WE FUND YOU. Not the other way around.
For roofing companies doing $3M-$15M a year.
We take over everything in your roofing company that happens on a computer or a phone. You sell. We build it to exit -- together.
Last summer our call centers were setting 3,000 to 4,000 roofing appointments a month. At a 25% close rate, that was 875 roofs a month getting built off our appointments -- other people's roofs, for other people's companies.
Now imagine a fraction of that firehose pointed at your company. A fraction is all it takes.
Here is the offer, plainly: we build and staff your call center, run your SEO and your paid ads, put a trained back-office team behind your jobs, and replace your software sprawl with the stack we built ourselves -- and we fund all of it. Every dollar. The build target: $5M-$10M of new annual revenue in the next 12 months, on a ramp we will show you before you sign anything. You keep your company, your license, your name, and your equity. Then we grow it to the size and shape that buyers pay real multiples for -- and when it sells, you are still an owner.
Or skip the form and call my cell: 343-204-2353. -- Jason
I'm Jason Shouldice. I'll keep this short and I'll keep it straight.
For years, my company has built call centers and set appointments for other people's roofing companies. We set roughly 30,000 appointments last year. Last summer we were running 3,000 to 4,000 a month, and at a 25% close rate that was about 875 roofs a month getting built off work we generated. We got paid like a vendor. The companies we fed got rich.
We are sick of it. We are sick of building call centers and selling appointments and making other people rich. We want to get rich ourselves -- and the way we have chosen to do it is to pick a small number of roofing companies and go all-in on them. Our money. Our people. Our software. Your company.
Some credentials, so you know who is talking: I have run companies with over 100 employees. I have a full AI development team -- not an agency on retainer, employees. We did not rent our tools; we built them. Our own CRM. Our own Slack. Our own Zoom. Our own dialer. When I say we can run everything in your company that touches a computer or a phone, that is not a marketing promise. It is what we already do, every day, at a volume most roofing companies never see.
Here is the deal in one paragraph. You keep your company, your license, your brand, and your equity. We take over the office -- the phones, the follow-up, the marketing, the supplement paperwork, the dispatch board, the software, the books -- and we fund it, all of it, with our own capital. You do the thing you are best at: sell roofs and build roofs. And when the company runs on systems instead of on your back, we take it to market together, at the multiple that systems-run companies get -- and you collect as an owner, not as an employee.
If that reads like a takeover -- good. It is one. We take over the part of your company that is eating you alive, and we pay for the privilege. You stay the owner.
I am not hiding behind a contact form. If you want to know whether I am serious, call my cell: 343-204-2353. I answer it.
-- Jason Shouldice, Founder, CCDocs
(Build note: real photo of Jason, real signature scan. No stock imagery anywhere on this page.)
You already know the job description. One roofing owner put it in a single line: "selling, supplementing, managing, hiring, and putting out fires." Five jobs. You are doing all five, and four of them are stealing time from the one that makes money.
You have said some version of these out loud this month:
- "Everything above $500 comes to me."
- "I can close jobs all day -- the problem is what happens after I close them."
- "Every manager I've hired, I end up doing their job."
- "I can't take a vacation without something blowing up."
And the one Dmitry Lipinskiy says for all of you: "When you own a roofing business, it's 24/7, 365."
Let's be precise about what is happening, because it is not failure. You are growing, and the growth is breaking you. Every new crew adds supplement paperwork, WIP entries, material orders, homeowner calls, and payroll. You fought your way off the truck, and your prize was a desk buried in everyone else's problems. The office grew around you like a cast.
Now the part nobody says at the supplier counter.
Your company is your retirement account. The Exit Planning Institute surveyed over 1,100 owners of $1M-$20M businesses: roughly 80% of the average owner's net worth is locked inside the business, and only about 32% have a documented exit plan. Gallup's data says 52.3% of employer businesses are owned by people 55 and older. U.S. Bank's 2025 owner survey (1,000 owners): 54% have a succession plan, 62% call the process overwhelming, and 62% say their timeline has accelerated. And here is the brutal one, from the Exit Planning Institute: only 20-30% of businesses that go to market ever actually sell. The rest quietly wind down -- Gallup puts the median wind-down value around $400k. Decades of work, and the market shrugs.
