Valuing a Home Comfort Business

PRESENTED BY JOSHUA WOLF | Knowing and understanding the value of your home comfort business can be an important tool for strategic decision making. Undertaking a formal valuation process can help you understand the strategic drivers of your business, prepare for potential acquisitions or the sale of your business, provide analytical support for gifting, retirement, or estate planning actions, or implement a buy-sell agreement. Mr. Wolf’s presentation reviews situations that might call for a formal valuation, discusses basic valuation concepts, approaches, and considerations, reviews the anatomy of a professional valuation report, and explores the basic valuation process using a fictional home comfort business.

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We were very pleased to have such a knowledgeable and experienced company in our corner with the team at Cetane. It was obvious that they knew the best process and how to get the ball over the goal line. Their advice throughout the process was greatly appreciated and we thoroughly enjoyed working with them.

— Steve Lombardi, Brodeur’s Oil, Moosup, CT