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RDH Advisory is a fractional CFO for electrical, HVAC, and plumbing contractors.

Electrical is where we go deepest - deep enough that we built an AI pricing engine for it - and HVAC and plumbing shops get the same operator-grade financial leadership: cash visibility, job costing, and strategic finance.

Fractional CFO for Electrical,  HVAC, and Plumbing Contractors

If you run an electrical, HVAC or plumbing company, this list will hurt.

I had my best year ever and I still couldn't make payroll in February.

Work-in-progress, retention, and a payroll that doesn't care about your A/R aging. Profit and cash are different problems.

My T&M rate hasn't moved in 18 months and I have no idea if it should.

Your competitor down the road raised theirs 12% and didn't lose a customer. You'd raise yours too - if you had any data to support it.

A buyer offered me 4x EBITDA. Should I take it?

Probably not. Electrical roll-ups - electrical, HVAC, and plumbing - are paying 6x-9x for clean, defensible financials. Most owners are sitting on $1M-$3M of value they can't see.

A CFO who's lived inside the trades - with an electrical AI pricing engine your competition doesn't have. 

CFO discipline, operator instincts.

You get real financial leadership - 13-week cash, clean monthly closes, job costing that actually holds up. The difference is I read your P&L the way an operator reads a job: I know what a callback really costs and why your panel-upgrade (or condenser swap) margin should behave differently than a routine service call. So the numbers come with operating decisions attached, not just reports.

Deepest in electrical, fluent across the trades.

Electrical is our home turf - deep enough that we built a pricing engine for it. But the financial mechanics of HVAC and plumbing shops are close cousins: dispatched techs, a blend of flat-rate service and bigger project work, materials volatility, the same brutal cash-flow swings. Whatever mix you run, that's the part we know well.

An electrical AI pricing engine your competition doesn't have. 

We run your historical job data through models built specifically for electrical work - and surface the exact price increase you can take without losing the close. The AI pricing engine is electrical-only; your HVAC and plumbing lines get the same CFO-grade margin discipline through our job-costing work.

The RDH DIFFERENTIATOR

Stop guessing. Price like the data is on your side.

Most electrical contractors price by gut, by what a competitor charged last year, or by what their flat-rate book said in 2022. None of these are working anymore. 

RDH built an AI-driven pricing analysis specifically for electrical contractors. We feed it to your ServiceTitan/FieldEdge data - every quote, close, win, and loss - plus customer segment, geography, job type, technician, and season.  

This engine is electrical-only. Run HVAC or plumbing too? You get the same operator-grade CFO discipline on those lines - the AI pricing analysis itself is built for electrical work.

IT TELLS YOU, SPECIFICALLY:

Which service lines have the most pricing headroom

Which customer segments are price-insensitive (and which aren't)

Where close rates can absorb a 5%, 10%, or  15% increase

Where you should actually be lowering price to win more volume

How your pricing compares to regional benchmarks for the same job

What we run for you.

Fractional CFO

Monthly retainer. 13-week cash flow, monthly close, job costing, dashboards, strategy.

AI Pricing Analysis

Deep electrical pricing study + implementation. Electrical-focused. Standalone or bundled into the retainer.

Job Costing & Service-Line Margin

What you really make per job, per truck, per tech.

Exit & M&A Prep

Get your books PE-ready. EBITDA scrub, QofE prep, LOI support.

+5-9 pts

of gross margin recovered through AI pricing analysis and job costing fixes

What the first 90 days is built to deliver.

13 wks

of forward cash

visibility - no more February surprises

1

owner who finally knows what every job, every tech, and every service line is actually worth

How we actually work.

No 40-page deliverables nobody reads. No learning your industry on your dime. Here's what an engagement with RDH looks like.

  01

We start with your data, not a template.

First thing we do is open your ServiceTitan/FieldEdge and Quickbooks and find where the money's actually leaking. You'll get a concrete observation in the first two weeks - not the first quarter. 

02

Finance as an operating function.

We're not here to hand you reports. We're here to tell you which service line to reprice, which tech to coach, and whether that 4x offer is worth taking.

  03

Plain English, operator to operator.

You'll always know what's going on with your numbers and what to do about it. If I can't explain it at a kitchen table, it's not worth saying.

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Why I built RDH Advisory.

I've spent 30 years inside electrical companies - in the field, in operations, and in the back office. I watched too many great electrical contractors build $10M businesses and walk away with a fraction of what they should have, because nobody helped them with the financial side.

RDH Advisory is the firm I wish those owners had called five years before they sold: real CFO discipline, operator instincts, and - for electrical shops - an AI pricing engine they didn't know was possible. Electrical is my home trade; HVAC and plumbing shops get the same discipline.

Let's see if we're a fit.

30 minutes. No pitch. Bring your last P&L and a list of the service lines you're least sure you're pricing right. If RDH can help, we'll talk about next steps. If not, I'll point you to someone who can.

Let's talk about your numbers.

The best first step is a short, no-pitch conversation. Call, text, or email - tell me a bit about your business. and where you suspect you're underpriced, and we'll find a time to talk. If RDH can help, we'll talk about how. If not, I'll point you to someone who can.

Contact information

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