Why do most of them never sell? The CEO of Roofing Corp. of America -- one of the biggest platform buyers in the country -- put it plainly: "Most roofing companies are a cult of personality. Buyers want to know: if you leave, does the business fall apart?" Valuation practice literally prices this: a key-person discount of 10-25% (Pratt) for the company that cannot run without its owner.
Read that again, because it is the whole page in one sentence: the thing that is trapping you -- everything running through you -- is the same thing capping what your company is worth.
We built the machine that removes it. And we pay for the machine.
Here is exactly what we take off your desk. Not a service menu -- a takeover. Every row below is built, staffed, run, and funded by CCDocs. Your P&L does not pay for any of it.
| What we take over | What that means | Who pays |
|---|---|---|
| Your call center | 24/7 answer, sub-5-minute response to every inquiry, staffed by our trained team on our dialer | FUNDED BY CCDOCS |
| All lead follow-up | Every inquiry worked until it books or dies -- nights, weekends, the 90-day-old list everyone forgot | FUNDED BY CCDOCS |
| SEO | Your brand ranked and defended in your markets, the 12-24 month compounding asset | FUNDED BY CCDOCS |
| Paid ads | Managed spend, tracked past the click all the way to sold jobs | FUNDED BY CCDOCS |
| Supplement back-office | We handle the paperwork and documentation on your claims -- complete files, on time, every time | FUNDED BY CCDOCS |
| Customer service | Homeowner calls answered, scheduled, updated, reviewed | FUNDED BY CCDOCS |
| Dispatch | Crews routed, calendars kept, no more 6am phone tag | FUNDED BY CCDOCS |
| Project management back-office | Job files, material orders, WIP schedule kept current monthly, closeout docs | FUNDED BY CCDOCS |
| The entire tech stack + CRM | Our owned software replaces your per-seat subscription sprawl | FUNDED BY CCDOCS |
| Reporting + books hygiene | Buyer-grade monthly financials -- the kind a diligence team reads without flinching | FUNDED BY CCDOCS |
What stays yours -- and this is the point:
Selling. Production. Your crews. Your name on the door.
Your license. Your brand. Your contracts. Every homeowner contract is in your company's name, under your license and your qualifier. Our people operate as your back office -- support staff working for the licensee. We do not sell roofing work, we do not perform roofing work, and we do not hold ourselves out as a contractor. You warrant the roofs. You run the crews. You shake the hands.
You become the owner who sells and builds. We become everything else.
The four functions Jason named get a real team: supplement paperwork and documentation, customer service, dispatch, and project management. Not a ticket queue in another time zone. A named team -- people whose names you know, hired for your account, trained on YOUR processes, managed by us, and you meet every one of them before they touch your first job.
We recruit from Monterrey and Guadalajara -- two of the strongest English-proficiency talent pools in Latin America (EF English Proficiency Index: Monterrey 532, Guadalajara 511). Your customers get answered in accent-light English on the first ring; in Texas, Colorado, and Florida markets, they also get answered in fluent Spanish -- ask your competitors how many of their office staff can do that.
Nearshoring the roofing back office is not an experiment we are running on you. US roofing companies have run Costa Rican back offices since 2012 (LINK), Honduran teams answer roofing phones today (Work Ninjas), and the trade press has covered the practice for years. What is new is doing it at platform scale, on software we own, with training systems we built. The economics are why everyone quietly does it: $35k-$64k of savings per hire, 30-70% depending on the role, and 84% of placements are mid-to-senior people, not warm bodies (Near, 2026).
Every dollar of that spread lands in the same place: your EBITDA. Keep reading -- the next section is where it multiplies.
This is the money section. Read it slowly, because the two levers multiply.
Lever one: we take cost out -- and we are precise about which cost.
We cut 20-30% out of your back-office and administrative overhead. Not crews. Not materials. Not ad spend. The office: admin payroll, the software subscription pile, the coordination jobs that exist because nothing talks to anything.
