EAP + LivePlan — The financial plan of record for contractors and materials manufacturers
Equity Acceleration Partners × LivePlan
Book a working session
Strategic partnership

Every engagement runs on one live financial model.

Equity Acceleration Partners has standardized on LivePlan as the planning and forecasting platform behind all Turnaround, Growth, and Exit Acceleration work with contracting businesses and building materials manufacturers. Your plan stops being a document you revisit once a year and becomes the number you steer by every month.

Rolling forecast — 24 monthsplan vs. actual
Model owner
EAP fractional CFO
Refresh
Monthly
Source
Your books
Platform
LivePlan — forecasting, budgeting, scenarios, and benchmarks
Built by
Your EAP fractional CFO, not a self-serve template
Connected to
QuickBooks or Xero, so actuals land automatically
Used in
Turnaround, Growth, and Exit Acceleration
One platform, three jobs

The same model answers a different question in each track.

Contractors and manufacturers rarely fail for lack of work. They fail because cash, backlog, and margin were understood too late. LivePlan is where EAP puts those three things in one place — and keeps them there after the engagement ends.

Turnaround Acceleration

Can we make payroll, and what has to change first?

We rebuild the forecast around cash before anything else, then model the moves that stop the bleeding.

  • 13-week cash view tied to your real receivables and retainage
  • Break-even by division, crew, or product line
  • Scenarios for pricing, headcount, and job mix
  • A lender-ready plan when the bank asks for one
Growth Acceleration

What does the next crew, plant, or branch actually cost?

Growth eats cash first and pays it back later. We model the gap before you commit to it.

  • Capacity and backlog modeled to revenue, not to hope
  • Hiring, equipment, and working-capital timing
  • Budget vs. actual reviewed against the plan each month
  • Industry benchmarks to test where your margin should sit
Exit Acceleration

What is the business worth, and what raises that number?

Buyers discount what they cannot verify. A maintained forecast with a track record is verification.

  • Multi-year projections a buyer or banker will accept
  • Add-back and normalized-earnings clarity
  • Value-driver scenarios modeled before you go to market
  • Diligence-ready documentation of how the plan performed
What lives in your LivePlan model

Built for how contractors and manufacturers actually earn money.

Generic forecasting templates assume you invoice on delivery and get paid in thirty days. We build around progress billing, retainage, raw-material cost swings, and the seasonality your calendar already knows about.

01

Revenue by the way you sell it

Job type, division, product line, or plant — modeled at the level you make decisions, with backlog carried forward.

02

Cash, not just profit

Billing cadence, retainage release, deposits, and supplier terms, so the forecast shows the month cash gets tight.

03

Scenarios you can defend

Base, upside, and downside versions of the same plan — priced out, not guessed at, and ready for a lender conversation.

04

Actuals synced from your books

LivePlan connects to QuickBooks or Xero, so variance is visible days after close instead of a quarter later.

05

Benchmarks against your industry

See where your gross margin, overhead, and payroll load sit relative to comparable firms — and what closing the gap is worth.

06

A dashboard your leadership team reads

The same numbers in every meeting. No competing spreadsheets, no version confusion, no reconciling before you can start.

How the engagement runs

Modeled in weeks. Maintained for as long as we work together.

WEEK 1–2

Diagnostic

We review financials, backlog, and job costing, then agree on the question the model has to answer.

WEEK 2–4

Build

Your fractional CFO builds the forecast in LivePlan and connects it to your accounting system.

WEEK 4–6

Pressure-test

Scenarios, benchmarks, and break-even work turn the model into a set of decisions with numbers attached.

ONGOING

Monthly review

Plan vs. actual with your leadership team, forecast re-forecast, and the next set of moves agreed on.

Who we build these for

Two industries, one recurring problem: the numbers arrive too late.

Contracting businesses

Specialty trade and general contractors carrying real backlog, real crews, and a job-costing picture that only becomes clear after the job closes.

Roofing · Painting · Glass & glazing · Mechanical
Electrical · Concrete · Specialty installation

Building materials manufacturers & distributors

Producers and distributors managing raw-material cost swings, plant capacity, and dealer or contractor channels on thin, volatile margins.

Manufacturing · Fabrication · Distribution
Dealer networks · Multi-plant operations

Bring your last three months of financials. Leave with the model that fixes them.

A working session with an EAP advisor: we walk your numbers, identify the constraint, and show you exactly what your LivePlan model would need to answer.

Book a working session
zbooking.us/LaPDT · No cost · 45 minutes