Readiness
Document checklist
- DOC-014Profit and loss, last three yearsreceived
- DOC-021Federal tax returns, last three yearsreceived
- DOC-033Bank statements, twelve monthsreceived
- DOC-040Equipment and vehicle schedulereceived
- DOC-046Maintenance plan contractsin review
- DOC-052Payroll register, current yearmissing
- DOC-058Building lease, Piedmont Streetmissing
- DOC-061Workers' compensation loss runsmissing
Reconciliation
P&L
4,200,000
Tax return
4,061,000
Bank deposits
4,318,000
139,000 variance, P&L against tax return
118,000 variance, deposits against P&L
Stated earnings680,000
Adjusted earnings665,000
This is the figure we take to buyers.
Buyers
Individual searcher
clearedSBA 7(a) PRE-QUALIFIED
Operations background in mechanical services, intends to run the business himself.
Regional operator
clearedCASH + CREDIT FACILITY
Runs four branches in the upstate, would keep the name and the crews.
Holding company
clearedCOMMITTED EQUITY
Buys and holds contracting businesses, leaves management in place.
Local competitor
not clearedNOT EVIDENCED
Financing not evidenced, not cleared to meet.
Not cleared to meet.
Blind profile
- Trade
- Residential HVAC
- Region
- Upstate South Carolina
- Revenue band
- 3 to 6 million
- Years trading
- 26
- Name
- Withheld
- Address
- Withheld
- Owner
- Withheld
This is everything a buyer sees until you approve an introduction.
Activity
- 09/18/2026, 09:12 Readiness check opened by J. Alderman, adviser