On a typical $5M P&L, that is $150k-$210k a year -- roughly 3 points of EBITDA margin, call it $30k of new profit per $1M of revenue. It comes from three places:
1. Labor, at org-chart resolution. A US office coordinator at loaded cost versus a trained nearshore professional -- $35k-$64k of savings per seat, 30-70% by role (Near, 2026) -- and that is before you count the cost of the turnover cycle you are living with now. 2. Software sprawl. The per-seat CRM, the estimating add-on, the forms tool, the phone system -- replaced by the stack we built and own. Your subscription pile becomes one line: zero. 3. Rework and dropped balls. Complete supplement files and a current WIP schedule are not just diligence hygiene -- they are money that stops leaking.
Lever one-and-a-half: we slash your cost per acquisition. Here is the arithmetic, not a promise.
Roofing is one of the most expensive things you can type into Google: $228 average cost per lead for roofing search ads versus $91 across home services (LocalIQ, 3,211 campaigns). A lead who searches your NAME costs a third of one who searches "roof replacement near me" -- $44 versus $124 -- which is exactly why we fund your SEO and brand for 12-24 months: to bend the curve toward the $44 kind.
Now the ugly industry secret: the leak is not the ad spend, it is what happens after the phone rings. Only 67% of roofers respond to a new inquiry within four hours (ServiceTitan, 1,018 responses). Harvard Business Review audited 2,241 companies: respond within an hour and you are about 7x more likely to qualify the prospect -- yet the average company takes 42 hours and 23% never respond at all. The InsideSales study of 5.7 million inquiries: contact inside 5 minutes converts about 8x better, and only 0.1% of companies pull it off. Invoca's data says barely half of inbound calls to home-services businesses even get answered (52% answer rate).
So here is the claim, and notice it is division, not a projection: if answered-and-worked inquiries go from roughly 50% to roughly 95% of what you already pay for, your cost per sold job drops by nearly half at identical ad spend. Same budget. Twice the machine behind it.
Lever two: every dollar we save you gets multiplied at exit.
Cost out lands in EBITDA. EBITDA is what a buyer multiplies. Cut $300k of overhead out of a company doing around $10M, and at a 5x multiple that is $1.5M of enterprise value -- from cost discipline alone. The general rule we build to: every $100k of overhead we permanently remove is worth about $550k of enterprise value at a 5.5x exit.
| Overhead permanently removed | New EBITDA | Enterprise value at 5.5x |
|---|---|---|
| $100k | +$100k | ~$550k |
| $150k-$210k (typical $5M P&L) | +$150k-$210k | ~$825k-$1.15M |
| $300k (around a $10M P&L) | +$300k | ~$1.5M-$1.65M |
Illustrative arithmetic at stated multiples; see the disclaimer block at the bottom of this page.
That is the double lever: profit now, multiplied later. Most vendors sell you one or the other. We are not a vendor -- we are an equity partner, so we only get paid if both levers work.
The target we build to, stated once and plainly: add $5M-$10M of new annual revenue in the next 12 months. Here is what actually happens, because a real operator shows you a ramp, not a miracle.
Days 0-30 -- the takeover. Phones move to our call center. Your CRM data migrates to our stack. Books get cleaned to monthly buyer-grade reporting. Your Mexico team is hired against your org chart and starts training on your processes. You meet every one of them.
Days 30-90 -- the machine turns on. 24/7 answer goes live. Every inquiry gets worked inside 5 minutes. Ads launch under real tracking -- spend tied to sold jobs, not clicks. The supplement paperwork backlog gets cleared and the WIP schedule goes monthly. SEO foundation work starts compounding (this is the 12-24 month lever -- we fund it precisely because it pays later).
Months 3-12 -- volume climbs the ramp. Appointment flow scales month over month toward your share of the firehose -- the same operation that ran 3,000 to 4,000 appointments a month last summer, now with your company as an owner of the output instead of a customer of it.
Two honesty notes, because you have heard the other kind of pitch:
We promise a ramp, not a job a day from day one. Anyone promising day-one volume is reading you a script. Building volume that closes takes a quarter of tuning -- territory, crews, calendars, close rates.
