Services

The deal, the documentation, and the operation behind it.

Two sides of the same discipline: we run projects and build the records that protect them — and we build the companies that deliver them.

Track One · Projects & Portfolios

For property owners, managers & institutions.

Brokerage, documentation, and delivery for commercial roofing and exteriors work — from the first inspection to the last building.

01

Commercial Roofing & Exteriors Brokerage

Origination and management of commercial roofing, re-roofing, and exterior restoration. We source the deal, structure it, and place the install with the right contractor. Systems span TPO, PVC, metal, SPF, and synthetic slate — single rooftops to multi-million-dollar institutional jobs.

  • Deal origination & structuring
  • Contractor selection & placement
  • TPO, PVC, metal, SPF & synthetic slate systems
  • Single rooftops to institutional portfolios
02

Scope Documentation & Review

When a scope doesn’t match what’s on the roof, the documentation does the talking. Line-by-line scope comparisons anchored to independent controlling sources — manufacturer specifications, building code, industry standards. A technical record built so the correct number is obvious.

  • Line-by-line scope comparisons
  • Independent controlling sources cited
  • Manufacturer spec & code alignment
  • A technical record that holds up
03

Loss Documentation & Damage Consulting

Field inspection, roof condition assessment, and test-cut observation reporting. Evidence-based documentation captured on site, with engineering conclusions deferred to the licensed professional of record. Priced on a published field rate.

  • On-site field inspection
  • Roof condition assessment
  • Test-cut observation reporting
  • Published field rate — no surprises
04

Bid & Proposal Engineering

Complete, spec-aligned bid packages for competitive and public work — including prevailing-wage and bonded projects. System build-ups, R-value assemblies, subcontractor coordination, and statutory compliance handled. Bids that win without giving away margin.

  • Spec-aligned bid packages
  • Prevailing-wage & bonded work
  • System build-ups & R-value assemblies
  • Statutory compliance handled
05

Project Recovery & Takeover

We step into stalled, mismanaged, or abandoned multi-building projects and get them across the line. Coordinating project managers, owners, and financial stakeholders, tracking completion building by building, and re-establishing accountability.

  • Stalled & abandoned project takeover
  • Stakeholder coordination
  • Building-by-building completion tracking
  • Accountability re-established
Track Two · Operations & People

For roofing & restoration companies.

The systems, structure, and training that turn a hard-working crew into a company that scales without the chaos.

06

Project Deliverables & Field Systems

The scopes, schedules, documentation, and handoff processes that keep jobs moving and margins protected — plus on-site evaluation of how crews actually operate. We find the friction between the estimate and the finished roof and fix it in the field.

  • Standardized scopes & estimating workflows
  • Schedules, milestones & clean handoffs
  • Crew, safety & quality assessments
  • Closeout & warranty documentation
07

Organizational Development

When a company grows faster than its structure, things break. We help you define roles, build accountability, and create an org that supports the size you want to be — not just the size you are.

  • Org structure & role clarity
  • Accountability & KPI systems
  • Leadership development
  • Culture & retention strategy
08

Sales Systems & CRM Operations

Roofing and restoration sales is its own discipline. We build repeatable systems — custom pipelines, lead qualification, and project-board discipline that screen out the properties that waste windshield time — so effort lands where the margin is.

  • Sales process & pipeline design
  • Custom CRM & project boards
  • Lead qualification discipline
  • Comp plans that drive the right behavior
09

Training & Coaching

Field-tested training for reps, project managers, and supers — plus one-on-one coaching for owners and emerging leaders who carry the weight of the whole company.

  • Role-specific training programs
  • Owner & leadership coaching
  • Workshops & team intensives
  • Ongoing accountability check-ins

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