Your numbers don’t have to feel overwhelming or confusing. JobTread founder Eric Fortenberry breaks down a practical 3 step financial framework remodelers can actually use to build a healthier, more profitable business. From forecasting revenue and tracking KPIs to understanding hiring, marketing spend, and cash flow, this conversation is packed with actionable ways to move from reacting to your business… to finally leading it with clarity and confidence.

JobTread helps remodelers bring estimating, scheduling, job costing, and invoicing into one connected system, so they can clearly see where jobs stand and what’s actually profitable. We’ve watched members move from guessing to confidently knowing their numbers, which leads to better pricing, planning, and leadership. If you’re ready for better systems and better decisions, learn more at jobtread.com.

Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights!

Key Takeaways

• Strategic Financial Mindset
• Confidence in Profitability
• Lead Quality and Revenue Predictability
• Gross Profit Margins
• Overhead and Payroll Management
• Dynamic Financial Planning

Chapters

00:00 Introduction to Financial Management

04:30 The Importance of Annual Budgeting

07:33 Understanding Budget Components

10:27 Creating a Financial Model

13:13 Forecasting Revenue and Sales Funnel

16:16 Marketing Strategies for Lead Generation

23:33 Customer Acquisition Cost and Marketing Efficiency

27:29 Building a Revenue Model

30:19 Tracking Revenue and Referrals

31:45 Understanding Cost of Goods Sold

33:43 Gross Profit and Budgeting

35:35 Managing Overhead and Payroll

40:57 Hiring and Team Management

45:36 Controlling Cash Flow and Avoiding Overhiring

48:31 Net Profit and Financial Health

52:21 Key Performance Indicators and Continuous Improvement

58:27 The All-in-One Solution for Remodelers

59:17 Introduction to the Remodelers on the Rise Show

If you had to sell your business today, what would it actually be worth? In this weeks podcast Kyle and Jared Ribley from Capstone M&A break down how valuation really works, why owner reliance hurts more than you think, and how to start increasing the value of your business right now.

If you’re serious about improving your remodeling business, you should check out the Rise Conference from Remodelers On The Rise, happening August 11 and 12 in Ann Arbor, Michigan. This two day event is built specifically for remodeling business owners who want practical strategies they can actually implement, from improving your sales process and marketing to building a stronger team and running a more profitable business. You’ll connect with remodelers from across the country, hear from experienced industry leaders, and walk away with ideas you can put into action right away. To learn more and grab your ticket, head over to remodelersontherise.com/rise.

Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights!

Key Takeaways

• Owner reliance diminishes valuation potential more than poor financials.
• Business scalability and sale ability are two sides of the same coin.
• Exit readiness requires balancing personal and market attractiveness.
• Valuations are nuanced, driven by financial health and risk mitigation.
• Building a business with transferability and documented processes increases sale ability.
• Financial and operational health strategies intersect deeply for living well and preparing for exit.

  Chapters

  00:00 Introduction and Background

  03:58 Journey in Business Brokerage

  10:04 Understanding Exit Readiness

  15:53 Owner Reliance and Business Valuation

  20:49 Saleability vs. Scalability

  29:51 The Importance of Business Valuation

  35:48 Ready for Exit Assessment

  38:43 Documentation and Alleviating Owner Reliance

Growth doesn’t happen by accident. AJ Ballantine from Cornerstone Remodeling breaks down what it actually takes to move from $2M to $10M+ with minimal chaos. From building systems that replace what’s in your head, to hiring ahead of your comfort zone, to uncovering the “ghost roles” quietly holding your team back, this conversation gets into the real decisions that unlock the next level. If you’re feeling stretched, stuck, or unsure what needs to change to grow, this offers a clear look at what to fix, what to let go of, and how to lead differently as your business evolves!

Today's episode is sponsored by Builder Funnel! Click here to learn more about how Builder Funnel helps remodelers and home builders grow through strategic digital marketing.

Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights!

Key Takeaways

• The Power of Relentless Intentionality
• Systems as Scalability Anchors
• Strategic Delegation Through Ghost Roles
• Culture of Rapid Learning and Fail Fast Mentality
• The Strategic Value of the Leadership Layer
• Embrace of Technology and Accountability
• Clarity of Purpose in Personal and Professional Life

Chapters

00:00 Introduction to Growth and Environment

04:13 Faith and Stewardship in Business

07:10 Intentional Growth Strategies

10:22 Overcoming Growth Challenges

13:43 Hiring for Growth

16:20 Financial Acumen and Growth

16:58 Pressure Testing Systems

20:03 The Importance of Middle Management