Marine turns to M&A Banker Who Dreamt of Life as a HVAC Owner with Nicholas Matos

Join us this week as we talk to Nicholas Matos, owner of Reliable Heating and Cooling in Indian Trail, NC. Nick's path led him from Miami and the Marines to the world of HVAC business ownership. After learning finance at J.P. Morgan, he used his valuation skills to transform a struggling HVAC shop into a seven-figure success within his first year.

Nick closed his first small business deal quickly – and right in the middle of peak season! He skillfully negotiated favorable terms without external financing, recognizing the limited buyer pool and leveraging that to his advantage.

Nick shares insights on the challenges of valuing small businesses. He emphasizes both the importance of the buyer's vision for growth and the difficulty of reliable valuation due to inconsistent data.

Reliable's initial focus is on optimizing operations, streamlining pricing, organizing their CRM, and building a strong digital marketing presence.

Listen to our discussion for much, much more!

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Additional Resources

➡️ Schedule a FREE Marketing Assessment today: https://lokalhq.com/marketing-assessment/

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👉 Connect with Nicholas Matos

LinkedIn: https://www.linkedin.com/in/nick-matos/

Website: https://relhvac.com/

Instagram: https://www.instagram.com/reliablehvac_clt/

Facebook: https://www.facebook.com/relhvac

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The Boost, a podcast for home service contractors.

Join CMO of Lokal, Zach Wilson, as he explores leaders & innovators in home services, their personal journeys, thoughts and experiences with growth, marketing, and succession.

Lokal digital marketing works exclusively with contractors specializing in HVAC, roofing, plumbing, and garage door companies to conquer their local turf and grow exponentially.

All Aboard the Longship! Powered by Vikings™.

For marketing tips, follow Zach Wilson on Instagram, TikTok, or Facebook.