Case Study: Preparing A Construction Company For A Successful Exit

By strengthening financials and clarifying leadership roles, a business on the M&A path boosts its valuation and sets the stage for future growth under new ownership.

Background

A regional construction and exterior services company had grown steadily for decades. When the owner began considering a transition, he engaged advisors to help prepare the business for a potential sale.

Challenge

Despite strong performance, the company lacked investor-grade reporting and had limited controls around job-tracking schedules. The owner also carried personal expenses through the business, creating uncertainty about true profitability for potential buyers.

Approach

Working with MGO advisors, the company improved its financial reporting by engaging MGO's client accounting solutions team to clean up the books and records, conducted a quality of earnings review, and normalized earnings before interest, taxes, depreciation, and amortization (EBITDA) by adjusting for