Confidential — Acquisition Brief The Deal Sheet · Feb 2026
Business-Level Analysis — Deal #50

High-Performing Restoration Business in Rapid Growth Market

Full acquisition analysis: financials, market context, valuation, risk assessment, and 100-day integration plan.

View Original Listing
Conditional Attractive independent restoration platform in high-growth Utah market with diversified revenue channels, but critically missing financial documentation and management infrastructure details create material due diligence risk.
$2.94M
2024 Revenue
$825K
Est. SDE (Est.)
2.8-3.2x
Est. Fair Multiple SDE
$2.31M-$2.64M
Est. Fair Value
01 — Business Overview

At a Glance

Independent full-service restoration company serving Iron County with water mitigation, fire/smoke restoration, mold remediation, contents handling, and reconstruction. Revenue generated through TPA programs, insurance referrals, repeat customers, and organic marketing. Business is SBA pre-qualified with owned real estate ($1.12M) included in asking price. Leadership team in place but details undisclosed.

72.0
Revenue Quality
Diversified commercial + residential mix with strong recurring base
68.0
Market Position
Las Vegas: extreme heat demand, population boom, construction surge
45.0
Information Quality
Limited public data — full financials behind NDA; requires verification

Key Strengths

  • Independent platform — no franchise fees or restrictions on service territory, pricing, or vendor selection
  • Diversified revenue channels — TPA programs, insurance referrals, repeat customers, and organic marketing reduce dependency risk
  • High-growth market — Iron County population up 48.79% since 2010, 2.15% annual growth driving construction and restoration demand
  • Owned real estate — eliminates lease risk and provides asset backing, included at $1.12M of $2.52M asking price
  • Strong reconstructed margins — Est. 35% gross profit and 28% SDE margin indicate operational efficiency
  • SBA pre-qualified — seller has completed preliminary lender vetting, streamlining acquisition financing
  • Full-service offering — mitigation, contents, and reconstruction create upsell opportunities and higher average job values

Key Questions

  • What is the actual leadership team structure, tenure, and compensation? Listing references 'highly talented leadership' but provides no specifics on GM, estimator, project manager roles
  • What are the TPA program terms and revenue concentration? Which TPAs (Sedgwick, Crawford, Alacrity)? Contract terms? Percentage of revenue from top 3 programs?
  • What insurance carrier relationships exist? Direct carrier referrals vs. TPA-driven work? Any preferred vendor agreements? Renewal rates on recurring customers?
  • What is the actual customer concentration? Top 1, 5, 10 customer percentages? Any single customer >15% of revenue creates material risk
  • Why is reported SDE only $414K vs. reconstructed $825K? What owner add-backs are included? What normalized expenses are excluded?
  • What is the fleet composition and condition? How many vehicles? Average age? Replacement capex needs? Maintenance history?
  • What is the employee count, turnover, and key person risk? Technician count? Office staff? Any non-compete agreements?
  • What software and systems are in place? Restoration management software (Xactimate, dashboards)? CRM? Accounting systems?
  • What is the backlog and pipeline visibility? Current signed contracts? Average job completion time? Seasonal demand patterns?
  • What licenses and certifications does the company hold? IICRC certifications? State contractor licenses? Lead-safe certifications?
  • What is the actual working capital requirement? A/R aging? Typical insurance payment timelines? Any factoring arrangements?
  • What growth investments are needed post-close? Marketing spend? Additional technician hiring? Equipment upgrades?
02 — Financial Analysis

