GENERATIONAL EQUITY

Insulation & HVAC Services Company #69087 Sign NDA ► Location Western US 2025 Est. Revenue $3,500,000 2025 Est. EBITDA $768,000 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 deliver y 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. Dawn Bloomer Vice President, M&A Email: dbloomer@generational.com Office: 949-679-4518 Generational Equity, LLC 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 BUSINESS HIGHLIGHTS The Company a leading energy efficiency contractor specializing in residen al insula on and HVAC services. Founded in 2014, the Company has served over 8,000 customers and is recognized for its quality workmanship and strong customer sa sfac on. Both service lines are supported by in-house crews and deliver similar gross margins. This dual-service model allows the Company to cross -sell and deliver comprehensive comfort solu ons to its growing customer base. The Company is a cer fied contractor of a prominent company and par cipates in rebate programs. The Company primarily serves residen al homeowners, who are o en mo vated by rising u lity costs and are highly responsive to rebate programs and government incen ves. The Company also works with a select group of HVAC and solar contractors, providing repeat business opportuni es. INVESTMENT APPEAL • Superior Name and Reputa on: The Company enjoys a long-standing reputa on for quality installa ons and superior customer support. • Diversified Customer Base: No single customer accounted for more than 3% of revenue during the historical period. The diversified customer base helps ensure that the Company will not be significantly impacted by the loss of a single account. • In-House Service Model: The Company performs nearly all insula on and HVAC work with its own crews, reducing reliance on subcontractors. This allows for be er quality control, scheduling efficiency, and margin consistency, especially important in a labor-constrained industry. • Consistent Revenue Growth: The Company has demonstrated strong top-line growth, with revenue increasing from approximately $1.2 million in 2022 to $2.8 million in 2024. This upward trend reflects the successful expansion into HVAC services, improved marke ng efforts, and increased customer demand. • Significant EBITDA Improvement: The Company's EBITDA rose from $124K in 2023 to over $636K in 2024, indica ng improved opera onal efficiency and profitability. This growth was driven by be er cost control and a more op mized service mix. INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 - 2022 Dawn Bloomer is a California Real Estate Salesperson, Lic. 02282657

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