Insurance money is slow and we plan for it. A storm job pays its first insurance dollar 45-90 days after the claim starts moving. Growth eats cash before it returns cash -- that is exactly why each partnership comes with $1.5M-$3M of committed CCDocs capital behind it. We fund the gap. That is what "we fund you" costs us, and we say it out loud because it is the moat: growth without funding is how roofing companies die of success.
If your revenue graph looks like your local hail map, you already know the problem. Here is what makes it urgent instead of merely annoying: the insurance side of this industry is being rewritten by the carriers, on the record, right now.
The 2026 Verisk Roof Report and the carrier trade press tell one story from every direction: total US residential roof replacement value fell to $23B in 2025, down from a $24.4B four-year average. Hurricane-related roof claims came in roughly 87% below the four-year average in 2025 -- one quiet season, yes, but the payout structure underneath is shifting permanently: carriers moving older roofs from replacement-cost (RCV) to actual-cash-value (ACV) settlements, percentage wind/hail deductibles of 1-5% of insured value replacing flat-dollar deductibles, homeowner deductibles up 22% in 2025 on top of 15% in 2024, and a 2026 federal rule change letting GSE-backed mortgages accept ACV-only roof coverage. Every one of those moves the same direction: the insurance lane is narrowing. The weather is not.
Storm work is not going to zero -- hail does not read Verisk reports. But a company that is 90% storm is a company whose revenue is underwritten by someone else's coverage decisions. So we build you the second lane:
50/50 retail within 2 years. That is the rebalance target we operate to. The retail engine is the same machine you already read about -- branded search at $44 a lead instead of $124, review velocity, 24/7 answer, 5-minute response -- plus the one thing that makes retail roofs close: consumer financing, presented on every kitchen table, so a $17,631 average replacement becomes a monthly payment conversation instead of a savings- account conversation.
And here is the part that belongs in the exit story, from Josh Sparks, CEO of Infinity Home Services, writing in Roofing Contractor: buyers discount storm-dependent revenue and pay up for retail. The 50/50 rebalance is not a hedge. It is a valuation strategy. You are not diversifying -- you are repricing your company.
This is the section the whole page exists for. Everything above it -- the takeover, the team, the cost levers, the retail rebalance -- is the machine. This is what the machine is FOR.
Two companies. Same trucks. Different price.
The National Roofing Contractors Association's own market data draws the line: an owner-run roofing company sells for about 3-4x EBITDA. A management-run company -- one that operates on systems and a second-tier management layer, where the owner leaving does not dent revenue -- trades at 6-9x (NRCA; echoed by Anchor Peabody's roofing M&A coverage). Same trucks. Same crews. Same market. The difference is whether the company IS the owner or merely BELONGS to the owner.
That is not a paperwork difference. Buyers verify it line by line. Here is the buyer's checklist, straight from how roofing deals actually die in diligence -- and our model builds every line of it:
- Quality of Earnings. The buyer's accountants rebuild your EBITDA on an accrual basis and stress-test every add-back. Cash-basis shoebox books cost you turns of multiple. (Our monthly buyer-grade reporting exists for this.)
- The WIP schedule. Diligence teams read your work-in-progress schedule as a proxy for management quality -- profit fade across jobs is the tell they look for. Monthly WIP discipline is standard practice for us.
- 1099 exposure. Misclassified crews and sales reps are the classic roofing deal-killer -- in some states with personal liability for officers. We get the classification clean long before a buyer looks.
- Safety file. Five years of OSHA 300/300A logs and an EMR below 1.0 -- buyers walk from what they cannot verify.
- Concentration. Any customer or lead source over 10% of revenue triggers concentration analysis. A funded multi-channel machine is the fix.
- Transferability. Contractor licenses do not automatically transfer -- in California, effectively not at all. We map the licensing path for your states early, not in the closing week.
The sale process itself is a known road: teaser, then CIM, then LOI, then 60-90 days of exclusivity and diligence (the process Beacon Exit Planning has laid out in Roofing Contractor). Companies that walk in prepared close; companies that start preparing after the LOI get retraded or die. Advisor-run, prepared processes have measurably better outcomes -- preparation is the highest-return work in the entire deal.
