Established HVAC Service and Maintenance Operation

The company is an established HVAC service and maintenance operation with a customer directory of approximately 1,063 customers and approximately 100 commercial clients maintained within its commercial billing system. The business has developed recurring commercial relationships across healthcare, professional offices, property management, and residential construction. Its operations include recurring filter programs, preventative maintenance, service and repair, new construction HVAC installation, ductwork, and complete system replacements. The operation is supported by an experienced service team, including a lead technician with more than 10 years of tenure, and three branded and stocked Ford service vehicles. Two of the three service vans are paid in full. The business has historically grown and maintained its customer relationships without relying heavily on formal sales materials or aggressive equipment-replacement sales. Its emphasis has instead been on recurring service, preventative maintenance, repair, and long-term customer relationships. Key Business Highlights Approximately 1,063 customers in the Square customer directory Approximately 100 commercial clients in the commercial billing system Established recurring commercial HVAC relationships Approximately 34 WellMed/Optum Health facilities serviced Healthcare, property management, professional office, and new-construction accounts Experienced HVAC service personnel Lead technician with 10+ years of tenure Three branded and stocked Ford service vans Two service vans paid in full Shop equipment, shelving, HVAC equipment, supplies, and duct fabrication equipment Major supplier relationships with Daikin, Trane, and Johnstone Supply Vendor accounts generally paid monthly with no revolving balances No franchise agreement or other major contractual obligation identified for purchaser assumption Service-focused operating model with limited reliance on aggressive equipment sales The company has historically operated as a service-driven HVAC business rather than a sales-driven organization. The company's operating philosophy has been to maintain and repair customers' existing HVAC systems rather than actively encourage equipment replacement. Replacement systems are generally recommended when existing equipment has aged, failed, or is no longer practical or economical to repair.