Build it so you can leave—on your terms
Who This Is For
$7.5M–$10M+ HVAC companies
Ownership thinking about:
Selling
Partnering with PE
Multi‑location expansion
Stepping out of day‑to‑day operations
Goal
Maximize valuation, reduce owner dependency, and build a business that survives without you.
What Exit Delivers
Enterprise Financial Strategy
PE / lender‑grade financial reporting
Rolling 12‑month forecast
EBITDA normalization
Entity & compensation optimization
Location or branch profitability analysis
Valuation drivers scorecard
Exit or expansion roadmap
Advanced Operations
Multi‑branch operating model
Centralized vs decentralized design
ServiceTitan optimization at scale
Install production systems
Internal audit & quality assurance
Cost of Poor Quality (COPQ) analysis
Leadership & Succession
Executive team coaching
GM / COO onboarding support
Succession planning
Performance‑based compensation plans
Owner exit‑from‑ops roadmap
Exit Outcome
✅ 20%+ EBITDA (when market allows)
✅ Business runs without owner firefighting
✅ Higher valuation multiples
✅ Real options: sell, grow, or step back
Duration: Ongoing partnership
Build it so you can leave—on your terms
Who This Is For
$7.5M–$10M+ HVAC companies
Ownership thinking about:
Selling
Partnering with PE
Multi‑location expansion
Stepping out of day‑to‑day operations
Goal
Maximize valuation, reduce owner dependency, and build a business that survives without you.
What Exit Delivers
Enterprise Financial Strategy
PE / lender‑grade financial reporting
Rolling 12‑month forecast
EBITDA normalization
Entity & compensation optimization
Location or branch profitability analysis
Valuation drivers scorecard
Exit or expansion roadmap
Advanced Operations
Multi‑branch operating model
Centralized vs decentralized design
ServiceTitan optimization at scale
Install production systems
Internal audit & quality assurance
Cost of Poor Quality (COPQ) analysis
Leadership & Succession
Executive team coaching
GM / COO onboarding support
Succession planning
Performance‑based compensation plans
Owner exit‑from‑ops roadmap
Exit Outcome
✅ 20%+ EBITDA (when market allows)
✅ Business runs without owner firefighting
✅ Higher valuation multiples
✅ Real options: sell, grow, or step back
Duration: Ongoing partnership