Reconstructed P&L

Estimated Income Statement
Line Item Amount % Revenue Benchmark
COGS (Materials) –$880,502 30.0% Industry avg: 30.0%
Direct Labor –$1,027,252 35.0% Industry avg: 35.0%
Gross Profit $1,027,253 35.0% Calculated
Vehicle / Fleet –$88,050 3.0% Industry range: 2-5%
Insurance (GL, WC, Auto) –$73,375 2.5% Industry range: 2-4%
Office / Admin / Software –$58,700 2.0% Industry range: 1-3%
Marketing –$29,350 1.0% Industry range: 0.5-3%
Rent / Facilities –$58,700 2.0% Industry range: 1-4%
Other Overhead –$44,025 1.5% Industry range: 1-3%
Depreciation –$11,740 0.4% Industry range: 0.3-0.5%
Est. Net Profit (before owner) $663,413 22.6% Calculated
Owner Salary Add-Back $150,000 5.1% $2M-$5M revenue range
Depreciation Add-Back $11,740 0.4% Non-cash expense
EBITDA (Est.) $675,053 23.0% Benchmark: 15–20% healthy
Estimated SDE ~$825,053 28.1%

SBA Financing Model

Estimated SDE of ~$825,053 can support SBA 7(a) debt service on a $2,520,000 acquisition. Assuming 10% down ($252,000) and a 10-year term at ~10.5% SBA rates, annual debt service is approximately $367,239. Estimated pre-tax income to owner: ~$457,814+ after debt service.

03 — Working Capital & Seasonality

Cash Flow Reality Check

$352K (12% of revenue)
Est. Working Capital Needed
$493K (summer months Jun-Aug)
Peak Capital Requirement
Medium
Seasonality Risk
Monthly Revenue Seasonality (1.0 = Average Month)
Jan
0.85x
Feb
0.85x
Mar
0.95x
Apr
1.05x
May
1.10x
Jun
1.15x
Jul
1.15x
Aug
1.10x
Sep
1.05x
Oct
0.95x
Nov
0.85x
Dec
0.85x

Cash Conversion Cycle

Days Receivable
45 days (insurance payment cycles)
Days Payable
25 days (supplier terms)
Net Cash Cycle
20 days net
Assessment
Industry average 15-25 days, within normal range

Working Capital Recommendations

  • Establish Line of Credit: Secure $200K LOC to cover summer peak working capital needs (Jun-Aug 15% above baseline) and manage 45-day insurance payment cycles without cash flow strain.
  • Accelerate A/R Collections: Implement weekly A/R aging review with follow-up on invoices >30 days. Negotiate faster payment terms with top 5 TPA programs (target 30-day vs. 45-day DSO). Consider selective factoring for large commercial jobs >$50K.
  • Optimize Inventory Management: Maintain minimum 2-week supply of fast-moving materials (dehumidifiers, fans, PPE) but avoid overstocking seasonal items. Negotiate vendor payment terms to 25-30 days to align with cash conversion cycle.
  • Build Cash Reserves: Target $100K cash reserve (3 months operating expenses) to buffer against seasonal fluctuations and provide runway for growth investments. Allocate excess summer cash flow to reserve account vs. owner distributions.
04 — Revenue Quality

How Sticky Is the Revenue?

Revenue Breakdown by Type
TPA Program Work (Recurring) 40%
Direct Insurance Referrals (Repeat) 30%
Repeat Commercial Customers (Recurring) 20%
Organic Marketing & One-Time Residential (One-Time) 10%

Customer Concentration (Est.)

Top 1 Customer
~8%
Top 5 Customers
~20%
Top 10 Customers
~30%
Concentration Risk: Low — Low concentration risk estimated based on diversified TPA programs and insurance referrals. However, MUST VERIFY with actual customer list during due diligence. Any single customer >15% creates material revenue risk.

Revenue Retention Estimate: 70-75% annual retention (TPA programs + repeat commercial accounts provide base, offset by one-time residential emergency work)

Estimated percentage of revenue retained after an ownership transition, based on industry benchmarks and business characteristics.

