City Sky

How we succeed for you

SF&P Advisors is a leader in contracting business sales for a simple reason: We maximize value for our clients’ businesses.

When you're ready to sell your business, you want a partner who can help you get the most for what you’ve created - someone with the experience and insight to really get the job done. That’s why some of America’s most successful comfort service providers and private equity firms regularly turn to SF&P Advisors, because we offer an unmatched degree of financial expertise, marketing strategy and industry insight.

The
solutions
we deliver 
our clients

COMPREHENSIVE DUE DILIGENCE
Our unique sales process begins with an in-depth study of your business. That includes not only financial due diligence but also detailed discussions about your personal goals, your expectations for your employees, your wishes for the future of your facility and more. You’ll understand right from the beginning how we make it our business to understand your business, and you’ll see for yourself how that gives us the ability to present your company in the best light.


EXPERTLY PREPARED OFFERING MATERIALS
The information we gather in the due diligence process forms the centerpiece of the proprietary package of offering materials we develop for you – documents that showcase your company as effectively as possible. These materials do more than simply capture a buyer’s interest; they’re designed to accelerate the sales cycle by addressing potential buyers’ most important issues right up front.


MARKETING TO ALL MAJOR STRATEGIC BUYERS
We have close relationships with virtually all the major strategic buyers in the market space - 75+ of the leading consolidators, business networks, venture capital groups and private equity firms, and that number is growing weekly. This gives us tremendous flexibility when it comes to matching the right seller with the right buyer. Because our goal is nothing less than to facilitate successful transactions, we only work with qualified, legitimate and sufficiently funded purchasers to maximize the opportunity for completed transactions.


DEEP NEGOTIATIONS EXPERTISE
We support the businesses we represent through all stages of the sales process, including negotiations and closing. In particular, we are accomplished at soliciting and negotiating multiple letters of intent to get our sellers the most appealing offers possible, and we work directly with your legal counsel in the development of definitive agreements.

DETAILED AUDIT PREP

We have a core belief in getting EBITDA right, and that's why our team of CPAs follows a detailed audit preparatory process to ensure that your business's true potential is reflected in all financial reporting. Our proprietary program leverages hundreds of transactions worth of experience to efficiently and reliably position you for your audit, so you can be confident that buyers will recognize the real value your operation represents to them.

Construction Site

A Focus on Contractors

For more than 20 years, we've specialized in HVAC, plumbing, electrical and mechanical business sales and acquisitions.

The
principles
that guide
everything
we do

VALUE
Because we specialize on contracting businesses, we don’t have to charge our clients for the overhead and excess staffing that generalist firms require. Our fee is usually significantly lower than the 10% that typical bankers charge, and that can translate into tens or hundreds of thousands of dollars in savings. It’s money right in your pocket, without ever having to sacrifice on expertise or execution.


PERSONAL ATTENTION
Unlike traditional M&A advisors that try to collect as many listings as possible, we believe that we work best for our clients when we can focus more energy on a select number of successful operators. After all, a business sale is a highly complicated transaction, and it takes close, personal attention to truly understand a particular company, the marketplace, the economic environment and more.


SUCCESS FOCUSED
In everything we do, we focus relentlessly on one essential goal: Making satisfying, successful transactions happen for our clients. From our first meeting to final closing, we are motivated by the unique needs, objectives and circumstances of each deal to ensure that, at the end of the day, sales are made and everyone is appropriately rewarded for all of their time and energy.


INTEGRITY
We do something a lot of others are afraid to do: We tell you the truth. Sometimes that means saying things that you don’t want to hear, but we’re okay with that. The fact is, when valuations are inflated, when expectations are unrealistic and when market conditions are misrepresented, businesses don’t get sold and nobody winds up with anything but wasted time. We’d rather be up-front with you, provide you real world information and prepare you for real-world outcomes.