At E-Wealth Partners, we believe in bringing practical conversations to business owners navigating real-world challenges. That’s the goal of the Realize Your Wealth Podcast—bringing in trusted voices from our network to help you build, grow, and protect what you’ve worked hard to create. Watch the video here   In This Episode I sat down with Rosalynn Verges, founder of Refinery, a coaching firm focused on helping roofing companies grow from solo operators to scalable businesses. Rosalynn shares the five key growth stages roofing companies experience, the most common pitfalls at each stage, and how business owners can break through financial and operational barriers to reach the next level. We talk about: Why roofing businesses hit a wall around $1M, $4M, and $10M in revenue. Common growth bottlenecks—and what to fix first. How to lead a team through growth without losing your company culture. When to start thinking about your exit or succession plan. Using technology and AI to scale smarter, not harder. Why This Conversation Matters Most business owners start out with hustle and grit. But what gets you to $1M won’t get you to $4M, and what gets you to $4M won’t get you to $10M. Rosalynn breaks down the steps roofing companies can take to upgrade their “bike,” as she puts it—retooling operations, improving leadership, and managing cash flow to create long-term profitability and value. Episode Highlights Five Stages of Growth: From “Chuck in a Truck” to building a legacy, understand what each growth phase requires. Growth Bottlenecks: Identify whether your biggest blocker is people, processes, or profitability. The Power of Team Buy-In: How monthly team workshops and facilitated conversations can rebuild trust and unlock performance. Cash Flow Mistakes: Why strong revenue doesn’t always mean profitability—and how to avoid surprises. Exit Strategy Insights: Private equity interest is growing in the roofing space. Learn what you need to do now if you want to exit later. Key Takeaways for Business Owners Know Your Stage: Scaling too fast without the right foundation can stall your growth or drain your cash. Fix the Bottleneck First: Don’t guess. Diagnose whether your issue is people, process, or financials. Culture Isn't Kumbaya: Company culture is about creating a place where people want to show up and do their best work. Train Your Team: Onboarding and leadership training matter just as much as sales. Build Toward an Exit: Whether you pass it down or sell to PE, start shaping your financials and systems with the end in mind. Conclusion Whether you’re at $1M or $10M, this episode gives you the roadmap—and the mindset—to move forward. Rosalynn’s advice is practical, relatable, and rooted in real coaching experiences with roofing businesses nationwide. If you’re ready to get serious about your next stage of growth, schedule a discovery call with Rosalynn at Refinery. And as always, if you’d like help aligning your personal finances with your business growth, reach out to our team at E-Wealth Partners. Disclaimer: The information on this site is provided “AS IS” and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, SBI Financial Services, LLC (referred to as "E-Wealth Partners") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. E-Wealth Partners does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments.

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