For CPAs, Brokers & M&A Advisors

A Valuation Tool Your HVAC Clients Will Thank You For

OffRamp gives HVAC business owners an independent, PE-grade valuation estimate — so they come to you better prepared, not asking you to start from scratch.

The Problem Your Clients Face

Most HVAC Owners Walk Into a PE Conversation Unprepared

They don't know what they're worth

Most HVAC owners have no idea if their business is worth $1.5M or $6M. They come to you asking what to do before they've done basic homework.

They're getting LOIs they can't evaluate

PE firms are sending 5-page LOIs with EBITDA adjustments, earn-outs, and rollover provisions. Owners need context before they need counsel.

The timing gap costs them

Owners who wait until they have an offer to call an advisor are already behind. PE buyers have done 50 deals. Most HVAC sellers have done zero.

How OffRamp Helps

PE-Grade Inputs. Plain-English Output. Free.

OffRamp is a free HVAC-specific valuation calculator. It uses PE-grade inputs — EBITDA multiples, PE Readiness Score (0–100), and deal structure factors — to give owners a realistic range before any conversation with a buyer or advisor.

What it calculates

  • Estimated business value range using 4x–6x EBITDA multiples adjusted for readiness factors
  • PE Readiness Score (0–100) across 5 dimensions: recurring revenue, owner independence, financial systems, growth trajectory, operational maturity
  • Which factors move the multiple most — so owners know where to focus before engaging you
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OffRamp Calculator

Try it free at offramp.madethis.ai/calculator

What Advisors Are Using It For

Three Ways Advisors Use OffRamp with Clients

Before the first meeting

Send it before the initial consultation. Clients who've run OffRamp come in with a realistic number in mind and a list of questions — not a dream price that wastes 30 minutes of context-setting.

When a client gets an LOI

Use the PE Readiness Score to explain why the buyer's offer is where it is. Five dimensions, each mapped to a multiple impact. It makes the 'why' concrete.

During a 12-month prep engagement

Track the PE Readiness Score over time. Each factor the client improves maps to a 0.25x–0.75x multiple lift. That's the ROI of the engagement, in writing.

4x–6x EBITDA

PE acquisition multiples for mid-market HVAC

200–400+

Annual PE acquisitions of HVAC businesses (2024)

$500K–$2M

Value left on the table by unprepared sellers (est.)

Resources for Your Practice

Free Tools for HVAC M&A Advisors

Free Download

PE Due Diligence Checklist (20-point)

Walk your client through every workstream PE buyers will scrutinize. Free download.

Get the checklist

Market Data

HVAC PE Acquisition Statistics

Citable market data: deal volume, EBITDA ranges by deal size, active acquirers, geographic hotspots.

View the data

Process Guide

How to Sell an HVAC Business

The full 6-step PE sale process — from valuation to wire transfer. Share with clients entering a sale process.

Read the guide

Related Reading

How to Prepare HVAC Clients for a PE Sale

A practical guide for CPAs, M&A advisors, and brokers on QoE prep, valuation anchoring, competitive process, and when to refer to a specialist.

Read the guide

For HVAC Owners

How to Find an M&A Advisor for Your HVAC Business Sale

Not all M&A advisors know HVAC. This guide covers the broker vs. advisor difference, what makes an advisor sector-qualified, 5 interview questions to ask, and red flags that should end the conversation. Share with clients who are starting to explore representation.

Read the guide

Send Your Client to OffRamp Before the Next Meeting

It's free, it takes 4 minutes, and it gives them the vocabulary to have a real conversation with you — or with a PE buyer.

Or download the advisor brief →