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Illustrative sample deal — Cardinal Mechanical Services (fictional · $5.2M EBITDA · commercial HVAC · Southeast)

Decision-to-Sell Studio

Three questions in. A readiness score, value range, and what to fix — the seller's front door.

72
Readiness
Nearly there
Indicative value range
$26M – $40M
5.0×–7.7× on $5.2M EBITDA
What to fix before listing
  • › Move from CPA-reviewed to audited financials for the cleanest diligence.
  • › Reduce key-person reliance on the owner-operator (succession + documented SOPs).
  • › Document the EBITDA bridge and add-backs before buyers see the numbers.

CIM Forge

QuickBooks + a 30-minute interview → a 25-page, operator-voice CIM. Every figure traces to its source.

Confidential Information Memorandum · §3 Financial Overview

A decade of disciplined, recurring growth.

Cardinal Mechanical generated $24.8M revenue QB · P&L 2024 in FY2024, up 18% YoY QB · trend, with $5.2M adjusted EBITDA Bridge · Adj_2024 at a 21% margin. Service contracts now represent 62% of revenue Schedule · Rev-type — recurring, sticky, and high-margin.

QB · ref Hover any citation — it traces to the exact source. Nothing is asserted that can't be backed up.
Draft · operator voice · awaiting owner approval

Buyer Universe

Strategic, financial, and adjacent-operator pools — scored per deal. Outreach drafted, never sent without a tap.

BuyerTypeFitStatus
Comfort Systems USAStrategic
94 · Tier 1
APi GroupStrategic
88 · Tier 1
Bertram CapitalFinancial (platform)
81 · Tier 2
Regional HVAC roll-upAdjacent operator
73 · Tier 2
Drafted outreach · Comfort Systems USA

"Sarah — we're advising a Southeast commercial-mechanical platform, $24.8M revenue / 62% recurring service, that fits your buy-and-build thesis cleanly. Worth a confidential conversation before we go broad?"

⏳ Drafted — awaiting your approval to send

Data Room Agent

Buyers ask; the agent answers from the documents, with citations and per-buyer permissions. The advisor approves before any answer is released.

What's the customer concentration? Top 5 as a % of revenue?
Buyer: Comfort Systems USA · data room
The top 5 customers represent 31% of FY2024 revenue Schedule · Top-customers; no single customer exceeds 9% Schedule. Concentration has declined from 44% in FY2021 Trend.
⏳ Answer drafted — pending advisor approval before release

Deal Desk

The advisor's cockpit — live stage, per-buyer propensity, comps, and the LOI tracker.

Stage
Management Meetings
6 of 14 buyers active
Indicative range (comps)
5.5×–7.5×
3 recent precedent deals
LOIs received
2
best: $37.5M · 7.2×
Per-buyer propensity
Comfort Systems USA
91%
APi Group
76%
Bertram Capital
58%

Seller's Telegram

The founder gets pinged with the two or three things she actually has to decide this week. Nothing more.

Throughline · Cardinal Mechanical
Morning, Dana — 3 decisions this week 👇
1️⃣ Approve outreach to 12 strategic buyers?
ApproveHold
2️⃣ CIM §3 (Financials) is ready for your sign-off.
Review
3️⃣ Comfort Systems wants a mgmt call Thu or Fri — which works?
ThuFri
That's it for this week. ✅

Amplify · Autonomous Outreach

The moment the mandate lands, Amplify finds the buyers and runs the campaign — on a blind profile, every send approved by you. It replaces the heavy BD lift.

Channel intelligence — where these buyers are
PE buy-and-build funds
92
Strategic acquirers (HVAC)
88
LinkedIn · M&A / search funds
74
Trade associations / forums
61
Live campaign · blind profile
41k
impressions
128
teaser views
9
NDA requests
Warm signals routed to Buyer Universe + Deal Desk automatically.
Drafted LinkedIn post · blind profile (no client name)

"Advising on the sale of a Southeast commercial-mechanical platform — $24.8M revenue, 62% recurring service, 21% EBITDA margins. Built for a buy-and-build. Reply for the blind teaser (NDA required)."

⏳ Drafted — awaiting approval to publish