If you own an HVAC or mechanical company in Plano and have started thinking about your next chapter, Investera Holdings is worth a conversation. We are a Michigan family-operated company that buys service businesses and keeps them running, not a broker chasing a listing and not a passive fund. We acquire one company at a time, then bring in strong operating systems and a professional management layer, a dedicated general manager and put-in-charge team, so the business runs day to day without the owner living in the truck or the office. Our own portfolio, including CT Cleaners and Optimal Facility Services, is built on recurring-service operations, so we understand what it takes to dispatch technicians, hold margins, and keep customers loyal season after season.
Why Plano owners are thinking about selling now
Few markets are harder on HVAC equipment than North Texas, and few are better for the companies that service it. Plano summers routinely push into the high 90s and past 100 degrees for weeks at a stretch, humidity keeps systems working overtime, and the region’s hard freezes, including the February 2021 storm that pushed the grid to its limit, hammer heat pumps and furnaces that rarely see real cold. Between aging homes in central and west Plano and the newer stock filling in toward the tollway corridors, the installed base of equipment is enormous and it all wears out. That translates into steady replacement, repair, and maintenance-agreement demand that makes a well-run Plano HVAC company genuinely valuable.
The catch is that this is a demanding business to own. Skilled technicians are hard to hire and keep, parts and equipment costs swing, and the phones do not stop during a July heat wave. Many owners are also the top estimator, the after-hours dispatcher, and the person covering emergency calls, which makes it tough to step back even when you want to. If you have built real recurring revenue through service agreements and a loyal customer base but you are tired of being the bottleneck, now is a sensible time to explore what a transition could look like.
Who we buy in the Plano area
We are selective about the HVAC companies we pursue. We are looking for businesses with sound fundamentals and a real reputation, the kind that keeps customers calling back. Here is the general profile.
- Recurring revenue from service agreements or repeat maintenance work
- Roughly $500K or more in annual revenue or SDE (close is fine)
- Licensed technicians and a lead who can run the board without you
- A trusted name with Plano-area homeowners or commercial clients
- An owner open to a clean handoff or staying on through a transition
If that broadly describes your company, we would love to talk. And if one element is not a perfect match, reach out anyway. We would rather learn the full story than rule you out over a single detail.
What makes selling to Investera different
No broker fees. Because we buy directly, there is no listing commission and no intermediary skimming your proceeds. The value we agree on goes to you, not to a middleman.
A confidential process. Your technicians, your customers, and your competitors do not hear a word until you choose to tell them. The early stages stay entirely private.
Creative deal structures. Whether you want a full cash exit, a gradual phase-out, an ongoing paycheck, or a stake in the future, we design the deal around your goals rather than forcing you into a mold.
Operators, not a fund. We are a family that runs service companies ourselves. We keep your name, your team, and your customers, and we take on running the business rather than treating it as a line in a portfolio.
How the process works
We keep the process simple and low-pressure. It begins with a friendly call to understand your company and what you want from a sale. If we both see a fit, we sign an NDA and review the essentials, such as financials, your service-agreement base, and how your crew is structured. Then we present a clear, honest offer and explain precisely how it would work. Since we are the actual buyer rather than a broker marketing you to strangers, we can match your timeline, answer your questions directly, and avoid the runaround of being handed off from one party to the next.
We will take care of what you built
Buying a Plano HVAC company means committing to it for the long term. Your technicians keep their jobs and their routes, your customers keep the company they trust when the AC quits in August, and the reputation you earned in the community stays intact. What we add is the operating structure and a dedicated general manager so the business no longer hinges on the owner answering every call. That is how the company you built keeps serving North Texas households and businesses, and keeps taking care of your people, well into the future.
Learn more about what we buy, see how we acquire hvac & mechanical businesses, or read about Investera Holdings.
Frequently asked questions
How much is my HVAC business worth in Plano?
HVAC and mechanical companies generally sell for about 2.5 to 4 times SDE (seller’s discretionary earnings). Where you land in that range depends on your mix of service-agreement and recurring revenue, your margins, the strength of your technician team, and how well the business runs without you. Treat that as a realistic guide rather than a promise; once we see your numbers we can discuss a specific figure.
Will you keep this confidential?
Absolutely. We sign a mutual NDA before looking at anything sensitive, and nothing reaches your technicians, customers, or competitors until you decide the moment is right to share it.
Do you charge any broker fees or commissions?
No. We are the direct buyer, so there are no listing fees, no commissions, and no third parties taking a percentage. What we agree to pay is what you receive.
Can I stay involved after the sale?
Yes, if you would like to. Some owners transition out over a few weeks; others stay on to mentor the team, keep estimating, or manage a piece of the business. We will build a role, or a clean exit, around your preference.
How long does the whole process take?
For a straightforward deal, first call to close is often around 30 to 90 days. We can accelerate if you are ready or take it slower if you need room to consider your options.
What areas around Plano do you buy in?
We buy across Collin County and the broader North Dallas market, including Frisco, McKinney, Allen, Richardson, Wylie, and Murphy. If your HVAC company serves the area from Plano, we want to hear from you.
Start a confidential conversation
If this feels worth exploring, let’s set up a confidential, no-obligation conversation. Nothing to prepare and no commitment, just an honest talk with the family that would take the wheel next. Send a message or use the form, and we will follow up personally to arrange a quiet call whenever it suits you.