Demonstration platform. SellMyBiz.com is a new independent business-sale platform, currently running as a demonstration site ahead of its US launch. We are speaking with business brokers, M&A advisers and regional partners across the United States. Listings, broker profiles and transaction workflows shown may include demonstration content.
SellMyBiz.com

Product tour

See what a professional, owner-operated sale process looks like

Every screen below is an illustrative interface built with fictional data. Together they show the workflow: prepare, expose, discover strategic acquirers, control information and — if the seller chooses — hand the file to a US broker.

1 · Seller workspace

The owner's back office

app.sellmybiz.com / seller-workspace

Confidential Commercial HVAC Services Company

Dallas–Fort Worth, TX · Commercial HVAC & Mechanical Services · Ref SMB-4417

Revenue $8.4MEBITDA $1.42MListing live

Sale readiness

78%

Profile completion

PREEMPTA matches

42

Potential strategic acquirers

Target list

9

Seller-selected

Enquiries

17

6 awaiting review

NDAs signed

8

Staged access granted

Active conversations

4

Buyer threads

Sale documents & marketplace status

  • Confidential Business SummaryApproved by seller
  • Information MemorandumDraft v3 — seller review
  • Marketplace listingLive · anonymous profile
  • Document Vault34 files · 8 categories

Next actions

  • Review 6 new enquiries and confirm buyer qualification notes
  • Approve Information Memorandum v3 financial section
  • Upload 2026 YTD management accounts to Financial Information
  • Decide on 3 pending Document Vault access requests
  • Review 12 new PREEMPTA potential strategic acquirers

Activity

  • 09:42

    NDA executed — registered buyer B-2291 (demo)

  • Yesterday

    PREEMPTA added 12 potential strategic acquirers to review queue

  • Yesterday

    Access request: Customers & Suppliers — Advanced diligence level

  • 2 days ago

    Information Memorandum v3 generated from seller-supplied information

  • 3 days ago

    Marketplace profile viewed 214 times (illustrative)

Review PREEMPTA MatchesOpen Document VaultReview EnquiriesOpen Deal Workflow

Illustrative seller workspace. The business, financials, enquiries and activity shown are fictional and do not represent any real company, user or transaction.

Illustrative seller workspace · sample data

2 · Acquisition intelligence

Powered by PREEMPTA™ acquisition intelligence

app.sellmybiz.com / preempta — acquisition intelligence

PREEMPTA™ Acquisition Intelligence

Confidential Commercial HVAC Services Company · Dallas–Fort Worth, TX

8 of 42 recordsTarget list: 1
Filters:Sector adjacencyConsolidatorsGeography: TX + adjacentScale: $25M+ revenue

  • Northgate Mechanical Group

    Strategic relevance 94

    PE-backed commercial mechanical services platform · Houston, TX · ~$140M revenue

    PE-backed platform / consolidatorRecent M&A activityGeographic adjacency

    Illustrative record: platform has completed multiple bolt-on service acquisitions in adjacent Texas metros.

    Potential strategic acquirer

  • Cardinal Building Systems

    Strategic relevance 88

    Regional HVAC and controls contractor · Oklahoma City, OK · ~$65M revenue

    Expansion signalGeographic adjacency

    Illustrative record: publicised intent to enter the North Texas commercial service market.

    Potential strategic acquirer

  • Meridian Facility Partners

    Strategic relevance 85

    Multi-trade facilities services consolidator · Atlanta, GA · ~$310M revenue

    PE-backed platform / consolidatorAcquisition signal detected

    Illustrative record: sponsor-backed buy-and-build mandate covering mechanical service businesses.

    Potential strategic acquirer

  • Lone Star Industrial Services

    Strategic relevance 81

    Industrial maintenance contractor · Fort Worth, TX · ~$48M revenue

    Geographic adjacencyExpansion signal

    Illustrative record: overlapping customer base with limited in-house HVAC capability.

    Potential strategic acquirer

  • Halverson Capital Partners

    Strategic relevance 78Registered acquisition interest

    Lower-middle-market private investment firm · Chicago, IL · Fund III · $220M

    Registered acquisition interestAcquisition signal detected

    Registered demo buyer on this platform with a stated commercial services mandate at $1M–$3M EBITDA.

