Begin With a Confidential Review of Your HVAC Business

The initial review helps us understand your company's size, services, earnings, recurring revenue and ownership structure ??? with no obligation to proceed.

100% ConfidentialNo ObligationNo Fee Until You CloseFlorida-Focused Specialists

Key Takeaway: This review is designed specifically for Florida HVAC business owners considering an exit. By evaluating your maintenance agreements, SDE, and team structure, we help you understand your market value before you formally go to market.

How to Value an HVAC Business?

Valuing an HVAC company isn't as simple as applying a rule-of-thumb multiple to top-line revenue. A proper valuation requires analyzing normalized cash flow (SDE or EBITDA), recurring maintenance agreements, and operational risk.

In our experience with Florida HVAC businesses, those with high commercial contract retention and low owner-dependence command premium multiples. According to official documentation and market reports published by the International Business Brokers Association (IBBA), strictly adhering to standardized valuation methods ensures the most accurate pricing.

Source: International Business Brokers Association (IBBA) Official Documentation on Business Valuation Standards.

Certified Appraisal vs. Broker Opinion of Value

Not sure which valuation type you need? Here is a quick comparison:

Feature	Broker Opinion (Initial Review)	Certified Appraisal
Best For	Going to market, exit planning	Litigation, IRS, partner buyouts
Cost	Often free for prospective sellers	$3,000 - $10,000+
Timeline	1 to 2 weeks	4 to 8 weeks

What We Review

Submitting this form starts a confidential conversation ??? not a formal listing engagement. A senior broker will review the information you provide and follow up to discuss next steps.

Basic Details: Owner name and business location.
Financials: Approximate annual revenue and SDE/EBITDA.
Operations: Residential vs. commercial revenue split.
Team: Number of employees and active technicians.
Recurring Revenue: Active maintenance agreements (PMAs).
Goals: Reason for sale and preferred exit timing.

Want to learn more about how we calculate value? Try our Interactive Valuation Calculator or read our guide on what buyers look for.

Your Privacy Is Protected

Submitting this form does not obligate you to sell or engage our firm. Your information will be used only to respond to your request and will not be shared with prospective buyers without your explicit authorization.

Frequently Asked Questions

No. The initial review is an advisory estimate intended to help an owner understand a potential market range. A certified appraisal or formal valuation engagement is separate and may be required for litigation, tax, partnership, or financing purposes.

Helpful information includes annual revenue, adjusted SDE or EBITDA, years in operation, service territory, residential and commercial mix, employee and technician counts, maintenance agreements, owner responsibilities, reason for selling, and desired timing.

No. The request begins a private discussion and does not create a listing obligation. Any brokerage engagement should be documented separately and reviewed before the business is marketed.

Not merely because you requested a valuation. Protected company information should be shared only with your authorization and through a controlled process after the prospective buyer satisfies confidentiality and qualification requirements.