How to Prepare Your Skilled-Trade Business for Sale: Clean Books, Valuation Tips & Exit Planning with Jordan Gentry
Sun Nov 16 2025
If you’re an HVAC, electrical, plumbing, construction, or welding business owner thinking about selling your company someday, this episode is a must-watch. In this VLOG, Martin talks with Jordan Gentry of Iron Oak Accounting about how skilled-trade contractors can maximize business value, clean up their books, strengthen profitability, and prepare for a smooth business exit—years before they plan to retire. In this episode, you’ll learn: How to prepare a skilled-trade business for sale and what buyers look for Why clean bookkeeping and accurate QuickBooks data can increase valuation Common financial mistakes contractors make with Section 179 and asset purchases Succession planning strategies for owners who want a key employee to take over How to build a tax-efficient 401(k) and benefits package to retain top trade talent The real reason most contractors struggle with bookkeeping, taxes, and financial planning When to consider buying your building vs. continuing to lease Why consolidators are acquiring HVAC, electrical, and construction companies—and what it means for you Jordan also breaks down how a “one-stop-shop” accounting firm supports trade businesses from startup to exit, including tax planning, wealth management, and long-term retirement planning for owners. Whether you're growing your contracting business, improving your books, or planning your eventual exit, this episode gives you the practical, real-world financial guidance every trade business owner needs.
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If you’re an HVAC, electrical, plumbing, construction, or welding business owner thinking about selling your company someday, this episode is a must-watch. In this VLOG, Martin talks with Jordan Gentry of Iron Oak Accounting about how skilled-trade contractors can maximize business value, clean up their books, strengthen profitability, and prepare for a smooth business exit—years before they plan to retire. In this episode, you’ll learn: How to prepare a skilled-trade business for sale and what buyers look for Why clean bookkeeping and accurate QuickBooks data can increase valuation Common financial mistakes contractors make with Section 179 and asset purchases Succession planning strategies for owners who want a key employee to take over How to build a tax-efficient 401(k) and benefits package to retain top trade talent The real reason most contractors struggle with bookkeeping, taxes, and financial planning When to consider buying your building vs. continuing to lease Why consolidators are acquiring HVAC, electrical, and construction companies—and what it means for you Jordan also breaks down how a “one-stop-shop” accounting firm supports trade businesses from startup to exit, including tax planning, wealth management, and long-term retirement planning for owners. Whether you're growing your contracting business, improving your books, or planning your eventual exit, this episode gives you the practical, real-world financial guidance every trade business owner needs.