Business Exit Strategy

Plan your Florida business exit with tax, valuation, and financial considerations that can help you understand what you may actually keep from a future sale.

Learn what HVAC, plumbing, and electrical business owners should understand before selling to private equity, including valuation, rollover equity, earnouts, due diligence, taxes, and life after the sale.

Learn how HVAC, plumbing, and electrical business owners can prepare for a future sale with a practical five year exit planning roadmap

Compare retirement plan options for HVAC, plumbing, and electrical business owners, including SEP IRAs, SIMPLE IRAs, 401(k)s, profit-sharing plans, and cash balance plans.

Learn the difference between SDE and EBITDA, and why the one that applies to you depends on your size, structure, and how dependent the business is on the owner. By Kendall Maccagnan, CPA, CFP® and Financial Advisor in Tampa, Florida SDE (Seller’s Discretionary Earnings) and EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) are both earnings metrics used to value a business. SDE adds back the owner’s full compensation and is generally used for smaller b