The biggest deal of your life deserves someone who's done this before
Guiding trades and field service owners through the biggest decision of their business — with the right buyer/investor and the right plan
Your partners at the deal table
If you've built a strong business, you're probably getting calls. Private equity groups. Strategic buyers. Brokers. Everybody wants to know if you've thought about selling.
Here's what we see over and over: founders feel pressure to engage before they've asked themselves the right questions. Am I actually ready to sell? What's this business really worth? What happens to my team? Do I step away now, or keep building?
This isn't just a financial decision — it's a personal one. And without a clear plan, it's easy to move too fast, misread what a buyer actually wants, or leave money on the table.
How we help you navigate what comes next
Every owner’s situation is different. Some are ready to sell. Others want to grow, bring in a partner, or plan a transition over time.
3PG will help you understand your options, prepare for what’s ahead, and make decisions that align with your goals.
Get the maximum value for your business! Our team will help you negotiate, validate quality of earnings, and walk you through every legal hurdle.
Choosing the right investor is critical to preserve the legacy you’ve built. Our team will guide you through your options for an ideal fit.
Understand what your business is worth and why, before you make a decision. We break down value drivers and what impacts your outcome.
Access capital to grow, recapitalize, or take chips off the table, without forcing a sale before you’re ready.
Navigating family transitions takes tact and experience. Our team will help you create a plan that’s fair and balanced.
Identify what drives value in your business and fix gaps before buyers do. The right preparation can significantly change how your business is valued.
“During our search for growth capital, we interviewed several advisory firms besides 3PG. It was clear that 3PG wanted what was best for us and I knew they would fight for me and have my back. They exceeded our expectations. ”
Scale with confidence. Exit with clarity.
“We know how to chart the path to scale and sell your business. Every deal has its own characteristics and 3PG has developed a winning formula that can be uniquely crafted around owner goals while maximizing returns.”
Jeff Harkness, CFP
Founder/CEO
3PG Advisors, LLC
Built for the field services and skilled trades industries
We understand how value is created in these industries, what buyers pay attention to, and where risk tends to show up. Our experience helps position your business the right way before going to market. Industries we specialize in:
| Landscaping | Roofing | Dock & Lake Services |
| Pool Services | Septic | Tree Care |
| Garage Door | Waste Services | Pest Control |
| Fencing | Painting | Plumbing |
| Restoration Services | Gutters | Electrical |
| Windows & Doors | Security | HVAC |
| Remodeling | Air Duct | Field Services Software |
| Refrigeration | Chimney Sweeping | Irrigation Services |
| Landscaping | Roofing |
| Pool Services | Septic |
| Garage Door | Waste Services |
| Fencing | Painting |
| Restoration Services | Remodeling |
| Windows & Doors | Refrigeration |
| Gutters | Dock & Lake Services |
| Security | Tree Care |
| Air Duct | Pest Control |
| Chimney Sweeping | Plumbing |
| Irrigation Services | Electrical |
| Field Services Software | HVAC |
A proven approach
to moving forward
Assessment
Clarify your goals for either full exit, succession, or growth capital recapitalization.
Value Drivers
Set expectations of highest valuation, walk away cash (After taxes, debt and fees) and prepare the business for institutional scrutiny.
Ownership Strategy
Align with the right buyer or partner, optimize deal structure and entity ownership.
Certain Transition
Close with confidence and position the business for long-term success.
The Deal Factory Podcast
The Deal Factory brings real-world conversations on building valuable companies, creating wealth, and navigating the deals that can transform what comes next. Hosted by Jeff Harkness, each episode cuts through the noise with practical lessons for buyers, operators, and founders navigating growth and deal execution.
Start with a Conversation
Whether you’re thinking about selling now or just starting to explore your options, our team will help you understand what’s possible, what to expect, and what makes sense for you.
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