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Do you know the real value of your air conditioning or plumbing business?

Unlock the mystery of your business' valuation with the help of Brandon Jacob, CPA, the industry's foremost experienced business valuation authority.

Welcome to

Contractors Financial Opportunity

Contractors Financial Opportunity’s (CFO) purpose is to deliver Chief Financial Officer level financial expertise to the owners of privately held air conditioning and plumbing businesses. CFO’s specific focus is to deliver clients highly accurate and fair business valuations, managing sophisticated exit strategies and executing business transactions in order to maximize the highest return for the hard work and sacrifice invested into the business by the owner.

Business Valuations

  • Specific experience in valuations, buying and selling within the HVAC and plumbing industries. HVAC and plumbing is not one of the industries we do, it is all that we do!
  • Situations calling for a business valuation are commonly emotional and stressful periods of business ownership. Rely on industry specific experience to deliver a fair and accurate value for your business.
  • Buying a business can lead to disaster, especially if you have never done so before. Before making an investment, make sure you have all the necessary valuation and due diligence information.

Business Valuations

Exit Strategies

  • Selling your business is, for many, a once in a lifetime event. Having someone on your side who has the transactional experience will ensure that your transaction is successfully completed.
  • The Sell Smart System is a proven system for preparing businesses for sale as the business grows. The Sell Smart System eliminates operational distractions because shorter steps are taken over a longer period of time.
  • Businesses that fail to prepare an exit strategy are 10X more likely to be paid LESS than fair market value when they sell their business.

Exit Strategies

Get the book today

Do you know the value of your air conditioning or plumbing business?

Unlock the mystery with the help of Brandon Jacob, CPA, the industry’s foremost experienced business valuation, mergers, and acquisition authority.

Understanding the value of your business is an important piece of information when selling the business, planning an exit strategy, estate planning, resolving partnership disputes, developing buy/sell agreements and seeking financing.

For What It’s Worth is a practical guide to unlocking the mystery of how to determine the value of your air conditioning and plumbing businesses

“Brandon did a great job in writing this book! It’s easy to read and his extensive use of examples makes it even more practical. Although you may have no plans to sell your business it just makes good sense to know the value of it. And, once you know the present value it will motivate you to continue improving your company building the value.” – Ron Smith, Author of “HVAC Spells Wealth”, and “HVAC Light Commercial Service Agreements”

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business valuation and exit strategy articles

Contracting Business Magazine – Top Ten HVAC Influencers

I am excited to share a link to Contracting Business Magazine’s Top Ten HVAC Influencers list that was recently published in their July addition. According to Contracting Business, “we believe it provides a nice snapshot of 10 of the most influential folks at work in the HVAC industry today. The common factor at work in the lives and work of every one here, is that they live to help others reach their full potential, avoid mistakes, and build profitable HVAC businesses”. I am honored to be named to this list that contains the likes of Joe Cunningham and Charlie Greer…..

Small Business Valuation Conundrum

A conundrum is defined as a confusing and difficult problem or question to solve.  When assisting buyers who are purchasing very small (sometimes one-man) air conditioning and plumbing operations, arriving at a fair purchase price can be a real conundrum. Very small and micro service businesses have a way to produce sizable salaries for their owners. This stands to reason as these businesses often operate with a reduced level of overhead (the best example is rent or lack there of).  In addition, the owner often performs most of the labor by day and serves as the manager by night.  It…..

See You at Comfortech 2015!

I was exited to see Matt Michel, CEO of the Service Roundtable, mention a relevant point in his recent article “3 Ways the Aging of America Will Impact Your Business” in Contracting Business Magazine recently: www.contractingbusiness.com/residential-hvac/3-ways-aging-america-will-impact-your-business It is this exact subject that I will be covering at Comfortech in St. Louis this coming September. The folks at Contracting Business Magazine have asked me to present on the subject matter of timing and selling your business. Everyday thousands of Baby Boomers throughout the United States reach the age of Golden Age of 65 and for many who are still operating their…..