ON HOLD: Commercial HVAC&R. 2025 SDE +/-$1,134,095. The company is GROWING FAST due to consistent Excellent Performance and Infrastructure! 2025 gross revenue close to $4.8M. All current agreements renewed in December for 2026 with conservative additional revenue projected about 40% YOY. California CSLB # 889426 (C20, C38); Arizona ROC # 351412 (C39) required. Buyers must have direct industry experience. This is a family‑owned commercial HVAC & Refrigeration contractor providing installation, maintenance, and repair for mission‑critical systems across Southern California, Greater Phoenix, and Greater Tucson. The company emphasizes transparent, non‑commission recommendations and fast‑response emergency service. Founded in the ‘90s, ownership began to pivot from residential to commercial about 2019. Since then, they have a robust list of about 1000 billed locations representing about 50 multi-location brands/chains, many represented through 8 large IFM and about 10 small IFM relationships. IFM contracts are awarded based upon performance and once awarded the business is presented to individual customers who hire and pay for the service - some directly, some through the IFM. Most contracts auto renew unless there is a performance issue which has not happened due to close monitoring of metrics. Revenue mix is approximately 90% PM (25% PM and 75% WFPM) and 10% installation. IFM (Integrated Facilities Management). No “new construction” since 2022. Company margin performance puts it in the top quartile for the industry and performance metrics (KPI’s) with IFM’s and National Brands are best in class with internal target >85% with achievement >80%. Much of the business is generated from IFM performance-based contracts and word of mouth within multi-national chains. Though there has been no direct or social media marketing other than a new website, local B:B customers are also supported. Plans are in place to launch a SEO campaign early in 2026 directed at the new territories. The company expanded to Phoenix and Tucson, AZ late 2023 with about $1M revenue boost in 2025 largely due to the request of Southern CA customers with operations there. There is a significant amount of potential, but a careful growth and implementation strategy is very important to sustainable success. New territories take front ended capital, and about a year to build reputation and establish performance (KPI) results with payback typically within 10 months. The infrastructure, processes and systems are seasoned to support this growth. YOY growth within those IFM’s could be over 40%. Expansion plans with current customers include SF Bay Area, CA, and Texas but so far, still growing in So. CA and AZ. As of the end of Feb 2026, the company employed +/- 24 techs (2FSMs), 7 office full-time W2 employees with a fleet of 25 (3 in reserve) configured service vehicles. New accounts in So. CA representing 2300 new "tickets"/$2M (historical annualized average) were rolled out in Jan/Feb 2026. As of March recruiting 2 additional techs and 1 office manager still being recruited. Its been a moving target as growth and planned turnover cannot be pinned down. Due to supplier relationships enduring 15-30 years with 16 primary suppliers and redundancy, the company consistently benefits from top-tier pricing incentives. Key management is in place; Sr. Operations, Regional Service Manager, Technical Supervisor and Accounting Manager along with field-technicians, are running the business. The owner oversees operations and focuses on continuously strengthening infrastructure, processes, and systems so the company can keep scaling impressively. There is no union affiliation. The seller has additional business and family interests and is operating two other unrelated small businesses concurrently. The family has plans to relocate to the east coast in the future. That said, the seller is prepared to support the transition and further growth for up to 36 months on a negotiable basis. Seller is ideally looking for a growth-oriented buyer/successor who has the capacity to continue the family legacy and thrive. A 25-year lease is in place for the mixed-use property currently at $6,833.25 per month. The seller is the owner of the real estate, and will offer 3 to 5 year lease with option/s. The 2,975 sqft building offers 5 offices and a bull pen with (6) 6x6 desks, each with 3-screen computer stations, a kitchen, and warehouse where miscellaneous parts are stored. There is parking for 14 vehicles. It is zoned for office, retail, food or medical use for which there is scarcity in the area. 2025 Gross Proforma Revenue was $4,761,023. SDE over $1.1M. FFE estimate: $450k. Supplies estimate: $25k - $50k at any given time. Working capital estimate: $400k. (Financials changing daily due to growth). Buyers should not anticipate a highly leveraged deal structure though the seller is open to a small short term note and perhaps equity rollover. Be prepared with a majority down payment. SBA financing is not realistic for this business unless your don't need it, and have direct successful industry experience with CA licenses. SBA SOPs prohibit likely deal structure.
