HVAC Full Blast

What's the single most important number when it comes to selling your business? Hint: It's not your net income.

In this episode of HVAC Full Blast, Mary Carter and Stephen Ross are joined by lawyer and business consultant Dan D'Alberto to demystify one of the most critical metrics in business valuation: EBITDA. Many business owners leave millions on the table simply because they don't understand this powerful concept and how it reveals the true cash-flow capability of their company.

From understanding personal add-backs (like beach houses and boats!) to seeing how smart accounting can dramatically increase your sale price, this is a masterclass in financial strategy that every business owner needs to hear.
In this episode, you will learn:
  • What EBITDA stands for (Earnings Before Interest, Taxes, Depreciation, and Amortization) and what it really measures.
  • The crucial difference between Net Income, EBITDA, and Adjusted EBITDA.
  • A real-world example of how a business went from $900k in net income to a $2.7 million valuation by understanding its EBITDA.
  • How running personal expenses through your business impacts its final sale price.
  • Actionable advice on how to prepare your financials to maximize your company's value for a future transition.
Whether you plan to sell in two years or twenty, understanding EBITDA is the key to building real, transferable wealth. Don't make a multi-million dollar mistake—watch now!

Connect with our guest:
Dan | Purpose Equity
Email: dan@purposeequity.com

Have a question for the show?
Email us at: hvac_full_blast@tranetechnologies.com

Interested in becoming a Trane dealer? Visit us at partners.trane.com to learn more about how you can partner with a leader in HVAC innovation. Explore opportunities to elevate your business and stay ahead in the market with Trane!

Creators and Guests

Host
Mary Carter
Mary Carter is a seasoned sales and marketing leader with over six years at Trane Technologies, currently serving as Regional Sales Manager. With a strong foundation in RHVAC, consumer finance, and strategic account management, Mary brings valuable insights and real-world experience to every conversation.
Host
Stephen Ross
Stephen Ross is a dynamic sales trainer and leadership coach with over nine years at Sandler Training. A former HVAC business owner, Stephen combines his technical knowledge with proven sales expertise, offering a unique perspective on what it takes to succeed in the RHVAC industry.
Guest
Dan D'Alberto
Dan D’Alberto is the founder of Purpose Equity and believes businesses can be a force for good in the lives of employees, customers, and communities. Drawing on years of experience in business transitions, especially within labor-based industries, Dan helps owners exit wisely while aligning financial outcomes with purpose and values.
Producer
Jessica Blair
Jessica Blair is a Senior Learning Manager at Trane Technologies' Residential HVAC unit. With 20+ years of experience in learning and development, she designs and markets blended learning programs to enhance customer learning and align with business goals.
Editor
Kerianne O'Donnell
Kerianne O'Donnell is the Digital Learning Manager at Trane Technologies and serves as the editor of the HVAC Full Blast podcast. With a background in graphic design and a strong passion for developing digital learning experiences, Kerianne brings her creative expertise to the podcast, delivering engaging and impactful content to listeners.

What is HVAC Full Blast?

HVAC Full Blast is your bi-weekly dose of HVAC business growth, powered by Trane. Hosted by Mary Carter (Trane Technologies) and Stephen Ross (Sandler), this podcast is built for residential HVAC dealers who want to scale their business, sharpen their sales, and lead with confidence.

Tune in for expert interviews, dealer success stories, and practical tips on pricing, service agreements, workforce development, and more. Whether you're in the field or in the office, HVAC Full Blast helps you stay ahead in a competitive market.

Interested in becoming a Trane Dealer? Visit our website at https://partners.trane.com/

We'd love your feedback and suggestions on future episodes. Please email us at hvac_full_blast@tranetechnologies.com.

This podcast channel is for general informational purposes only. The views and opinions expressed in these episodes are those of the panelists and do not necessarily reflect the official policy or position of Trane Technologies. Trane Technologies makes no warranty or guarantee concerning accuracy or completeness of the content presented in this webinar.

Trane does not provide tax, legal, or accounting advice. This material is for informational purposes only and it should not be relied on for tax, legal, or accounting advice. Tax law is subject to continual change. All decisions are your responsibility and you should consult your own tax, legal, and accounting advisors. Trane disclaims any responsibility for actions taken on the material presented.

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