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Novare Partners

Strategic finance for service businesses
Connect sales, marketing, operations, and finance so you can scale your business without margin leaks.

How we engage

Most relationships begin with a defined piece of work around a specific problem or decision

How our work

Engagements are collaborative and hands-on. We work directly with leadership

Home services

Pest control, HVAC, plumbing, electrical, lawn and tree care, roofing, and similar trades.

Other service

We also support other service businesses with meaningful labor and asset components

Growth and marketing

We connect marketing and sales activity to actual customers, contracts, and retention.

About Novare Partners

Strategic finance and performance expertise for service businesses

Novare Partners is a boutique strategic finance and performance advisory firm focused on service businesses. The firm combines experience from private equity, corporate finance, and operating roles in home and commercial services with deep comfort in modern analytics and reporting tools.

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Investment Strategies

Maximizing returns through disciplined.

Financial Planning

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Clear Objectives

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OUR SERVICES

Helping service businesses grow profitably with strategic solutions

Novare Partners sits at the intersection of strategic finance, growth, and performance infrastructure. Our work is grounded in the P&L and balance sheet but informed by the realities of field operations.

Finance

Strategic finance and unit economics

Commercial Buildings

Growth

Growth and marketing effectiveness

Commercial Buildings

Performance

Performance reporting and analytics

Commercial Buildings

Consulting

Consulting Strategy

Commercial Buildings

Business

Business Growth & Solutions

Commercial Buildings

Growth Solutions

Marketing Growth Solutions

Commercial Buildings

Strategic finance

Strategic finance & unit economics

We provide a clear, detailed view of how value is created and eroded across customers, routes, branches, and service lines. Our work helps leadership understand contribution margins, pricing impacts, and profitability drivers, enabling smarter decisions that optimize EBITDA, cash flow, and overall financial performance across the business.
  • Contribution margin by job, route, technician, branch, and geography.
  • Cohort views of customers and contracts: tenure, renewal, churn
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Data Integration

Integrate marketing, operations, and call tracking data into a single, unified view to drive actionable business decisions.

Channel Comparison

Compare all customer acquisition channels on value, retention, and churn to optimize marketing strategy and budget allocation.

Recurring Insights

Provide recurring, easy-to-understand reporting that supports test-and-learn programs and enables confident, data-driven growth decisions.
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Immigration solutions for your business

We provide comprehensive immigration solutions tailored to your business, helping you navigate visas, compliance, and workforce mobility efficiently, ensuring legal certainty and enabling your team to operate smoothly across borders.

  • Training & Employee Support
  • Audit & Risk Management
  • Policy & Procedure Development
  • Global Mobility Services
  • Employment Authorization
  • Work Visa Assistance
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WHY CHOOSE US

Partnering With You For Smarter, Measurable Business

We combine deep industry experience, practical financial expertise, and modern analytics tools to deliver clear, actionable insights. Our collaborative approach ensures leadership teams understand and own the results, enabling smarter decisions, stronger profitability, and sustainable growth. With Novare, you get clarity, confidence, and measurable impact.
  • Expertise
  • Collaboration
  • Growth
  • Impact

Deep Expertise In Finance And Analytics

Leverage extensive industry experience, strategic finance knowledge, and modern analytics to generate actionable insights that drive smarter business.

Close Collaboration With Leadership And Operators

Work directly with leadership and key operators, ensuring your team fully understands, owns, and confidently acts on results.

Our stra Driving Strategic

Identify high-value opportunities, align resources efficiently, and execute strategies that enable sustainable, scalable, and profitable expansion.

Deliver Results That Drive Lasting Impact

Deliver measurable results that strengthen performance, support decision-making, and create lasting, actionable business outcomes.

What we do

Turning operations data into financial clarity

Your business already captures the important signals: jobs completed, routes run, hours worked, invoices, marketing spend. We bring those pieces together so you can see, in plain terms, which work creates value, which does not, and what that means for pricing, staffing, and growth.
  • Job Performance Analysis
  • Route Efficiency Evaluation
  • Workforce Productivity Tracking
  • Marketing Impact Measurement
Contact Us

From Operations To Financial Clarity

Every job, route, and marketing effort generates signals that matter. We translate your operational data into clear financial insights, showing which work contributes to profit, how resources should be allocated.
  • Route Performance Tracking
  • Marketing Campaign Evaluation
  • Operational Efficiency Insights
  • Customer Value Measurement
  • Revenue Contribution Analysis
  • Capacity Planning Review
  • Cost-to-Serve Assessment
  • Strategic Decision Support
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Who we work with

Built for owner-operators and sponsors

STEP 01

Home Services

Home services platforms (pest, HVAC, plumbing, electrical, lawn and tree care, roofing, and similar trades).

