Contractor in Charge and SF&P Advisors Announce Strategic Partnership

Contractor in Charge and SF&P Advisors Announce Strategic Partnership to Support Contractor Growth and Valuation

TAMPA, Fla., June 18, 2024 — Contractor in Charge, a leading provider of start-to-finish 24/7 customer engagement, appointment booking, and full-service bookkeeping and controller services for home service contractors, has announced a strategic partnership with SF&P Advisors, a premier mergers and acquisitions advisory firm specializing in residential and commercial mechanical, HVAC, and plumbing businesses.

Through this partnership, SF&P Advisors’ clients will gain access to Contractor in Charge’s proven operational and financial solutions, complementing SF&P’s expertise in valuation, accounting, research, and financial analysis.

Strengthening Financial Clarity and Business Value

“We have worked with Contractor in Charge on several transactions that we have closed,” said Fred Silberstein, CEO and President of SF&P Advisors. “They do an excellent job preparing financial statements in accordance with Generally Accepted Accounting Principles (GAAP) while providing contractors with additional tools to help them grow and scale.”

By combining financial transparency with operational support, Contractor in Charge helps SF&P Advisors’ clients:

• Strengthen and clarify financial reporting
• Improve operational efficiency
• Increase top-line revenue
• Enhance overall business valuation

The partnership ensures contractors not only prepare for potential transactions but also improve daily performance and long-term scalability.

Helping Contractors Maximize Valuation and Rewards

“We’re proud to work with a trusted partner like SF&P Advisors to help contractors maximize the valuation of their business and achieve the highest return on their hard work,” said Lynn Wise, CEO of Contractor in Charge.

Contractor in Charge’s comprehensive, customized services are designed specifically for professional plumbing, electrical, and HVAC contractors. By connecting business owners with SF&P Advisors’ proven M&A expertise, contractors gain access to strategic pathways that allow them to capitalize on their growth and success.

Comprehensive Services for Home Service Contractors

With trained, industry-experienced professionals and integrations across cutting-edge technology platforms, Contractor in Charge helps business owners reduce costs while maintaining exceptional service quality.

Services include:

• 24/7 live phone answering
• Custom greetings and call screening
• Dispatch support
• Monthly P&Ls and budgets
• Cash flow management and financial planning
• Service agreement maintenance
• Outbound appointment setting
• Full administrative office support

These solutions provide contractors with actionable insights into business performance while strengthening operational systems that buyers and investors value.

About SF&P Advisors

For more than 21 years, SF&P Advisors has served as a trusted advisor to residential and commercial HVAC, plumbing, and electrical contractors nationwide. The firm has completed 403 transactions totaling $3.3 billion in closed transaction revenue, making it a recognized leader in contractor-focused mergers and acquisitions.

About Contractor in Charge

Established in 2016, Contractor in Charge delivers comprehensive office and financial services for home service contractors. The company specializes in 24/7 industry-trained customer engagement, call booking, monthly financial reporting, budgeting, cash flow planning, outbound appointment setting, dispatch, administrative tasks, and more.

Together, this strategic partnership provides contractors with the financial clarity, operational efficiency, and valuation expertise needed to grow, scale, and maximize the value of their business.