Financials and service mix

HVAC (40%): installation, replacement, and 24/7 service for furnaces, air conditioning, heat pumps, and geothermal/modulating systems; system design, sizing, and retrofit upgrades.

Electrical (40%): residential electrical installation and upgrades, panel work, wiring, lighting, backup power solutions, and home electrical troubleshooting.

Plumbing (20%): residential plumbing install, repair, and emergency service including water/sewer-related issues and fixture replacements.

Additional in-house capabilities include spray foam insulation, indoor air quality work, and energy-efficiency upgrades (LED, solar, geothermal integration), allowing the company to act as a single point of responsibility for whole-home comfort and efficiency.

Revenue: $5.0M.
EBITDA: $700K (14% margin).
Mix: 40% HVAC / 40% Electrical / 20% Plumbing. Residential share: 85%.
Headcount is 30+; labor is in-house, which supports margin control and responsiveness.

Workforce & Footprint

The company employs 30+ people across service techs, installers, licensed electricians and plumbers, and office/dispatch. It runs an internal apprenticeship / training pipeline registered and recognized at the state and U.S. Department of Labor level for HVAC, plumbing, and electrical trades, designed to build talent from entry level and keep staffing predictable.

The company services a multi-county region in the central U.S. Midwest, spanning more than 20 counties across a two-state area, with same-day/next-day response positioned as part of the offering. All work is self-performed by in-house field techs; the business is non-union. Dispatch, estimating, install, and service are coordinated internally rather than subcontracted out.

Customer BAse

85% residential. The company positions itself toward higher-end single-family homes and whole-home upgrade work (comfort, energy efficiency, electrical modernization, backup power, plumbing reliability), with limited light commercial. Most business is repeat / referral; there is no outbound marketing spend.

Ownership Structure

Family owner-led (40+ years)

Seeking succession, open to transition support period

The company is open to outside capital / sale. Objectives include succession, professionalization, and scaling a proven residential model that already has labor pipeline (apprenticeship), strong pricing power in higher-end homes, and no reliance on paid lead generation.