultimately took three businesses that had failed to sell twice, transformed their financial presentation, demonstrated their true value, and successfully sold them to a sophisticated private equity-backed strategic acquirer. From initial buyer sourcing and outreach through marketing, negotiations, due diligence, and closing, the entire transaction was completed in just 38 days—at an industry premium.