The private-equity playbook argument -- read this twice.
There are now 56 PE-backed roofing platforms, up from 17 two years ago; they bought 134 companies in 2024 alone (Roofing Contractor). When a platform buys an owner-run company at 3-4x, what do they do next? Exactly what this page describes: centralize the back office, professionalize the books, install management depth, rebalance the revenue mix -- and re-rate the company to a platform multiple. They would do all of this to your company anyway, after buying it cheap. We do it before -- so the re-rate lands in your pocket, not theirs.
Where we build you to.
The single best-evidenced value inflection in lower-middle-market data is EBITDA scale: crossing roughly $3M of EBITDA moves you into a bracket where buyers pay a documented size premium of 2.6-2.8 turns (GF Data) and PE buyers have paid 10.6x versus strategics' 7.5x in construction services (Capstone). The worked path we build toward: a $10M-revenue, $1M-EBITDA owner-closer becomes a $25M-revenue company at a 14% margin -- $3.5M of EBITDA, across the line where buyers compete for you. For scale: $15M of revenue is within a rounding error of the Roofing Contractor Top 100 cutoff ($17.6M). This is not a boutique fantasy -- it is the bottom of the published leaderboard, and it is reachable from $3M with a funded machine.
The probability argument -- the one nobody else will show you.
Forget the multiple for a second. The Exit Planning Institute's data says only 20-30% of businesses that go to market ever transact at all. A professionalized company with $1M+ of EBITDA, clean books, management depth, and a documented operating system flips that to a 60-70% likelihood of actually closing. The machine does not just raise the price -- it raises the odds that there is a sale at all. That is the difference between an exit plan and a hope.
Gross versus net, said straight.
Every enterprise-value number on this page is gross. What lands in your account depends on your retained equity share, the deal structure, debt and working-capital adjustments, and taxes. We will walk the net math with you on a real structure before you sign anything -- if a number on this page ever needs to hide from your CPA, we have already lost.
The retirement math, illustrated.
Illustrative math, not tax advice: five years of a $700k owner paycheck is about $3.5M gross -- roughly $2.6M after federal income tax at ordinary rates. A $10M exit taxed as long-term capital gain nets roughly $7.7M-$8M federal-after-tax in a no-income-tax state. Same span of working years. Roughly three times the money -- and the paycheck path still leaves you owning an illiquid company that, statistically, only sells 20-30% of the time when listed. Every deal differs -- asset versus stock sale, depreciation recapture, state residency all move the number. Run yours with your CPA; we will sit in that meeting with you.
The two paths, worked.
| Do nothing | The partnered build | |
|---|---|---|
| Your day | Five jobs, all of them yours | Sell and build; the office is ours |
| Overhead | Grows with every crew | 20-30% of back-office cut, funded |
| Books | Cash-basis, cleaned "someday" | Buyer-grade monthly from day 30 |
| Revenue mix | Rides the hail map | Built toward 50/50 retail |
| Multiple bracket | Owner-run: ~3-4x | Management-run: ~6-9x |
| Odds of a sale ever closing | ~20-30% | ~60-70%, professionalized $1M+ EBITDA |
| Who pays for the transformation | You, if it happens at all | CCDocs |
Now zoom out, because your company is one seat in something bigger, and you deserve to see the whole board.
We are building the AI roofing company.
Not "a roofing company that uses AI." A roofing platform where the operating layer -- call center, follow-up, supplement paperwork, dispatch, project management, reporting -- runs on software we built and own. Our own CRM. Our own dialer. Our own communication stack. Our own hail targeting. A full AI development team behind all of it, shipping every week. Roughly ten partner companies, each built toward $15M-$30M of revenue, all running on one owned operating system. When this platform transacts, it transacts WITH its technology -- and that changes which table it sits at.
Here is the industry arithmetic that makes platform-building worth doing, all of it third-party and public:
- Small companies trade at 3-7x. Assembled platforms have transacted at 17-20x. Sila Services went to Goldman Sachs at roughly $1.7B -- about 17x. Apex Service Partners ran a $3.4B continuation deal four years after founding and was reported around $10B and ~20x by 2026. TurnPoint went to OMERS at about $1B. That 3-7x versus 17-20x spread -- buying or building small and assembling institutional scale -- is the single most documented wealth-creation mechanism in the trades this decade.
