Trade Business Transition Advisor · PTS Group
I help commercial trade business owners — HVAC, Plumbing, Electrical, Roofing, and more — understand the full landscape of their exit options, so every decision is built on data, not pressure.
Confidential · No obligation · Takes 5 minutes
Answer a few questions and get an instant, data-driven valuation range — benchmarked against real closed transactions. No waiting, no obligation, no sales call required.
Results are estimates based on industry benchmarks and are not a substitute for a formal appraisal. For a full CPA-backed analysis, request a free prospectus.
From HVAC to flooring, we represent commercial trade business owners across the full spectrum of the specialty trades industry.
The decision to sell your trade business is one of the most significant financial decisions of your career. Here’s an honest look at what’s available.
Not sure which option fits your situation? That’s exactly what the free prospectus process is designed to help you figure out. Start here →
Most trade business owners go into sale conversations without a full picture of what they have or what it’s worth. I fix that first.
We review your financial statements, service mix, customer concentration, and operational structure — building a complete picture of what the business looks like to a buyer before any recommendations are made.
Our in-house CPA, equipment, real estate, and market comp teams all review your business independently — so every element of value is captured and documented before we go to market.
We walk through every finding together — PE platform vs. strategic buyer vs. individual buyer scenarios, valuation ranges for each path — with no pressure toward any particular direction.
Whether you decide to go to market now, improve the business first, or simply keep the information on file — that’s entirely your choice. There is never any obligation or pressure to act.
We run a structured process — building a competitive environment across PE platforms, strategic acquirers, and individual buyers simultaneously — giving you real options, real offers, and real negotiating power.
PTS Group gives me the infrastructure, data, and in-house specialists needed to give every client the most accurate analysis possible — with no upfront cost to you.
We offer 30-day listing agreements — compared to the industry-standard 1-year contract — because we want you to sell when the time is right for you, not us.
No retainer fees. No upfront costs. No cancellation penalties. One broker fee, collected only after a transaction successfully closes.
CPA, real estate, equipment valuation, and market comp — all in-house. No outsourced guesswork, no referral fees, no delays.
PTS is a social impact company. A portion of every broker fee is donated to a nonprofit of your choice — in your name, after your transaction closes.
A CPA-backed valuation benchmarked against real closed transactions — completely free, with no obligation. Whether you’re ready to move or simply want to understand where you stand, this is the right first step.
“You can never start too early or have too much information. The sooner you understand your position, the more options you have.”
I’ll be in touch personally within one business day. Every conversation is completely confidential.