Contact Broker
8130 Lakewood Main Street, Suite 103-394
Bradenton, Florida 34202
(View Map)
Affiliated Broker
Lisa Lia
About the Company
At The Lozen Group, we provide a unique combination of boutique business brokerage services, a legal background and Certified Exit Planning, creating a comprehensive solution for our clients.
With decades of combined experience, we offer invaluable expertise in navigating the legal intricacies of transactions, avoiding costly pitfalls, and mastering contract negotiations. Our focus is on maximizing your business's value and ensuring a smooth transition to the closing table. We also have a network of eager, qualified buyers ready to invest in their next venture.
Selling your business is more than a financial transaction. It’s about securing your personal goals and financial future. Our CEPA certification provides the resources required to do just that – and create custom strategies tailored to your goals.
Whether you're exploring your options, considering a strategic pivot, or looking to sell quickly, we are here to support you every step of the way.
Broker Biography
Services Provided
At The Lozen Group, we provide a unique combination of boutique business brokerage services, a legal background and Certified Exit Planning, creating a comprehensive solution for our clients.
With decades of combined experience, we offer invaluable expertise in navigating the legal intricacies of transactions, avoiding costly pitfalls, and mastering contract negotiations. Our focus is on maximizing your business's value and ensuring a smooth transition to the closing table. We also have a network of eager, qualified buyers ready to invest in their next venture.
Selling your business is more than a financial transaction. It’s about securing your personal goals and financial future. Our CEPA certification provides the resources required to do just that – and create custom strategies tailored to your goals.
Whether you're exploring your options, considering a strategic pivot, or looking to sell quickly, we are here to support you every step of the way.
Areas Served
Business For Sale Listings
Cash Flow: $310,000
Palm Beach Co., FL
View Details Established HVAC Company - Palm Beach County
Founded in 1981, this well-established HVAC company has been serving North Palm Beach County for over 44 years. Known for its reliability, quality service, and specialized expertise, the company has carved out a strong presence in both residential HVAC and custom luxury home construction.Key Highlights: • 130+ Active PMAs – Solid base of recurring residential maintenance agreements provides consistent cash flow. • Luxury Construction Niche – The company has carved out a well-established niche in the luxury home construction market, with over 20 years of trusted partnerships with high-end custom home builders. These longstanding relationships consistently generate high-value new build and renovation projects. • Fleet of Service Vehicles – Sale includes well-maintained trucks, supporting seamless day-to-day operations. • Experienced Team – Skilled technicians and a reliable office manager are in place, supporting smooth and Less
As a seasoned business growth strategist, my focus is driving company growth by aligning the key pillars of advancement: sales, marketing, operations, and human capital. My passion lies in solving the core issues that prevent businesses from achieving their full potential. With a proven track record of success, I excel in working with companies at all revenue levels, from start-up to family-owned. In a world where business complexities can be overwhelming, my approach is centered around simplification and innovation. I believe that the key to unlocking a company's potential lies in streamlining overly complex business systems. I quickly asses operational issues and work shoulder-to-shoulder with the management team to implement solutions that immediately impact the bottom line and provide long term growth. This philosophy has consistently delivered tangible results for the businesses I've partnered with. These businesses have seen significant improvements in revenue, operational efficiency, and overall market expansion. My hands-on experience and strategic insight have been instrumental in transforming business landscapes and setting companies on a path to sustainable growth.
