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Client deliverable · ← Back to Client Portal
Family-owned specialty roofing and exterior carpentry firm in Berkeley Heights, NJ, established 1985. This workspace holds the client-facing executive plan for sourcing and retaining skilled workers (starting November) with a performance-tied fee structure, plus the discussion questions and action items for the conversation with Owner Peter.
Two reports prepared for presentation to Owner Peter (and for Randy’s use in the conversation).
Company snapshot, labor context, proposed worker acquisition plan (base + 90-day success fee), 90-day timeline, and sale-preparation support for the $2.5M objective.
Questions to cover with Peter and Oscar, plus the concrete next-step action items drawn from the plan.