Free Resources
Free Resources for HVAC Owners Preparing to Sell
Tools and checklists built for HVAC owners navigating the PE sale process.
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20 ItemsPE Due Diligence Checklist
20 critical items PE buyers check before pricing an acquisition
PE firms run the same due diligence checklist on every deal. Know what they're looking for before they ask — and shore up the gaps before going to market.
Financial statements & EBITDA
Operations & SOPs
Sales & revenue mix
Legal & compliance
Management & team depth
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25 ItemsHVAC Business Valuation Checklist
25 items that determine your EBITDA multiple — score yourself before any buyer does
The 25 factors PE buyers use to price every HVAC deal — across financials, recurring revenue, operations, team, and growth. Includes scoring guide with EBITDA multiple ranges.
Financial health & EBITDA quality
Recurring revenue & contracts
Operations & FSM systems
Team & owner independence
Growth trajectory & market position
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