- Roofing's turn has not happened yet. Fifty-six PE platforms are assembling roofing companies right now, up from 17 two years ago -- and no roofing platform has a disclosed-value landmark exit yet. Consolidation here is early innings. The first great roofing re-rate is still on the table. The question is which side of it you are on.
- The smartest money is already betting on exactly this combination. General Catalyst has a ~$1.5B strategy buying service businesses to automate their operations with AI. Thrive has a $1B+ vehicle for the same thesis. Long Lake raised $670M, assembled ~$100M of EBITDA in under two years, and the model's flagship proof was a $6.3B take-private. Venture money is simultaneously funding home-services voice AI at unicorn marks. The two halves of that thesis -- AI operations and trade-services consolidation -- are each proven with billions. No one has combined AI and roofing at platform scale. We are.
The margin is the product.
The average roofing contractor nets under 3% (NRCA). Typical operators run 5-10%. The evidenced top quartile runs 12-18%. Our platform is built to push partners past that band toward 20% -- that is the product. Is 20% physically possible in a centralized installation trade? TopBuild's installation segment ran 21.0% adjusted EBITDA -- SEC-filed. That is insulation, not roofing -- but it is the same shape: centralized back office, owned systems, installation labor in the field. Nobody has an audited 20% residential roofing P&L today. Building the operating machine that gets there is the entire company we are constructing -- and every point of it lands on partner P&Ls first.
And the honest version of the software story: owning our stack does not magically relabel roofing revenue as software revenue -- buyers are not children. What owned technology does, documented across the comps, is drive sector-leading margin that gets capitalized at the top of the services band, with the software itself as labelled upside in a proven market (roofing tech comps run from JobNimbus's $330M raise to EagleView around $2B to ServiceTitan at 8.1x revenue). Our target is the top of the documented band on operating quality, with technology commercialization as labelled upside.
The skeptic's question, answered head-on: don't roll-ups blow up?
Two-thirds of them do (HBR). Air Pros went Chapter 11 in March 2025 under $250M+ of debt. The autopsy is always the same: maximum leverage, zero integration, no actual operating work. The winners share the opposite traits -- moderate leverage, one genuinely shared operating system (Vertex standardized 30 acquisitions onto a single platform), and real margin work. That is this model's spine: ops-first, not leverage-first. And unlike a roll-up, we do not buy you out at the bottom tick. You retain equity. Every deal is structured individually. Uncapped upside. We only win when the platform wins, and the platform only wins if your P&L actually improves.
The numbers behind this -- what ten companies at this scale have sold for, and what your seat is built to be worth -- are in the partner deck. Apply and we'll walk you through it.
Selectivity is not a sales trick here; it is arithmetic. Read the list before you apply.
Under $3M a year. The machine we install costs more to run than it returns below that size. Get to $3M -- then call us, and we mean that.
Over $15M a year. You already built the management layer; you do not need a builder, you need a banker. We can point you to good ones.
Owners who love running their back office. Genuinely -- some do. This partnership takes the office away from you. If that sounds like a loss instead of a jailbreak, we would be fighting you for two years.
Anyone who wants a vendor instead of a partner. If you want to buy appointments and be left alone, that is our old business model -- and we just spent an entire page explaining why we left it. We are not going back to it for you. We take equity, we take responsibility, and we take over the office. That is the only deal on this table.
And the capacity truth, stated as a number and a reason instead of a countdown clock: the entire platform is roughly ten partner companies. Each partnership ties up $1.5M-$3M of committed CCDocs capital plus a dedicated operations pod before the first insurance dollar lands, so we onboard a few at a time and we choose by fit, not by application date. When the seats are filled, they are filled.
Step one
The application
Nine questions. About four minutes. I read every single application myself -- no intake team, no scoring software deciding whether you are worth a call.
Skip the form. Call my cell: 343-204-2353
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