Joining Forces: Step 6: Post-Close Transition – Taking Your Business to the Next Level

Your business is now part of the largest premier refrigeration and HVAC service provider in the nation. We’ve gotten to know and appreciate what you’ve built. Together we’ve determined that we offer mutual long-range benefits. We’ve made an offer and you’ve accepted. In order to hit the ground running and move forward, we conducted a diligent look at your operations and resources to structure improvement. And, we’ve celebrated with you on reaching the close of our agreement.

Now, at our final step, Step 6, we look toward the future with full post-transaction support. It’s time for that smooth transition we’ve all been working hard and setting up to achieve.

Will You Stay – Or Will You Go? It’s All Up to You.

In this phase of our relationship, there will be change. For some, it may be time to begin to say goodbye. If this is a total acquisition, post-close transition is a time for you to see up close that you’ve handed over the reins and care of your employees to a company that honors what you’ve built. You can confidently move on to the next chapter of your life. But, before you go, we’ll need your guidance in following the exit strategy that was outlined in our carefully crafted Letter of Intent.

As a savvy business entrepreneur, you know that change can spur unparalleled opportunity. But rest assured, our transition process is outcome based. We aim to provide resources that benefit the business and its employees to spur growth.

Equity Partnerships Leave You in Charge

If you’re staying on—congratulations! We believe that this is the beginning of a beautiful friendship. If you are staying on with a carefully crafted equity position, this will be an exciting time for you. Just read the words of our operators about their experiences in joining forces with CoolSys.

Jay Parker, Legacy Air, says:

“When CoolSys came around and made a very fair offer it just made sense. I could take care of my family and my personal retirement needs and not stifle the growth of the company.”

“We started delivering resources that we didn’t have before. From trucks, IT solutions, benefits and so much more, if we made a change it was always for the better.”

And Allan Samuels, former owner of Energy Squared and current President of CoolSys Energy Design, says:

“Ultimately, the acquisition has worked out very well. Give it a chance. The financial opportunities and the equity roll over are very attractive. It has surpassed our expectations.”

“(CoolSys) is a great network of entrepreneurs. We don’t wait for a formal gathering. If I have an idea or question, I immediately jump on it and have the ability to call the right person.”

We welcome you to consider becoming part of the CoolSys family. We’ve been pleased to walk you through the process of discovery, financial analysis, putting a value on our relationship, finding where improvements make sense and the transition for a smooth close. Throughout this relationship we work to make this experience as comfortable as possible by following our now familiar mantra to “do no harm.” We think you’ll see the CoolSys difference.

We welcome you to consider joining the CoolSys family. Learn more about the CoolSys acquisition process and send us an inquiry.