Executive Partners
Executive Partners brings together industry, financial, and strategic expertise to help roofing contractors Set. Scale. Exit. We build systems that drive efficiency, growth, and lasting enterprise value.
Building profitable and scalable contracting businesses
Executive Partners is dedicated to helping roofing and exterior trades businesses achieve sustainable growth and long-term profitability. Unlike traditional consultants, our team is made up of former owners and operators who know firsthand the challenges contractors face. With experience supporting more than 150 contractors across 35 states and overseeing over $1 billion in revenue under management, we deliver practical implementation, proven growth strategies, and profit precision that drive measurable results.
We work directly with entrepreneurs to help them step out of the daily grind and into their role as true business leaders. By optimizing operations, strengthening financial clarity, and building scalable systems, we create the foundation for lasting profitability and enterprise value. Whether or not selling is the ultimate goal, every company we partner with is positioned to become a thriving, sellable entity that provides owners freedom and teams long-term stability.
We work directly with entrepreneurs to help them step out of the daily grind and into their role as true business leaders. By optimizing operations, strengthening financial clarity, and building scalable systems, we create the foundation for lasting profitability and enterprise value. Whether or not selling is the ultimate goal, every company we partner with is positioned to become a thriving, sellable entity that provides owners freedom and teams long-term stability.
Executive Partners program overview
Every program builds on the one before it as you elevate your business from organization to optimization to enterprise-level strategy and profitability.
Monthly partnership programs
Executive Mentorship Program
Clarity. Community. Consistency.
Coaching and community for owners and leaders who want structure, accountability, and access to proven frameworks.
Deliverables:
Deliverables:
- 1-Hour Bi-Weekly Group Coaching Call
- Templates & Documents Vault
- Real-Time Chat Support
Results
Results:
Results:
Clear next steps as a leader
Peer network of serious operators
Consistent accountability without heavy commitment
Executive Support Program
Coaching and community plus done-for-you sales and admin support that moves the needle.
Everything in Executive Mentorship plus direct help implementing sales, automation, and admin improvements.
Deliverables:
Deliverables:
- Two 1-Hour 1-on-1 Audit & Setup Calls
- 1-Hour Bi-Weekly Group Coaching Call
- Templates & Documents Vault
- Real-Time Chat Support
- Sales Follow-Up Support
- AI & Automation Assistance
Results:
Results:
Improved sales accountability and pipeline follow-through
On-call support for real-time challenges
Automation and CRM tweaks that save hours weekly
Executive Accounting Program
Numbers you can trust. Growth you can defend.
A done-for-you financial backbone with clean, accurate numbers and reporting so you always
know where you stand.
Deliverables:
know where you stand.
Deliverables:
- Accrual Bookkeeping & Reconciliations
- AR/AP Management & Vendor Payments
- Payroll Processing & Compliance
- Job Costing Setup & Tracking
- Chart of Accounts Optimization
- Month-End Close & Financial Reports
Results:
Results:
Clarity on profit and cash flow
No internal admin burden or guesswork
A professional finance function at a fraction of the cost
Executive Financials Program
From clean books to profitable financial strategies.
Everything in Executive Accounting plus the financial leadership that drives profitability and
long-term planning.
Deliverables: Includes all Executive Accounting Program deliverables +
long-term planning.
Deliverables: Includes all Executive Accounting Program deliverables +
- Cash Flow Forecasting & Reserve Frameworks
- Budgeting & Financial Planning
- Job Costing & Margin Analysis
- Financial KPI Tracking & Scorecards
- Profitability Dashboards & Monthly Reviews
- Fractional CFO Guidance & Strategic Advisor
Results:
Results:
Forward-looking financial visibility
Confident growth decisions backed by data
Smarter cash use and expanded margins
Executive Operations Program
Structure. Accountability. Execution.
Fractional COO leadership that installs rhythm, accountability, and clarity across your company.
Deliverables:
Deliverables:
- Weekly Leadership & Accountability Meetings
- Operational Direction & Decision Support
- Departmental KPI & Scorecard Development
- Company Dashboards & Reporting Systems
- SOP Creation, Refinement, and Enforcement
- Cross-Department Workflow Alignment
- Technology Integrations & Refinement
- Meeting Cadence & Agenda Templates
- New Hire Training & Onboarding Support
- Roles & Responsibilities / Org Chart Optimization
- Leadership Development
- Fractional COO Advisory Access
Results:
Results:
A company that runs on systems, not chaos
Teams aligned to measurable outcomes
Owners freed from firefighting to lead
Executive Systems Program
Technology that scales your business for you.
CRM and automation build-outs with ongoing strategic oversight so your tools drive performance.
Deliverables:
Deliverables:
- Weekly Systems Strategy / Implementation Meeting
- Custom CRM Buildout Program
- Enhanced Departmental Visibility & Metric Tracking
- Workflow Automation & Pipeline Optimization
- Estimating, Invoicing, and Proposal Templates
- Internal & Client Communication Frameworks
- Team Training (Virtual and On-Site)
- Departmental SOP Creation
Results:
Results:
Automation doing the heavy lifting
Real-time visibility into every workflow
Unified communication and data flow
Executive Partnership Program
Your full fractional executive team.
CFO + COO + Systems + Strategy—everything integrated to create a scalable, sellable enterprise.
Deliverables:
Deliverables:
- Includes all Executive Operations Program deliverables +
- Includes all Executive Operations Program deliverables +
- Comprehensive Departmental Audits
- Enterprise Value Assessment & Long-Term Growth Roadmap
- Exit Strategy Design & Coaching
- Access to Buyer & Capital Networks
- Executive-Level Strategic Planning & Reviews
- Integrated Financial, Operational, and Systems Leadership
Results:
Results:
Enterprise-grade infrastructure without full-time hires
Maximum profitability and valuation potential
A company ready to scale, hold, or sell
One-Time strategic projects
Executive Automation Program
Your 24/7 communication engine.
Deliverables:
- 3 Strategy & Setup Calls
- Task and Workflow Automations
- Automated Client Emails & Texts
- Custom Branded Email Templates
- Drip Campaigns and Marketing Strategies
- Real-Time Chat Support
Results:
Results:
Less manual follow-up, more closed deals
Faster pipeline movement
Hours reclaimed for leadership and growth
Executive Sales Program
Estimates that sell themselves.
Essential Setup:
- 3 High-Converting Estimate Templates
- 3 Branded Presentation Pages
- Product & Service Calculations
- Profit Tracker Setup + Training
- Sales Training Call
- Group Chat Support
Essential Setup:
- 6 High-Converting Estimate Templates
- 6 Branded Presentation Pages
- Advanced Product Configuration
- Profit Tracker Setup + Training
- 2 Sales Training Calls
- Group Chat Support
Results:
Results:
5-15+ percent lift in close rates from current leads
Instant profitability visibility per job
Professional estimates that command trust
Grow smarter. Lead stronger. Exit ready.
As an extension of your leadership team, we blend hands-on support with strategic guidance to help contractors Set. Scale. Exit. From operational improvements to long-term growth planning, we position your business for sustainable success and lasting value — with or without an exit in sight.