Your Exit.
Your Terms.
Most trade business owners leave millions on the table — or never sell at all. We take your business to our network of investment banks and dealer-brokers to find out what real buyers will actually pay — before you commit to anything. Real feedback and real numbers, at no cost to you.
Find Out What Buyers
Would Actually Pay.
Most trade business owners have no idea what their business is actually worth to a real buyer. Not what their accountant thinks, not what a broker promised them over the phone. What a serious buyer with capital would actually put on the table. That's what the Market Analysis tells you — and we get that answer before you've committed to selling a single thing.
Market Analysis
We review every submission personally. If your business qualifies, Finn will reach out within 48 hours.
We've received your submission and will review it within 48 hours. If your business qualifies, someone from our team will call you directly to get the full picture before we go to market.
This Isn't for Everyone.
Here's Who It's For.
You've built something real. But if you stopped showing up tomorrow, the whole thing slows down — or stops. You know it. Your team knows it. And any serious buyer will figure it out inside of 30 days of due diligence. That's the founder trap. And it's fixable — but only if you start before you need to sell. The Market Analysis shows you exactly where you stand — before you commit to anything.
You're running a trade business doing $5M–$15M in annual revenue — HVAC, electrical, plumbing, roofing, landscaping, or any skilled trade. You've got real employees, real customers, and real revenue. What you don't have is a business that looks sellable on paper to the people who write the checks.
You're thinking about selling or raising capital in the next 1–10 years. Not someday vaguely. Actually. And you want the number you walk away with to reflect what you've spent the last decade building — not what a buyer thinks they can get away with paying because you showed up unprepared.
After the Market Analysis,
You Decide.
The Market Analysis doesn't commit you to anything. You get the data. You make the call. Here's what happens depending on what you decide.
per month. No exceptions.
The free Market Analysis tells us if your business is the right fit. The sooner we know, the sooner we can move. Spots go fast.
Who You're Working With
An attorney and serial entrepreneur with 23 years at the intersection of law, business building, and M&A advisory. Doug has founded and sold multiple businesses — first-hand experience on both sides of the deal table. He developed The Punchlist and leads every engagement personally.
Finn runs everything from your first conversation to the start of your engagement. When you submit your Market Analysis request, he's the one who calls you. His job is to understand what you've built, what you want from a sale, and whether Punchlist Advisory is the right fit.
Josh is your go-to contact throughout the engagement. He leads the process alongside Doug — asking the questions that make you think differently about your business, spotting what you're too close to see, and bringing a second set of eyes that most consultants simply don't have. Where others follow a playbook, Josh brings genuine vision. He's not just executing a checklist. He's helping you see your business the way a buyer will.
The Founder Trap
Most trade business owners don't realize they've built a job, not a company — until it's too late to fix before the sale. Doug McCarthy's guide to getting exit-ready: what buyers actually look for, what drives your multiple up or down, and how to show up to the deal table with leverage.