So Cal HVAC with engaged employees and strong processes

Financial Information

  • Asking Price: $925,000
  • Gross Revenue: $1,328,000
  • Cash Flow: $300,000
  • Down Payment: 0
  • FF&E (Included): N/A
  • Inventory: N/A
  • Financing: No

Business Location

  • Orange
  • Confidential
  • California
Primary Business Category: Plumbing, Heating, and Air-Conditioning Contractors

Second-generation, full-service HVAC company serving Southern Orange County. The company offers a full range of heating, air and water tank services and products. The Company has earned a Yelp rating from 104 reviews of 4.5 stars due to an intentional focus on professionalism, integrity, prompt response, technical competence, competitive labor and equipment pricing and customer satisfaction. The company is NATE and EPA Universal certified. The owner is not heavily involved in field service work. He performs top level management and financial oversight and leads weekly training meetings that focus on technical and customer care issues. The business employs five (two CSR/office personnel and three field techs), not including the owner. The three field techs and the lead CSR are all able to work up estimates and handle customer care issues. The lead CSR has the skill set to act as operations manager (not including financial management). The second CSR handles administration and accounting and has capabilities to act as office manager. The book of business is comprised primarily of residential work. The Company does not participate in new tract home production projects. The Company occasionally performs work for commercial clients. Customer retention and repeat business is driven by a Customer Rewards program that includes two scheduled service/maintenance calls per year, guaranteed same day response and a discount on service calls within normal business hours. Customers can choose between a monthly or annual subscription rate for membership in this program. The company provides a credit option for larger jobs through a financing company partner. The company is in a freeway convenient, light duty industrial park, occupying 1,500 square feet at a monthly lease rate of $1,740.00 plus an additional $120.00 CAM. The current lease expires November 30, 2022 with an option to renew. Equipment included in the sale price includes: . Four (4) 2015 Ford Transit Service Vehicles. . Computer. . Miscellaneous office furniture and equipment. . Tools and equipment comprised of reciprocating saws, torches, gauges, etc. The company maintains non-balance sheet inventory of supplies and consumables (fittings, tapes, conduits, J-boxes, etc.) of approximately $28,000; $6,000 per vehicle and $4,000 in warehouse. The ideal buyer for this business would have HVAC industry experience, technical and management, and possess a C20 contractor's license. The owner is selling due to health reasons and a desire to spend more time with family and on other businesses owned. He will provide 2 weeks of training at 40 hours per week after the close of escrow.


Competition Description

To standout in a competitive environment the Company focuses on the following marketing activities: • Ongoing website maintenance and optimization. • Local service advertisements comprised of paid Google Ads. • Google Pay Per Click. • Angie’s List registration. The following are the competitive advantages of the Business: • Strong brand / name recognition • Transparent interactions with customers • Repeat business, especially through the Club Membership program. • Disciplined processes and procedures • Weekly training meetings • Certified Field technicians with strong technical proficiency • Rapid response capabilities • Club Membership program


Support / Training Comments

Seller will provide two weeks training at 40 hours per week after close of escrow.


Reason For Sale
Health issues and desire to spend more time with family and involved in another business.
  • Home Based: No
  • Year Established: 2010
  • Franchise: No
  • Willing to Train: Yes
  • Relocatable: Yes
  • Required Licences: CA C-20

  • Is Property Leased: Yes
  • Real Estate Available: No
  • Real Estate Included: No
  • Real Estate Value: N/A
  • Days Open: M-F
  • Hours Open: 8:00 am - 5:00 pm
  • Fulltime Employees: 5
  • Part time Employees: N/A
  • Is Management Staying: No
  • Distressed: No
  • Monthly Payroll: $0
  • Building Size: 1500 sq ft
  • Monthly Rent: $1,740
  • Lease Expires: 11/30/2022

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Business Listed by

Sunbelt Los Angeles/Whittier

Contact: Edward Anderson
Office Phone: 562-758-1150
Mobile Phone:
Listing ID: LOSWHIT001-N50

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Disclaimer: No salesperson, field representative or other person has the authority to make a statement, promise or assurance concerning any matter related to the franchise that is contrary to, or different from, the information/terms contained in the Franchise Disclosure Document/Franchise Agreement. Any such statement, promise or assurance is unauthorized, unwarranted and unreliable. If you believe someone has made an unauthorized statement, promise or assurance to you, please contact Jessica Czekalinski, Esq. at 216-674-0645 ext. 619.