Mike Warner 
ERDI prints 104.0, down 1.6 in its first week-over-week move. The decline is a weather story, not a demand story. Intent holds nearly a third above norm, financing keeps improving, and the demand mix is shifting from break-fix to booked work.
An owner-held electrical license moves to escrow in Franklin County, the platform ownership map comes online, and the 211-credential escrow pool goes on watch. Issue 001 of the weekly pre-announcement signal brief on the residential trades.
The California Paradox It is the most punishing state in the country to run a residential trades business. It is also where the biggest checks are being written. Both are true at once, and the space between them decides what your California trades business is worth and whether you should operate it or sell it. … Read more
What Is Your Solar Business Worth After the Collapse? Solar looked like the next great trades roll-up. Then the policy changed. Here is what happened, what a solar business is worth now, and the uncomfortable lesson it holds for every other trade. The short answer: After the 2023 net-metering changes and the bankruptcies that followed, … Read more
The One Number That Decides What Your Trades Business Is Worth Of everything that moves a trades valuation, one factor moves it most. Here is why recurring revenue is the lever, what counts and what does not, and how to build it whether or not you ever plan to sell. In this brief Why recurring … Read more
What Is Your Electrical Business Worth in 2026? Electrical is the next HVAC, and the wave has not peaked. Here is what your business is worth today, and what decides whether you ride the wave or get bought at the bottom of it. In this brief Why electrical, and why now How hot, exactly What … Read more
What Is Your Roofing Business Worth in 2026? Roofing has become the fastest roll-up in the trades. Here is what that means for your number, and what separates a premium exit from getting bought cheap. In this brief Why roofing, and why now How hot, exactly What roofing businesses actually sell for How a buyer … Read more
The Great Trades Roll-Up Why Wall Street is buying some trades a shop at a time and walking past others, and what the pattern says about what your business is worth. In this brief The rule everyone gets half-right Filter one: a harvestable scaled tier Filter two: demand that comes back The spectrum, hottest to … Read more
Private equity is actively buying HVAC, plumbing, and home-services companies across Ohio in 2026. Who is buying, what they pay, and what it means whether you sell or stay independent.
ERDI launches at 101.1: turnover at a five-month high, mortgage rates below a year ago, and the consolidation reaching Ohio. The Echelon Report, Issue 001.
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