Disaster restoration
Mitigation, remediation, roofing and general contracting. We start with the equipment, contracts and warehouse leaks that decide whether a restoration branch makes money.
Industries
Industries we know from the inside.
Service businesses that dispatch people and equipment and live or die on job margin. Steve has run that P&L with the teams he led — a branch office in the trades, a construction company he founded, a technology sales channel — and the playbook travels.
Which industries does Coach to Success serve?
Coach to Success works with service businesses between $5M and $50M in revenue in disaster restoration; the mechanical trades — MEP, HVAC, electrical and plumbing; roofing and general contracting; design-build and remodeling; home services; and B2B technology sales — and with the private-equity firms that own them. Steve Lindstrom, our Managing Director, has run the P&L himself, with the teams he led: a branch office in the trades, a firm in the construction industry that he founded and ran, and an enterprise-technology sales channel. The playbook is the same in every trade: sell on value, cost the job honestly, bill the indirect costs, count the warehouse, hold the weekly cadence.
Florida & California offices · serving all 50 states, remote-first, on-site when it matters.
Six sectors
Different trucks. Same P&L.
Every one of these businesses sells a service, dispatches people and equipment, and finds out at month end whether the jobs paid for the office. That is the problem we work.
Mechanical trades & contractors
MEP, HVAC, electrical and plumbing. Where the P&L and EBITDA problems — and the private-equity demand — sit today. Same playbook, honestly framed.
Roofing & general contracting
Roofing and general contracting live on the same P&L, job-costing and margin discipline as every other trade we work in — and leak in the same places.
Design-build & remodeling
Steve has sold, designed, estimated and run design-build projects for much of his career — and founded and ran a firm in the construction industry of his own.
Home services
Selling to homeowners is its own discipline. Steve has sold to homeowners, HOAs and commercial customers, and ran monthly public seminars for homeowners on costs, budgets and what to expect.
B2B technology sales
Steve rebuilt a dormant enterprise-technology sales channel from a $0 pipeline to $2.5M in year one and $5M+ in year two.
Private-equity portfolio companies in any of these trades: see how we work with operating partners
Mechanical trades and contractors
Where the EBITDA problem lives today.
HVAC, plumbing, electrical and MEP contractors are where we hear the same story most often — many of them private-equity backed and, in Steve’s conversations with those firms, not making money. Technicians are busy. Jobs look profitable. The company still misses EBITDA, and the investors who answer to their own stockholders want someone to take over and get it going.
We’ll be plain about what we bring. We haven’t run an HVAC company. We have run exactly that P&L — a branch office in the trades — and, with the team on that floor, taken it from minimal EBITDA to 211% of goal, trailing twelve. The leaks don’t change with the trade: nobody owns the branch P&L, indirect costs never reach the job, estimators price one way and the field runs another, and the sales team quotes instead of sells. Neither does the fix.
- A Profit Leak Audit of the trailing-twelve P&L, vendor contracts and indirect costs
- Job costing that matches the estimate to the invoice
- A 90-Day Sales Sprint for a team that has stopped hunting
- Interim leadership and weekly board-ready reporting for portfolio companies
Is your business a fit?
Built for the $5M–$50M service business.
Strong fit
- A service business between $5M and $50M in revenue, single or multi-branch
- In the trades or field services: restoration, MEP, HVAC, electrical, plumbing, roofing, GC, design-build, home services
- A B2B sales organization that needs a channel or a team rebuilt
- A private-equity operating partner with a portfolio company in one of these trades
Not the right tool
- A pure software, SaaS or e-commerce business
- Under roughly $2M in revenue — you need a great salesperson, not a consultant, and we’ll say so on the call
- Looking for an ERP, CRM or job-costing software implementation
Not sure which column? Ask on the call — we say no quickly.
The method travels
The trucks change; the method does not.
Next step
Tell us your trade. We will tell you where to look.
Thirty minutes. Bring the trailing-twelve P&L if you have it, bring the problem if you don’t. You’ll leave knowing whether we can help — and which leak we’d chase first.
- Steve, our Managing Director, talks to you directly — not a customer service rep
- Replies within one business day
- Florida & California offices
- Serving all 50 states
Or write to info@
Is your trade on the list?Book a call