Joining Forces: 6 Steps to Becoming a CoolSys Operating Company
You’ve put in the time and sweat equity to build a solid reputation, a stable income for your family, and a name that elicits brand loyalty. You have strong customer relationships and a culture that values the importance of your employees. But, with the challenges and additional considerations for a 21st century business—hiring and training, benefits negotiations, social media marketing and brand trust, among others—you’re asking yourself, “How do I keep up?”
And, there are other factors at play. Perhaps you are ready to down-size your involvement in the business to take an extended vacation, prepare to retire, or you simply need a break from the stress of running a business. Or, you might need a boost to scale capabilities, market reach, competitiveness or profitability. If any of these concerns keep you up at night, perhaps we can help you to maximize the rewards of what you’ve worked so hard to build.
The CoolSys Difference – A Game Changer for Your Business
We are the CoolSys family of companies. We are the largest premier refrigeration and HVAC services provider in America. We look to partner with or acquire successful refrigeration and HVAC businesses. As a CoolSys operating company you can harness the benefits of partnering with a strong national brand while retaining a small business feel that appeals to many customers.
Is Partnering with CoolSys in Your Future?
Our process to evaluate and reward you for joining our family is realized through our unique 6-step acquisition process. We, like you, have proven success in building strong customer and brand loyalty, a culture that values and rewards its employees, and a track record of superior financial performance.
We Invite You to Consider Joining Us
In this series of articles, we’ll walk you through our process to evaluate, extend and offer and onboard your business. We have a thoughtful and “all cards on the table” process that illustrates the mutual benefits of a partnership or acquisition with us—one that makes sense for your goals.
Step 1: Getting to Know You Through the Initial Assessment
It starts with an Initial Assessment when you get to know us, and we get to know you. Our assessment is not one-sided. While we look at the details of your business—number of employees, geographic region, revenue sources and asset mix—you also get to know our team.
Our initial assessment serves a dual purpose of getting comfortable with your footprint, your customers, your reach and your offering while you get comfortable with our team, our process and our promise. We look to build a partnership relationship to assure you that we will provide you value, information and inspiration so you can make an informed decision.
Mutual Respect Comes from Our Mantra, “Do No Harm”
As part of the assessment, we get to know your expectations, whether they are to retire or to build an equity-based partnership that makes sense for your life.
Coming from a motto of “do no harm,” this initial assessment looks carefully at scenarios for success. Our fresh eyes take a qualitative look at your business. But, it’s more than just the numbers in this assessment—we look at the heartbeat of your business, or the intangibles that make you unique to build scenarios that meet your goals.
If we both like what we see, then it’s time to move on to Step 2 – The Valuation Review.