We have an opportunity to take on a "partnership" with an existing business that entails taking over their residential hvac and plumbing in our area. This is not a purchase and not a growth of necessity, but rather a favor to this other company to cover their clients while they switch to purely commercial. The deal is basically a profit share and stake of growth with retention. We will be adding to our team to cover their existing member list and territory but need to separate this division from our existing divisions for tracking.
My question is this: How can we create a diversity within ST to establish metrics and tracking of the new company's existing clientele? The goal is to keep a totally separate division for tracking profits and losses for reporting. Avoiding a separate ST account is our only limitation at this point.
Any advise would be appreciated!
