Issue link: http://deals.uberflip.com/i/1531992
Fireplace/Chimney Company (Retail & Restoration) #66795 Sign NDA ► 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 deliver y 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. Generational Equity, LLC 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 BUSINESS HIGHLIGHTS The Company is a leading retailer of high-end, designer-friendly, fireplaces, inserts, and stoves, serving highly affluent clients from some of the most prestigious zip codes in California. The Company's 3,000 square foot showroom is in a high-visibility location near a heavily-trafficked shopping center. The Company has multiple decades of experience working with General Contractors, Designers, Architects, and Residential Clients. Remote and/or semi-absentee ownership is possible due to very strong second-tier management in place. INVESTMENT APPEAL • Superior Name and Reputation: The Company enjoys a long-standing, multi- decade reputation for quality products and superior customer support. The Company is well known for its expertise on meeting the needs of complex, fast track projects. • Second-Tier Management in Place: Current ownership provides oversight and financial management. Day-to-day operations are handled by an existing second-tier management structure. • Authorized Dealer: As an authorized dealer for the most well-known brands in the industry, the Company has established very strong relationships with its suppliers. • Modest Ongoing Capital Investment Requirements: The need for capital expenditures is minimal moving forward. Location San Francisco Bay Area 2024 Est. Revenue $1,800,000 2024 Est. EBITDA $192,000 MARKET DEMOGRAPHICS Total Housing Units * 778,382 Home Ownership Rate * 50.4% Housing Value > $1.0M * 59.4% Housing Value > $500k * 90.2% Median Household Income * >$115,000 Avg. Home Values ** • Marin County $1.5MM • San Francisco County $1.3MM * Source: US Census Bureau 2022 American Community Survey 1-Year Estimate ** Source: Zillow.com, as of June 2024 Erik Records Senior M&A Advisor Email: erecords@generational.com Office: 949-444-3863 INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 - 2022