Churn Risk Factors

TPA Program Loss (Low likelihood)
Mitigation: Diversify across 5+ TPA programs (Sedgwick, Crawford, Alacrity, others), maintain high NPS scores, ensure compliance with program standards. Verify contract terms and renewal dates during DD.
Insurance Carrier Relationship Changes (Medium likelihood)
Mitigation: Build direct relationships with local adjusters, maintain preferred vendor status, deliver superior service quality and documentation. Diversify across multiple carriers to reduce single-carrier dependency.
Commercial Account Turnover (Medium likelihood)
Mitigation: Implement quarterly business reviews with top commercial accounts, develop long-term maintenance contracts, build personal relationships with property managers and facility directors.
Small Market Competition Intensification (Medium likelihood)
Mitigation: Leverage independent status for pricing flexibility, invest in local marketing and community relationships, differentiate on response time and personalized service vs. franchise competitors.
03 — Valuation Assessment

What's This Business Worth?

Valuation Triangulation
Method Low Mid High
SDE Multiple $2,310,148 $2,475,159 $2,640,169
EBITDA Multiple $2,362,685 $2,700,212 $3,375,265
Asset-Backed Floor $1,800,000 $2,000,000 $2,200,000
Blended Fair Value
$2.31M - $2.64M

Premium Factors

Independent platform with no franchise constraints
5%
Diversified revenue mix reduces single-channel dependency
8%
Owned real estate eliminates lease risk
10%
High-growth market with 48.79% population increase since 2010
7%
Full-service offering with reconstruction capabilities
6%

Discount Factors

Critically low information quality — no org chart, employee details, or financial backup
-15%
Small market (68K population) limits organic growth potential
-8%
Rural location reduces exit liquidity and buyer pool
-6%
Unexplained $411K gap between reported and reconstructed SDE
-10%
No disclosed backlog or pipeline visibility
-7%
04 — Market Context

Market & Comparable Transactions

Iron County restoration market benefits from strong demographic tailwinds (2.15% annual population growth, 48.79% increase since 2010) and steady construction activity. County population of 68,838 supports 12-18 local competitors in a fragmented market with 15-25% franchise penetration. National restoration market hit $7.1B in 2025 with 5.3-5.8% CAGR driven by water damage (50% of revenue) and fire/smoke restoration (43%). PE has deployed $6B+ across 50+ platforms since 2018, with quality $5M+ operators commanding 4x-7x EBITDA vs. 2.8-3.0x SDE for sub-$2M shops. Small county population necessitates multi-county service territory including Washington County to the south. Insurance-driven market with TPA relationships and carrier networks critical for revenue generation.

ComparableRevenueMultipleLocation
Sub-$2M restoration shops in fragmented markets$1M-$2M2.8-3.0x SDENational
Quality restoration operators with diversified service mix$5M+4.0-7.0x EBITDANational (PE-backed)
Utah Disaster Kleenup (acquired by American Restoration Operations)Not disclosedNot disclosedDraper, UT

Bull Case

Independent restoration platform in high-growth Utah market captures expanding demand from 2.15% annual population growth and strong housing development. Diversified revenue channels (TPA programs, insurance referrals, repeat customers, organic marketing) provide stability and reduce dependency risk. Owned real estate ($1.12M included) eliminates lease risk and provides asset backing for SBA financing. Est. 28% SDE margin ($825K on $2.94M revenue) indicates operational efficiency. Full-service offering (mitigation, contents, reconstruction) creates upsell opportunities and higher job values. SBA pre-qualification streamlines financing. Multi-county service territory expands addressable market beyond Iron County's 68K population. Proposed AI data center could bring 670 jobs and lower property taxes 55%. Regional consolidation opportunity as PE continues deploying capital at 4x-7x EBITDA for quality operators. Leadership team in place reduces transition risk.

