Description:
The offer consists of two entities who provide turnkey geothermal heating and cooling solutions for homeowners and home builders. Entity One specializes in the design, engineering, and installation of direct exchange (DX) geothermal systems, including ground loop installation, heat pump integration, and comprehensive mechanical coordination, while also providing spray foam insulation services. Entity Two provides ongoing maintenance, repair, and diagnostic services for geothermal systems installed by Entity One and by third-party companies. The Company delivers a comprehensive, end-to-end geothermal solution focused on long-term system performance, energy efficiency, and reliable post-installation support.

Key Aspects:
• Entity One had an average adjusted EBITDA margin of 13.9% from 2022 to 2024.
• Management estimates that Entity Two's recurring revenue was approximately 22% for the trailing twelve months (TTM) ending October 31, 2025.
• Entity One has active installation contracts totaling approximately $978,490 in total contract value as of February 4, 2026.
• As of December 15, 2025, Entity Two maintains approximately 200 active service contracts, according to management.
• Management estimates that 65% of the Company's revenue was generated from repeat customers in the TTM ending October 31, 2025.
• According to management, the Company is widely regarded as one of the region’s most knowledgeable geothermal contractors, having completed over 1,000 installations as of February 3, 2026

Opportunities:
• Increase marketing initiatives to expand service visibility, drive revenue growth, and strengthen market presence.
• Enter the commercial geothermal segment through affiliations with general contractors and developers focused on energy efficient construction projects.
• Diversify beyond geothermal into complementary HVAC systems, including air-source heat pumps, propane-based heating, and natural gas systems, to broaden the service offerings.
• Extend geographic reach to access additional customers and support revenue growth.

Headquartered:
• Northeast US

Current Markets:
• The Company provides its services to homeowners and home builders located throughout the Hudson Valley and the broader Tri-State region.

Real Estate:
• The Company operates from a single facility totaling approximately 6,500 sq. ft., consisting of multiple on-site buildings that house office space, warehouse operations, a repair shop, and storage. The real estate is owned by Entity Two, and management is open to either a long-term lease arrangement or the sale of the real estate.

Shareholder Objectives:
• Both entities are wholly owned by a single owner who is seeking retirement. The owner is willing to remain with the Company for a negotiable period to ensure a smooth transition to new ownership.