In today’s competitive market, maximizing your business’s value requires more than technical expertise. This session examines the factors that commonly undermine construction deals, including operational friction, messy data, and tax structure—showing how these issues can affect valuation, deal outcomes, and compliance with federal and state licensing. We’ll share practical steps to professionalize your firm, strengthen financials, and minimize risk so you can capture your business’s full worth.
You’ll also learn how leveraging technology and preparing clean, deal-ready financials can help your business withstand buyer scrutiny and avoid uncertainty in the deal process.
What you will learn:
- Unreadiness Tax: How financial disorganization and owner-dependent operations stall deals and reduce value.
- Cleaning the “Candy Store” Books: The importance of shifting from tax-avoidance to deal-ready financials for Quality of Earnings (QoE) reviews.
- Tax and Licensing Impact: How deal structure influences federal and state licensing, and the tax-related risks to address before an exit.
- Accelerating the Cleanup: Ways AI and automation drive consistency, scalability, and confidence for buyers.
No matter your timeline for a transaction, these actionable strategies can help your construction business tighten up operations and unlock its true value.
Moderator
Joe Natarelli, National Construction Leader, CBIZ
Panelists
Marty McCarthy, Mid-Atlantic Construction Leader, CBIZ
Dawn Meeker, Managing Director, CBIZ
Roger Gingerich, Central Construction Leader, CBIZ