Let’s Talk Financials

Your successful business in the refrigeration and HVAC industry has caught our eye. You may have filled out our simple evaluation form, sent an inquiry to our team or we may have contacted you. At this point we’ve sailed through Step 1, the Initial Assessment, and we have determined a deal may be of mutual benefit.

During Step 2 of our acquisition/partnership process to join the CoolSys family, the nation’s largest premier refrigeration and HVAC service provider, we take a look at your financials and crunch some numbers.

We Like You, We Really Do

To move forward, we ask that you allow us to take a deeper look at the financial health of your business. And, our assessment looks at your success as illustrated by the numbers. It’s not a process to cause concern because we’ve conducted many of these in the past and will walk you through our simple, but thorough evaluation.

To protect your privacy, we sign a confidentiality agreement, so rest assured that our investigation into your financials is done above board and only for the purposes of an acquisition evaluation. We protect your private information and share it only with our team of managers, legal professionals and accountants.

A Painless Process for Evaluating Your Business Value

We take a common sense look at your financial story, approximately 5 years’ worth of financial records. We look at statements and reports that provide financial insight. This analysis is the important link to setting a fair value for your business, so we carefully dive into your assets, balances, profit statements and tax returns to gain a complete picture of your legacy and your success.

These numbers also reveal solid opportunities for optimization and improvements that an acquisition or partnership provides—benefits to you the owner, your employees and your customers. By the time we are done we will know your earnings before interest, tax, depreciation, and amortization or EBITDA. These are the numbers that allow us to put a true and fair value on your business.

With our mantra of “do no harm”, as well as our proven track record of solid financial performance, you’ll be assured that a fair value is developed—one you can put your trust in.

If we are still on the same page, we’ll move to Step 3, a fair offer in our Letter of Intent.

Learn more about the CoolSys acquisition process.