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For private equity firms & platform operators

One standard. Every acquisition.

After the deal closes, Kanara puts every brand in your home services platform on one ServiceTitan or BuildOps standard. Add-ons integrate faster, portfolio reporting becomes trustworthy, and your numbers are clean when it is time to sell.

Book a portfolio review See the playbook

PE-backed platforms we've supported

Blue Cardinal Home Services GroupRight Time Group of CompaniesP3 Services
Portfolio board · example

Platform integration

7 brands · 2 countries
  1. Platform companyHVAC · plumbing · 14 locationsStandardized
  2. Add-on 1HVAC · acquired Q1Standardized
  3. Add-on 2Electrical · acquired Q2Standardized
  4. Add-on 3Plumbing · data migrationIntegrating
  5. Add-on 4HVAC · moving from Housecall ProIntegrating
  6. Add-on 5Commercial mechanical · BuildOpsQueued
  7. Add-on 6Signed LOIQueued
1shared pricebook
1chart of accounts
1KPI dashboard
190+home service locations led through digital transformation
258companies implemented on ServiceTitan and BuildOps
2platforms certified: ServiceTitan and BuildOps, 3-star partner
US + CAon-site and remote across the United States and Canada

The problem after closing

Every add-on arrives with its own way of working.

Different software, different pricebooks, different job codes and different definitions of revenue. Until they share one operating standard, you cannot compare brands, move technicians between them or trust the roll-up numbers you report to the board.

Five systems, five versions of the truthServiceTitan, BuildOps, Housecall Pro, Jobber and spreadsheets side by side.
Pricing drift across brandsThe same repair priced three different ways in three markets.
Board reporting built by handFinance stitches KPIs together every month, and nobody fully trusts them.
Slow add-on integrationEach acquisition is treated as a new project instead of following a playbook.
Accounting that does not tie outField data and the general ledger disagree across Sage, NetSuite and QuickBooks.
Value creation stuck in the fieldThe margin plan depends on pricebook, dispatch and inventory changes nobody owns.

The post-close playbook

From closing day to exit, in four stages.

Each stage ends with a defined deliverable your operating partner can review. Within each stage, every ServiceTitan or BuildOps rollout follows our five-phase implementation method.

  1. First 100 days

    • Platform assessment across every brand
    • Target operating model and system standard
    • Pricebook and business unit structure
    • Quick wins tied to the value creation plan
    Deliverable100-Day Systems Plan

  2. Add-on integration

    • Repeatable onboarding for each acquisition
    • Migration from other field service software
    • Pricebook, payroll and inventory alignment
    • Role-based training at every location
    DeliverableAdd-on Integration Playbook

  3. Scale

    • Portfolio-wide KPI dashboards
    • Sage, NetSuite and QuickBooks integration
    • National pricebook governance
    • AI forecasting and workforce modelling
    DeliverablePortfolio KPI Dashboard

  4. Exit readiness

    • Clean, consistent data across every brand
    • KPIs that reconcile to the financials
    • Documented SOPs and system governance
    • Answers ready for buyer diligence
    DeliverableExit-Ready Data Package

Value creation levers

Operational fixes that show up in EBITDA.

Results from a home services client after an operational reset. Across a platform, each lever compounds with every brand you add.

+18%Revenue per jobafter a pricebook rebuild
+24%Technician efficiencyfrom dispatch optimization
−32%Lost materialsafter inventory cleanup
100%Payroll accuracyafter payroll cleanup

Platforms we've supported

Trusted inside PE-backed roll-ups.

United States

Blue Cardinal Home Services Group

A multi-regional network of residential HVAC, plumbing and electrical companies headquartered in Dallas, Texas.

HVACPlumbingElectricalMulti-regional

Canada

Right Time Group of Companies

A Canadian network of more than 20 locally known HVAC and plumbing brands across Ontario, Manitoba, Alberta, British Columbia and Nova Scotia.

HVACPlumbing5 provinces20+ brands

United States

P3 Services

A national family of plumbing, mechanical and electrical partner companies, growing coast to coast through acquisition.

PlumbingMechanicalElectrical18+ partners
Lorenzo Plaath, founder of Kanara Enterprises

Who you work with

An operator, not just a consultant.

Lorenzo Plaath led technology for Service Experts and Enercare across more than 190 HVAC, plumbing and electrical locations in North America. He selected and implemented ServiceTitan, SAP, Salesforce and Click Field Service, and connected them to legacy systems across a multi-brand network.

For portfolio companies he acts as a fractional CTO: he sits with the platform CEO and operating partner, sets the system standard, and then does the hands-on implementation work himself.

Questions from investors

What operating partners ask us.

When do you get involved?

After the acquisition closes. We typically start in the first 100 days with a platform assessment, then support each add-on as it joins.

Our brands run different software. Can you consolidate them?

Yes. We move acquired companies from Housecall Pro, Jobber, Simpro, spreadsheets and older systems onto one ServiceTitan or BuildOps standard.

Do you work with residential and commercial brands in one portfolio?

Yes. We are certified on ServiceTitan and BuildOps, so residential and commercial companies can each run the right platform with shared reporting.

Who do you report to?

Usually the platform CEO or COO, with regular updates for the operating partner. You get a written plan, milestones and deliverables for every stage.

Can you connect field data to our ERP?

Yes. We integrate ServiceTitan and BuildOps with Sage, NetSuite and QuickBooks so field activity and the general ledger agree.

Will you sign an NDA?

Yes. We are happy to sign your NDA before the first detailed conversation about a portfolio.

Confidential portfolio review

Let's look at your platform.

Tell us about the portfolio, then book a call with Lorenzo. You will leave with a view of where systems are holding back your value creation plan.

Everything you share stays confidential. We will sign your NDA before any detailed discussion.

info@kanaraenterprise.com
(940) 283-5972

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