What does an early call cost?
Exploratory conversations carry no obligation. If work continues, scope and fees are defined for the path you actually need - not a published package list.
Contractors Financial Opportunity, LLC
Counsel for the day a service contracting business changes hands
Brandon Jacob advises HVAC, plumbing, and electrical owners who are buying, selling, or valuing a service business. Conversations stay confidential. Nothing here promises a price, a return, or a close date.
Houston base. Nationwide conversations with owners who want a steady guide before the paperwork gets loud.
About the practice
The ledger owners keep before they talk price
Running trucks and keeping customers comfortable leaves little room to map a sale, an acquisition, or a family handoff. This practice sits with owners early, sorts expectations from noise, and stays through diligence when the path gets steep.
HVACResidential service and replacement shops
PlumbingService contractors preparing transitions
ElectricalService businesses valuing growth or exit
ConfidentialQuiet conversations before any market step
Who we sit with
Trades we sit with when the numbers get serious
The work centers on service contracting businesses - not every construction niche. If you are weighing a sale, a buy, or a valuation, start with a plain conversation.
HVAC service contractors
Owners thinking about a sale, a private-equity path, or buying a neighboring route to deepen coverage.
Plumbing service contractors
Shops preparing employee or family transitions, or testing whether a buyer fit is real before diligence begins.
Electrical service contractors
Operators who need a clear view of value, structure, and timeline before committing to a market process.
Services
Transactional support for service contracting owners
Open a line for the work you need. Details stay plain. No guaranteed outcomes.
Selling a service contracting business
Planning, buyer outreach, expectation-setting, and guidance from letter of intent through diligence and close coordination.
Buying a service contracting business
Screening targets, analyzing fit, and helping you avoid deals that look strong on paper and weak in the field.
Business valuations and market estimates
A grounded view of value for planning, family transitions, or preparing for a serious market conversation.
Family, partnership, and exit planning
Internal handoffs, partnership changes, and exit strategy work for owners who want structure before emotion takes the wheel.
Approach
How a confidential conversation usually unfolds
Every file is different. The sequence below is the rhythm most owners recognize when they decide to move carefully.
1
Chart the landscape
A first call on readiness, timing, and what you want life to look like after a deal.
2
Prepare the file
Expectations of value, adjusted financials, and the story a serious buyer will test.
3
Map the market
Quiet outreach to investors or operators who fit culture as well as capital.
4
Negotiate and close
Offer terms, diligence, and coordination with counsel through summit day.
Atmosphere
Paper, shops, and the quiet before a handoff
Visual notes from the work - ledgers, tools, and the street outside a service shop. No fake performance dashboards.
Before you call
Questions owners bring before any market step
Plain answers. No promised sale price, return, or timeline.
Do you only work in Houston?
The practice is based in Houston. Conversations with service contracting owners happen nationwide when the file fits.
Sell-side and buy-side?
Yes. Owners preparing a sale, contractors acquiring capacity, and internal family or employee transitions are all in scope.
When does diligence support start?
Guidance is meant to continue past a letter of intent - through diligence and close coordination with your attorney and tax CPA.
Engagement
Scope first. Fees only after the path is clear
We do not publish package prices. Early calls carry no obligation. If work continues, the engagement is scoped to the transaction path you actually need.
Exploratory call
Tell the story of the business. Hear what usually matters next. No commitment required to start.
- Sale readiness questions
- Acquisition screening questions
- Valuation orientation
Scoped advisory work
When you decide to proceed, the work is defined around planning, outreach, negotiation support, and diligence guidance as needed.
- Documented scope before work expands
- Coordination with your attorney and tax CPA
- Confidential handling of financials
Doug Garner
Patient guidance through an employee-manager sale, including twists that would have been hard to navigate alone.
Trey McWilliams
Straight answers on acquisitions - including deals to avoid - plus fair family transition valuations.
Curtis Moore
Help finding the right buyer fit, setting expectations, and staying present through diligence.
Considering a sale, a buy, or a valuation?
Leave a number for a callback, or call Brandon Jacob directly. Early conversations carry no obligation.