Pre-Sale Consulting
Prepare Your Pool Service Business for a Premium Exit
Strategic pre-sale and business-improvement consulting for pool service owners. Whether you sell in a year or just want a more profitable business you enjoy running, preparation is what gets you there — ideally starting 12–18 months before you ever talk to a buyer.
Prepare now, and you win either way
Waiting until sale day means every problem - messy books, owner dependency, soft pricing - gets solved in the buyer's favor. Preparing ahead solves them in yours.
A prepared business commands a premium and closes cleaner.
The same improvements raise your net profit whether or not you ever sell.
Less owner dependency means a business that runs without you in the truck.
The work that raises your number
Reconcile and clean up your books, document your legitimate owner add-backs, and format your financials the way a buyer's accountant expects — so you're valued for what you truly earn.
Build systems that reduce your role in daily operations, tighten customer retention and service agreements, and position the whole business for the highest defensible multiple.
What we get ready
The five things buyers scrutinize first
The best time to prepare was a year ago. The second best is now.
Financial records
Disorganized books reduce your price — or kill the deal. We get them clean and reconciled.
Revenue consistency
Steady, growing revenue signals health; fluctuations invite lower offers.
Owner dependency
Systems and a capable team raise valuation; a business that needs you in the truck lowers it.
Customer quality
Long-term customers with documented agreements outvalue informal arrangements.
Equipment & assets
Well-maintained, inventoried equipment protects your sale price.
Your unfair advantage — and an offer
This is where being founded by pool operators pays off. Sharon Burch built Pool Service QuickBooks — the financial systems this industry runs on — and Bill brings decades of operational experience. We did all of this to our own company, growing revenue 50% and doubling net profit in 18 months before we sold it. You’re not hiring a generic consultant; you’re borrowing the exact playbook we used on ourselves.
We are ready to serve you differently.
If you consult with us and later list your business with Bluewater Brokerage, we credit your consulting investment toward our brokerage commission — so the preparation that raises your price can effectively pay for itself.
Why owners consult with us
Why owners bring their business to Bluewater Brokerage
We consult on pool service businesses only — not a general small-business advisor.
Sharon Burch founded Pool Service QuickBooks, used by thousands of pool pros.
We did this work on our own pool company before we ever advised anyone else’s.