Bear Case

Critically insufficient information creates material due diligence risk — no org chart, employee details, customer concentration data, or financial documentation beyond top-line revenue. $411K gap between reported SDE ($414K) and reconstructed SDE ($825K) unexplained and suggests either aggressive add-backs or undisclosed expenses. Small market population (68,838) limits organic growth potential and requires multi-county expansion to scale. Rural Utah location reduces exit liquidity and strategic buyer interest vs. major metros. Fragmented market with established franchise competitors (SERVPRO, ServiceMaster Restore) and insurance-driven pricing (standardized price lists cover 90% of claims) limits pricing power. No disclosed backlog or pipeline visibility creates revenue uncertainty. Asking price of $2.52M at 3.05x reconstructed SDE represents 8-17% premium to fair value range. Working capital requirement of $352K plus $252K down payment creates $604K total cash need. Labor shortage (500K+ skilled workers nationally) threatens scalability.

06 — Competitive Landscape

Who You're Up Against

12-18 local restoration operators in Iron County service area
Est. Local Competitors
Fragmented
Market Structure
15-25% (SERVPRO, ServiceMaster Restore, Roto-Rooter)
Franchise Penetration
Key Local Competitors
Company Type Est. Revenue Threat Level
SERVPRO of Cedar City / Fillmore Franchise $500K-$1.5M High — Largest national franchise with 2,000+ locations, established insurance carrier relationships, 24/7 infrastructure, preferred vendor status with major carriers. Brand recognition drives consumer preference.
ServiceMaster Restore of Color Country Franchise $400K-$1.2M High — National brand with comprehensive service suite, insurance partnerships, established market presence. Competes directly on commercial accounts and insurance referrals.
Dixie Restoration & Carpet Cleaning Independent $300K-$800K Moderate — Local operator since 2002 with 17+ years experience, deep community relationships, owner-operator model. Competes on personalized service and local knowledge.
Service King of Cedar City Independent $250K-$700K Moderate — Locally owned with 24/7 emergency services, integrated cleaning and restoration. Competes on fast response times and community presence.
Roto-Rooter Plumbing & Water Cleanup Franchise $200K-$600K Moderate — National brand primarily focused on plumbing but includes water damage services. Captures overflow work and plumbing-related restoration jobs.

Competitive Advantages

Independent platform with no franchise fees or service restrictions
Strong
Diversified revenue channels reduce dependency on single referral source
Strong
Full-service offering (mitigation + contents + reconstruction) captures entire project lifecycle
Moderate
Established TPA relationships and insurance carrier partnerships
Moderate
Local market knowledge and community relationships in small-town market
Moderate

Moat Assessment

Moderate moat driven by relationship capital rather than structural advantages. Restoration industry is highly fragmented (50K+ operators nationally, top 4 companies <20% market share) with low barriers to entry for qualified technicians. In Iron County's small market (68K population), competitive positioning depends on: (1) insurance relationships — TPA program status and direct carrier partnerships drive 70% of revenue but are relationship-dependent and transferable to competitors, (2) service quality and response time — critical for retention but easily replicated by well-capitalized entrants, (3) independent status — provides pricing flexibility and vendor selection freedom vs. franchise constraints, creating structural advantage in margin optimization. Key vulnerability is insurance-driven pricing where standardized Xactimate price lists govern 90% of claims, limiting pricing power across all competitors. Long-term moat sustainability requires continuous investment in reputation, service quality, and relationship management rather than durable structural barriers.

05 — Risk Assessment

Risk Scores & Due Diligence

5.5
Market Risk
Medium — HVAC is essential in Las Vegas
3.0
Operational Risk
High — Labor + owner dependency unknown
3.0
Financial Risk
High — Estimated financials only

