Planning to sell or transition your business isn’t easy.
When the time comes…
Will you get the full value for your business?
Exit Strategy
Selling Your Business
Family Transitions
Buying a Business
Yes, I have been actively assisting clients securing the highest value for their businesses. Please, if you have any questions regarding selling your business, let’s confidently talk.
Climate Control – Liberty, Missouri
Air Express – Houston, Texas
McWilliams & Sons Heating, Cooling and Plumbing – Lufkin, Texas
CPI Plumbing and Heating – Mount Vernon, Washington
Taylor Heating and Air Conditioning – Rochester, New York
Cool Air Sam – Houston, Texas
Tiger Plumbing, Air Conditioning and Electrical – Collinsville, Illinois
Bassett – Plainfield, Indiana
Blue Dot of Kansas – Topeka, Kansas
AMS – Air Management Solutions – Bremerton, Washington
Brower Mechanical – Sacramento, California
Ressac Climate Control – Glendale, California
Sterling Services, Mesa, Arizona
Moore Heating and Air Conditioning – Santa Rosa California
Specialty Heating and Cooling , LLC – Portland, Oregon
Century Mechanical – Cincinnati, Ohio
The market for residential service and replacement contractors remains HOT! Contractors Financial Opportunity is pleased to announce the following recent successful transactions in which Contractors Financial Opportunity ensured business owners sold their business for the highest possible price and the best terms. Please, before selling your business, let’s talk!
Brandon is a straight shooter.
Brandon has now assisted McWilliam & Son in acquiring two businesses that greatly improved our customer base as well as geographic coverage. More importantly, he has helped us analyze many others and helped us avoid making wrong decisions. We have also relied upon Brandon to assist our company with accurate and fair family transition valuations.
TREY MCWILLIAMS
Mc Williams & Son, Lufkin TX
Face the future with confidence. On your terms.
You’ve worked hard to grow your business.
But it’s frustrating when the future of your business is uncertain.
Failing to plan ahead for the sale of your company could result in thousands, if not millions, of dollars lost by you and your family.
That’s why Brandon Jacob helps business owners plan ahead for a profitable and smooth transition when the time inevitably comes.
Business Valuations
Buy and Selling Your Business
Family and Partnership Transitions
Exit Strategy Planning
Confidential Advice
30+ years of CPA experience
Specializing in Service Contractors for 20+ years
Are you ready to find the true value of your business?
When considering something as important as selling your business, connect with Brandon as he definitely has seen it all.
I have known Brandon for many years. His dedication to the service contracting industry and the needs of business owners is well respected. I refer Brandon to my clients whenever they have a business valuation or business transaction question.
RON SMITH
Ron Smith Consulting and Coaching (and author of HVAC Spells Wealth), Cummings GA
Who we serve
Contractors Financial Opportunity, LLC provides advisory services to business owners in the service contracting industry.
When it comes time to sell your business, why go it alone?
You don’t have to be nervous that you’ll lose out or make a mistake when the time comes to transition your business.
Running the day-to-day of your business doesn’t leave time to worry about what the future holds. You deserve to work with an expert to help you get the best return on many years of hard work.
When it comes time to sell your business, why go it alone?
You don’t have to be nervous that you’ll lose out or make a mistake when the time comes to transition your business.
Running the day-to-day of your business doesn’t leave time to worry about what the future holds. You deserve to work with an expert to help you get the best return on many years of hard work.
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You should have a confidential financial expert you can trust.
Why work with Brandon Jacob, CPA?
With 20+ years experience, Brandon can guide you on exactly what steps you can take.
Know exactly how much your business is worth now and in the future.
Have peace of mind that everything's taken care of.
Rest assured that you'll get the most value for your business when the time comes.
Imagine knowing EXACTLY what your business is worth.
Thank you, Brandon, for your efforts in my valuation, exit strategy & sale of my business.
Century Mechanical was founded in 1930’s by my father who passed the business on to me when he retired. For 30 years I operated Century Mechanical. As I neared retirement, I realized I had to do something in order to take care of my customers and employees. I relied upon Brandon and his expertise, and in 2017, I sold my business to Comfort Systems USA.
TOM LIEHHART
Century Mechanical, Cincinnati OH
Call Brandon if you are considering buying or selling a service contracting business.
My partner and I recently sold our business to a Private Equity Firm with the help of Brandon Jacob. Brandon was able to help us find the right Private Equity Firm and help us set our expectations, negotiate terms and navigate through the buyer’s due diligence. My partner and I appreciated Brandon’s expertise and helping us maximize the value of our business.
CURTIS MOORE
Moore Solar, Heating and Air Conditioning, Santa Rose CA
Get the Confidential Advice You Need
3 Steps to a Successful Business Transition
Talk with Brandon
Find Your Value
Transition With Confidence
Feel confident knowing you have the right valuation for your business.
FREE DOWNLOAD
Five Steps to an Accurate Valuation
Having an accurate understanding of the value of your business is critical. Download the guide to learn how.
Who is Brandon Jacob, CPA?
Brandon Jacob has spent over two decades helping business owners plan for more profitable future.
As a Certified Public Account (since 1991), he has dedicated his professional career to the specific needs of service contractors. More precisely, he has provided business valuations and transactional support for HVAC, electrical and plumbing businesses.
With an accounting/finance degree from Texas A&M and a background in venture capital, Brandon joined the service contracting trades in 1997 as a valuation expert for American Residential Services. More than 20 years later, Brandon has valued, bought and sold thousands of businesses for his clients.
Isn’t it time you knew the TRUE value of your business?
The stress and pressure of selling your business is real, having a professional who is able to anticipate the hurdles significantly helps minimize the pains.
We relied upon Brandon to assist us in re-negotiating terms of an offer made by a Private Equity backed buyer. Brandon helped us negotiate a higher sale price, established working capital expectations with the buyer and helped us navigate through not only due diligence, but the entire sale process as well.
COREY & SARAH STREETER
Specialty Air, Tigard OR
In the end, I doubt the transaction would have closed without Brandon’s participation.
I recently purchased a business that was represented by Brandon Jacob. From A to Z, Brandon was instrumental in seeing the transaction all the way through. It is good to know the contracting industry has a go-to for valuations and business transactions.
RICH HARE
Integrity Comfort Solutions (Formerly Conroe Air),
Conroe TX
Get the Confidential Advice You Need
You don’t have to plan for the future alone.
Take the next step and call today.
Brandon Jacob has helped thousands of contract service providers plan for their next steps.
