$6M Trade Platform Seeking Operating CFO / Equity Partner 51 %
$550,000 Investment | Established North Carolina Trade Businesses | National Expansion
Five independently structured construction and skilled-trade companies are seeking an experienced CFO, entrepreneur, financial executive, or strategic investor to become an Operating CFO and equity partner.
The organization grew from one company with under $300,000 in first-year revenue to nearly $3.5million in combined annual revenue, based on last year’s performance. It includes more than 100 employees and subcontractor relationships.
The companies operate across general contracting, renovations, additions, new construction, flooring, plumbing, HVAC, handyman services, cabinets, countertops, showroom sales, and related trades. They serve customers ranging from small service projects to major renovations and ground-up construction.
The organization is seeking a partner for a $550,000 investment who will join as an active Operating CFO and strategic leader. This is not a passive investment or start-up concept. The platform includes operating companies, employees, subcontractors, customers, licensing, facilities, equipment, inventory, and leadership.
Ownership is targeting a return of the initial investment in approximately three years, subject to performance, market conditions, transaction structure, and execution. This is a management objective, not a guarantee.
The partner will strengthen financial systems, improve accountability, support growth, allocate capital, and prepare the organization for expansion into additional markets.
The organization maintains North Carolina trade licensing and an approximately 23,000-square-foot primary facility with: Customer showroom, Offices and meeting space, Warehouse and inventory storage, Equipment and vehicle storage, Operational space supporting multiple companies.
The showroom features flooring, cabinets, countertops, and related products, connecting retail sales with construction and installation services. A satellite location provides meeting space, supports sales and business development, and expands geographic reach.
Existing assets include forklifts, work trucks, dumpsters, a skid steer, an excavator, construction equipment, inventory, tools, and other trade-related assets. Specific ownership, assets, inventory, and transaction terms will be reviewed during due diligence. Role of the Operating CFO
The Operating CFO will work with the current owner and existing owner/operator on: Financial oversight across companies, Cash-flow management, Budgeting and forecasting, Financial reporting and controls, ob-costing and profitability analysis, Capital allocation and growth modeling, Operational performance review, Margin improvement, Scalable systems and strategic planning
Vision and Relationships
Operations and Execution
Financial Stewardship and Strategy
Existing Leadership -The current owner is not seeking a simple exit and is expected to remain involved strategically in sales, business development, relationships, new opportunities, national expansion, the broader blue-collar platform, and long-term vision.
An owner/operator is already in place and will continue working with the incoming CFO daily. Industry knowledge, licensing, employees, subcontractors, customers, facilities, equipment, and operating relationships are established.
National Expansion Vision - Ownership is developing a franchise model for national expansion, with planning underway in two additional states. The broader vision combines:
Trades, Construction, Technology, Lead Generation, Financial Solutions, Workforce Development