Brokers and Advisors
The Operational Partner in Your Back Pocket
Stop Losing Deals at Due Diligence
Most trade contractor listings that stall or get repriced do not have a financial problem. They have an operational one. The owner is the business. The systems are undocumented. The financials cannot hold up under scrutiny.
By the time a buyer’s team finds it, it is too late to fix without repricing, or losing the deal entirely.
TrueUp Systems handles the operational side before and during the listing phase. We work exclusively with MEP and exterior trade contractors to build the infrastructure that makes your listings defensible, transferable, and priced at a multiple they can support.
Zero cost to you. No commission split. We are paid directly by the owner.
How the Partnership Works
We act as your “Pre-Exit Engineering” partner. We do the heavy lifting of operational cleanup so you can focus on what you do best: closing high-multiple deals with clean, bankable assets
Valuation Benchmarking
You set the financial baseline. We handle the operational de-risking. Between the two, your client arrives at the table with a number they can defend.
Due Diligence Readiness
We document the systems, processes, and institutional knowledge that buyers and lenders need to see before they commit. No surprises under the hood.
Multiple Expansion
We install the operational infrastructure that justifies moving a 3.0x listing to a 4.65x exit — validated against current MEP trade transaction data.
What Your Client Actually Receives
This is not generic consulting. Every TrueUp engagement follows the same structured path:
Equity Gap Assessment — The X-Ray. A full written assessment across all 8 pillars of the TrueUp 8-Pillar Equity Framework™. Every gap identified and quantified with its exact cost to the exit multiple. View a Sample
Succession Readiness Audit — The MRI. A complete pillar-by-pillar implementation blueprint specifying exactly what gets built to close each gap and what it is worth at the closing table. View a Sample
Succession Architecture — The build. 90 days of co-creation implementing every system in the audit. By the end, the business has documented SOPs, clean financials, an independent lead engine, and an owner who is not the bottleneck.
Frequently Asked Questions.
Zero. We are paid directly by the owner for the operational work. You bring the listing expertise. We bring the operational infrastructure. Neither of us takes a cut of the other’s work.
No. Our fee comes from the owner, not the transaction. Your commission is yours.
Any established MEP or exterior trade contractor with $500K to $10M in revenue where the owner is the primary engine. If the business is stalling because a buyer cannot verify its independence, or if you have an owner who is 12 to 36 months from listing and needs to get the business ready, they are the right fit.
The Equity Gap Assessment establishes a documented baseline at Day 0. At Day 90 of the system implementation, the business is re-evaluated against its new operational state. That documented improvement is the story you bring to the buyer, and the data that defends the premium multiple.
HVAC, plumbing, electrical, roofing, and restoration. MEP and exterior trades exclusively.
Ready to Talk?
If you have a listing that is stalling, a client who is not quite ready, or you just want to understand the process better, we would welcome a 20-minute call.