Issue link: http://deals.uberflip.com/i/1530972
HVAC Contractor— Commercial and Residential #67242 Sign NDA ► Location Central California 2024 Est. Revenue $3,400,000 2024 Est. EBITDA $696,000 DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such informati on. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members are agents for the seller and not for the buyer. Generational Equity's fees are paid by the seller. James R. Hermann Senior Managing Director, M&A Email: jhermann@generational.com Office: 972-908-0770 Generational Equity, LLC 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 BUSINESS HIGHLIGHTS The Company is a full service HVAC company serving residential and commercial customers in Central California. Services include commercial/residential installations, service, and repairs/maintenance. The Company serves over 400 active clients and boasts with an approximately 75% rate of repeat business and is known for its reliable maintenance, responsive service, and expert installations. INVESTMENT BANK OF THE YEAR 2017 - 2018 - 2022 INVESTMENT APPEAL • Superior Name and Reputation: The Company enjoys a long-standing reputation for the quality of its products and services, expertise, dependability, and superior customer support. As a result, the majority of the Company's business is from repeat business and referrals. • Strong Client Relationships: The Company is proud of its strong ties to clients and its reputation for quality work and client service. Evidence of these relationships is shown in the 75% rate of repeat business. • Strong Management Team: The Company's management team has a tremendous amount of experience in the commercial and residential heating and cooling industries and is focused on providing quality, timely, and cost-effective services, coupled with proactive and responsive customer support. • Management Will Remain through Transition: The officers are willing to remain through the transition period, and would entertain remaining with new management for a longer period of time on a consultancy basis. Additionally, all key employees will be available to remain with new ownership beyond the sale of the Company. • Outstanding Growth Opportunities: Several opportunities exist for the Company to significantly increase revenue and profit, including leveraging the Company's proven reputation to pursue and penetrate new and existing markets. These opportunities are easily attainable given the appropriate investments in capital and human resources.