Aquip

Sample deal room, read only

Ridgemont Heating & Air

Residential and light commercial HVAC, 28 staff, trading since 1994.

Revenue
4,200,000
Documents
7 of 9 cleared
Stage
Meeting buyers
  1. 01First conversation
  2. 02Sale-ready
  3. 03Meeting buyers
  4. 04Handover
Document index
  • Statements of operations, FY2023 to FY2025FinancialsCleared
  • Federal tax returns, FY2023 to FY2025FinancialsCleared
  • Bank statements, 36 monthsFinancialsCleared
  • Earnings reconciliation and add-back scheduleFinancialsCleared
  • Maintenance plan scheduleOperationsCleared
  • Vehicle and equipment registerOperationsPending
  • Contractor licences and insuranceLegalCleared
  • Premises lease and assignment termsLegalPending
  • Employee roster and tenurePeopleCleared

Reconciled earnings

Stated earnings
680,000
Variances investigated
3
Net adjustment
(15,000)
Adjusted earnings
665,000

The figure a buyer will underwrite. Approved by the owner before release.

Illustrative, fictional