We start with your shop
Every HVAC company sells differently. A service shop with strong maintenance agreements is a different sale from an install-heavy one. A company with a manager who runs the day is a different handoff from one where the owner is still on every estimate.
Revenue matters. So do clean books, recurring work, the crew, licenses, your reputation, and how much of the business is you.
We look at:
- Whether a broker, a direct buyer, or a bigger company in the trade fits you best.
- How buyers will judge your earnings, your customers, and your team.
- How the shape of the deal changes your cash, your control, and your life after close.
Then we make the call with you: get it ready, sell now, or hold.
The first conversation
You do not need a valuation or a buyer to start. You might be years out, fielding a call from a buyer, or comparing offers. The first conversation sets the route, the timing, and the work.
If a sale fits, we run it and show you what each buyer and each term means for you. If you need to get the shop ready first, we set the plan.
HVAC owners are already selling to private equity firms and to bigger companies in the trade. We help you compare buyers, deal terms, and timing with your goals. You do not have to accept the first offer.