Profitable, owner-operated residential HVAC company that has served the western edge of the Charlotte region for nearly 27 years. Since 1998 the business has built a 4.7-star reputation and a loyal base of repeat and referral customers, with most new work coming through word of mouth rather than paid advertising.

The company runs roughly $2.2M in annual revenue at a healthy ~37% gross margin. Revenue is led by system installation and replacement (about 76% of the mix), with additional income from repair and diagnostic service, semi-annual maintenance agreements, gas-line and mini-split work, and after-hours emergency calls. Demand is essential and non-discretionary: as the regional housing stock ages, replacement and repair needs recur regardless of the broader economy.

A tenured team of 10 W-2 employees runs day-to-day operations, with company benefits and an employer retirement match. The business holds mechanical contractor licenses in both North Carolina and South Carolina and covers a four-county NC footprint plus an adjacent SC county. In a trade where skilled, licensed labor is the hardest thing to find, the crew is a real strategic asset.

The founder is retiring after nearly three decades and is committed to a multi-year transition to transfer customer relationships, the master license, and operating knowledge. Seller financing is available to bridge value and support a smooth handoff.

This is a strong fit for a regional HVAC platform, a PE-backed roll-up looking for a Carolinas foothold, or an owner-operator ready to step into an established, cash-flowing book of business.

A signed NDA is required to receive the Confidential Information Memorandum. Represented by Perry Street Partners.