Due Diligence Priorities

  • 1. Financial Documentation Verification: Obtain 3 years audited or reviewed financials, tax returns, P&L by month, balance sheets, and reconciliation of $411K gap between reported ($414K) and reconstructed SDE ($825K). Verify owner add-backs and one-time expenses.
  • 2. Customer Concentration Analysis: Obtain customer list with revenue by customer for past 3 years. Calculate top 1, 5, 10 customer percentages. Any customer >15% creates material risk. Verify TPA program terms, renewal dates, and revenue mix.
  • 3. Insurance Relationships Audit: Document all TPA contracts (Sedgwick, Crawford, Alacrity, etc.), direct carrier relationships, preferred vendor agreements, and referral sources. Verify transferability of programs and contracts post-close.
  • 4. Management Team Assessment: Interview leadership team (GM, estimator, project managers). Verify tenure, compensation, non-compete agreements, and post-close retention plans. Assess key person risk and succession planning.
  • 5. Employee & Labor Structure: Obtain employee census with roles, tenure, compensation, and turnover data. Verify technician certifications (IICRC), unemployment claims history, workers' comp experience mod, and union presence.
  • 6. Working Capital & Cash Flow Analysis: Analyze A/R aging, typical insurance payment cycles (45-day DSO), inventory levels, and any factoring arrangements. Verify $352K working capital estimate and peak capital needs during summer season.
  • 7. Real Estate & Asset Verification: Obtain property appraisal, title report, environmental Phase I, and property tax records for owned facility ($1.12M value). Inspect fleet vehicles, equipment, and verify condition and replacement capex needs.
  • 8. License & Regulatory Compliance: Verify Utah contractor license (DOPL), IICRC certifications, EPA lead-safe certification, general liability insurance ($100K/$300K minimum), workers' comp coverage, and surety bonds ($15K-$50K).
  • 9. Technology & Systems Review: Assess restoration management software (Xactimate required for insurance billing), CRM, accounting systems, project management tools, and data backup procedures. Verify integration and transferability.
  • 10. Competitive Position Validation: Interview local insurance adjusters, TPA representatives, and suppliers to assess reputation, service quality, and competitive positioning vs. SERVPRO, ServiceMaster Restore, and independent operators.
08 — Transfer Checklist

