ILLUSTRATIVE ONLY Every number on this page is invented. Kestrow Air & Plumbing is a fictional company, and nothing here was drawn from any real company's books, jobs, systems, or confidential material. It is a working sample of the CFO work SPRCHRGR does for service trades, populated with plausible fictional data so the shape of the analysis is real even though the figures are not.
Kestrow Air & Plumbing What a platform buyer pays for
ILLUSTRATIVE
QBO AS BOOKED

What Kestrow's service agreements, job margins and receivables are worth to a buyer

1
Scorecard
2
Margin by job type Service, install, commercial projects and maintenance agreements · trailing twelve months to Sep 2026
3
Technicians: revenue per tech and callbacks 36 billable technicians, shown by ID · trailing twelve months
FIELD DATA
4
Maintenance agreements: the recurring base The membership plan and commercial preventive-maintenance contracts · history to Sep 2026, then your levers
Why the plan matters more than its fee. A member pays a small monthly fee, but members also call Kestrow first when something breaks and replace their systems with Kestrow when the time comes. That is the revenue a platform buyer underwrites: predictable fees, plus a customer base that keeps sending work. A plan that loses members as fast as it signs them is a schedule of tune-ups, not a recurring base.
5
Commercial projects: work in progress Open jobs at Sep 30, 2026 · cost-to-cost percentage of completion · over and under billings
6
Receivables: from the field software into QBO Open invoices in the field-service software against QBO accounts receivable, Oct 2024 to Sep 2026
7
Exit lens: what a platform buyer would pay Buyer's view · illustrative multiples, never a market quote · pre-tax
Taxes are left out on purpose. Every value here is pre-tax. What an owner keeps after tax depends on deal structure, entity type and state, and that is a conversation for the owner's CPA.
ⓘ
Model notes Read this before quoting any figure above

What it takes to get this on your own numbers

We connect read-only to your accounting system and your field-service software, rebuild margin by job type from the tickets, installs and job costs, and tie your receivables in the field software to QBO every month. Then we measure the membership base the way a buyer will (signups, renewals, revenue per member) and refresh it all after every month-end close. That is CFOptimize – accelerate your growth, built for service owners who want the recurring revenue they have already earned to show up in the numbers.

Talk to Mark about CFOptimize – accelerate your growth sprchrgr.com/mwald