$3.23M Rev, Commercial HVAC Contractor with Design/Build Edge, Oklahoma City, OK

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April 03, 2026

by an intermediary from Duke University - The Fuqua School of Business in New York, NY, USA

Company Overview: This is a commercial HVAC contractor established in 2012 serving a major metropolitan area and nearby rural communities. The company focuses on light-commercial projects and ongoing service work. It operates without a dedicated facility and maintains standard business hours, supporting a lean, asset-light footprint built over more than a decade. Product & Customer Base: The company provides commercial service and installations, with most installation work delivered as design/build. Customers are commercial property owners, developers, and general contractors across the region. Work is won through inbound requests, referrals, and select paid media, reducing reliance on outbound prospecting. Customer churn is reported as minimal, with repeat work common among long-standing relationships. Operations & Team: Day-to-day delivery centers on two lines: service calls and project installations. The owner focuses on inside sales, estimating, and oversight while spending a moderate number of hours weekly. A dedicated service manager oversees technicians and scheduling; a project manager runs installation projects, job costing, and field coordination. The company tracks weekly metrics for revenue and profit by service and construction, reviews every active job, and creates an issue log when margins slip below thresholds to solve problems in near real time. Payables and receivables are monitored weekly, and payroll is handled in-house. A performance bonus on construction work aligns field execution with margin goals. The finance function is currently handled by a family member and can be transitioned or outsourced. Growth: The business reports steady growth over recent years, with a healthy mix of service and installation and margin improvement supported by weekly job controls and incentive alignment. Installation volume is anchored by a high share of design/build work, which continues to differentiate the company. Go-forward opportunities include formalizing inside sales and estimating capacity, expanding preventative maintenance agreements to deepen recurring revenue, selectively increasing geographic reach within the region, and further optimizing project controls and bonus structures to lift margins. Outsourcing non-core back office tasks could free management time for sales and operations. Transition: The owner is pursuing a sale because timing is favorable, margins are strong, the team is lean, and personal goals have been met, with interest in moving into a new professional avenue. The owner will support a thorough handover for up to six months, including training on sales, estimating, and job controls; introductions to key accounts; and structured turnover of finance and payroll processes. The service and project management leads are expected to provide continuity while the buyer backfills the sales and finance roles. 📍 Oklahoma City, OK 💰 Asking Price: $3,024,000 📊 Revenue: — 💵 SDE: N/A ? SBA Eligibility: SBA Eligible 🤝 Seller Financing: Yes 🏷️ Industry: N/A
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