Our Proven Process for Selling HVAC Businesses in South Florida 

A Clear, Confidential Process Designed for HVAC Owners 

Selling an HVAC business is a major financial decision — but it doesn’t have to be confusing, stressful, or disruptive to your operations. 
This step-by-step process is designed specifically for HVAC owners in South Florida and protects confidentiality at every stage. 

Step 1 — Confidential Consultation & Value Estimate 

We start with a private conversation and a high-level review of your numbers. 
No employees, customers, competitors, or vendors are ever contacted. 
You receive a realistic value range based on South Florida HVAC market data and buyer expectations. 

Step 2 — Financial Review & Exit Planning 

We analyze the details buyers care about most, including: 

• Adjusted SDE and add-backs 

• Truck count and technician capacity 

• PMA and recurring revenue 

• Seasonality and revenue trends 

• Service mix and customer concentration 

This step often identifies opportunities to strengthen value before going to market. 

Step 3 — Professional HVAC Offering Package 

Buyers in South Florida expect clean, professional documentation. 
We prepare a complete offering package that clearly presents: 

• Financial performance 

• Service mix and territory 

• PMA and recurring revenue 

• Asset and vehicle lists 

• Technician and staffing structure 

• Growth opportunities 

This preparation builds confidence and supports stronger offers. 

Step 4 — Buyer Screening & Negotiation Support 

You only engage with serious, qualified buyers. 
We manage: 

• Confidentiality agreements (NDAs) 

• Buyer questions and information flow 

• Offer review and negotiation strategy 

• Coordination with attorneys and lenders 

Your time stays protected while negotiations move forward. 

Step 5 — Closing & Smooth Transition 

Once an offer is accepted, we help manage due diligence, inspections, and financial review. 
We also assist with transition planning to help ensure a clean, successful closing. 

Start With a Free, Confidential Consultation 

Whether you’re ready to sell now or just planning ahead, understanding the process and your valuation is the first step.