Know what your HVAC business is really worth. Build a plan to sell, stay, or scale on your terms.
Not every owner is ready to sell. But every dialed-in one knows what their business is worth, where it’s leaking value, and how to fix it. This plan gives you the upper hand.
Find out where you stand. We benchmark your business across financials, ops, and leadership to see how exit-ready you are today.
This isn’t back-of-napkin math. You’ll get a valuation based on how deals actually get done in Commercial HVAC: multiples, margin targets, and buyer trends included.
Know your potential buyers before you ever list: PE firms, regional players, and strategic acquirers. We map who’s active and what they’re looking for, whether you sell or not.
We walk through the plan together: what to fix, what to keep, and when to act. You leave with a clear, confident plan that fits your goals.
Run a 60-second Buyout Potential check on revenue mix, key customers, and repeat work.
CHECK MY BUYOUT POTENTIALDave | Ohio | $9M Rev | Dual Ops + Tech Crew
BEFORE: Didn't know what the business was worth. Dave was just burned out.
AFTER: Saw the potential. TradeSworn analyzed our books and ID'd potential buyers.
RESULT: Got a $5M offer, but I decided to hold on and keep building. Margins are now up 18%.
James | Florida | $15M Rev | +30 Years In
BEFORE: Felt stuck. Didn’t want to risk the family legacy.
AFTER: TradeSworn built a plan that kept my team and our family's involvement intact.
RESULT: Sold 80%. Staff stayed. I consult part-time and fish more.
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Andrew | California | $26M Rev | 8 Crews
BEFORE: Didn’t trust brokers. They all felt pushy, salesy.
AFTER: Got a straight answer from TradeSworn and a real valuation of my business.
RESULT: Didn’t sell. Used my Exit Workplan to renegotiate vendor contracts.
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Mary | Georgia | $6M Rev | 2nd Gen
BEFORE: Inheriting the business with zero plan. Everything felt duct-taped.
AFTER: Got my Exit Workplan, fixed our books, and set a real growth path.
RESULT: Now I know what it’s worth and how to keep it running without burning out.
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Jacob | South Carolina | $3M Rev | 6 Techs
BEFORE: Books were disorganized, we had no real systems in place. Just gut instinct.
AFTER: They rebuilt the P&L from scratch and showed me the real numbers.
RESULT: Turns out I’ve got something, and it's going strong. We’re prepping for a 2026 exit.
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They asked. We answered. Start here before you take a call from a buyer.
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Most valuations miss what really matters. This post breaks down how serious buyers value HVAC companies and how to improve your number.
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Smart exits don’t start with a broker, they start with a scorecard. Use this checklist to see if your business is truly ready, or just busy.
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Selling your company shouldn’t feel rushed. Here’s how owners protect their valuation, avoid pressure, and stay in control of the process.
Thinking about stepping away? Here’s how to protect your team, your reputation, and your peace of mind before a deal’s on the table.
Exit Scorecard: Know where your HVAC business stands and what’s holding it back.
Growth-to-Sale Strategy: Follow the same plan serious owners use to build value.
Confidential, Owner-Led Process: Skip the broker. Keep control. Keep leverage.
No noise. No guesswork. Just the upper hand.
No spam. Get real advice and proven tactics to win more jobs and keep more profit.
“TradeSworn didn’t just clean up my numbers, they saw the whole picture.”
— Dave, Ohio