    Potential strategic acquirer

  • Beacon Trade Services Holdings

    Strategic relevance 74

    Skilled-trades roll-up · Phoenix, AZ · ~$95M revenue

    Recent M&A activityPE-backed platform / consolidator

    Illustrative record: three acquisitions recorded in the trailing 18 demo months.

    Potential strategic acquirer

  • Trinity Air & Controls

    Strategic relevance 69

    Family-owned mechanical contractor · Austin, TX · ~$27M revenue

    Geographic adjacencyExpansion signal

    Illustrative record: statewide service coverage ambition noted in demo dataset.

    Potential strategic acquirer

  • Willowbrook Strategic Holdings

    Strategic relevance 66

    Family office with industrial services interests · Kansas City, MO · Undisclosed

    Acquisition signal detected

    Illustrative record: recurring-revenue services thesis in the demo dataset.

    Potential strategic acquirer

My Target List (1)

Send target list to a US SellMyBiz broker

You control who is contacted and when. PREEMPTA provides business intelligence; it does not represent the seller or negotiate a transaction. Records shown are fictional demonstration data. Companies listed as potential strategic acquirers are not confirmed buyers unless explicitly marked as registered acquisition interest.

Illustrative interface · sample data
How the intelligence model works →

3 · Sale documents

Professional Information Memorandum

Confidential Information Memorandum — illustrative preview

SellMyBiz.comStrictly confidential

1. Executive Summary

Confidential Information Memorandum

An established commercial HVAC and mechanical services business serving institutional, healthcare and light-industrial customers across a major Southwestern metropolitan market.

The business operates on a recurring maintenance base with project work layered on top, supported by a long-tenured field workforce and a management team expected to remain post-transaction.

  • Revenue $8.4M · Adjusted EBITDA $1.42M (illustrative)
  • 62% of revenue from contracted recurring maintenance
  • 46 employees including 29 licensed field technicians
  • No customer greater than 11% of trailing revenue
Illustrative document · fictional business

Pages (7)

  • 1. Executive Summary

  • 2. Business Overview

  • 3. Financial Performance

  • 4. Market & Customers

  • 5. Operations

  • 6. Growth Opportunity

  • 7. Transaction Rationale

Illustrative document generated from seller-supplied information and reviewed by the seller. The business, figures and charts are fictional.

Confidential Business Summary

Confidential Business Summary — illustrative 4-page teaser

SellMyBiz.comStrictly confidential

Page 1 · Headline

Established Commercial HVAC & Mechanical Services Business — Southwestern US

Confidential business summary prepared for qualified acquirers. The identity of the business is disclosed only after execution of a confidentiality agreement.

  • Revenue: $8.4M
  • Adjusted EBITDA: $1.42M
  • Employees: 46
  • Recurring maintenance revenue: 62%
Illustrative document · fictional business

Pages (4)

  • Page 1 · Headline

  • Page 2 · Overview

  • Page 3 · Rationale

  • Page 4 · Next step

Illustrative anonymous teaser generated from seller-supplied information and reviewed by the seller. Not traceable to any real company.

4 · Information control

Secure Document Vault

app.sellmybiz.com / document-vault

Secure Document Vault

Confidential Commercial HVAC Services Company · Ref SMB-4417

34 files8 categories3 access requests

Financial Information

Upload file
FileUploadedAccess level
Recast P&L 2023–2025.xlsx12 Aug 2026NDA buyer
2026 YTD management accounts.pdf04 Aug 2026Approved buyer
Add-back schedule.pdf28 Jul 2026Approved buyer

Staged access levels

Seller onlyNDA buyerApproved buyerAdvanced diligence

Access requests — seller decision required

  • Registered buyer B-2291requests Customers & Suppliers · Advanced diligence
  • Registered buyer B-3140requests Employees · Approved buyer
  • Halverson Capital Partners (demo)requests Tax · Advanced diligence

Illustrative interface with fictional files. Production use would require secure authentication, storage controls, access logging and legal review. No security certification or storage guarantee is claimed here.

