The software
broker for
HVAC operators.

Sell your business with:Confidential by default._

From intake to closed deal — Brokd generates your valuation and CIM, matches you with vetted buyers, runs outreach, and tracks every conversation. One platform, no commission — just a 2.5% fee when you successfully close.

Get my valuationSee how it works
2.5%
Success fee at close
0%
Upfront cost
~90d
Median time to close
Confidential Information Memorandum
BRK-2026-0418 · May 2026
Project Magnolia

Charlotte-based
HVAC operator with
$1.95M Adj. EBITDA.

Revenue TTM
$11.43M
EBITDA Margin
17.1%
Recurring Rev.
24%
Prepared by Brokd
Brokd
Valuation
$8.5–$10.5
million
4.4× – 5.4× EBITDA
No broker commission
Flat 2.5% success fee. Only paid at close. No retainer, no upfront cost.
Confidential first
Buyers see geography + numbers, never your name — until they sign an NDA & non-circumvent.
Banker-grade CIM
A 50+ page memorandum, drafted from your intake. Yours to edit before release.
Pre-vetted buyers
~1,400 PE, search funds, strategics. Scored on geography, size, history & relevance.
Tracked end-to-end
NDA status, opens, replies, signatures — all in one pipeline view.
How Brokd works

From intake to close in four steps.

01
Tell us about your business
6 short sections. Auto-fills from your QuickBooks export and website.
02
Brokd writes your CIM
03
Buyers matched and scored
04
Outreach and pipeline tracking
brokd.app/deals/BRK-2026-0418
Intake · 3 of 6
Financial Snapshot
Revenue (TTM)
$11,430,000
Revenue prior year
$9,820,000
Adj. EBITDA
$1,950,000
SDE
$2,310,000
Owner add-backs
$240,000
One-time items
$0
Auto-filled from QuickBooks export
3 years of P&L matched. Review highlighted fields.
5 fields
Instant Valuation

What's your business actually worth?

Punch in three numbers. We'll give you a range based on 184 comparable HVAC transactions. It's the same model Brokd uses on the inside.

Annual Revenue$11.4M
Adjusted EBITDA$1.95M
Recurring Revenue %24%
Based on 184 closed HVAC transactions, $0.5M–$5M EBITDA range. Brokd's full intake produces a more precise estimate including Quality of Earnings, working capital adjustments, and buyer-specific multiples.
Estimated Valuation
$8.62–$10.57M
Implied Multiple
4.4× – 5.4×
Basis
Adj. EBITDA
Confidence
Indicative
Get the full Brokd valuation →
Free · ~20 min · no commitment
For acquirers · PE / Search funds / Strategics

Off-market HVAC deal flow, delivered.

We bring you pre-cleaned deals from operators who chose Brokd. Sign one umbrella agreement; see CIMs on every fit.

Filtered to your mandate
Geography, revenue band, recurring %, license requirements.
Sign once, see everything
One non-circumvent + 2.5% success-on-close. No deal-by-deal NDAs.
Banker-grade CIMs
Built from raw operator data, not a marketing template. Audited financials.
Apply to the buyer network →
Aspire Home Services · Buyer Portal
4 new HVAC opportunities
Mandate active
Project Magnolia
Charlotte, NC · HVAC · $11.4M
17.1%
New
Project Cyprus
Tampa, FL · HVAC · $6.8M
14.4%
Project Birch
Nashville, TN · HVAC · $9.1M
19.0%
Project Maple
Atlanta, GA · HVAC · $13.2M
15.8%
FREQUENTLY ASKED QUESTIONS

Questions? We have answers.

A traditional broker charges 8–12% commission, takes 9–18 months, and the human bottleneck rate-limits everything. Brokd is software: a flat 2.5% success fee, ~90 day median close, and you keep direct control over which buyers see your numbers.
Still have questions? Talk to a Brokd specialist →