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VETTED PARTNER · M&A ADVISORY

SF&P Advisors

Know What Your Contracting Business Is Actually Worth Before You Ever Talk To A Buyer

SF&P Advisors is a merger and acquisition advisory firm built specifically for HVAC, plumbing, electrical and mechanical contractors. They handle valuation, financial analysis and the full sale process, and they have been doing it in this trade for 27 years.

Book a Call With Brian CohenRequest a Free Valuation

Confidential. No obligation. Most owners take the call years before they intend to sell.

The Track Record

Numbers below are published by SF&P Advisors. Verify them yourself at the source link.

27
Years advising contractors
450+
Closed transactions
Top 20
Investment Banks of 2020, per Axial

Source: sfpadvisors.com. Figures are SF&P's own published claims and have not been independently audited by ServiceTitan Hacks.

What They Actually Do

This is not a business broker listing your company on a website and hoping. SF&P runs a full advisory process.

  • Business valuation and financial analysis
  • Add-back and EBITDA normalization work
  • Buyer research and targeted outreach
  • Deal structuring, including rollover equity and second bite scenarios
  • Negotiation and transaction management through close
  • Exit readiness planning for owners who are years out

Trades They Serve

Residential and Commercial HVAC

Their core market and where the majority of their transaction history sits.

Plumbing and Electrical

Standalone shops and combined home service platforms.

Mechanical, Roofing, Garage Doors

Adjacent trades that consolidators are actively buying into.

Who This Is For

Straight talk on fit, so you do not waste a call.

Good fit

Contractors doing roughly $4M in revenue and up, owners who want a real valuation number before making a decision, and owners planning an exit in the next one to five years who want to build toward it deliberately.

Not yet a fit

Businesses under a few million in revenue are generally too small to attract private equity interest today. That does not mean the call is worthless. It usually means the conversation is about what to fix now so the number is bigger later.

Meet Brian Cohen

“I am a resource. I will put introductions together. I just want to see everybody kick ass.”

Brian Cohen, on our call, June 5, 2026

Brian is a Business Strategist at SF&P Advisors, based in South Florida. He is the person most contractors in this space end up talking to first, and he is direct about whether a deal makes sense or whether you should wait.

I had a call with him in June. He told me plainly that one of my own businesses was too small for private equity to get excited about, and then spent the rest of the call telling me how to make it bigger instead of trying to list it. That is the reason he is on this page.

He also hosts the What's the Deal podcast on home services M&A and is a strategic partner with Service Roundtable and Nexstar Network.

Business Strategist, SF&P Advisors
Direct line
(954) 226-3409
Firm office
1800 N Military Trail, Suite 170
Boca Raton, FL 33431
Book time
Strategy sessionFree business valuation

How the First Conversation Goes

1

Book the call

Thirty minutes. You give him revenue, hours you put in, and what the business pays you.

2

Get a straight read

He tells you whether you are in buyer range today and what a realistic multiple looks like.

3

Decide the timeline

Sell now, build for two more years, or walk away with a number in your head. All three are acceptable outcomes.

Find out your number

Most contractors have no idea what their business is worth until they are already emotionally committed to selling. That is the worst time to find out. Take the call early.

This partner has been reviewed and vetted by our team. See all ServiceTitan Hacks partners.

Disclosure: ServiceTitan Hacks has a referral agreement with SF&P Advisors and may receive compensation if you engage them through this page. This does not change what you pay. We only list partners we would recommend without a referral fee attached, and SF&P was recommended here before any agreement was signed. Nothing on this page is legal, tax, or financial advice.