HVAC
Service plans + dispatch + estimates
Seven trades, each producing records AI buyers price differently. Seven years of in-trade underwriting. The vertical we know better than any generalist advisor.
We have been representing field-services operators on sell-side transactions for seven years. We know what a ServiceTitan export contains before we see it, and what an AccuLynx workbook actually looks like when a buyer opens it.
ServiceTitan API, PestPac TOS, Housecall Pro data-use clauses, QuickBooks Online data policies. The reason we insist on your own admin export instead of a connector is because we have read the vendor terms that would otherwise bind you.
Dispatch density, service-plan attach, chemistry logs, estimate win rate, technician decision logs. The record categories AI buyers pay for are the record categories field-services operators produce every day — and we know which ones price higher.
Buyers price them differently. We know which record categories move the quote for each.
Service plans + dispatch + estimates
Emergency + membership + drain / water-heater
Estimates + storm-restoration + insurance
Recurring routes + chemistry + treatment outcomes
Commercial maintenance + snow + design-build
Weekly / bi-weekly routes + renovations
Service + install + commercial
A publicly-reported discussion involving an HVAC operator described a proposed arrangement around operational records at roughly $150,000. The specific dataset structure and the final terms were not made public, and we do not know whether the deal closed. The reason to surface the example at all is directional: it signals the kind of range that circulates for mid-size field-services files with meaningful record depth.
We do not treat the number as a market price. The pricing framework we actually use is based on headcount, years of history, system diversity, and workflow visibility — a public example tells you the market is real, not what your specific file is worth.
It does not tell you what your file is worth. For that, we read the metadata and get two written quotes from actual buyers before you see any draft license.
Metadata only. We know your systems. Written yes or no in one business day.
Main Street Wealth LLC is an M&A advisor. The HVAC example referenced on this page is drawn from publicly reported discussions; the final deal structure and whether the arrangement closed were not made public. Published ranges reflect what buyers have said or published in public and are not offers. Nothing on this page is a recommendation to license, sell, or disclose any specific record. We do not provide legal, tax, or privacy advice; your counsel reviews the advisory agreement and any license before signing.