Welcome To The Executive Partnership Program
Executive-Level Leadership to Scale, Maximize Profitability, and Increase Enterprise Value
From financial strategy and operational oversight to leadership alignment and exit planning, our team provides the same executive expertise and resources that contractors use to scale to $20M–$50M+ and prepare their companies for a high-value exit when the time is right.
See If the Executive Partnership Program Is the Right Fit for Your Business
This program is designed for contractors typically doing $10M–$50M+ in annual revenue who need executive-level leadership across finance, operations, and strategy. Together, we’ll scale your business, strengthen profitability, and prepare you for a high-value exit when the time is right.
Apply NowIt will do well and expand and grow. That's a significant benefit for a business owner to be able to step away. Now, if I were ever to sell my company, I absolutely have the accurate books to back it up."
Do These Struggles Ring Any Bells?
Does Your Company Struggle With Financial Clarity, Operational Efficiency, or Leadership Alignment?
The Executive Partnership Program gives you executive-level support across finance, operations, and leadership — helping you strengthen profitability, scale sustainably, and increase enterprise value whether you plan to exit or not.
We partner directly with owners and leadership teams to tackle the toughest challenges holding your business back. From financial structure and job costing, to CRM optimization and departmental accountability, to leadership development and culture alignment — we step in as your executive team to provide the clarity, systems, and strategies you need.
Our goal is to help you:
– Drive stronger margins with financial discipline.
– Streamline operations with proven processes and accountability.
– Build a leadership culture that scales beyond the owner.
– Increase enterprise value and position the company for long-term success.
Whether your goal is growth, stability, or eventual exit, the Executive Partnership Program ensures your business operates at its full potential.
We’ve been there, we’ve done it, and we’re helping contractors just like you do the same — at scale.
What's Included In The
Executive Partnership
Virtual & Onsite Collaboration
Weekly executive-level collaboration to keep your business moving forward. We hold structured 60-minute calls, provide real-time communication through Discord, and conduct on-site workshops to ensure seamless implementation across every department.
Executive Expertise
Our team plugs in as your executive bench — identifying bottlenecks, streamlining operations, and optimizing financial performance. From SOPs and role clarity to financial discipline and leadership development, we install the systems and culture your company needs to scale profitably.
Mergers & Acquisitions
Whether or not you plan to sell, we prepare your business to operate at a high enterprise value. You’ll receive guidance on financial optimization, leadership alignment, and operational scalability — plus access to our private equity network and portfolio partners when an exit becomes part of your strategy.
This is the sign you need to take the leap onto the fast track to maximizing enterprise value for your company and optimizating every department of your business.
The 12-Month Roadmap for Maximizing Enterprise Value
Our Program Deliverables
How EP Will Help You Achieve The Highest Enterprise Value
We thought we had some clarity before, but we were mistaken. Now, with the excellent processes we have in place for financial clarity and tracking, we're light years ahead of where we were.”
Here's Everything You Get In The Executive Partnership Program
Designed for entrepreneurs seeking executive-level expertise to empower themselves and their teams to escape the daily grind, achieve lasting profits, and position themselves for lucrative exits.
Executive Partnership
Designed for entrepreneurs seeking executive-level expertise in any departmental discipline. We address pitfalls with permanent solutions, while focusing on increasing your enterpise value.
Additionally, this program offers the direct path to a sale through our solid network of buyers if selling your business is the goal.
30-Day Money Back Guarantee
REAL-TIME COMMUNICATION
Our Guarantee To You
We’re all in on the Executive Partnership Program, and we want you to be, too. But hey, cold feet happens. That’s why we’ve have a 30-Day money-back promise. Have a meeting with us, check out the materials and trainings, and if it’s not you’re jam, we’ll refund you with no questions asked. We’re here to make sure you feel good about your journey with us right from the get-go.
Success Stories That Inspire
Colby Strickland - B&A Roofing
Shawn Whalen - Whalen Exteriors
Tyler Bustraan - Paramount Roofing
Kevin Prince - Andes Roofing
Joe Kremer - MadeWell Restoration
Ken Strecker - Just Roofs & Gutters
Commonly Asked Questions
Who are the Executive Partners?
