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Home Services
HVAC, plumbing, landscaping. Recurring contracts, route density, technician retention.
45 day typical timeline3-5x EBITDA
Document categories
The diligence checklist is organized into these top-level categories. Each one has its own subchecklist auto-generated when you launch a deal.
Financial Statements
Tax Returns
Legal & Corporate
Licensing & Bonds
Insurance
HR & Payroll
Equipment & Fleet
Customer Contracts
Marketing & Reviews
Permits
Industry-specific documents
These are the documents that matter most for home services — things you'd miss with a generic checklist.
- 📄State contractor/trade licenses for all service types
- 📄Surety bond certificates
- 📄General liability and workers comp insurance
- 📄Vehicle/fleet list with titles and maintenance records
- 📄Recurring service contract list
- 📄Customer review profile (Google, Yelp, Angi)
- 📄Employee and subcontractor agreements
- 📄Non-compete and non-solicitation agreements
Common red-flag patterns
The AI scans uploaded documents for these patterns and surfaces them with source citations so you can investigate quickly.
- License non-transferability issues
- High worker classification risk (1099 vs W2)
- Aging fleet requiring near-term replacement
- Seasonal revenue concentration
- Key technician departure risk
- Poor online review profile
Key metrics tracked
Pulled from financial statements and operational data, these metrics anchor the diligence narrative.
Revenue per Technician
Recurring Revenue %
Customer Retention Rate
Average Ticket Value
Fleet Utilization %
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