What Needs to Transfer

$98,700-$154,000
Total Estimated Transfer Cost
60-90 days
Estimated Time to Complete
60-90 days (critical path: contractor license + insurance + TPA transfers)
Deal Transfer Checklist
License Utah Contractor License (DOPL) - General Contractor or Specialty Contractor classification Critical
Cost: $500-$1,000 Time: 4-6 weeks New owner must complete 30-hour pre-license course, pass Utah Business & Law Exam ($78), and obtain surety bond ($15K-$50K). Cannot operate without active license.
License IICRC Certifications (Water Damage Restoration, Fire & Smoke, Applied Microbial Remediation) Critical
Cost: $2,000-$4,000 Time: 2-4 weeks Individual technician certifications required for insurance billing and TPA program participation. New owner or designated technicians must obtain certifications. Critical for maintaining TPA relationships.
Insurance General Liability Insurance ($100K per incident / $300K aggregate minimum) Critical
Cost: $8,000-$15,000 annually Time: 1-2 weeks Required by Utah law and insurance carriers. Cannot operate without GL coverage. Obtain quotes pre-close to confirm pricing.
Insurance Workers Compensation Insurance Critical
Cost: $25,000-$40,000 annually Time: 1-2 weeks Mandatory if employees present. High-risk industry with elevated rates. Verify current experience mod (1.0 or below preferred). Material cost driver.
Insurance Commercial Auto Insurance (fleet coverage) Critical
Cost: $12,000-$20,000 annually Time: 1-2 weeks Required for fleet vehicles. Verify vehicle count, driver records, and claims history. Material cost driver.
Contract TPA Program Agreements (Sedgwick, Crawford, Alacrity, others) Critical
Cost: $0 (but revenue risk) Time: 30-60 days Contracts typically transferable with carrier approval, but new owner must meet program standards (insurance, certifications, response time). Est. 40% of revenue at risk if programs not transferred. Obtain written transfer confirmations pre-close.
Contract Direct Insurance Carrier Preferred Vendor Agreements Critical
Cost: $0 (but revenue risk) Time: 30-90 days Relationships typically personal to seller. New owner must re-establish relationships with local adjusters and regional managers. Est. 30% of revenue at risk. Budget 90 days for relationship transfer.
Regulatory EPA Lead-Safe Certification (for pre-1978 properties) Critical
Cost: $500-$1,000 Time: 1-2 weeks Required for work on homes built before 1978. New owner or designated employee must complete EPA-approved training. Critical for compliance.
Regulatory Utah Seller's Permit (for equipment/materials sales)
Cost: $0 (free) Time: 1-2 weeks Required if business sells equipment or materials separately. File with Utah Tax Commission.
Regulatory OSHA Compliance & Safety Training Programs Critical
Cost: $2,000-$5,000 Time: Ongoing Verify current safety program documentation, training records, and OSHA compliance history. Material liability exposure if non-compliant. Budget for ongoing training.
Operational Xactimate Software License (industry-standard estimating software) Critical
Cost: $1,200-$2,000 annually Time: Immediate Required for insurance billing and TPA program participation. New owner must obtain separate license. Cannot bill insurance without Xactimate estimates.
Operational Fleet Vehicle Titles & Registrations
Cost: $500-$2,000 (DMV fees) Time: 2-4 weeks Verify lien status, obtain titles pre-close. Budget for DMV transfer fees and potential repairs/maintenance.
Operational Real Estate Title Transfer (owned facility) Critical
Cost: $8,000-$15,000 (closing costs) Time: 30-45 days Obtain title insurance, property survey, and environmental Phase I assessment. Verify property tax status and any liens. Material asset included in $2.52M asking price.
Operational Employee Retention & Transition (leadership team, technicians) Critical
Cost: $30,000-$50,000 (retention bonuses) Time: 90-180 days Secure retention agreements with GM and key project managers pre-close. Material operational risk if leadership team exits. Budget 10-15% of annual compensation for retention bonuses.
Contract Commercial Customer Contracts & Maintenance Agreements
Cost: $0 (relationship risk) Time: 30-90 days Verify assignment clauses in existing contracts. Meet with top 10 commercial customers pre-close to confirm transition support. Est. 20% of revenue.

Potential Deal Breakers

  • Inability to obtain Utah contractor license (DOPL) — new owner must qualify or hire licensed operator
  • TPA program non-transferability — if major programs (>15% revenue each) cannot transfer, deal economics fail
  • Workers' comp experience mod >1.3 — indicates poor safety record and will materially increase insurance costs
  • Outstanding OSHA violations or pending regulatory actions — material liability exposure and operational disruption risk
06 — Post-Acquisition Plan

100-Day Integration Playbook

Days 1-30
Operational Stabilization
Secure leadership team retention, establish owner presence, and maintain service quality during transition.
  • Execute retention bonuses for GM and key project managers ($30K-$50K total)
  • Accompany seller on customer visits to top 10 accounts and TPA regional managers
  • Shadow field operations (ride-alongs) to understand workflow and technician capabilities
  • Review and approve all jobs >$25K to maintain quality control during transition
  • Establish weekly leadership team meetings to monitor KPIs and address issues
Days 31-90
Revenue Stabilization & Relationship Transfer
Transfer insurance relationships, document processes, and optimize operational efficiency.
  • Complete formal introductions to all TPA account managers and insurance adjusters
  • Document standard operating procedures for mitigation, contents, and reconstruction workflows
  • Implement daily dashboard tracking job status, revenue, and margin by service line
  • Assess technician certification gaps and schedule IICRC training for Q3
  • Review pricing vs. Xactimate price lists and adjust margins where competitive position allows
  • Evaluate fleet condition and schedule maintenance/replacement for underperforming vehicles
Days 91-180
Growth Foundation & Systems Optimization
Strengthen infrastructure, expand marketing, and build platform for scale.
  • Implement CRM system to track referral sources and automate follow-up with insurance contacts
  • Launch local SEO campaign targeting 'water damage restoration Iron County' and adjacent markets
  • Develop partnership strategy for plumbers, property managers, and HOAs to drive direct referrals
  • Assess expansion feasibility into Washington County (St. George metro) with additional technician hiring
  • Evaluate reconstruction division profitability and consider expanding higher-margin service line
  • Establish quarterly business reviews with top 3 TPA partners to strengthen relationships
Days 181-365
Scale & Expansion Execution
Execute growth initiatives, expand service territory, and build acquisition platform.
  • Hire 2-3 additional technicians if Washington County expansion validated (target $500K incremental revenue)
  • Evaluate tuck-in acquisition opportunities in adjacent counties to expand service territory
  • Implement performance-based compensation for technicians to reduce turnover and improve productivity
  • Develop commercial marketing strategy targeting property management companies and multi-family housing
  • Assess financing options for fleet expansion if growth initiatives gain traction
  • Build financial reporting package to support future exit at 4x-7x EBITDA (requires scaling to $5M+ revenue)

