Deal Pipeline

Legacy HVAC Services

Dallas, TX · $4.8M asking · $910K EBITDA · 7 matched buyers

Live Deal Tracking

Every milestone, every buyer touch. In one timeline you can show your spouse.

From doc upload to close, every stage is tracked with auto-updated status pulled from buyer responses, signed NDAs, LOI receipts, and DD checkpoint completion. Below is a sample of what your timeline looks like at Day 24.

Real-time stage progression (Onboarding → Closed)
Auto-updates from agent + buyer activity
NDA / LOI / DD checkpoint tracking
KPI tiles: active days · matches · NDAs · time-to-close

Live Deal Timeline · Sample

TX Oasis Landscaping

DFW · Austin · $9.5M ask

Day 24 · Active Outreach

OnboardingActiveMatchedLOIDDClosed

Documents uploaded

Day 1

Seller drags 3-year financials folder. Trades-tuned Claude extraction surfaces 7 add-back candidates worth $284K.

AI valuation built

Day 3

$8.4M TTM revenue, $1.8M normalized EBITDA, valuation range $7.5M–$9.5M against landscape-services comps.

CIM generated

Day 12

Confidential Information Memorandum produced by the KB Engine — reviewed + approved by Eric, exported to PDF.

Buyer matching complete

Day 18

24 vetted buyers from the 2,500+ network scored. 9 high-fit (80+). Personalized pitches drafted for top 7.

Outreach launched

Day 24

Pitches sent. 4 buyers signed NDA within 72 hours. 2 first-call requests. 1 site visit scheduled.

LOI received

Day 45

Lone Star Capital Partners (Houston family office) submits non-binding LOI at $9.2M.

Diligence + close

Day 60–90

Data room shared, financial + ops + legal diligence runs in parallel. Target close: Day 90.

Active days

NDAs signed

Matched buyers

Days to close

~60

Current Stage: LOI Received

Onboarding

Active

Matched

LOI

Diligence

Closed

Matched Buyers

7

NDAs Signed

4

LOIs Received

1

Days Active

32

Document Checklist

5-Year Tax Returns

P&L Statements

Bank Statements

Confidential Info Memorandum

NDA (4 signed)

LOI from Mesa Verde Partners

Purchase AgreementPending

Buyer Engagement

Buyer	Status	Date	Activity
Mesa Verde Partners	LOI Submitted	Mar 28	$4.6M offer
TX HVAC Rollup	Due Diligence	Mar 25	Data room access
Sunbelt Family Capital	NDA Signed	Mar 22	Reviewing CIM
Lone Star Equity	NDA Signed	Mar 20	Call scheduled Apr 2
Callais Capital	Contacted	Mar 18	Email opened 4x
DFW Services Group	Contacted	Mar 17	Follow up sent
Cypress PE Partners	Identified	Mar 15	Fit score: 91

Letter of Intent Received

Mesa Verde Partners

Family office specializing in essential services acquisitions. $4.6M offer with SBA 7(a) financing. 90-day close timeline. Seller note for 10% of purchase price.

$4.6M

Offer Price

Structure

SBA 7(a)

Down Payment

10% ($460K)

Seller Note

10% ($460K)

Close Target

90 days

Recent Activity

Mar 28

LOI received from Mesa Verde Partners

$4.6M offer, SBA 7(a) structure

Mar 25

TX HVAC Rollup entered due diligence

Data room access granted

Mar 22

NDA signed by Sunbelt Family Capital

CIM sent automatically

Mar 20

NDA signed by Lone Star Equity

Call scheduled for Apr 2

Mar 18

Outreach sent to Callais Capital

Personalized pitch email delivered

Mar 15

New buyer identified: Cypress PE Partners

Fit score 91, HVAC thesis match

Mar 12

CIM completed and approved

22 pages, PDF exported

Mar 1

Financial analysis complete

EBITDA normalized to $910K, 3 add-backs found

Direct Mail Engine

6,000+ pre-scored seller leads.
$1M–$20M trade businesses. Mailed personally.

Baby boomer owners don't respond to cold email as much. They respond to premium, personally-addressed mail that lands on their desk with a real stamp. Our scored list flags ownership-transition signals, growth plateau, and category-consolidation momentum then sends each owner a one-of-one mailer with their business name, valuation range, and a path to talk.

6,000+

Pre-scored leads in database

$1M–$20M

Revenue range targeted

50+

Owner-age floor (boomer focus)

4–8%

Expected response rate

HVAC · Lake Como

6×11 Premium

Sample · Dallas, TX HVAC operator · $4.2M revenue · 32 yrs in business

Landscaping · European Estate

6×11 Premium

Sample · Charlotte, NC landscaping co · $3.8M revenue · 28 yrs in business

Why baby boomer owners answer this

Premium full-color 6×11 mailer. Live first-class postage. Personally addressed with owner first name + business name + city. Opens with their valuation range and a believable base offer — then routes to phone, QR code to /valuation, or web. Lands on the desk of the owner who built it, not the spam folder of the assistant who manages it.

Legacy HVAC Services

Every milestone, every buyer touch. In one timeline you can show your spouse.

6,000+ pre-scored seller leads.$1M–$20M trade businesses. Mailed personally.

6,000+ pre-scored seller leads.
$1M–$20M trade businesses. Mailed personally.