A Business Professional Dedicated to Advising HVAC, Plumbing, and Electrical Service Contractors
Specializing in transactional support—buying, selling and valuing service contracting businesses. Regardless where your business is within the US, I am interested in hearing your story. Please feel free to reach out, all conversations are highly confidential.
Contact Brandon Jacob, CPA Read ReviewsHelping the Bravest of Contractors
When it comes time to sell your business, why go it alone?
Running your business day-to-day 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.
HVAC
Plumbing
Electrical
Successful Transactions
Guiding Contractors to a Successful Exit
Selling your HVAC, plumbing, or electrical service contracting business isn’t just a transaction; it is the final stretch of a long and demanding trail. More than likely it is also the biggest financial decisions of your life. With over 25 years of experience assisting service contractors selling, buying, and valuing their businesses, Brandon Jacob, CPA, will help you navigate the rugged path of selling your business.
You have invested massive time into your business and made great sacrifices ensuring its success. I recognize your dedication to servicing customers, creating jobs, keeping people comfortable and weathering the industry’s ups and downs. When the time is right, selling your service contracting business is not only about maximizing the value it is about navigating the emotional roller coaster that is part of every sale. It is about going into the journey prepared and guided. Its about honoring all the years of effort and sacrifice.
Please do not do this alone. Without the right guide, the process can lead to costly mistakes. Big ones with disastrous results. Choosing an experienced advisor—one who has been on both sides of the deal and has walked business owners through this journey many times prior is so vital.
If you are considering selling your business now or in the future, partner with a professional who understands the terrain and is ready to guide you every step of the way. Contact me. I look forward to hearing about your business.
If you're considering selling your contracting business, partner with someone who understands the terrain and walks every step with you. Contact us to get started!
Contact Brandon Jacob, CPADoes the Following Apply?
- Considering the sale of your service contracting business in the future?
- Ready to sell your service contracting business, but you do not know where to start?
- Wondering about the current value of your HVAC, plumbing or electrical service business?
- Transitioning your service contracting business to a family member or employee?
- Wanting to grow your HVAC, plumbing or electrical service business by acquiring a business?
Contact me. There are never any obligations or commitments. I am happy to hear your story.
Contact Brandon Jacob, CPABrandon Is the Expert!
Trust the most important financial decision of your life with a CPA who has successfully guided others in making theirs.
With 25+ years of experience, Brandon will guide you each and every step. His unique approach to business transactions helps the business owner through the entire journey. Not only will Brandon assist you in planning and understanding what your real expectations should be, he will guide you through negotiating a purchase price, finding the right buyer, and driving the transaction to close.
Selling a business has been described as an emotional roller coaster. As a business owner, you will no doubt have many questions about the process. Some of these questions might even cause you to put off the sale. Brandon understands the repetition business owners have when considering this journey. It's natural to approach the unknown with caution. The good news is that Brandon understands these concerns, and he will guide you through.
- Selling a service contracting business
- Buying a service contracting business
- Business valuations and market estimates
- Family and partnership transitions
- Exit strategy planning
- Confidential advice and understanding
- 30+ years of CPA experience
- SBA lending for family and employee buyouts
Previous Adventures
The market for residential service and replacement contractors remains HOT! Brandon Jacob, CPA, has been actively guiding select businesses through the process and is thrilled to announce these successful transactions:
Case StudiesSuccessful Transactions
See what Brandon’s clients had to say!
Read Over What Previous Clients Had to Say About Their Journey with Contractors Financial Opportunity, LLC
Brandon Jacob CPA
From the First Step to the Summit: Guiding Service Contractors Every Step of the Way
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01 | Charting the Landscape
Whether you are planning to sell today or sometime in the future, the journey starts with a conversation with Brandon. It's all about understanding how ready you and the your business are and then put together a plan around those features.
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02 | Final Preparations
Once you understand your intentions, it is critical to complete final preparations, which include understanding your expectations of value, the seller’s post-transaction intentions, and the expected time frame to complete the sale.
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03 | Mapping out the Market
With adjusted financial statements and a clear plan, we will seek out the right potential investors for your business.
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04 | Negotiations Time
Negotiations are a critical piece to any transaction journey. Securing the best offer is crucial not only from a monetary standpoint but also from a cultural standpoint. We will always keep maximizing the value of your business in the forefront, but we will never disregard cultural fits and ensure your business will be in good hands.
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05 | Due Diligence
Signing of a Letter of Intent will feel as if your journey is almost over. In reality, the steep climbs have just begun and without good guidance, many journeys end in this phase. Many advisors feel as if their roles are complete with the signing of the Letter of Intent. Brandon will guide you and your team through the process.
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06 | Summit Day
At the end of due diligence and with the close in sight, Brandon will work with you, your attorney, and your tax CPA to ensure the transaction is completed and done so such that your tax burden is as minimal as possible. It’s a team effort here. Do not be left high and dry just a few feet from the summit.