This is a confidential, one-on-one conversation tailored to your specific business. An advisor from our network will review your situation, walk through what the numbers mean in the current market, and give you an honest assessment of where you stand. The conversation is most productive if you have already completed the scanner and requested your reports, so both sides have data to work with.
Have not taken the scanner yet? Complete it first. The more data we both have going in, the better the conversation. If you have not already requested your reports, do that before your call. These reports give us both a detailed picture of your business and make the conversation significantly more productive.
Your valuation range, readiness score, and what they mean in the current HVAC M&A market. Not generic benchmarks. Your numbers, in context.
The specific factors in your business that affect your multiple. What buyers will focus on, what is working in your favor, and what could be improved before you go to market.
A realistic timeline and the options available to you. Whether you are thinking about selling in the next year or the next five, you will leave the conversation knowing what steps make sense for your situation.

Founder, Exit Lab
COO, Stone Capital Partners
Billy Baumann is the founder of Exit Lab and COO at Stone Capital Partners, an M&A advisory firm focused on founder-led businesses. He built Exit Lab because he has been on the other side of the table and knows what it costs when an owner does not have the right information.
Billy has been directly involved in M&A transactions and exit planning for founder-led businesses for over a decade. Exit Lab is the tool he wished existed for every owner he has worked with.
Still have questions? Call us directly at (248) 505-8022
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