Field Service Operations Consulting
P&B Advisory Group partners with growing field service businesses and the investors backing them to build the systems, processes, and clarity that drive sustainable growth.
Our Engagement Model
Before we say a word about solutions, we spend time inside your operation — following jobs, watching handoffs, and understanding how your business actually runs, not how it's supposed to.
The FoundationWith the blueprint in hand, we build the infrastructure your service team actually needs. Working processes, clear documentation, and the tools to hold it all together — built with your people, not around them.
The BuildThe complete operating manual that makes your service operation replicable, scalable, and sustainable — so your business can grow without depending on any one person to hold it together.
The ScaleOur Approach
We've been in the field, in the data room, and at the table with every stakeholder from the technician to the CFO. We know what changes actually stick — and it isn't a 200-page deck. It's building alongside your team until they own it.
See the full engagement modelWe observe first
Ride-alongs, systems reviews, and real conversations with the people doing the work — before we form a single recommendation.
We build with your team
Every process, every document, every workflow is developed alongside your people. That's how you get buy-in that doesn't disappear the moment we leave.
We make sure it sticks
We don't hand off a binder and disappear. We train, test, and stay until your team has the clarity and confidence to run it themselves.
Whether you're a PE firm just closing on an acquisition or a service business that's outgrown its processes, we'd love to hear where you are and where you're trying to go.
Start the ConversationWhat We Do
Three phases designed to meet you where you are — whether you're building from scratch, cleaning up what's broken, or preparing to scale.
The Foundation
Before we make a single recommendation, we need to understand exactly how your operation works — not how it's supposed to work, but how it actually performs under real conditions. Over five days of embedded, firsthand observation, we follow jobs from scheduling through completion, watch how your people and systems interact, and document every handoff, gap, and friction point we find. The result is a precise, honest picture of your service business that becomes the foundation for everything that follows.
Deliverables
The Build
The blueprint tells you what needs to change. This phase is where we change it — together with your team. We build the infrastructure your service organization needs to operate consistently, serve customers reliably, and give leadership the visibility they need to make smart decisions. Everything we build, we build with your people. That's not a feel-good philosophy — it's how you get adoption that actually holds.
Deliverables
The Scale
The playbook makes your service operation replicable. Every role documented. Every process mapped. Every quality checkpoint defined. Whether you're preparing to bring on new technicians, opening a new market, or positioning the business for acquisition, the Field Operations Playbook ensures your organization can grow without losing the consistency and quality that built its reputation. This is the document your team leads with clarity — and your next leader can pick up and run.
Deliverables
Most engagements start with Phase 1 — and that's intentional. You can't build well on a foundation you haven't looked at yet. Let's talk about where you are.
Let's TalkWho We Are
We didn't come from strategy firms. We came from inside field service organizations — and that changes everything about how we work.
"We've been in the field, in the data, and at the table with every stakeholder from the technician to the CFO. That's where we do our best work — and it's the only place we know how to do it."
Managing Partner
Rhonnie brings a rare combination of operational discipline and analytical precision to every engagement. Her career has been built inside field service organizations — managing everything from work order design and enterprise system transformation to fleet operations and field team performance. She started in a family-owned business where she built every system from scratch, moving a paper-based operation into a fully integrated platform. That experience shaped everything: she doesn't recommend systems she hasn't lived in, and she doesn't design processes without understanding the person who has to run them.
Her approach is grounded in data, executed with the field in mind, and designed to stick long after the engagement ends. She's most at home when she's connecting a technician's daily reality to an executive's strategic goal — and making sure those two things are finally pointing in the same direction.
Managing Partner
Megan's background spans field service operations, sales strategy, and M&A integration — giving her an unusually complete view of how a service business creates and captures value. She's led teams through rapid growth, navigated acquisition transitions, and built the kind of customer strategy that turns a good service relationship into a long-term partnership.
She has a sharp eye for what sounds good in a boardroom but won't move the needle in the field — and she's not shy about saying so. What she builds instead are practical, targeted strategies that connect directly to business outcomes. Her work on client retention and expansion has driven millions in renewed and grown contracts, and she brings that same commercial instinct to every engagement. At P&B, she focuses on the strategy layer that connects strong operations to sustainable growth.
Every engagement starts the same way — with us listening. Reach out and let's have a real conversation about where you are and what you're building toward.
Get in TouchContact
Every engagement begins the same way — with us listening. Tell us about your operation and what you're working toward.
Reach Out
Whether you've just closed an acquisition and need to understand what you bought, or you're a growing service organization that's outrun your processes, we're here to help you figure out the right next step.