Will my company keep its name and brand?
Yes - permanently. Preserving local brands is the core of our model. Your reputation took decades to build; erasing it would destroy the very value we're investing in.
What happens to my employees?
They stay, and they gain. Teams keep their jobs and receive access to better benefits, training, and advancement. Key managers typically receive retention incentives and, in many structures, equity participation.
Do I have to leave after the sale?
No. Most founders stay on to lead their companies with a lighter administrative load. Others transition over an agreed period. We build the plan around your goals, not a template.
How do you value a business?
A combination of financial analysis, market benchmarks, and comparable transactions - reviewed openly with you. We'd rather lose a deal being honest than win one being clever.
What size and type of companies do you partner with?
Established residential HVAC, plumbing, and electrical companies in the United States with strong reputations, healthy financials, and teams worth investing in. If you're unsure whether you fit, ask - the conversation is free.
How long does the process take?
Typically three to six months from first conversation to close, depending on the quality of records and complexity. We streamline diligence so it doesn't hijack your busy season.
Is the conversation really confidential?
Completely. We know word travels fast in the trades. Discussions are held under NDA and nothing reaches your team, competitors, or market until you decide it does. Discretion isn't a courtesy here - it's policy, which is also why you won't find our partners listed on this site.
Why don't you list your partner companies?
Privacy. Many owners prefer that their sale - or even their conversation with us - never becomes industry gossip. We extend that discretion to everyone, permanently. References are available in private, with our partners' consent.
Can I retain equity in my business?
Yes. Many of our deal structures include retained ownership so founders participate in the upside the platform helps create.
Didn't find your question? Ask us directly - confidentially.