Value Creation Waterfall (3-Year Outlook)

Acquisition Price
$2.2M
+ Organic Revenue Growth (15%/yr)
+$2.1M Rev
+ Margin Expansion (to 20% EBITDA)
+$250K EBITDA
+ Multiple Expansion (3.5x → 5.5x)
+$2.0M uplift
Est. Enterprise Value (Year 3)
$5.5M – $7.0M
07 — Final Recommendation

Our Verdict

Verdict: Conditional — Proceed to LOI

CONDITIONAL RECOMMENDATION with material due diligence requirements. This independent restoration platform presents an attractive acquisition opportunity in a high-growth Utah market with diversified revenue channels and owned real estate. However, critically insufficient information disclosure creates material risk. Proceed ONLY if seller provides: (1) 3 years audited financials with reconciliation of $411K SDE gap, (2) customer concentration analysis showing no customer >15%, (3) complete employee census with retention agreements, (4) documented TPA contracts with transferability confirmation, and (5) leadership team details with post-close retention commitments. Asking price of $2.52M represents 8-17% premium to fair value range ($2.31M-$2.64M). Recommend initial offer of $2.30M ($1.18M business + $1.12M real estate) at 2.79x reconstructed SDE, contingent on full financial documentation and customer concentration verification.

Recommended Next Steps

  1. Request CIM with 3 years tax returns, P&L by month, balance sheets, and owner add-back schedule
  2. Demand customer list with revenue by account for past 3 years to calculate concentration metrics
  3. Obtain TPA contract copies, insurance carrier agreements, and referral source documentation
  4. Request employee census with roles, tenure, compensation, certifications, and turnover history
  5. Schedule management team interviews with GM, lead estimator, and project managers
  6. Retain local Utah CPA familiar with restoration accounting to audit financial reconstruction
  7. Engage restoration industry consultant to validate market positioning and competitive assessment
  8. Submit LOI at $2.30M ($1.18M business + $1.12M real estate) with 60-day due diligence period
  9. Arrange site visit to inspect facility, fleet, equipment, and shadow field operations
  10. Consult with SBA lender to confirm pre-qualification status and financing terms

Suggested Offer Structure

$2.30M all-cash ($1.18M business value at 2.79x SDE + $1.12M real estate), structured as $230K down payment (10%), $2.07M SBA 7(a) loan, with 60-day due diligence period contingent on financial documentation verification, customer concentration <15% for any single customer, and leadership team retention agreements. Include 90-day seller transition consulting at $10K/month.

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Sources

BizBuySell Listing #2488370 · Iron County demographic and economic data (2026) · U.S. restoration industry market research (2025) · Utah Division of Professional Licensing (DOPL) contractor requirements · Local competitive research (SERVPRO, ServiceMaster Restore, independent operators) · PE transaction comps and valuation multiples (Restoration Brokers of America)