Legacy HVAC Services — Business Valuation

Generated by the KB Deal Intelligence Engine using normalized EBITDA and industry-specific transaction multiples.

Kingdom Broker · Deal Intelligence

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Estimated Valuation Range

$3.6M

Conservative

$4.4M

Fair Market Value

$5.5M

Premium

3.9x EBITDAAsking: $4.8M (4.6x)5.9x EBITDA

NoteThis valuation includes all operating equipment and FF&E (furniture, fixtures, and equipment), which are captured inside the EBITDA multiple. Owned real estate is valued separately and is not included in the business value above.

Total Transaction Value

Business only (operations + FF&E)

EBITDA multiple, equipment included

$3.6M – $5.5M

+ Real estate

Owned real estate (valued separately)

+$1.5M

Business + Real Estate

Combined enterprise + property value

$5.1M – $7.0M

EBITDA Multiple Applied

3.9x – 5.9x

Industry: Home Services · Dallas, TX Market

Normalized EBITDA: $1.1M
Range: $1.1M × 3.9–5.9x
Result: $3.6M – $5.5M

Deal Structure Recommendation

Recommended Structure

SBA 7(a)

Alternative: Blended Structure

75% SBA · 15% seller carries a note · 10% buyer cash down · Maximizes seller proceeds

Business Narrative

Legacy HVAC Services represents a compelling acquisition opportunity in the Dallas-Fort Worth home services market. With 18 years of operational history, a recurring residential customer base of 2,400+ clients, and demonstrated revenue growth of 35% over three years, this business exhibits the durability that sophisticated buyers prioritize. The owner-operator model creates a clean transition opportunity for a qualified buyer with operational experience in skilled trades.

EBITDA Add-Backs Applied

Items added back to reflect true owner earnings power

+$272K

Add-Back Item	Amount	Reason
Owner Salary Excess (above market rate)	+$180K	one time items
One-time Equipment Repair	+$45K	one time items
Personal Vehicle Expense	+$29K	one time items
Owner Health Insurance	+$18K	one time items

Risk Factors

Owner DependencyMedium

Owner manages key accounts and relationships directly

Revenue ConcentrationLow

No single customer dominates annual revenue

Market CompetitionLow

Established brand and reputation in its market

Value Drivers

Recurring RevenuePredictable cash flow

Service agreements and repeat customers

Customer DatabaseProprietary CRM

Full service history and relationships

Tenured TeamRuns without owner

Experienced staff and management depth

Comparable Transactions

Business	Revenue	EBITDA	Multiple	Sale Price	Closed
DFW HVAC Co.	$2.1M	$480K	4.1x	$2.0M	2024
Austin Climate Control	$5.3M	$1.1M	5.2x	$5.8M	2023
Houston Air Pros	$3.2M	$720K	4.6x	$3.4M	2024