• Case Study - HVAC Owner Transition

  • Feb 25 2022
  • Length: 34 mins
  • Podcast

Case Study - HVAC Owner Transition

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  • Summary

  • Dave Bookbinder, a valuation expert with brileyfin.com, host of the "Behind the Numbers" podcast, and author of a great book, The NEW ROI: Return On Individuals joins my partner Scott Good and I to talk about a case study in the HVAC industry. DISCLAIMER: We are not offering any financial advice or any specific recommendations in this podcast. We are discussing a fictitious company in the HVAC industry and what an exit strategy might look like for a business owner in this space. 


    Many of you will recognize yourself and your business in this discussion of an owner in business for forty years, with a nice mix of business, family not interested in taking over the business and you recently had a health scare. WHAT SHOULD YOU DO?


    Learn more about Dave Bookbinder on his Linkedin page:  https://www.linkedin.com/in/davebookbinder/. Subscribe to his podcast "Behind the Numbers" wherever you get your favorite podcasts and be sure to buy his book from your favorite bookstore.


    To learn more about the work Scott and I are doing helping business owners transition from their business, go to contractorsuccession.com


    Hosted on Acast. See acast.com/privacy for more information.
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