COMPANY OVERVIEW

The subject company provides a depth of chimney services to homeowners and businesses across the Mid-Atlantic region. This includes a well-recognized and comprehensive portfolio of virtually all materials and services associated with chimneys and residential masonry, from venting to repairs and upgrades.

Services Include:

• Professional Inspections
• Chimney & Fireplace Cleaning
• Chimney & Fireplace Repair
• Furnace & Fireplace Relining
• Gas Fireplace Installation
• Gas Fireplace Repair
• Gas Fireplace Conversions
• Inserts and Stoves
• Leaky Chimney Services

The company has a stellar reputation and is known for their responsiveness, thoroughness, and ability to solve complex issues where others might have failed. It has a more complete service
portfolio than the average chimney sweep, from masonry, to venting, to remodeling, and design-build.

FINANCIAL SUMMARY

2025

Revenue - $4,334,000
Discretionary Earnings - $312,000

2024

Revenue - $4,386,000
Discretionary Earnings - $674,000

2023

Revenue - $3,941,000
Discretionary Earnings - $100,000


OBJECTIVE AND TRANSITION

Recognizing the consolidation that is taking place in the trades and home services space, the timing is right to capitalize on being one of the most thoughtfully and strategically built players in the space. Strategic Operators and Private Equity will place a premium on the solid and clean infrastructure of the company, well documented systems and processes, and a company that is already built to scale. With that in mind, the timing is right to pursue a sale of the company.

The owner is flexible to remain on board for a healthy transition period, or transition out quickly based on the desire and strategy of the buyer.

ACQUISITION TERMS

This is a competitive process and the market will decide valuation and structure.

The owner will entertain offers of varying financial and legal structures, each evaluated on their own merit and in relation to other offers.

PROCESS

1. Discovery & CIM Phase

During this phase the opportunity is being made known and the Confidential Information Memorandum (CIM) is provided to select candidates, and questions can be directed to Burley Consulting.

To receive a copy of the CIM, please contact Burley Consulting for a link to eSign the NDA.

2. Indication of Interest Letters

All Indication of Interest Letters (IOIs) must be submitted by the deadline to be provided at a later date. IOIs can be submitted earlier than the deadline. This is described in more detail in the CIM.

3. Management Calls & Meetings

Candidates will advance to this stage based on the Indication of Interest Letters (IOIs) and management discretion. Meetings and calls with management will be scheduled during this time.

4. Letter of Intent

After management calls and meetings, and further customary review, we ask that all interested candidates submit a detailed Letter of Intent (LOI) for consideration.