Real samples

See What You Get — Real Sample Reports

Each sample below is generated by the same AI engine, with the same methodology, that powers your assessment. Real numbers, real analysis, no marketing fluff.

Sample reports

See What You Get Before You Buy

Real reports generated by the same AI engine brokers use. Full Assessment includes 7 reports. Enterprise includes 11. Click any to preview.

Deliverable 1
Confidential Information Memorandum
12–15 pages
Deliverable 2
Business Valuation Report
8–10 pages
Deliverable 3
Strategic Gap Analysis
10–12 pages
Deliverable 4
AI & Automation Roadmap
8–10 pages
Confidential — Not for Distribution
Confidential Information Memorandum
Mitchell HVAC Services, LLC · Prepared by Acquire & Exit Advisors · May 2026
Executive Summary
Business Overview

Mitchell HVAC Services is a 14-year-old residential and light commercial HVAC company operating across the greater Las Vegas metropolitan area. The business generates $2.3M in annual revenue with an SDE of $487,000, reflecting a lean owner-operated model with three field technicians and a part-time dispatcher.

The business carries no long-term debt, operates on a recurring maintenance contract base representing 42% of revenue, and has demonstrated consistent 8–11% YoY revenue growth over the past three fiscal years.

MetricValueNote
Annual Revenue$2,300,000FY 2025
SDE$487,000Normalized
Valuation Range$1.2M – $1.7M3-scenario
Years Operating14Est. 2011
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Real sample · Desert Sun HVAC

Full Assessment Sample — 7 Reports

A real Full assessment generated for a sample HVAC business. 4 core M&A documents plus 3 supporting analyses. Each opens in a new tab.

Core M&A Documents
Supporting Analyses
Real sample · Desert Sun HVAC

Enterprise Sample — 11 Reports

The Enterprise tier is the same 4 core documents at Opus depth, plus the 7-report Enterprise Package. Generated end-to-end through the same 3-stage Opus pipeline a paying customer receives. The Red Flags Report is broker-only and shown for completeness.

Core M&A Documents (Opus depth)
Enterprise Package (7 Additional Analyses)
Broker-Only

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