Protect What You Built: Exit & Succession Strategies for HVAC Owners

Toronto's HVAC industry is being quietly rolled up.

US private equity firms are paying 7 to 8 times EBITDA for well-prepared GTA HVAC companies, and 3 to 4 times for the rest. On a business doing $1M in EBITDA, that's a $3 to $5 million gap.

Most HVAC owners in the GTA are between 55 and 65. Most don't have a real plan. Over the next ten years, more Toronto HVAC companies will change hands than at any point in this industry's history.

Which side of that gap you land on comes down to decisions made years before the sale.

Why Now Matters

You've spent decades building this. The trucks, the team, the customer list, the reputation. Whether you sell in 5 years or 10, this is going to be the biggest financial event of your life.

But the buyers writing that cheque have changed. They're not local competitors anymore. They're well-funded platforms with M&A teams who've valued hundreds of HVAC companies. They know exactly what your business is worth, where your structure costs you money, and which owners haven't prepared.

The owners who walk away with millions more than expected aren't lucky. They had the right structure in place years before the sale. Their numbers were clean. Their team could run the business without them.

This seminar gives you that preparation in 90 minutes. What buyers actually pay for, what the common mistakes cost, and what to start doing now so the gap works in your favour.

What You'll Walk Away With

By the end of 90 minutes, you'll know:

• ✅ Real numbers on what HVAC businesses are selling for in the GTA today, and the specific levers that move your multiple from 4x to 7x
• ✅ The five structural mistakes that quietly drop your sale price by millions, and what to fix first
• ✅ How holding companies and family trusts can multiply your $1,275,000 Lifetime Capital Gains Exemption across multiple family members
• ✅ What today's buyers actually pay for, and what causes them to walk away or grind you down on price
• ✅ Whether you should be focused on growth, structure, or exit prep right now, and the decisions that matter most at your stage
• ✅ A Corporate Estate Planning Checklist designed for incorporated business owners, to take home

What We'll Cover

A tight 90 minutes, no fluff:

• Welcome and setting the stage (5 min)
• Where you sit in the HVAC owner lifecycle (10 min)
• The five structural mistakes that cost owners millions (20 min)
• What buyers actually pay for, and what they reject (15 min)
• Holding companies, family trusts, and the $1.275M Lifetime Capital Gains Exemption (15 min)
• Your complimentary InterVal Valuation walkthrough (10 min)
• Q&A and open discussion (15 min)

Total: 90 minutes

Your Confidential InterVal Business Valuation (Optional)

Every attendee will see exactly what an InterVal Business Valuation is, what the report contains, and how it's prepared. From there, the choice is yours.

If you'd like one done on your own business, it's available to you at no cost and under strict confidentiality. The same report from an independent firm typically runs $4,000 to $10,000.

The process: you share 2-3 years of financial statements, Skyler builds the report personally, and you meet privately for 45 minutes to walk through your number, your comparisons, and what to do with what you learn. There's no obligation to proceed, share documents, or take any further step.

The seminar stands alone. Whether you opt in or not, you'll walk away with everything you need to make better decisions about your business.

Who This Is Built For

You should attend if:

• You own or co-own an incorporated HVAC business in the GTA
• You're thinking about succession, retirement, or sale somewhere in the next 5 to 10 years
• You want to know what buyers are paying for businesses like yours, not guess
• You want your corporate structure and personal wealth plan working together, not against each other

This probably isn't the right session if you've already sold, you're not incorporated, or you're looking for a sales pitch on a specific product.

Date, Location & Reservation

📅 Wednesday, June 24th, 2026
🕒 1:00 PM – 2:30 PM
📍 Commerce Court, 199 Bay Street, Toronto (Bay and King)
☕ Coffee and light refreshments provided

This is a private boardroom session, capped at 12 seats by design. No selling, no group pitch, no product pushed at the end.

➡️ Reserve your seat below. Once registered, you'll receive directions to the boardroom and a short note from Skyler before the event.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Soper Wealth - IG Wealth Management