Acquisitions
Your Next Chapter Starts Here
Deciding to sell Whether you are exploring an exit strategy for an HVAC, plumbing, or electrical business, or planning for long-term succession, you deserve a partner who understands both the financial realities and the people behind them. Southern Home Services partners with owners like you to protect, strengthen, and elevate what you have built.
More Than an Acquisition: A Partnership Built for Growth
We’re not just buying a business—we’re investing in what you’ve built and working to grow it with intention. At Southern Home Services, every acquisition reflects our belief that partnerships thrive when built on trust, shared values, and a long-term vision for success.
With each transaction, we focus on building relationships that last. Our people-centered approach means that your team is supported, your customers experience a seamless transition, and your business grows under our shared leadership. We're committed to preserving your legacy while unlocking new opportunities for your company and people.
Our approach is distinguished by:
-
Seamless Integration
We know selling the business you've built is a major decision. You worry about your team, the brand you’ve built, your customers, and the various stakeholders you’ve worked with for years. This is why we’ve created a proven, streamlined integration playbook designed specifically for home services companies like yours:
- Structured transition plan that keeps day-to-day business running smoothly
- Dedicated support staff from Southern to ensure employees can focus on their day jobs and doing right by your customers
- Clear communication, support, and onboarding so your people feel valued as part of the team on day one
- Grandfathering tenure and providing access to better health coverage options, retirement plans, paid time off, and training & professional development
- Clearly defined career paths with opportunities for advancement within a large, well-resourced organization
- A caring, committed leadership team focused on the long-term success of your center
-
In-house Support Infrastructure
Running a residential home service business means wearing many hats: finance, sales, human resources, marketing, legal, compliance, and even IT all demand time and expertise that pull you away from serving customers and growing your brand. Our dedicated in-house support team provides professional, centralized resources tailored to home services businesses like yours. Southern’s in-house support infrastructure allows your brand to scale efficiently without reinventing the wheel or hiring additional support staff.
- Accurate, timely financial reporting, KPIs, bottoms-up budgeting, cash flow management, and strategic financial planning handled by specialists
- Professional & dedicated recruitment resources, onboarding, payroll, employee relations, and enhanced benefits packages that help attract and retain top talent
- Guidance on contracts, regulations, insurance, licensing, and risk management so you stay protected and focused on operations
- Customized instance of ServiceTitan (& pro products), digital tools, cybersecurity, and data analytics
- Centralized procurement for better pricing on parts/equipment
- Standardized sales processes, performance benchmarking, and operational playbook
-
Proactive Marketing & Sales Approach
Relying solely on organic leads from the field means missing out on countless opportunities in a competitive, high-demand market like HVAC, plumbing and electrical service. Southern utilizes a battle-tested, in-house marketing & sales approach built specifically for home services platforms to generate leads in a proactive way. We pair this proactive lead generation approach with best-in-class lead follow-up technology to ensure our brands are maximizing their revenue potential.
- Sophisticated & centralized digital marketing (SEO, PPC, social, and targeted campaigns) that increases top-of-funnel opportunities
- Structured sales processes, scripts, and training that help your team upsell, cross-sell, and increase average ticket size without feeling "salesy"
- Proprietary sales process that prioritizes teamwork and creates opportunity in the field
- Centralized and professional sales follow-up team to ensure you don’t miss any opportunities
- Real-time analytics to refine what's working, identify trends, and scale winning tactics across the platform
-
Tailored Marketing Collateral
No more cobbling together marketing on your own or hiring expensive agencies that may or may not be reliable. Our in-house marketing and sales teams collaborate with you to customize your marketing offering, launch campaigns that fill your schedule, and continuously refine for better results. Your team can stop spending their time on flyers, ads and social posts and get back to leading their teams and serving customers.
- Modern websites, optimized Google Business profiles, professional brochures, vehicle wraps, yard signs, and direct mail pieces designed specifically for your local market and services
- Targeted PPC ads, SEO-optimized content, social media graphics, email templates, and video assets that attract ready-to-buy homeowners searching for your services
- Unified messaging, logos, color schemes, and tone that strengthen recognition while keeping the personal, community-focused feel that built your success
- Data-backed tweaks to collateral (A/B testing, conversion tracking, seasonal promotions) to improve response rates and ROI
-
Employee-First Philosophy
One of the most important aspects of an acquisition is what happens to the people who've helped you build the business. Will they be valued? Will the culture you've nurtured survive? We get it. Sellers like you often lose sleep over this, and rightfully so. Southern believes exceptional customer experiences stem from empowered, motivated employees. By investing in training, career development, and a positive, engaging culture, we ensure your technicians and staff deliver their best work - day in and day out.
- Tenure & length of employment is grandfathered in with Southern
- In-house training resources, sales and technical skills classes, best-in-class online training program partnership with Interplay
- Opportunities for advancement, promotions, and leadership roles within a larger organization
- Open communication through townhall meetings, recognition programs, and team-building initiatives
- Competitive pay, performance bonuses, health insurance, retirement plans, and perks like paid time off, spiffs and commissions
- Safety protocols, driver monitoring, mental health resources, and support systems to keep your field and office staff safe, healthy, and motivated
-
Flexible and Customizable Deal Structuring
We’ve customized our deal process, structure and methodology to appeal to and reward owners of high quality home services businesses. Our firsthand experience shapes every offer we write. We don’t force a one-size-fits-all template or hide behind teams of lawyers. We listen closely to your goals and craft an agreement that reflects what matters most to you while offering a compelling value proposition.
- We move quickly and act in a professional manner
- Immediate liquidity and financial freedom for owners looking to step away · Prioritize cash forward acquisition structures, however, we have flexibility around co-invest equity, deferred purchase price, or earn-outs tailored to optimize your after-tax outcome and risk profile
- Stay involved for a defined period (with or without operational responsibility) or exit completely on day one and let the next generation of leaders take the reigns
- Process built on trust and transparency underpinned by upfront and open communication
Ready to learn more? Let’s explore what’s possible for you and your home services business