Consulting Firm Specializing in Construction Loan Draw Management

Southeast US
Business Services; Construction; Financial
Client Code: BN000031892
Revenue (Internal): $1,962,000
EBITDA (Internal): $439,000

The company provides construction loan consulting services to lenders and project developers. The company specializes in construction draw management, inspections, plan reviews, and other services for lending institutions of all sizes.

Key Aspects

• Revenue grew at a compound annual growth rate (CAGR) of 21.4% from 2017 to 2020

• Adjusted EBITDA grew at a CAGR of 21.7% from 2017 to 2020

• Adjusted EBITDA margins have averaged 24.4% from 2017 to 2020

• 90% of revenue is derived from repeat customers

• National footprint

• Highly sophisticated training, which cannot be readily replicated in the marketplace

• In operation for 25 years

• Master Service Agreements (MSA) with a majority of its clients


• Hire 1099 inspectors to increase capacity and reduce overhead

• Develop a detailed marketing program to expand market share and increase brand recognition

• Add a sales team; the company currently relies on word-of-mouth to generate new projects



• Southeast, United States

Current Markets

• Financial institutions of all sizes and large real estate developmental firms across the United States

Real Estate

• The company operates from a 4,000 sq. ft. facility leased from an affiliated entity in Cocoa Beach, Florida. In addition, the company maintains two satellite offices in Denver and Houston. The owner is interested in selling the building or willing to enter into a long-term lease. There is room to grow in the current location.