Expert information and news about the sale of HVAC, mechanical, plumbing, and refrigeration businesses

You’ve spent years building your business, and now it’s time to sell. This will be one of the most significant events of your life....

As summer is heating up so is the market for residential contractor acquisitions. Our Q1 newsletter included nineteen announcements and...

As summer is heating up, the market for commercial contractor acquisitions remains steady. We’ve listed sixteen acquisitions...

Selling a small or mid-sized business is no small feat. You’ve spent months (maybe years) getting your operations tight, your financials clean, and your company ready to impress potential buyers. When that well-earned letter of intent (LOI) is finally signed, it’s a big moment, one worth celebrating.   But soon after, the due diligence request list arrives. Suddenly, your “Yay!” moment turns into “Oh my…”

If you're a business owner thinking about selling your company—or acquiring or merging with another—you’ll likely come across several professional titles during the process: business brokers, M&A (mergers and acquisitions) advisors, and investment banks. Understanding these distinctions is crucial to choosing the right professional for your goals. Here’s a breakdown of what each one does, how they differ, and when to engage them.

When a private equity (PE) firm comes knocking, they won’t tell you this upfront, but their job isn’t to give you a fair deal. Instead,...

The Importance of Confidentiality: A Real-World Example   Selling a business is a high-stakes game where a single slip of confidentiality...

Ask any M&A professional about the most common issues in closing deals, and “working capital disputes” will likely top their list....

If you spend time browsing the internet, you are likely to see a lot of interesting things. As it turns out, the most impactful...

When owners take one of the many calls they get from business brokers and M&A advisors, the conversation often turns to valuation...

For most owners, selling a business is a once in a lifetime opportunity which means a potential business sale can be years or even...

Curbing inflation has been the name of the game in the last year or two and so interest rates have continually crept higher and higher....