Claudio Vilas is a business broker and founder of The Roofing Biz Broker. With a specialized focus on roofing companies, Claudio helps business owners prepare for successful exits—particularly through private equity deals. His insights into systems, financial preparation, and buyer expectations are applicable to any business owner looking to maximize valuation and achieve a smooth transition.
Here’s a glimpse of what you’ll learn:
- [01:19] Why Claudio’s strategies apply beyond roofing—and what every seller needs to know
- [03:29] The pros and cons of selling to private equity and how deal structures typically work
- [07:01] How to minimize risk and earn a second payday through reinvestment
- [10:13] Who should not sell to private equity and how to identify fit
- [14:11] The role of clean books and documented procedures in business valuation
- [21:01] How documented systems increase value, continuity, and buyer confidence
In this episode:
When it comes to selling your business, systems are everything. In this engaging conversation, Claudio Vilas joins host Adi Klevit to break down the essential steps for preparing a business to be sold—especially to private equity.
Claudio explains how structuring your company with clean financials and transferable processes can dramatically increase its value. He walks through common deal structures, including the benefits of taking “chips off the table” while reinvesting for a second payday. Claudio also shares who private equity is not for and what disqualifies a business from being attractive to professional buyers.
This episode is a practical guide for any business owner considering an exit. With a strong focus on financial discipline and operational systems, Claudio and Adi outline how to build a business that thrives—with or without its founder.
Resources mentioned in this episode:
- Adi Klevit on LinkedIn
- Business Success Consulting Group
- Claudio Vilas on LinkedIn
- Claudio Vilas – The Roofing Biz Broker
- Email: claudio.vilas@sunbeltnetworka.com
- Phone: (954) 774-4141
Quotable Moments:
- “A buyer buys a transferable business.”
- “Private equity comes with capital, strategy, and scale—but only if you’re ready.”
- “If your business depends on you, it’s not a business—it’s a job.”
- “The more organized a business is, the more valuable it becomes.”
- “Documented systems don’t just support operations—they unlock higher valuations.”
- “You can’t manage what you don’t measure.”
Action Steps:
- Conduct an audit of your company’s financials and clean up your books.
- Begin documenting your most critical processes and procedures.
- Evaluate if your business could run without you—then build toward that goal.
- Vet potential private equity buyers for values alignment and track record.
- Hire a fractional CFO or financial advisor to turn accounting into decision-making.
- Treat systematization as a growth and exit strategy—not just a compliance task.
Sponsor for this episode:
This episode is brought to you by Business Success Consulting Group.
At Business Success Consulting Group, we create custom processes and tailor-made management systems so businesses can thrive.
Businesses simply can’t survive without workable systems and well-documented processes. That’s why our team of experienced professionals takes care of it for you.
We provide business owners, entrepreneurs, and key executives with six phases to success, along with the long-lasting systems necessary to support business expansion.
So, what are you waiting for? Do yourself a favor and cut the chaos out of your business.
Visit bizsuccesscg.com today or email info@bizsuccesscg.com to schedule a free consultation.
