Executive Summary
Business: Desert Sun HVAC
Date: May 9, 2026
Prepared By: ClearValue Advisory · AI-Powered Business Analysis · strategy specialist
Confidentiality Notice: This document contains confidential and proprietary information. Distribution is strictly limited to qualified prospective acquirers and their authorized advisors.
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TABLE OF CONTENTS
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- Transaction Summary .................. 1
- Key Investment Facts ................. 1
- Why This Listing ..................... 2
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SECTION 1: TRANSACTION SUMMARY
Desert Sun HVAC — Nevada HVAC Contractor
Asking Price: $1,625,869 (Base Case) | Range: $1,375,736 – $1,876,003
Valuation Basis: 3.25x Weighted SDE of $500,268
SBA Eligible: Yes — DSCR 2.13x [CALCULATED] | Down payment: $162,587 (10%)
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SECTION 2: KEY INVESTMENT FACTS
- Revenue: $1,600,000 (2023) → $1,850,000 (2024) → $2,400,000 (2025) — 22.47% 3-year CAGR [CALCULATED]
- Weighted SDE: $500,268 [CALCULATED] | 2025 SDE: $563,268 [CALCULATED]
- Revenue Quality: 60% recurring maintenance contracts / 40% project work — contracted recurring base provides meaningful revenue floor for a buyer
- Customer Base: ~1,800 residential accounts + 24 light-commercial accounts; no single customer exceeds 18% of revenue [VERIFIED — owner-stated]; largest customer below SBA 20% flag threshold
- Operating Tenure: 22 years in the Nevada market; established brand with multi-decade community presence
- Team: 12 employees (10 FT / 2 PT); no independent contractor exposure
- Schedule: Extended hours — weekday, Saturday, and 24-hour emergency response capability
- Transition: 90-day seller transition available post-close; retirement-driven sale with motivated timeline
- Lease / Facilities: [INSUFFICIENT DATA — lease terms not captured at intake; to be confirmed before CIM distribution]
- Existing Debt: [INSUFFICIENT DATA — outstanding business liabilities not captured at intake; to be confirmed before CIM distribution]
Missing inputs — Lease terms and existing debt: Both fields are material to buyer due diligence and SBA lender underwriting. Broker action: obtain lease detail and liability schedule from owner before distributing this document.
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SECTION 3: WHY THIS LISTING
Desert Sun HVAC presents a rare combination of scale, growth momentum, and revenue quality in the Nevada HVAC contractor market. With 22 years of operating history, a 22.47% three-year revenue CAGR, and 60% of revenue derived from recurring maintenance contracts, this business offers a buyer predictable cash flow, an established residential account base, and immediate market credibility — at an SBA-financeable entry point requiring only $162,587 down. Post-debt-service Year 1 cash flow of $265,781 [CALCULATED] represents a compelling first-year return on invested capital for a qualified owner-operator. The retirement-motivated seller is available for a structured 90-day transition, providing meaningful operational continuity for a new owner during the critical handoff period.
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Prepared By: ClearValue Advisory · AI-Powered Business Analysis Platform · AI-Powered Business Analysis · strategy specialist · May 9, 2026
This analysis is produced by an AI software system and does not constitute licensed business brokerage, a formal appraisal, or professional financial advice.
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