Advisory CFO Services + Value Builder
Are you REALLY ready to Sell Your HVAC, Plumbing, or Electrical Business?
Most service trade owners leave money on the table because they go to market before their business is financially or operationally prepared for buyers.
Advisory CFO support helps you increase valuation, reduce unexpected issues during due diligence, and enter a sale process from a position of strength.
Mainstreet MEP works with HVAC, plumbing, and electrical contractors in the $1M–$20M range to improve margins, clean up financial reporting, and strengthen the drivers buyers evaluate before an acquisition. We’ve seen both sides – selling our own company and also staying on and working for private equity. Let’s get your business in shape before taking it to market.
What Buyers Typically Look For
- Consistent EBITDA and reliable margins
- Clear, credible financial reporting
- Recurring service agreement revenue
- Low owner dependence
- Diversified customer base
- Documented systems and processes
How Advisory CFO Support + Value Builder Can Help
- Stabilize cash flow and improve operating margins
- Build reporting buyers trust during due diligence
- Create scalable infrastructure with SOPs, templates and processes that grow with your company
- Strengthen recurring service revenue
- Reduce owner dependence risk
- Identify valuation gaps before brokers do
- Track progress using the Value Builder framework
What’s Included in Exit Preparation Advisory
- Weekly 30-minute CFO strategy calls
- Weekly contractor-specific KPI dashboards
- Monthly financial reporting (P&L, Balance Sheet, Cash Flow, AP and AR)
- Full Value Builder business assessment with estimated valuation
- 12-phase roadmap to improve owner independence and company value
- Access to Value Builder growth software and tools
- Checklists, SOP templates, and contractor-specific systems
Who This Program Is Designed For
- HVAC, plumbing, and electrical contractors
- $1M–$20M annual revenue
- Owners planning to sell within 1–5 years
- Businesses preparing for acquisition or private equity interest
- Companies that want to improve valuation before speaking with brokers
Why Prepare Financially Before Hiring a Broker
Most brokers are incentivized to sell now. Preparing your business first often increases valuation multiples, improves deal structure, and reduces surprises during due diligence.
Improving margins, reporting quality, and owner independence before going to market can significantly increase what buyers are willing to pay.
Investment
- Initial Financial Review & Value Builder Assessment: $1,500
- Ongoing Exit Preparation Advisory CFO Support: Starting at $2,500/month
No long-term contract. 30 days notice to cancel.
Schedule a Call
If you are planning to sell your HVAC, plumbing, or electrical business, our experience, advisory CFO support, and proven Value Builder platform helps you understand what buyers will see and how to increase value before going to market.
Schedule your free introductory call.
