The Investment Bank for Essential Services

A modern approach to selling your essential services business

As featured in

Selling Your Essential Services Business Should Be Easy.

Speak with our M&A experts and take the first step toward a faster, more profitable exit.

At The Advisory, we connect owners of HVAC, plumbing, electrical, accounting, and other essential services companies with the right buyers—strategic acquirers, private equity groups, and experienced operators actively investing in your industry. We do not sell to SBA buyers.

Our targeted process generates competitive offers from serious, qualified buyers, helping you maximize value while ensuring a smooth, respectful transition.

We charge no upfront fees—we only get paid when your business sells.

Curated buyer list
Private equity and corporate buyers only
M&A advisor prepared financials
M&A advisor prepared marketing materials
M&A advisor directed negotiations
M&A advisor led management meetings

Essential Services Industries We Serve

Sector-specific expertise to maximize your exit. We only work with essential services.

Landscaping

Pool Maintenance

Access Controls

Elevator Repair

Moving

Fleet Services

Water treatment

Construction Materials

Snow

Accounting

Pest Control

Fire Safety

Waste & Environmental

Cleaning

Window, Door, Crawlspace, Basement, Attic

Laundry

Traffic

Loading Dock

Manufacturing

Insurance

HVAC, Plumbing & Electrical

Transportation

Septic

Drilling & Pump

Distribution

Propane, Oil

Paving, Asphalt

Youth Sports & Activities

Recycling

Wealth Management

Roofing & Gutter

Restoration

Property Management

Fencing

Generator Services

Packaging

Demolition

Street Sweeping

Irrigation

Engineering

Essential Playbook

Want to understand the full sale process? Start by reading Essential Playbook—our weekly newsletter breaking down every stage of selling an essential services business, from prep to close.

Add-On vs. Platform: What It Means for Selling Your Business

Are you an Add-On or a Platform? This key distinction shapes your valuation……

How the M&A Process Actually Works (In Plain English)

Selling your essential services business? Our 180-day plan gets you from idea to exit—fast……

How Is My Business Valued?

Your business is valued on a multiple of Adjusted EBITDA—true earnings minus one-time, owner, or non-core costs…..

What The Advisory
Community Has To Say

Oliver Bogner is an Essential Services Rainmaker! He knows everyone in the sector.

Leader at Axial

Easy To Work With. Easy To Read CIMs. Best Written Materials In The Business.

Investor At, Alpine
Investors ($18B AUM)

The Advisory changed our lives by creating a bidding war for our business. They literally got us 12 offers within 4 weeks of signing an engagement letter.

Landscaping
Business Owner

The Advisory’s professionalism blew me away — Oliver and his team handheld me the entire process. They took my numbers, prepared updated financials, and wrote very impressive materials.

Pest Business Owner

The Advisory found a private equity buyer, willing to pay all cash, for my HVAC business in just 7 days—it was amazing.

HVAC Business Owner

I got calls from every major private equity firm. I hired The Advisory to ensure I sold to the right group for the best price. The offers I had were around 6x, The Advisory got me 10x.

Roofing Business Owner

Meet Our Past Clients

ACQUIRED is our video series profiling our amazing clients and their stories of entrepreneurship, hustle, and exit, in partnership with The Advisory Investment Bank.

FAQ’s

Answers to frequently asked questions.

What is The Advisory?

The Advisory Investment Bank is a FINRA-licensed M&A firm specializing in essential services industries—including HVAC, plumbing, electrical, accounting and other real world businesses. We run a full-service, white-glove sell-side process designed to deliver top-tier terms and maximum valuation for founders. Backed by proprietary AI tools and a curated network of strategic and private equity buyers, we uncover every serious acquirer—so you never leave money on the table. We work for you, the business owner.

How does The Advisory find buyers?

We maintain detailed profiles on over 4,500 private equity firms and strategic acquirers actively investing in essential services across the U.S. Our proprietary AI platform analyzes each firm’s strategy, portfolio, acquisition history, behavior, and geographic focus to surface the most relevant, best-fit buyers for your business. On average, our process identifies 1,000+ qualified buyers per deal—far exceeding the reach of traditional M&A firms.

What kinds of businesses does The Advisory work with?

We partner with profitable, founder-led businesses across the essential services landscape—HVAC, plumbing, electrical, fire safety, landscaping, facility maintenance, accounting, and more. Our clients typically generate $2–100 million in annual revenue and have at least 5 years of operating history. If you’re an operator who’s built something in the real world, we’re built to help you sell it right.

How do The Advisory fees work?

We operate on a 100% success-based model—no retainers, no upfront fees, no surprises. You only pay us when your deal closes. It’s that simple. Our incentives are fully aligned with yours from day one.

How fast is the process?

Once materials are ready, our clients typically receive qualified offers within 30–45 days, thanks to our streamlined process and AI-driven buyer targeting. From accepted offer to closing, expect an additional 60–90 days for buyer diligence and quality of earnings review. In most cases, deals are completed in 90–120 days total.