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.

For business owners · Example interface

Seller Back Office — Example

This is an illustrative walkthrough of the back office a business owner uses to sell their own company: listing, enquiries, buyers, NDAs, documents, marketing activity and potential-buyer intelligence in one workspace.

You stay in control of your own sale

SellMyBiz provides the tools, the information and the potential-buyer intelligence. You decide who is approached, what they are told and when — and you press the contact button yourself. Nothing is sent on your behalf.

The owner's dashboard

Your listing, your enquiries, your documents

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)

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
  • Your business listing

    The anonymous profile as buyers see it, plus the private detail only you can see.

  • Listing status

    Draft, live, under offer or withdrawn — changed by you at any point.

  • Enquiries received

    Every buyer enquiry in one inbox with qualification notes and your reply history.

  • Interested buyers

    Who viewed, enquired, signed an NDA, requested documents or indicated an offer.

  • NDA status

    Confidentiality agreements recorded against each buyer before any detail is released.

  • Information Memorandum

    Your full confidential business memorandum, generated from information you supply and approved by you.

  • Confidential Business Summary

    The anonymous teaser used for public marketing.

  • Document Vault

    Categorised sale documents with staged access levels you set.

  • Buyer communication history

    Messages and document requests kept against the deal, not scattered across email.

  • Marketing activity

    Views, saves, enquiry conversion and where interest is coming from.

  • PREEMPTA buyer signals

    Potential strategic acquirers identified for a business like yours, ranked by relevance.

Potential buyer intelligence

Review the list. You decide who to contact.

PREEMPTA™ surfaces companies that may have a strategic reason to acquire a business like yours. The list sits in your back office: review each one, discard the ones you do not want approached, and send the approach yourself when you are ready.

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

Information control

Document Vault with staged release

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

Your sale documents

Memorandum and Confidential Business Summary

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.

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