Welcome back, Dana
You're in the Prepare stage. A little tidying now is what turns a good offer into a great one.
Your road to sale
PrepareIn progress
2Package
3Market
4Negotiate
5Close
Estimated value today
$5.2M–$6.4M
Based on 142 verified HVAC sales. Finishing your checklist could add up to $1.1M.
Likely multiple
5.6×
Sellability score
64
Readiness checklist
18of 28 done
Data room
71%complete
Buyer interest
3qualified buyers
1 indication of interest
Your next steps
Upload last 3 years of tax returns
Buyers verify against these first.
Document who runs what without you
Owner-dependence is your biggest score gap.
Convert top 20 customers to service plans
Recurring revenue lifts your multiple.
Recent activity
Bluebonnet Mechanical signed an NDA and viewed your teaser.
1 day ago
Deal OS AI flagged 2 items in your financials folder.
2 days ago
A buyer requested your customer concentration breakdown.
3 days ago
My Valuation
AI-powered valuation based on your financials and 142 verified HVAC transactions.
AI-computed value range
$5.2M–$6.4M
$3.8M floor$5.8M likely$7.5M stretch
Adj. EBITDA
$928K
Likely multiple
5.6×
Confidence
High
64sellability
Grade B · Sellable
HVAC median: 58 · Top quartile: 78
AI Valuation Calculator
Adjust inputs — valuation updates in real time
$3.2M
↑ 12% YoY
$928K
29% margin
31%
Below 50% threshold
45
High dependence
16
Strong tenure
14
trucks
16%
Slight concentration
28
Well-staffed
AI Scenario Modeler
Current state$5.2M
If recurring hits 50%$6.1M
+$0.9M · multiple jumps to 6.1×
If owner hours drop to 15/wk$5.9M
+$0.7M · independence score doubles
Both combined$7.1M
+$1.9M · top quartile 6.8×
Boost your price
1
Grow service-plan revenue to 50%
6–12 months · Medium effort
2
Reduce owner-dependence
3–6 months · High effort
3
Diversify top customer below 10%
3–6 months · Low effort
AI recommendation
Focus on recurring revenue first — convert your top 20 one-time customers to annual service plans. This alone moves your multiple from 5.6× to 6.1×.
Readiness Checklist
18 of 28 tasks complete. View this in the full DC prototype for the complete interactive experience.
Full checklist available in DC preview
Data Room
One secure, organized place for everything a buyer will ask for. You control who sees what.
Complete
Financials
14 files · P&L, balance sheet, tax returns
3 missing
Legal & Corporate
8 files · entity docs, licenses, leases
In progress
HR & Team
5 files · roster, comp, org chart
Complete
Customers & Contracts
9 files · top accounts, service plans
Buyer requests
Customer concentration detail
Bluebonnet Mechanical · pending
Equipment & fleet schedule
Lone Star Home Svcs · pending
Trailing 12-month P&L
Shared · 2 days ago
Who has access
Watermarked · activity logged
Deal OS AI
Platform · encrypted processing
BM
Bluebonnet Mechanical
Buyer · teaser + financials
LS
Lone Star Home Svcs
Buyer · teaser only
CIM Builder
Build your Confidential Information Memorandum step by step. We pull from your data room so you don't start from scratch.
Sections
1Executive Summary
Business Overview
Financial Highlights
4Growth Opportunities
5Team & Operations
6Deal Terms
Overall progress
42% complete
Executive Summary
The first thing buyers read. Make it count.
16-year HVAC leader in Austin metro, $928K adj. EBITDA, 64% repeat customer rate
Summit Air & Heating is a full-service residential and light-commercial HVAC company serving the greater Austin, TX market since 2009. The company has built a strong brand on same-day service, transparent pricing, and a 4.8★ Google rating across 1,200+ reviews...
AI suggestion
Consider adding your service area radius (30mi) and fleet size (14 trucks). Buyers in home services weight these heavily in their initial screen.
$928K adj. EBITDA16 years established64% repeat rate14-truck fleet+ Add highlight
Buyers & Offers
Compare offers on more than price — cash at close, earnout risk, and how they treat sellers.
BM
BEST FITBluebonnet Mechanical
Strategic · PE-backed
$6.1M
6.6× adj. EBITDA
Cash at close82%
Earnout$0.7M / 18mo
Seller rating4.4 ★
LS
Lone Star Home Svcs
Platform roll-up
$6.5M
7.0× adj. EBITDA
Cash at close61%
Earnout$1.6M / 30mo
Seller rating3.7 ★
IS
Independent sponsor
Operator buyer
Verbal
~5.8× indicated
Cash at closeTBD
StatusNDA signed
Seller ratingNew
AI Deal Analysis
Lone Star's headline is higher, but more than a third rides on a 30-month earnout — and sellers rate them below average on honoring terms. Bluebonnet pays $120K more cash at close and has a clean track record. Consider pushing Bluebonnet on the earnout target and bringing Lone Star up on cash before deciding.
Deal Timeline
Your path to close — with real dates, not guesses. Target: 75 days.
Target closeOct 1, 2026
Preparation completeDone
Mar 1 – Mar 15
Readiness audit, data room uploaded, CIM drafted.
Go to marketDone
Mar 16 – Mar 22
Teaser sent to 12 qualified buyers. 5 NDAs signed, 3 proceeded to full CIM.
3
Indications of InterestIn progress
Mar 23 – Apr 5 (est.)
2 IOIs received. Waiting on 1 more before selecting finalists.
⏱ Lone Star asked for 5 more days to submit. Granting extra time keeps competitive pressure — recommended.
4
LOI & Exclusivity
Apr 6 – Apr 15 (est.)
Select winning bid, negotiate final LOI terms, enter exclusivity.
5
Due Diligence
Apr 16 – May 15 (est.)
Buyer deep-dive into financials, legal, ops. QoE report generated.
6
Close
Oct 1, 2026 (target)
Final purchase agreement, funds transfer, you're done.
Messages
All deal communication in one place. Encrypted and attached to your deal context.
All
AI
Buyers
System
Deal OS AI2h ago
AI Assistant
I reviewed your financials — 2 items to clean up before sharing with buyers...
BM
Bluebonnet Mechanical1d ago
Buyer · PE-backed
Thanks for the P&L. Could we also get customer...
LS
Lone Star Home Svcs2d ago
Buyer · Platform roll-up
We'd like to schedule a management call next week...
Deal OS Assistant3d ago
System
Your CIM draft is ready for review. 3 AI suggestions...
Deal OS AI
Always available
Linked to:
Financials folder
AR-aging_current.xlsx
Today
I've analyzed your financials folder. Here are 2 items to address before buyer review:
1. The add-back for the personal vehicle lease needs a receipt.
2. Your AR aging has $18K over 90 days — let's write that off before buyers see it.
2. Your AR aging has $18K over 90 days — let's write that off before buyers see it.
XLSX
AR-aging_current.xlsx
174 KB · Open in Data Room
2:14 PM
Got it. I'll upload the receipt tonight. On the AR — is it better to write off now or explain it in the CIM?
2:31 PM
Recommendation: write it off now. Buyers typically use stale AR to justify a working capital adjustment at close. Cleaning it proactively removes that leverage.
2:33 PM
Deal OS Insight
Writing off the $18K now adds ~$18K to your normalized working capital, avoiding a buyer adjustment that could cost 1× that amount at close.
Your data stays private · AI suggestions are based only on your documents