How the Business Readiness Check Works
A simple, confidential way to understand where your HVAC business stands without pressure, sales pitches, or sharing any sensitive financial documents.
Takes just a few minutes.
Step 1 - Answer a Few Quick Questions
We ask for basic information about your business that most owners already know:
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team and staffing
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how work gets done
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revenue patterns
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backlog and demand
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customer mix
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owner involvement
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assets included in the business
No financial statements.
No uploads.
No tax returns.
No commitments.
Just straightforward questions about how your business operates day-to-day.
Step 2 - We Review Your Inputs
Your answers are analyzed for key patterns that matter to business strength and future value, such as:
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operational independence
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staffing and roles
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stability of revenue
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customer concentration
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demand consistency
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transferability
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overall business readiness
This isn’t a formal appraisal - it’s a practical, real-world snapshot based on what buyers tend to look for.
Step 3 - Get Your Personalized Readiness Summary
You’ll receive a private summary that includes:
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clear strengths of the business
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areas that could be improved
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how prepared the business is for a potential sale someday
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insights into operational readiness
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an estimated valuation range based on your inputs
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suggested next steps (optional)
You can review everything privately and at your own pace.
There is no obligation to talk to anyone.
What This Is - and What It’s Not
✔ What it is:
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A simple business health & readiness snapshot
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A helpful tool whether you plan to sell soon or years from now
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A starting point for better planning
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Completely confidential
❌ What it’s not:
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Not a formal valuation or appraisal
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Not a listing request
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Not shared publicly
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Not a sales call setup
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Not a commitment of any kind
This is about clarity - not pressure.
Frequently Asked Questions
Is this really free?
Yes. There’s no cost, and no obligation to do anything afterward.
Do I need to talk to anyone?
No. Your summary is sent privately to your email. A call is optional.
How long does it take?
Just a few minutes. Most owners finish quickly because the questions are straightforward.
Do I need my financial statements?
No. You just answer based on your general knowledge of the business.
How accurate is the valuation range?
It’s an estimate based on common patterns and real-world multiples. It’s a helpful starting point, not a formal appraisal.