Overview
Home service companies — HVAC, plumbing, electrical, landscaping, and more — are scaling faster than ever, but the financial infrastructure often lags behind. F9 Advisory helps home service businesses build the systems, reporting, and strategic guidance needed to grow profitably and command a strong valuation.
Common Challenges
What keeps home services leaders up at night
- Technician productivity and revenue-per-truck tracking
- Seasonal cash flow volatility
- Job costing and service agreement profitability
- Preparing for PE investment or a strategic sale
What We Deliver
How F9 Advisory serves Home Services businesses
01
Revenue-Per-Truck Reporting
Technician and vehicle-level productivity metrics that identify your top performers and underutilized capacity.
02
Job & Service Agreement Costing
True profitability of one-time jobs vs. recurring service agreements, helping you price and sell the right mix.
03
Seasonal Cash Flow Forecasting
Rolling cash flow models that account for seasonal demand swings, equipment purchases, and payroll growth.
04
KPI Dashboard
Booking rates, conversion rates, average ticket, close rates, and other operational metrics tied directly to your financials.
05
PE Readiness & Valuation Support
EBITDA normalization, quality of earnings preparation, and financial packaging for investor or acquirer conversations.
06
Growth Infrastructure
Budgeting, forecasting, and financial process design to support geographic expansion and fleet scaling.
Get Started
Ready to bring financial clarity to your home services business?
Schedule a no-obligation conversation with our team to see how F9 Advisory can help.
Schedule a Call