Valuation, M&A & exit
Know your number. Build it higher. Sell for top dollar.
Private equity is buying up HVAC shops fast — and they walk in knowing your numbers better than you do. Almost half of deals die in diligence. Owner-run shops sell for 30–50% less. You don’t get a do-over on your exit.
Sound familiar?
- — “A broker gave me a number. A buddy gave me another. Both are guesses.”
- — “A platform made me an offer. Am I being lowballed?”
- — “I’ll probably sell someday and I have no idea what it’s worth.”
- — “I want to buy a competitor and don’t know what’s fair.”
What you get
A defensible valuation
A real value range using the SDE and EBITDA multiples buyers actually pay in HVAC — with every assumption and add-back shown, not a black box.
Your Top Dollar Score (0–100)
A clear read on the seven things that decide your price — recurring revenue, owner independence, financial hygiene, and the rest — and where you stand on each.
A plan to raise the number
The specific, dollar-quantified moves that lift your multiple — ranked by payoff — so the work you do now pays at the table later.
A human in the loop when it counts
For a deal or an offer on the table, a credentialed path to a reviewed valuation and someone in your corner across the table.