Download PDF version

Contractor in Charge, the top provider of start-to-finish 24-7 customer engagement, appointment booking, full-service bookkeeping and controller services for home service contractors, announces a strategic partnership with SF&P Advisors, the pioneer in residential and commercial mechanical, HVAC and plumbing mergers and acquisitions.

With the partnership, SF&P Advisors’ clients can leverage the Contractor in Charge’s expertise and proven solutions in addition to SF&P’s valuation, accounting, research, and financial analysis services.

customer engagement services

Contractor in Charge also provides SF&P clients with unique customer engagement services

We have worked with Contractor in Charge on several transactions that we have closed,” said Fred Silberstein, CEO and president of SF&P Advisors. “We have found they do an excellent job of not only preparing financial statements in accordance with Generally Accepted Accounting Principles (GAAP) but giving contractors additional tools to help them grow and scale their business.”

Contractor in Charge empowers SF&P Advisors’ clients to clarify and strengthen their financials and establish strategies to increase efficiencies and grow top-line revenue. Contractor in Charge also provides SF&P clients with unique customer engagement services and clear insights into business performance.

Same quality of service

Contractor in Charge allows business owners to cut costs while maintaining the same quality

We’re proud to work with a trusted partner like SF&P Advisors to help contractors maximize the valuation of their business and get the highest rewards for their hard work,” said Lynn Wise, CEO of Contractor in Charge. “Our comprehensive custom services are designed to give professional plumbing, electrical, and HVAC contractors the tools they need to thrive and grow. One way we can do that is to connect them with SF&P, a company with a proven track record of helping contractors reap the benefits of their success.” 

With trained industry-experienced employees and integration with a full range of cutting-edge technology platforms, Contractor in Charge allows business owners to cut costs while maintaining the same quality of service.

Trusted partner to HVAC contractors

Contractor in Charge offers live phone answering, custom greetings, call screening, dispatch, monthly P&Ls, budgets, cash flows and planning, service agreement maintenance, outbound appointment setting, and more.

For more than 21 years, SF&P Advisors has served as a trusted partner to residential and commercial HVAC, plumbing and electrical contractors, and other enterprises, with 403 closed transactions and $3.3 billion in closed transaction revenue.

Download PDF version Download PDF version

In case you missed it

How Is The Changing Smart Homes Market Impacting HVAC?
How Is The Changing Smart Homes Market Impacting HVAC?

In today's smart homes, traditional climate control meets modern automation and connectivity. Technologies such as smart thermostats, home automation platforms, sensors, zoned heat...

Explore Siemens Climatix At AHR Expo 2025
Explore Siemens Climatix At AHR Expo 2025

Siemens is set to showcase its cutting-edge solutions for smarter, more sustainable buildings at the AHR Expo, taking place from February 10-12, 2025, in Orlando. Attendees are in...

The Value Of Incorporating Hydronics To Achieve Sustainable Buildings
The Value Of Incorporating Hydronics To Achieve Sustainable Buildings

Hydronics systems rely on water, steam, or water solutions to distribute heating and cooling throughout a building. They are inherently more eco-friendly than conventional alternat...

vfd