Hybrid Service Family-owned HVAC contractor in Sonoma County serving both residential and commercial sectors with a robust service department and Preventative Maintenance programs, presenting opportunities for ongoing service contracts and upsell of PM plans.

In-house Fabrication In-house sheet metal shop capable of custom fabrication from kitchen hoods to downspouts and leader heads, enabling cross-sell of custom fabrication for commercial builds and retrofits.

Scale Fit Mid-sized firm with 11-50 employees and revenue in the 10-25 million range, suggesting needs for scalable project management, CRM, and marketing automation to support growth and larger bids.

Digital Presence Active digital footprint across WordPress, Shopify and AWS with Cloudflare protection; potential for optimized digital marketing packages, e-commerce enhancements for parts and service bookings, and lead generation improvements.

Growth Targets Longstanding North Bay presence of over 30 years and a broad service/ fabrication portfolio create opportunities for partnerships in commercial retrofit projects, facility upgrades, and sustainable HVAC solutions to align with market demand.