Exit Planning

How to Avoid Regrets from Your Roofing Business Exit

Tue, 20 Jan 2026 15:03:43 -0500

Some roofing contractors eager to exit amid heightened interest from private equity have regrets. Here’s how to avoid them.

2 Plans Needed to Exit in 2025

Thu, 20 Nov 2025 10:26:02 -0500

Roofing contractors looking to exit need both a company plan and an owner’s plan in today’s business climate

How Would I Exit Roofing in 2025?

Mon, 25 Aug 2025 12:10:03 -0400

Six years, $250K, and missed opportunities: what I learned exiting my roofing business—and how today’s contractors can do it smarter.

What a Private Equity Sale Looks Like Part 2

Mon, 17 Feb 2025 00:00:00 -0500

In part two of this two-part series, Kevin Kennedy lays out what roofing contractors should expect when undertaking a private equity deal.

What a Private Equity Sale Looks Like Part I

Mon, 20 Jan 2025 05:50:39 -0500

Wondering what steps you'll need to take in a private equity sale? In this two-part series, Beacon Exit Planning's Kevin Kennedy breaks down the private equity sales process.

10 Keys to Selling Your Roofing Company in 2025

Mon, 30 Dec 2024 00:00:00 -0500

Whether it's through private equity or management buyout, these 10 tips will make your business shine with buyers.

The Key Disciplines for a Successful Roofing Exit

Fri, 08 Nov 2024 00:00:00 -0500

Understanding the eight aspects of planning a successful exit can make any transitions smoother for roofing contractors.

NRCA, Beacon Exit Planning Host Seminar

aisnera@bnpmedia.com (Art Aisner) — Mon, 23 Sep 2024 07:00:00 -0400

Take a deep dive into the world of exit planning with experts that have been helping roofing contractors build succession plans for years.

Why a Roofing Company Becomes a ‘Target’ for Acquisitions

Fri, 16 Feb 2024 00:00:00 -0500

Do you want your roofing contractor firm to be considered attractive for an outside sale? Consider your personal and financial goals, and beware of one-off deals.

Stop Overpaying ‘Exit’ Taxes

Fri, 29 Dec 2023 00:00:00 -0500

Kevin Kennedy of Beacon Exit Planning provides a birds-eye view of alternative legal strategies to consider in your business exit that can save you a bundle.

Your Sale Options in a ‘Roofing Exit’

Thu, 09 Nov 2023 00:00:00 -0500

Kevin Kennedy of Beacon Exit Planning provides an overview of considerations for roofing company owners contemplating their exit options.

Snyder Roofing Announces Change of Principals

Fri, 06 Oct 2023 08:00:00 -0400

Snyder, a roofing and waterproofing company based in Tigard, Ore., has transitioned ownership to CEO Josh Mullen in a succession plan ensuring its future in the Pacific Northwest.

Understanding ‘What it Takes’

Fri, 11 Aug 2023 00:00:00 -0400

Reviewing “What It Takes: Lessons in the Pursuit of Excellence,” by Stephen A. Schwarzman

McElroy Metal Employees Now Have Skin in the Game

Thu, 20 Apr 2023 09:13:04 -0400

McElroy Metal, a 60-year-old components manufacturer based near Shreveport, La., with 14 facilities nationwide, recently announced a transition from being a family-owned concern by offering an employee stock ownership plan.

How Much Will It Cost to Sell My Roofing Company?

Wed, 22 Mar 2023 00:00:00 -0400

Management Buyout: The Most Popular Roofing Contractor Exit

Fri, 09 Dec 2022 00:00:00 -0500

Learn the risks and rewards of planning for a management buyout to exit your contracting business

Major Risks in Your Roofing Exit

Fri, 11 Nov 2022 00:00:00 -0500

These six exit strategy pitfalls could create financial risks before and during your exit and retirement. Learn how to navigate one of the largest financial events in your lifetime

Would You Prefer Paying 15% or 57% in Exit Taxes?

Fri, 25 Feb 2022 00:00:00 -0500

With more roofing companies looking to sell, now is the time to know some important facts and statistics to inform your exit planning strategies.

Selling Your Business is Not Like Selling Your House

Fri, 24 Dec 2021 00:00:00 -0500

Selling a roofing business might seem comparable to selling one’s home, but making such an assumption could be costly to business owners.

Baby Boomers Are Selling Roofing Companies

Fri, 27 Aug 2021 00:00:00 -0400

These 10 keys are sound business practices in preparing your company for a sale or merger and acquisition, adding value to your company whether you sell to a competitor or investors.

Warning! This Could Cost You Everything

Fri, 26 Feb 2021 00:00:00 -0500

There are massive mistakes roofing contractors can make when planning for a successful exit, which could account to as much as 70% of their wealth.

The COVID-19 Economy and the Roofing Contractor’s Exit

Fri, 28 Aug 2020 00:00:00 -0400

There is no perfect exit strategy for the COVID-19 crisis, but keeping these tips in mind will make planning one much smoother.

7 Landmines to Avoid in Your Roofing Business Exit, Part 2

Fri, 24 Apr 2020 00:00:00 -0400

An exit planner can lead you through the tricky process of leaving your business, discovering the various values and taxes that may otherwise be missed.

7 Landmines to Avoid in Your Roofing Business Exit, Part One

Fri, 27 Mar 2020 00:00:00 -0400

Avoid these seven issues with the help of an exit planner so you can gracefully leave your business without outliving your money.

The Contractor’s 60 Minute Exit Plan, Part 2 – How to Cash Out, Eliminate Taxes and Retire Comfortably - Part 2

Fri, 17 Jan 2020 00:00:00 -0500

To ensure that your inevitable exit is a successful one - an exit that will deliver on your future financial, personal and business goals - you need an exit plan.

8 Key Disciplines of a Successful Exit from Your Roofing Business

Fri, 22 Nov 2019 00:00:00 -0500

An owner's exit from a business will probably be the largest financial event of their life.

Three Elephants in the Roofing Contractor’s Office Before the Exit

Wed, 21 Aug 2019 00:00:00 -0400

Many baby boomer roofing contractors intuitively understand they need to plan for the exit but are consumed with the day-to-day grind and procrastinate.

Why You Need Both an Exit and Succession Plan

Mon, 25 Feb 2019 00:00:00 -0500

A business owner cannot replace themselves (succession) until they can clearly envision their financial future (exit plan).

If You Lost Everything You Owned: Using Asset Insulation in Your Roofing Company Exit

Mon, 19 Nov 2018 00:00:00 -0500

It’s no surprise that in today’s society civil litigation has become an ever-increasing threat to business owners and affluent individuals.

Q&A: A Look into "The Contractor's 60 Minute Exit Plan"

Wed, 17 Oct 2018 00:00:00 -0400

Kevin Kennedy and Joe Bazzano's first book, The Contractor's 60 Minute Exit Plan, is a 82-page book offers a guide for roofing contractors to navigate the scary and sometimes treacherous process of exiting their business when the time is right.