Exit Readiness Assessment
Get a comprehensive evaluation of your HVAC business and a personalized roadmap to maximize your exit value.
What Makes Our Assessment Different
HVAC-Specific
Built specifically for HVAC businesses, not generic business valuations
Expert Advisors
Work with advisors who understand HVAC M&A and buyer expectations
Actionable Insights
Get specific recommendations to increase your multiple before selling
Choose Your Assessment Level
Perfect for owners just starting to explore their options
- Comprehensive business assessment questionnaire
- Detailed valuation range report
- 30-minute strategy call with an advisor
- Exit readiness scorecard
- Priority action checklist
For owners ready to seriously plan their exit
- Everything in Essential, plus:
- In-depth market analysis for your region
- Buyer landscape overview
- 60-minute strategy session
- Custom timeline roadmap
- Financial cleanup recommendations
Full preparation for owners targeting maximum value
- Everything in Strategic, plus:
- Due diligence preparation guide
- Confidential Information Memorandum template
- 3 advisory sessions over 90 days
- Broker/buyer introduction strategy
- Ongoing email support
What HVAC Owners Say
"The Strategic assessment helped me understand exactly what buyers would look for. I increased my service agreement base by 40% before going to market and got a 7.2x multiple."
"I thought I was ready to sell, but the assessment showed me I was leaving money on the table. Six months of preparation added $400K to my final sale price."
Frequently Asked Questions
Is my information kept confidential?
Absolutely. We never share your business information with anyone without your explicit permission. All data is encrypted and securely stored.
How long does the assessment take?
The initial questionnaire takes about 30 minutes. You will receive your report within 3-5 business days, followed by your strategy call.
What if I am not ready to sell yet?
Many of our clients start planning 2-3 years before they want to exit. The assessment helps you identify what to work on now to maximize value later.
Do you help with the actual sale?
Our assessment focuses on preparation and strategy. We can provide referrals to qualified M&A advisors and brokers when you are ready to go to market.