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Guiding Roofing Businesses Through Successful M&A Transactions
The roofing industry continues to attract strong investor interest, driven by consistent demand, recurring revenue, and opportunities for scale. Whether you are preparing for a sale, evaluating growth through acquisition, or planning an ownership transition, the right advisory team can make the difference between a good outcome and a great one.
Lutz M&A provides expert merger and acquisition advisory services for lower middle market roofing companies across the country. Our experienced team knows how to protect value, minimize risk, and keep your goals at the center of the process.
Solutions
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Transaction Advisory
As your trusted partner, we identify the critical factors that impact valuation and deal terms, get in front of deal killers, and help you make informed decisions that align with your goals.
- Sell-Side Advisory & Full Process Representation
- Buy-Side Advisory
- Due Diligence
- Quality of Earnings
- Purchase Price Allocation
- Cash to Accrual Conversions
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Business Valuation
A business valuation isn’t just about numbers; it’s about understanding the financial profile, industry, and economic factors that define your company’s worth. Our team delivers valuations that are reasoned, defensible, and aligned with your goals.
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Succession Planning
Whether your transition involves family, employees, or a third-party buyer, we work alongside you to craft a plan that aligns with your personal and financial goals. From financial planning and preparation to communicating with your team, we help you build a strategic roadmap that supports continuity and long-term success.
Let's Talk
EXPLORE RELATED OFFERINGS
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Accounting
Accounting is our bread and butter and where the Lutz story begins. With unmatched expertise and a people-first approach, we treat every client’s business as if it were our own.
- Audit & Assurance
- Client Advisory Services
- Outsourced Accounting
- Tax
- State & Local Tax
- Estate Planning
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Talent
Your people are your business. We offer a variety of services to help you achieve your personnel goals, whether they involve building an unstoppable team, creating a brilliant company culture, or reducing your administrative burden.
- Search & Staffing
- Outsourced HR
- HR Consulting
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Tech
Lutz Tech keeps businesses secure, efficient, and data-driven. We think about your IT needs holistically, improving processes and strategies with best-in-class service.
- Data Analytics
- Outsourced IT
- Digital Transformation
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Financial
You deserve more than rushed service and one-size-fits-all products. The team at Lutz Financial will take the time to understand your needs and provide personalized, fee-based solutions to help you achieve your financial goals.
- Financial Planning
- Investment Advisory
- Retirement Plan Services
