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| Valuing HVAC Companies (2234Q) |
Course CPE: 1 hour
Field(s) of Study: Finance–1 hr
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 25BV1205VHV
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: December 5, 2025
Presenter: Michael Philipp
Program Description:
Heating, ventilation, air conditioning (HVAC), and plumbing contractors are among the most active and fast-changing sectors in private business transactions. This one-hour continuing education session provides valuation professionals with a practical framework for analyzing and valuing essential service businesses. Participants will examine the operational and financial characteristics that distinguish HVAC companies. These features include their mix of installation and recurring service work, the importance of maintenance agreements, technician labor dynamics, seasonality of revenue, and regulations.
The session offers a focused review of the current industry landscape. This includes trends in consolidation, regulatory changes, energy efficiency initiatives, and how housing activity, commodity pricing, and skilled labor shortages impact company risk and profitability. Attendees will learn to normalize financial statements, assess working capital needs, and identify the factors that drive sustainable earnings in these contractor businesses.
After completing this course, you will be able to:
- Identify the primary value drivers of HVAC and plumbing contractors
- Identify key industry trends
- Recognize and analyze HVAC company financial statements
- Differentiate between installation-based and service-based revenue models
- Recognize the intricacies of HVAC companies and how they relate to Company Risk
- Determine relevant economic and regional factors
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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