| Recurring revenue | Recurring service plans create visibility and can improve buyer confidence. | Customer count, plan types, pricing, frequency, renewal history, and retention. |
| Customer churn | Retention and cancellation patterns affect buyer appetite and value. | Cancellation history, churn by service line, tenure, and customer reason codes. |
| Route density | Dense routes and nearby accounts can improve technician productivity. | Route maps, service areas, account frequency, drive time, and schedule data. |
| Technician retention | Labor stability affects service quality and transferability. | Technician roster, tenure, turnover, pay rates, licensing, training, and productivity. |
| Licensing and compliance | Licensing is central to operating continuity and buyer diligence. | Applicator licenses, compliance records, renewals, insurance, claims, and safety records. |
| Service mix | Residential, commercial, termite, and specialty services carry different margins. | Revenue and gross margin by service line, customer type, territory, and month. |
| Pricing history | Pricing discipline affects margin durability and future growth. | Plan pricing, price increases, discounting, renewal pricing, and customer response. |
| Software and customer data | Buyers need clean data to verify service plans and retention. | CRM, billing, route software, customer exports, service history, and data hygiene. |
| Financial reporting | Buyers need clean historical and normalized earnings before serious offers. | P&Ls, balance sheets, tax returns, add-backs, AR/AP aging, payroll detail, and working capital. |
| Owner transition | Buyer confidence depends on retaining customers, technicians, and routes after closing. | Owner role map, customer handoff plan, technician transition, and retention plan. |