Business Valuations

An accurate business valuation is a crucial piece of business intelligence during the most important and stressful situations of which an owner will navigate his business through.  Situations calling for an accurate valuation include; business transactions, estate planning, exit strategy planning, partnership disputes, lawsuits and divorces.

An inaccurate business valuation will result in thousands, if not millions, of dollars forfeited by the business owner and his family.  As challenging as it is to operate a profitable family business today, why risk millions of dollars when the situation calls for an accurate business valuation?

Brandon Jacob, CPA has been valuing air conditioning and plumbing businesses for over 15 years.

Brandon Jacob, CPA and Contractors Financial Opportunity, LLC has the most consistent valuation experience within the contracting trades and the credentials to stand behind his calculations. With over a thousand valuations completed, of which a large number resulted in successfully completed business transactions, Brandon Jacob, CPA has been valuing air conditioning and plumbing businesses for over 15 years.

Whether you require a business valuation for buying or selling a business, developing partnership buy/sell agreements, estate planning purposes, partnership disputes, loss of business estimates, estate or gift tax purposes, Brandon Jacob, CPA and Contractors Financial Opportunity, LLC are more than qualified to ensure an accurate and fair valuation.

  • 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.

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.

Client Spotlights

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.

 

Contact us for more information

valuation-text

An inaccurate valuation will result in thousands, if not millions, of forfeited dollars to the business owner and his family.

Get my free newsletter

Newsletter

Stay up to date with the latest news on business valuations in the air conditioning and plumbing industry.