Insights for HVAC business owners: guides and articles

Guides to download and articles to read, on valuing, preparing, selling and buying an HVAC business.

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If you are selling

Where to begin, in this order.

  1. The 90-day testHow much of the business is you?Guide to download, 15 pages
  2. Normalising your profitThe add-backs buyers accept and rejectGuide to download, 15 pages
  3. The 2026 Sellers GuideWhat your business could sell for, who is buying now, and what to do next.Guide to download, 27 pages

If you are buying

What to read before you agree a price.

  1. Buying an HVAC business in 2027The mistakes that cost buyers mostGuide to download, 16 pages
  2. Reading an HVAC listing like an expertTurn every line into a document you can ask forGuide to download, 16 pages
  3. Register as a buyerTell us what you are looking for and hear about businesses that fit.Free to register

Guides to download

Seven 2027 guides, and our 2026 Sellers Guide. Each 2027 guide comes with a tool you can use on your own business, or on one you are thinking of buying.

  • Buying an HVAC business in 2027

    Eight mistakes that cost buyers of HVAC businesses most, what good looks like for each, and a one-page scorecard to fill in before you agree a price.

    For buyers 16 pages Includes the buyer's red-flag scorecard Updated Oct 2026

    Get the guide: Buying an HVAC business in 2027

  • The 90-day test

    A test of whether your HVAC business could quote, dispatch and sign off gas and refrigerant work for 90 days without you, with a one-page scorecard.

    For sellers 15 pages Includes the owner dependency scorecard Updated Oct 2026

    Get the guide: The 90-day test

  • Normalising your profit

    Three tests for every add-back when you sell an HVAC business, with a one-page schedule for your own figures.

    For sellers 15 pages Includes the add-back schedule Updated Oct 2026

    Get the guide: Normalising your profit

  • Why prices fall after "yes"

    Five gaps a buyer can find in an HVAC business after the offer, what good looks like for each, and a one-page list for raising them first.

    For sellers 14 pages Includes the early disclosure list Updated Oct 2026

    Get the guide: Why prices fall after "yes"

  • Cash, stock, work in progress and retentions at completion

    Follow one HVAC installation from deposit to retention release, and see which lines of your balance sheet a buyer may question.

    For sellers 16 pages Includes the working capital estimator Updated Oct 2026

    Get the guide: Cash, stock, work in progress and retentions at completion

  • The refrigerant phase-down and your value

    What the 2027 HFC quota step does and does not change for an HVAC service book, with a worksheet for listing your plant by gas, record and plan.

    For sellers and buyers 16 pages Includes the installed-base exposure worksheet Updated Oct 2026

    Get the guide: The refrigerant phase-down and your value

  • Reading an HVAC listing like an expert

    One invented HVAC listing read line by line, with the document that proves each claim and a worksheet to fill in for every listing you look at.

    For buyers 16 pages Includes the listing evidence worksheet Updated Oct 2026

    Get the guide: Reading an HVAC listing like an expert

Also available: our 2026 guide for sellers

Browse by topic

Every article and guide sits under one topic, newest first.

Valuation and price

What a buyer pays for, and how the number is reached.

18 articles and 2 guides

Market and policy

Heat pumps, grants, the rules and who is active in the market.

5 articles

Buyers and the sale process

Who buys, what they check and how a sale runs.

17 articles and 2 guides

Compliance and accreditation

Gas Safe, F-gas, MCS and what each is worth at a sale.

9 articles and 1 guide

Preparing to sell

The work that makes a business easier to sell, in the order to do it.

15 articles and 2 guides

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