Finance built for HVAC, plumbing, roofing, and electrical — service and job costing, pricing, and cash strategy that compound into enterprise value. And when the acquirers come calling, the deal team is already yours.
Consolidation in the trades is moving fast — HVAC add-on activity rose an estimated 88% year over year through mid-2025, and the math driving it is stark: owner-operators change hands around 2–3.5× earnings while regional platforms exit at 17–20×. That spread is the whole game.
Which means every trades owner faces the same two-part question: how do I run this more profitably now, and what will it be worth when I'm ready to sell? Both answers live in the numbers — service vs. new-construction margin, recurring maintenance revenue, labor efficiency per tech, pricing discipline — and most shops don't have the finance function to see them clearly.
That's where we come in.
The economics that drive a trades business — and its value — are their own. The advisor you want already understands them.
Service agreements and maintenance plans are the engine of both margin and valuation — if you measure them right.
Profit is won in dispatch efficiency, drive time, and revenue per tech — not just top-line calls.
Service, replacement, and new-construction work carry very different margins and need very different reads.
Buyers pay for recurring base, growth, and clean books — knowing what moves the multiple is worth real money.
Most firms do one or the other. We carry you through both — the years of building the business, and the moment you sell (or buy).
Senior financial leadership without the full-time hire — turning your numbers into pricing, hiring, and growth decisions.
See true profit by service line, by crew, by truck — so you grow the work that actually makes money.
Forward-looking cash and the handful of numbers that actually run the business.
Get deal-ready and control the narrative — so your recurring base and real margins get full credit from a buyer.
Rolling up smaller shops yourself? Know exactly what each one earns before you sign.
Know what the business is worth — and how to make it worth more before you sell.
A senior-led process with a predictable rhythm — so you always know your numbers and your options.
A working session on your business, your service mix, and what a win looks like for you.
We rebuild service/job costing and the cash picture to establish the real baseline.
Reporting, forecast, and the KPIs that keep the business decision-ready.
Monthly reviews and a standing line to your CFO — margin, cash, pricing, on repeat.
When an offer or an acquisition appears, your numbers are already deal-ready — and we run it.
We do our best work with owner-led service businesses serious about margin, growth, and what the company is worth. We're candid when we're not the right call.
A growing service company kept getting unsolicited offers and had no way to judge them. We rebuilt profitability by service line, surfaced the value of the recurring maintenance base, tightened pricing, and produced a clean earnings picture — so when the owner chose to engage a buyer, the numbers commanded full credit instead of a discount.
Whether you're scaling the business or weighing an offer, a short conversation is often all it takes to see the path clearly.
Book an intro call