How to market a company that is dependent on market factors????

Interested in how those on the sell-side market a company that is heavily reliant on market conditions if, for example, we are looking like we are heading into a recession. Ex. HVAC firm is reliant on how many new businesses or homes are being built because their services are then needed. If mortgage rates are rising (construction companies know that people won't buy so won't build as much) and with the new interest rate hikes no businesses are looking to expand their services and build new offices, how do you market this? Any insight would be deeply appreciated. 

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You either don't market it until the market returns. Or you find every metric you can to show how the business is stable through cycles.

In your example, show how the business generates repair revenue and has fewer costs during a period of low installation.

If you can sell a stable base business, you can find someone who can appropriately box and underwrite the downside risk.

Or, someone is going to pay a lower multiple on lower EBITDA, because they're purchasing into a cycle.

 

Makes sense. I wanted to follow up because what if repair revenue made up around 5% in revenue? Not sure if that was normal in the industry or not but it seems with that low of a percentage you would probably not want to sell or simply wait till the market looks a bit better. Not positive though, would love to hear your thoughts.

 

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