Running a home services business past the $5M line is a different sport. The playbook that got you here — hustle, relationships, doing it yourself — stops scaling, and the decisions stop being about today’s jobs and start being about what the company looks like three years from now. That’s where strategy work actually earns its keep.
This category covers the strategic questions we get pulled into as fractional CFOs working with contractor-owners: when to hire your first real finance leader, how to think about tuck-in acquisitions versus organic growth, whether to add a commercial division or stay pure residential, how to structure ownership and comp as you scale, and how to build a business that’s worth something without you in the truck. Every article is grounded in what’s actually working inside growing HVAC, plumbing, electrical, and roofing shops right now — not recycled MBA theory.
If you’re past the scrappy startup phase and trying to figure out the next move, this is where to start.
How PE consolidation affects home services operators. What happens when competitors are acquired, pricing pressure, and defensive strategies for independents.
How owner-led acquisitions actually work in the trades — from finding targets and structuring deals to avoiding the mistakes that turn a...
A practical guide to financing home services acquisitions — SBA 7(a) loans, conventional bank loans, seller financing, earnouts, and how to match...
You closed the deal. The CIM looked clean, the quality of earnings came back reasonable, and the org chart had names in...
Call center metrics that drive profit for home services companies. Booking rates, conversion rates, CSR performance, and how to connect them to...
Most home services contractors who think they have a pricing problem actually have a sales-funnel problem. This guide walks through the three...