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Learn what a healthy profit margin may look like for an HVAC, plumbing, or electrical business and which factors can affect profitability.

How HVAC, plumbing, and electrical businesses are valued, including SDE vs. EBITDA, what drives value, and what buyers look for before making an offer.

Compare an LLC and S-corporation election for an HVAC, plumbing, or electrical business, including taxes, payroll, liability, administration, and owner compensation.

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

A real world investment property analysis showing how financing costs, operating expenses, and cash flow projections can change an investor’s strategy. By Kendall Maccagnan, CPA, CFP® and Financial Advisor in Tampa, Florida Adaptation in Real Estate This case study is based on an actual investment property analysis and details have been rounded and simplified for educational purposes. An investor purchased an investment property initially thinking they would rent it through A