Building systems
Preventive maintenance, mechanical coordination and scheduled inspections.
For your transition
Organize asset registers, service histories and the limits of your contracted scope.
You keep
buildings working.
What works
next for you?
Sale and succession preparation for owners of commercial facility maintenance businesses.
Plan my next chapter
So does your business.
If you stepped away,
what would keep working?
It is a useful question long before a sale. Your agreements, field teams and operating routines tell the story of what a new owner would take on.
Look inside the operationThe building is only
half the picture.
A facility maintenance business connects physical spaces, technical work and human relationships. Make each part understandable before you consider a handoff.
Spaces & sites
Multi-site support, repairs, exterior upkeep and everyday facility needs.
For your transition
Map locations served, work-order volumes, travel requirements and customer concentration.
People & response
Field technicians, dispatch, specialist subcontractors and reactive calls.
For your transition
Document coverage, escalation paths and the work that still depends on the owner.
You built the operation.
Prepare the continuity.
A buyer needs to understand what happens after the handover: who owns the customer relationship, who coordinates the trades and how the work gets completed.
Start with the details already in your business. Clear records help you and your professional advisors identify the questions that need answering.
Your next chapter
starts with a clearer picture.
Open each part of the guide for a practical preparation task. Work at your own pace, whether you are considering a sale soon or planning further ahead.
Explore the preparation guide Talk through my optionsUnderstand the contracted work
Build a schedule of service agreements showing scope, renewal dates, pricing terms and customer concentration. Separate planned maintenance from reactive and project work.
Prepare:A contract summary, revenue by service type and a list of agreements requiring transfer or change-of-control review.
Make delivery visible
Outline how a request becomes a scheduled job, who completes it, how quality is checked and how billing is triggered. Record technician and subcontractor responsibilities.
Prepare:An operating workflow, team responsibilities, subcontractor terms and examples of work-order reporting with identifying details removed.
Separate the business from the owner
List the calls, approvals and relationships that rely on you. Decide what could move to a manager, documented procedure or transition period.
Prepare:A weekly owner-role outline, key-person dependencies and the support you would be willing to provide after a sale.
Organize the financial picture
Gather financial statements and supporting records. Note equipment leases, working capital needs, unusual expenses and commitments to customers or suppliers.
Prepare:Recent financial statements, equipment and lease schedules, aged receivables and questions for your accountant and legal advisor.
Define what you want next
Consider your timeline, preferred future role and priorities for the team and customer relationships. A sale, gradual succession and continued ownership involve different decisions.
Prepare:A short personal brief: what you want to achieve, what must be protected and what you are ready to change.
Use this guide privately. Opening a section does not submit information or begin an engagement.
For the owner behind
everything that works.
Make room for
your next chapter.
Plan my next chapter Talk through
my options.
Tell us how to reach you and what you would like to explore for your facility maintenance business.
Share a little context, not confidential records. Please leave out financial documents, customer details and sensitive personal information.
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