Illustrative document vault · sample data

5 · Buyer side

Buyer workspace

app.sellmybiz.com / buyer-workspace

Buyer Workspace — Halverson Capital Partners (demo)

Registered acquisition interest · Commercial & industrial services · TX, OK, NM, AZ

4 saved opportunities2 NDAs executed

Saved opportunities

4

Across 3 states

NDA status

2 / 4

1 pending seller approval

Information requested

6

3 fulfilled

Documents released

9

Staged by the seller

Opportunity match cards

  • Confidential Commercial HVAC Services Company

    Match 92

    Dallas–Fort Worth, TX · Rev $8.4M · EBITDA $1.42M

    NDA executedDocuments released — Financial, Corporate

  • Confidential Industrial Electrical Contractor

    Match 84

    San Antonio, TX · Rev $5.1M · EBITDA $780K

    NDA pending seller approvalTeaser only

  • Confidential Fire & Life Safety Services Group

    Match 79

    Tulsa, OK · Rev $11.2M · EBITDA $2.05M

    NDA executedAdvanced diligence requested

  • Confidential Facility Cleaning Contractor

    Match 71

    Phoenix, AZ · Rev $3.6M · EBITDA $610K

    Not requestedSaved opportunity

Acquisition criteria

Sectors
Commercial services, industrial services, specialty trades
Geography
TX, OK, NM, AZ
Revenue
$3M – $20M
EBITDA
$750K – $4M
Structure
Majority acquisition; management retention preferred

Questions & activity

  • Today

    Seller released Financial Information (2 files)

  • Yesterday

    Question answered: customer concentration schedule

  • 3 days ago

    NDA executed — SMB-4417

  • 5 days ago

    Acquisition criteria updated

Privacy and staged information. Buyers see an anonymous profile first. Identity, financial detail and diligence material are released in stages that the seller approves individually.
Browse opportunitiesOpen deal workflow

Illustrative buyer workspace. The buyer, opportunities, NDA states and activity shown are fictional demo data.

Illustrative buyer workspace · sample data

6 · Broker side

SellMyBiz Broker Workspace

app.sellmybiz.com / broker-workspace

SellMyBiz Broker Workspace — Lone Star Transaction Advisors (demo)

State Master Licence territory: Texas · Office: Dallas

18 mandates11 live listings

Active mandates

18

Live listings

11

NDAs this month

37

Registered buyers matched

126

Target lists in market

6

Deals at LOI+

3

Figures are illustrative demonstration data for a fictional licensee office — not SellMyBiz traction.

Seller pipeline

MandateSectorStateRevenueEarningsStageNext task
Project CardinalCommercial HVACTX$8.4MEBITDA $1.42MLiveReview 6 enquiries
Project SabineIndustrial electricalTX$5.1MEBITDA $780KPreparingIM v2 to seller
Project BluebonnetLandscaping servicesTX$3.2MSDE $640KNew sellerIntake call
Project AlamoFire & life safetyTX$11.2MEBITDA $2.05MNDA activityRelease financials
Project PecosMetal fabricationTX$14.6MEBITDA $2.6MBuyer discussionsManagement meeting
Project GuadalupeMedical practice groupTX$6.9MEBITDA $1.1MLOIExclusivity expiry 14d
Project NuecesDistributionTX$19.3MEBITDA $2.9MDiligenceQoE fieldwork
Project BrazosSpecialty coatingsTX$4.4MSDE $910KClosingFunds flow review

PREEMPTA intelligence — Project Cardinal

  • Northgate Mechanical GroupHouston, TXRelevance 94PE-backed platform / consolidatorOutreach: Broker contact made
  • Cardinal Building SystemsOklahoma City, OKRelevance 88Expansion signalOutreach: Broker contact made
  • Meridian Facility PartnersAtlanta, GARelevance 85PE-backed platform / consolidatorOutreach: Broker contact made
  • Lone Star Industrial ServicesFort Worth, TXRelevance 81Geographic adjacencyOutreach: On target list

Outreach shown here is conducted by the licensed US broker under their own engagement with the seller.

Tasks & follow-up priorities

  • HighProject Guadalupe — exclusivity expires in 14 days
  • HighProject Alamo — approve staged release of financial pack
  • MediumProject Cardinal — outreach status update to seller
  • MediumProject Sabine — chase seller sign-off on IM v2
  • LowQuarterly buyer database refresh

Buyer database & NDA status

  • 126 registered buyers matched to live mandates
  • 37 NDAs executed this month across the territory
  • 9 staged document releases awaiting seller approval
Open Seller FileOpen PREEMPTA IntelligenceOpen Document Vault

Illustrative broker workspace using a fictional licensee office, fictional mandates and fictional metrics. It does not represent current SellMyBiz licensees, users or transaction activity.

Illustrative broker workspace · sample data
Sell a businessBroker & licensee platformState licence opportunity