Selling a privately held air conditioning or plumbing business is hard. It isn’t that these businesses do not have high values, it is because the existence of willing and qualified buyers has been a consistent rarity over the course of history. However, millions of dollars have been made by contractors who have built and successfully sold well operated air conditioning and plumbing business to investors, private equity groups, individuals, corporations and consolidators.
Today, the only way to sell your business for fair market value is to properly plan your exit strategy as you are building and growing your business. Build your business with a sale in mind, the difference between being properly planned and “winging it” can be millions of lost dollars!
The Sell Smart System is the result of over a thousand valuations and over one hundred successful business transactions Brandon Jacob, CPA and Contractors Financial Opportunity, LLC have taken part in. The objective of the Sell Smart System is to prepare your business, over a longer period of time, in order to maximize the value of the business when opportunity to sell arises. Implemented, the Sell Smart System will ensure that you are fully aware of the value of your business and you are prepared to ensure you receive what you expect for it.
The Sell Smart System is the result of over a thousand valuations and over one hundred successful business transactions
Brandon Jacob, CPA and Contractors Financial Opportunity, LLC have a proven track record of guiding privately held businesses through successful exit strategies. By implementing the Sell Smart System business owners can prepare their exit strategy as the business prospers and grows. Because a highly sellable and valuable business is a profitable business, the owner benefits from improved performance as the Sell Smart System is implemented. Implementing the Sell Smart System over a period of time also ensures that the steps are not distractions. Attempting to prepare your business for a sale once an investor has identified your business as a target can lead to major operational distractions.
A successful exit strategy involves setting your initial expectations, making the right critical operational decisions, refining your business and being ultra-prepared for when an opportunity presents itself. All of which is part of the Sell Smart System. As a business owner, you may only go through this process once in your lifetime, why risk millions of dollars and go it alone?
- 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.
- Business that fail to prepare an exit strategy are 10X more likely to be paid LESS than fair market value when they sell their business.
Contractors CFO maintains your privacy. We do not transfer your personal information, including your e-mail address, to anyone. All conversations are held with the strictest of confidentiality and trust.
Conroe Air Conditioning, Inc.
In 2014 CFO successfully valued, planned the exit and marketed Conroe Air Conditioning, Inc. to a third party investor. Conroe Air Conditioning, a $4M a year provider of residential and commercial HVAC services within the Harris County (Houston) and Montgomery County (Conroe), has been in Texas market for more than 35 years. CFO assisted the owner of Conroe Air Conditioning in valuing, prospecting for buyers, negotiation, assisting buyer with securing SBA funding and closing the transaction which closed in July 2014.
Mountain West Home Services, Inc.
In 2014 CFO successfully valued and matched up Mountain West Home Services, Inc. to a national provider of HVAC services. Mountain West is a $2.5M a year provider of residential HVAC services to single family homes located in Salt Lake City, Utah. CFO assisted the owner in locating and negotatiating with a buyer who agreed to favorable terms and closed the transaction in less than ten weeks. The transaction closed in November 2014.
McWilliams and Son A/C, Inc.
In 2014 CFO successfully assisted McWilliams and Son, Inc. acquire the assets of Ray’s Air Conditioning, Inc. McWilliams of Lufkin, Texas Acquired Ray’s of Nachogdoches enabling McWilliams to expand their residential HVAC services into the Nachogdoches market. CFO assisted McWilliams in the valuation, structuring and negotiating of the transaction which closed in October 2014.