For HVAC, Plumbing & Electrical Owners

Don't Leave It
on the Table.

You've spent decades building something real. The Exit Staircase shows you exactly where you stand — and what it takes to get full value when the time comes to step back.

The Exit Staircase™
Stage 1
Unaware
Starting Point
Stage 2
Aware
Thinking
Stage 3
Preparing
Working
Stage 4
Ready
Premium Exit
CFP® Certified Financial Planner
CEPA® Certified Exit Planning Advisor
Written for Trades Owners Only
30 Years Advising Business Owners
Who This Is For

Built for the owner who built it themselves.

If you own an HVAC, plumbing, or electrical company doing between $3 million and $15 million a year — and somewhere in the back of your mind you know the exit is coming — this is for you.

"Most owners have a number in their head. In my experience, it's almost always wrong — and the gap between what they'd receive today and what a prepared owner receives is where a significant amount of money gets left on the table."

The Exit Staircase gives you the framework, the self-assessment, and the roadmap — so that when the call comes, you're negotiating from strength.

You've received an acquisition call

An unsolicited buyer reached out and you weren't sure what to do with it. That call wasn't random — and it wasn't the last one.

You don't know what it's worth

You have a number in your head, but you've never had it validated. The gap between that number and reality is what this work is about.

The business runs on you

You know that's a problem. Every buyer knows it too — and it shows up directly in what they're willing to pay.

You want to exit on your terms

Not under pressure, not at a discount, and not without a clear picture of what comes next. That outcome takes preparation — and it starts here.

The Framework

Where are you on the staircase?

Four stages. Each one represents a different risk profile in a buyer's eyes — and a different multiple. The gap between Stage 1 and Stage 4 is measured in years of preparation and, in many cases, millions of dollars.

1
Unaware
The Business Runs on You

No management layer. No service agreement program to speak of. Financials adequate for operations but not for scrutiny. The exit is a "someday" conversation.

Compressed multiple Buyer sees risk, not durability
2
Aware
Thinking About It, Not Acting

You know the exit matters. You've had some conversations. But awareness hasn't translated into sustained, deliberate action. The window is open and you're watching it.

Below-market multiple Potential visible, preparation isn't
3
Preparing
Real Work Underway

A management layer is forming. Service agreements are growing. Financials are being cleaned up. You're treating the exit as a serious business initiative — and buyers can see it.

Above-market multiple Trajectory earns a premium
4
Ready
The Business Runs Without You

Institutional-grade financials. Strong recurring revenue. Real management team. Diversified customer base. You're choosing to sell — not having to. That distinction is worth a great deal.

Premium multiple Competitive process, maximum value
Free Self-Assessment

Exit Readiness Self-Score

Nine questions. Two minutes. Check every statement that is true of your business today.

I could take 30 days fully off and the business would run without me.
+2 pts
I have a named operations manager or GM who handles day-to-day decisions.
+2 pts
I have more than 100 active service agreements generating recurring annual revenue.
+2 pts
My last 3 years of financial statements were prepared by a CPA and are clean and organized.
+2 pts
No single customer accounts for more than 15% of my revenue.
+1 pt
My revenue has grown for at least 2 of the last 3 years.
+1 pt
I have had a serious, numbers-based conversation with a financial advisor about what I need from a sale to fund my retirement.
+2 pts
I know the approximate EBITDA of my business and can explain it to a buyer.
+1 pt
I have begun thinking about what my life looks like after the business is sold.
+1 pt
Your Score
0 / 14 points
For HVAC, Plumbing & Electrical Owners
Don't Leave It on the Table
A Trades Business Owner's Guide to Exiting on Your Terms
Rusty McAlister, CFP® CEPA®
The Book

Everything you need to know before you need to know it.

Written specifically for HVAC, plumbing, and electrical business owners doing $3–15M in revenue. About 70 pages. You can read it in an afternoon — and the owners who do show up to the conversation differently.

Ch. 1
The Window
Why the current moment for trades exits is unusual — and why timing matters more than most owners realize.
Ch. 2
What Your Business Is Actually Worth
How buyers calculate value — and the five factors that move your multiple up or drag it down.
Ch. 3
The Value Gap
The difference between what an unprepared owner receives and what a prepared one gets. This is where the real money lives.
Ch. 4–7
Exit Options, Taxes, Life After & Your 90-Day Plan
The full picture — from choosing your path and protecting your proceeds to what your Tuesdays look like when it's over.
Request a Copy
About Rusty

Nearly three decades of this work. None of it generic.

Rusty McAlister has spent nearly 30 years helping business owners navigate the most consequential financial decisions of their lives. For the last several years, he has focused specifically on HVAC, plumbing, and electrical contractors — because the convergence of forces hitting the mechanical trades right now is unlike anything he has seen in any other sector.

He wrote Don't Leave It on the Table because he kept having the same conversation with owners who were three years too late to make the decisions that would have mattered most.

CFP® Certified Financial Planner
CEPA® Certified Exit Planning Advisor
Richmond, Kentucky
Schedule a 30-Minute Exit Readiness Conversation
Not a sales call. A real conversation about where you are on the Exit Staircase, what your business might be worth, and what would move your number most. You'll leave with clarity — at no charge and with no obligation.
Schedule Your Conversation
OR
rusty@theexitstaircase.com
The Bottom Line

You built something worth selling.
Let's make sure you get full value for it.

Start with the free self-assessment. It takes two minutes and tells you exactly where you stand.