Quist Insight’s Advanced Valuation and Assessment solution enhanced Exit Options – revealing a path to higher valuation and enhanced transferability

A Wealth Advisor’s 30-year-old HVAC contractor used our advanced software valuation model and company-specific risk assessment framework to estimate current and potential enterprise value and identify specific intangible asset risk reduction actions and priorities needed to enhance Exit options and increase valuation.

Uncovering $1M in Hidden Value for a 30-Year HVAC Contractor

A wealth advisor brought Quist a 30-year-old HVAC contractor with $8.0M in revenue, $898K in EBITDA, and two engineer-owners whose conservative forecasts didn’t account for significant market opportunities. Quist Insights Advanced combined a discounted cash flow model with a 65-question risk assessment, which produced a Q-Score of 500 (the bottom of the scale) and pointed to weak financial controls, key-person dependency, and a concentrated customer base as the main factors holding down value. The analysis estimated current enterprise value at $2.3M–$2.9M and found that improving the company’s risk profile could add about $1.0M, a potential increase of 39%, within 12 to 24 months. Six prioritized initiatives, including building management depth, documenting systems, and diversifying customers, gave the owners and their advisory team a clear plan for addressing roughly $600K of that gap and making the business more transferable.

Take the next steps to assess your business’ value, when you schedule a demo of our Advanced software.