Executive Partners was founded to solve the most common challenges roofing and exterior contractors face: messy financials, unclear strategy, disconnected systems, and lack of leadership support.
We provide contractor-focused programs that give you the exact level of support your business needs:
Executive Accounting – Done-for-you bookkeeping and back office admin.
Executive Financials – Accounting plus CFO-level strategy for profitability and growth.
Executive Systems – CRM buildout, workflow automation, and operational optimization with integrated financials.
Executive Partnership – Full executive support across departments, combining financial, operational, and strategic leadership.
Unlike generic bookkeepers, consultants, or CRM vendors, we don’t just advise — we execute. We handle the back office, integrate your systems, and step in at an executive level so you can focus on leading and growing your business.
What solutions does Executive Partners offer?
Executive Partners provides four core programs designed for roofing and exterior contractors:
Executive Accounting – Done-for-you bookkeeping and back office admin.
Executive Financials – Accounting plus CFO-level strategy for profitability and growth.
Executive Systems – CRM buildout, workflow automation, and operational optimization with integrated financials.
Executive Partnership – Full executive support across departments, combining financial, operational, and strategic leadership.
Which program is right for me?
If you just need your financial back office handled → Executive Accounting.
If you want clean books + CFO-level strategy → Executive Financials.
If you want CRM and operational systems built or optimized → Executive Systems.
If you need broad executive leadership across departments → Executive Partnership.
What size companies do you typically work with?
Most of our clients are roofing and exterior contractors doing $3M–$20M in annual revenue.
Executive Accounting and Executive Financials are ideal for contractors in the $1M–$20M range who want clean books, financial clarity, and CFO-level strategy without hiring full-time staff.
Executive Systems and Executive Partnership are typically reserved for larger companies in the $5M–$30M+ range, where operational complexity, multi-department workflows, and enterprise-level leadership support become critical.
Whether you’re scaling past $1M or preparing to break through $20M+, our programs are designed to meet you where you are and grow with you.
What if my books, systems, or processes are a mess?
That’s completely normal. Most contractors come to us with messy books, outdated CRMs, or disconnected processes. Cleanup and optimization are built into our onboarding process, so you’ll start fresh with a clean foundation.
How do you distinguish yourselves from other coaching or consulting services?
Most coaching and consulting firms stop at advice. They’ll give you recommendations, maybe a playbook, and then check in weeks later. At Executive Partners, we go further — we don’t just advise, we execute.
Our team becomes deeply involved in your business on a weekly basis. We build and manage your financial back office, implement your CRM and operational systems, and provide executive-level leadership that drives real results.
We specialize in roofing and exterior trades, which means we understand job costing, vendor relationships, production challenges, and margin protection in ways generic firms simply can’t.
Instead of surface-level tips, you get tailored strategies and hands-on implementation designed to create lasting profitability, scalable systems, and a healthier business overall.
How quickly will I see results?
Executive Accounting: Within 30–90 days, you’ll have clean books, reliable payroll, and accurate reports.
Executive Financials: Strategic improvements typically show up within 3–6 months as clean data powers better decisions.
Executive Systems: Most CRM and process buildouts along with training and migration are completed in 4–6 months.
Executive Partnership: You’ll feel immediate leadership and support from day one, but the expectation is defined by the point of destination.
Do you offer a guarantee?
Yes. We offer a 30-day money-back guarantee for All EP Programs. If you don’t see value in the first month, we give you all your money back, no questions asked.
What’s the commitment?
Executive Accounting & Executive Financials: 12-month commitment. These programs require time to clean up your books, implement financial strategy, and drive measurable results.
Executive Systems & Executive Partnership: 6-month minimum commitment, with most clients continuing for 12 months or longer to get the full benefit of scaling and optimization.
We’ve found that while meaningful progress happens quickly, the businesses that see the greatest long-term success are the ones that stay with us for at least a year.
What’s the first step to get started?
Book a call with our team. We’ll review your current financials and operations, identify gaps, and recommend the right program for your business.