Business Description

ON HOLD UNTIL NOV 2026: Commercial HVAC&R.  2025 SDE +/-$1,134,095.  The company is GROWING due to consistent Performance and Infrastructure.  2025 gross revenue about $4.5M.  All agreements renewed in December for 2026 .

California CSLB # 889426 (C20, C38); Arizona ROC # 351412 (C39) required.  Buyers must have direct industry experience.

This is a family‑owned commercial HVAC & Refrigeration contractor providing installation, maintenance, and repair for mission‑critical systems across Southern California, Greater Phoenix, and Greater Tucson. The company emphasizes transparent, non‑commission recommendations and fast‑response emergency service. Founded in the ‘90s, ownership began to pivot from residential to commercial about 2019.

Since then, they have a robust list of billed locations representing about multi-location brands/chains, many represented through several large and small IFM relationships.  IFM contracts are awarded based upon performance and once awarded the business is presented to individual customers who hire and pay for the service - some directly, some through the IFM.  Most contracts auto renew unless there is a performance issue which has not happened due to close monitoring of metrics.  Revenue mix is approximately 90% PM (25% PM and 75% WFPM) and 10% installation.  IFM (Integrated Facilities Management).  No “new construction” since 2022.

Company margin performance is emphasized with focus on performance metrics (KPI’s) with IFM’s and National Brands are best in class with internal target >85% with achievement >80%. Most new business is generated from IFM performance-based contracts and word of mouth within multi-national chains. Though there has been no direct or social media marketing other than a new website, local B:B customers are also supported.  The company expanded to Phoenix and Tucson, AZ late 2023 with about $1M revenue boost in 2025 largely due to the request of Southern CA customers with operations there.  There is a significant amount of potential, but a careful growth and implementation strategy is very important to sustainable success.  New territories take front ended capital, and about a year to build reputation and establish performance (KPI) results with payback typically within 10 months.

Expansion plans with current customers include SF Bay Area, CA, and Texas but so far, still growing in So. CA and AZ.  As of the end of Feb 2026, the company employed +/- 24 techs (2FSMs), 7 office full-time W2 employees with a fleet of 25 (3 in reserve) configured service vehicles. New accounts in So. CA representing 2300 new "tickets"/$2M (historical annualized average) were rolled out in  2026. 

Due to supplier relationships enduring 15-30 years with 16 primary suppliers and redundancy, the company consistently benefits from top-tier pricing incentives.

Key management is in place; Sr. Operations, Regional Service Manager, Technical Supervisor and Accounting Manager along with field-technicians, are running the business. The owner oversees operations and focuses on continuously strengthening infrastructure, processes, and systems so the company can keep scaling impressively.  There is no union affiliation.

The seller is ready to retire from this business but will support transition on an extended negotiable basis,  They are happy  to hold figure head role  and has earnest desire to train technicians for the future of HVACR.  The family has plans to relocate to the east coast in the future and already spends several months a year there outside of CA. 

A 25-year lease is in place for the mixed-use property currently at $6,833.25 per month. The seller is the owner of the real estate, and will offer 3 to 5 year lease with option/s or will sell at FMV.  The 2,975 sqft building offers 5 offices and a bull pen with (6) 6x6 desks, each with 3-screen computer stations, a kitchen, and warehouse where miscellaneous parts are stored. There is parking for 14 vehicles. It is zoned for office, retail, food or medical use for which there is scarcity in the area.

2025 Gross Proforma Revenue was  about $4.5M. SDE about $1M.  FFE estimate: $450k.  Supplies estimate: $25k - $50k at any given time. Working capital estimate: $350k.  (Financials changing daily due to growth). 

Buyers should not anticipate a highly leveraged deal structure though the seller is open to a small short term note and perhaps equity rollover.  Be prepared with a majority down payment.  SBA  financing is not realistic for this business unless your don't need it, and have direct successful industry experience with CA licenses.  SBA SOPs prohibit likely deal structure.