STEP 02

Business Services

Commercial and route-based services (janitorial, landscaping, commercial pest, specialty maintenance).

STEP 03

Financial Clarity

Owners, management teams, and financial sponsors who want a sharper view of profitability and cash.

What matters to us

Driving Growth Through Insight And Collaboration

At Novare Partners, we prioritize substance, clarity, and partnership. We deliver actionable insights in plain language, work closely with leadership.

Substance over volume

We focus on delivering concise, decision-ready outputs that provide leadership with the essential insights needed to make informed, strategic choices without unnecessary data or complexity.

Professional Sponsors

We help owners, management teams, and financial sponsors gain clear visibility into profitability

  • Profitability Insights
  • Cash Flow Visibility
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Plain language

We communicate complex financial and operational insights in clear, straightforward language, ensuring leadership and teams fully understand the information and can make confident, informed business decisions.

Partnership

We collaborate directly with owners and operators, building strong relationships, sharing insights, and ensuring that recommendations are understood, actionable, and fully integrated into day-to-day business decisions.

Testimonial

What Our Clients Say About Novare

Our clients value the clarity, insights, and actionable guidance Novare provides. Read how we’ve helped service businesses improve profitability, streamline operations, and make confident, data-driven decisions that drive sustainable growth.

"Novare helped us understand exactly which jobs and routes drive profit. Their insights transformed our pricing, staffing, and growth decisions."

Emma Richard CEO Nexatech

"Working with Novare gave our leadership clarity on customer acquisition, retention, and cash flow. Decisions are now faster and smarter."

Sophia Lewis Founder

"The Novare team translated complex data into actionable insights we could immediately use. Our margins and planning improved significantly."

David Mont Marketing Director

"Novare’s collaborative approach helped our management team confidently make decisions that increased profitability and operational efficiency."

James Peterson COO, BrightWave
Our INDUSTRIES

Industries we serve

We focus on businesses that send people and assets into the field to deliver recurring or repeat services. These are examples of where our approach fits well.

Home services

Pest control, HVAC, plumbing, electrical, lawn and tree care, roofing, and similar trades. We help leadership understand unit economics .
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Commercial & route-based

Janitorial, landscaping, commercial pest, and specialty maintenance businesses that live and die on route density.
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Other service platforms

We also support other service businesses with meaningful labor and asset components, where management wants a clearer .
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Facility Management

Companies managing multiple sites, contracts, and recurring service obligations.
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Show Case

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Financial Education.

Financial Education.

Finance
Investment Analysis.

Investment Analysis.

Investment
Portfolio Monitoring.

Portfolio Monitoring.

Portfolio
Business Planning.

Business Planning.

Planning
FAQS

Frequently Asked Questions

Have questions? We’ve got answers. Explore our frequently asked questions to understand how Novare Partners helps service businesses improve profitability, streamline operations, and make confident, data-driven decisions with clarity and actionable insights.

1. What types of businesses does Novare Partners work with?
We primarily support home services platforms, commercial and route-based service businesses, and management teams or financial sponsors seeking financial clarity and growth insights.
2. How does Novare deliver value to clients?
We translate operational and financial data into actionable insights, helping leadership understand profitability, optimize pricing, and make informed decisions for sustainable growth.
3. Do you require us to change our systems or software?
No. We use your existing systems wherever possible, adding new infrastructure only when it provides clear value.
4. Can you help with marketing and growth analysis?
Yes. We connect marketing and sales activity to actual customer outcomes, measuring CAC, LTV, retention, and channel performance to guide budget and strategy decisions.
5. How long do engagements typically last?
Engagements start with a defined project or problem. Some clients continue with ongoing support for planning cycles, reporting, and incremental improvements.
1. What industries benefit most from Novare’s services?
Industries with labor and asset components, like home services, commercial services, route-based operations, facility management, and franchise models, gain the most from our financial.
2. Do you provide training for our team?

Yes. We offer guidance and training so leadership and operators can fully understand, use, and maintain the reporting, models, and insights we deliver.

3. Can Novare help with forecasting and planning?

Absolutely. We design practical, forward-looking models that tie revenue, capacity, and cash together for strategic planning and scenario analysis.

4. How do you measure success for a project?

Success is measured by improved financial clarity, actionable insights, better decision-making, enhanced profitability, and sustainable growth for your business.

5. Are your engagements collaborative?

Yes. We work directly with leadership and key operators to ensure all insights and recommendations are understood, owned, and actionable.

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