CONFIDENTIAL CONSULTATION

Exit Options Review

Pick the route, the timing, and the next step before you commit to a buyer.

Maybe you are planning a sale in a few years. Maybe a buyer just called. Maybe you are deciding whether to sell now or get the shop ready first. We look at the business, recommend the route, and set the next step.

HVAC business owner meeting with a broker across an office desk

What you will leave with

A clear call on what comes next: get the shop ready, find out what it is worth, let us find buyers, talk to the one who called, or wait. Written down, with the reasons.

We look at how buyers will see your company: the recurring work, how much still runs through you, the crew, the big accounts, and the books. Then we show how each route changes your cash, your control, and your risk.

If legal, tax, or accounting work comes up, we name the question and hand it to the right professional. We run the sale.

What to bring

General information is enough to start: the kind of work you do, rough revenue and profit, maintenance agreements, your team, how involved you are, your big customers, your timing, and any buyer who has already reached out.

You do not need a valuation, a sale package, or an asking price.

What happens next

  1. You send the form.
  2. We will message you promptly to set up the conversation.
  3. We give you our honest assessment of where we think you stand in the market.

Confidential. Nothing is shared with any buyer without your permission.