SearchFirm .co Get 10 sample targets

Stakeholder‑Strong HVAC Deal Flow (US)

Buy HVAC companies customers love and techs stay at—then grow EBITDA with AI that doesn’t break culture.

SearchFirm finds off-market HVAC targets with strong customer satisfaction, employee care signals, and owner-openness triggers. Each target includes a 90‑day AI value creation brief focused on call capture, dispatch efficiency, and CX flywheel—not “replace technicians.”

4 signal scores per target

90 days operator AI plan

Weekly target drops

Customer Love scoring

Employee Care signals

Owner Openness triggers

AI Upside briefs

Outreach angles

Interactive scorecard

Set your thesis. We’ll deliver targets and briefs to match.

Service lines (v1)
Operator constraints

Weight what matters most (adds to 100%)

Scoring model

Four signals to prioritize outreach and diligence.

We use public business-level signals (reviews, job posts, web presence). Always verify in diligence.

Customer Love

Durable trust and low “reputation debt.”

  • Review recency + volume + themes
  • Complaint patterns (no-shows, pricing surprises)
  • Owner responsiveness signals

Employee Care

Retention-first signals that protect the best techs.

  • Benefits + training language in postings
  • Safety + tooling signals
  • Churn vs. stability hiring cadence

Owner Openness

Why a conversation might happen now.

  • Owner-operator + second layer forming
  • Growth plateau / ops overload signals
  • Succession timing hints (verify)

AI Upside

90‑day, operator-friendly operating leverage.

  • Missed-call capture + booking
  • Dispatch assist + job prep
  • CX flywheel (ETA, reviews, triage)

How it works

Weekly deal flow plus a value creation brief that protects the business.

01

Thesis fit

Lock geography, size, and score weights (or copy ours and iterate).

02

Signal scoring

Rank targets by customer love, employee care signals, owner openness, and AI upside.

03

Outreach angles

Get operator-first messaging focused on brand continuity and team retention.

04

90‑day plan

Each target includes a practical AI roadmap (call capture, dispatch assist, CX flywheel).

Sample brief

See what a target looks like before you pay.

What’s inside

  • Scorecard with evidence snippets (public signals)
  • Diligence prompts to validate quickly
  • Outreach angle (email + call)
  • 90‑day AI value creation brief
Open sample target brief

Operator note

AI that helps the team

We prioritize workflows that reduce missed calls, improve dispatch load, and reduce after-hours burden—so the best techs stay and the brand compounds.

Request 10 sample targets

Pricing

Pilot pricing that’s easy to say yes to.

Start with a 4‑week pilot. Upgrade if the targets convert into real conversations.

Scout

$1,500/mo

  • 25 targets/week
  • 1–2 states
  • Scorecard + evidence snippets
  • Outreach angles
Request samples

Exclusive

$7,500/mo

  • 100 targets/week
  • Geography exclusivity
  • Custom diligence questions
  • Operator messaging workshop
Talk exclusivity

Not investment advice. Signals are directional. Always validate benefits/culture and operational reality in diligence.

Request samples

Get 10 sample targets matched to your scorecard.

We’ll reply with a sample pack (format + real targets) and a suggested pilot tier.