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WELCOME

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Today's Topics

Get To Know A Different Type Of Private Equity

What's Your Story?

You wouldn't be here today without some story. So, let's start here!

The Impactful 8

Case Studies on eight impactful areas our team helps bolster for meaningful results.

The Tale Of Bobby & CopperPoint

Did a 3rd generation plumber start a home service-based private equity firm? Uncover the tale of Bobby and how CopperPoint came to be.

Navigating Growth

Not all growth generates positive results. See how our long-term hold approach encourages solid foundations for long-term results. Testimonial from one of our very own partners.

Private Equity Ruins Everything

Or does it? The PE you're thinking of is probably not who we are. What do you get when you combine home service experts with talented financial brains? A unique approach to partnerships and acquisition. 

Future Proofing Your Legacy

Are we your best fit? Learn about our current owner types and ask questions about your specific situation

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The Effects Of Short Sided PE

Visualize the impact of short-sided private equity and how it could impact your legacy and financial future by watching this clip.

FAQs

Your questions are important! Here are some FAQs we receive when working with a new team.

The CP Atlas

There is no one-size-fits-all solution for successful growth, but we have an Atlas that is customized to your unique situation. Learn more about our Atlas and how we've implemented it in real life.

Appendix

Defiitions and details that you may be interested in learning more about.

An Expert For Every Need

Your All-Star Team line-up. See who you'll be working with every day.

Your Custom Offer

Review your custom offer at any time.

We've Got The Chops!

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Navigating Growth

Major Wins With Minor Tweaks

Some locations experience major wins with minor tweaks to their current processes. Our team works with yours to identify any low-hanging fruit that could help move the needle.

Day-To-Day Processes & Tools

Instant access to tools like Service Titan, Nexstar, Call Tracking, Etc.

 

Implementation: 1 month

Identifying Growth Opportunities

We identify growth opportunities by:

  • Establishing departmental KPI's

  • Finding gaps through various analysis

  • Prioritizing initiatives to close gaps

  • Resetting expectations and pushing the limits

  • Innovative collaboration through EOS and VTOs

  • Empowering the leadership team to think big and own their departments

Major Wins With Long-Term Thinking

Win the hour, win the day! Compounded wins rooted in sustainable systems build growth and longevity for your team and your legacy.

Home Service People Are Our People

We know the difference between skilled and non-skilled tradespeople, which is why we pour every effort into training and retaining your top talent. Admin staff included, retention and development are the foundation of our long-term success.

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Minimum Goal: Quartly Training For All Staff

The Impactful Eight

Leadership Support

Mr. Plumber

Use this space to introduce yourself and share your professional history.

Call Center

Mr. Plumber

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Facilities

Joe Cool Home Services

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Training & Recruiting

Quality Plumbing, Heating, Cooling, & Electrical

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Service, Sales, Install

Quality Plumbing, Heating, Cooling, & Electrical

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Marketing

Dick Ray

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Accounting, Finance, Operational Data

Dick Ray 

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Acquistions & Expansion

Joe Cool Home Services

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ImpactStories

ADDRESS

500 Terry Francine Street
San Francisco, CA 94158

PHONE

123-456-7890

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Meet Today's Team

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