Exit Strategies for HVAC/Sheet Metal Contractors: Strategies for Equity and Ownership Transfer

Cover Sheet - Exit Strategies for HVAC & Sheet Metal Contractors


Stuart Phoenix
FMI Corporation
5171 Glenwood Ave., Suite 200
Raleigh, NC 27612
Tel: (919) 785-9241
Fax: (919) 785-9320
Email: sphoenix@fminet.com



This report presents the results of a study commissioned by the foundation to identify and evaluate approaches for exit strategies and equity transfer for heating, ventilation, and air conditioning (HVAC ) and sheet metal contractors.

The interest is driven by industry demographics and the desire and necessity of many business owners to explore these alternatives. The study, conducted by FMI Corporation, consists of both primary and secondary research, including a survey of HVAC and sheet metal contractors’ current opinions and practices concerning exit strategies and ownership transfer methods and practices.