HVAC industry river guides

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January 21, 2026

by a searcher from New York University - Leonard N. Stern School of Business in Los Angeles, CA, USA

We're close to an LOI on an HVAC (with a small plumbing component) opportunity in the Midwest and are hoping to speak with industry experts who can help us with a 3-4 week diligence sprint. Specifically, we'd like to circle key questions around: i) service pricing and margins, ii) team/organization, iii) light commercial expansion, iv) building a sales organization, etc. Open to discussing compensation and/or a more formal engagement. Thanks
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Reply by a searcher
from The University of Michigan in New York, NY, USA
def go with Jim Cummings at www.usepelorus.com for this. he will over deliver. and tell him you want the "matt matros" pricing. seriously he will know what that means.
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Reply by a professional
from University of California, Hastings College of Law in Petaluma, California, United States
Congrats on getting close to LOI! That’s an exciting milestone. This is exactly the stage where execution diligence is most valuable. We run 3–4 week diligence sprints alongside QoE for service businesses like HVAC to pressure-test: • Service pricing and margin sustainability • Org design and first-hire risk • Light commercial expansion readiness • Sales org design and sequencing The output is a concrete execution risk assessment and a 90-day value creation roadmap before close. It's also Search friendly priced. :) DM, and happy to compare notes and see if this would be helpful for your situation. Best, Stephanie
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