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PLUMBING & HVAC CONTRACTOR Manufacturing, Food & Beverage, GC, Municipal - Upper Midwest Region #65367 Sign NDA ► 2024 Revenue Est. $5,000,000 2024 EBITDA Est. $787,000 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 information. 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 is an agent for the seller and not for the buyer. Generational Equity's fees are paid by the seller. Stephen Dinehart Senior M&A Advisor Email: sdinehart@generational.com Office: 608-833-9396 Generational Group 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 BUSINESS HIGHLIGHTS The Company is a Plumbing and HVAC Services Contractor located in the Midwest Region and provides effective solutions for Plumbing, HVAC, and Process Equipment installations. The Company is differentiated from its competition through its strong customer relationships, superior reputation for quality services, and experienced team, and its success is driven by having good links with vendors, the ability to service multiple territories, aggressive marketing, and the ability to control costs and expenses in line with market demand. The Company excels in each of these areas and is well-positioned for growth and success. INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 COMPANY STATS Over 20 yrs of operations 84 active accounts 12 FT & 1 PT employees 12,000 sq. ft. facility INVESTMENT APPEAL • Explosive Growth: The Company's revenue is projected to reach $5,000,000 in 2024, and its EBITDA, a key indicator of financial performance, is projected to reach $787,000 in 2024 (15.7% of sales). • Strong Historical Sales Growth: Historical sales have grown from $2,156,000 in 2021 to $2,922,000 in 2023, representing a compound annual growth rate of 16.4%. Sales have grown consistently year over year in the historical period. • Decreasing Operating Expenses: Operating expenses have been trending lower, decreasing as a percentage of sales from 14.3% in 2021 to 13.7% in 2023. Effective management of operating expenses led to greater profitability over the historical period. • Diversified Customer Base: The Company has developed an excellent reputation within the local area for supplying high quality and high value Plumbing and HVAC Services. Over the historical period, the Company experienced no significant customer concentration. A diversified customer base helps ensure that the Company will not be significantly impacted by the loss of a single account. GROWTH OPPORTUNITY >Expand Sales Service Department >Self-Perform Sheet Metal Fabrication Product/Services Revenue Mix 2023 Customer Markets