An operating system for year one of your HVAC acquisition.
Year one done right turns a newly acquired HVAC shop into a PE cash out, and a first-time owner into a millionaire.
In short
- For
- Searchers and owner-operators in the first 12 months after close. $1–3M revenue. Used an SBA 7(a) or a small holdco to buy in.
- Does
- An operating system for year one after close. Tracks the work that drives the multiple. Reads from QuickBooks and ServiceTitan; no second data entry.
- Not
- Not a CRM. Not field service software. Not an M&A advisor. We replace none of those tools and bill separately from all of them.
Why year one
The QoE that wrecks your exit is built right now.
A quality-of-earnings review trims add-backs, recasts the books on accrual, tests customer concentration, and pressure-tests owner-dependence. Anything that fails comes off the multiple.
You don’t pass a QoE at the closing table. You pass it because by month 9 you have $120k of booked maintenance ARR, an ops lead on payroll running dispatch, an accrual P&L signed off by your CPA, and the seller off the keys. Those four things are what Multiworks puts on the calendar.
Demo
Day 15 of 100. A fictional shop.
Interactive preview. Click the tabs. No login, no real data.
D01
D07
D21
D45
D60
D90
D100
Stand up the first book of predictable, repeatable revenue instead of one-off jobs.
At exit
By month 9 the data room is 80% built.
Each weekly move drops one diligence artifact into the folder: the 24-month recast P&L, the top-10 customer concentration cut, the org chart with the owner removed, the SOP set, the trailing-twelve EBITDA bridge. When you sign with a banker, you hand them the folder and we sit in on the LOI call.
Quality of earnings
$576K adjusted EBITDA
Reported $412K plus the add-backs a buyer will accept. Toggle one to see the number move.
Cohort 1
2 spots per cohort · onboarding through Q3 2026
We stay on as long as you need us.
2 owners per cohort. A weekly working session, daily access on chat, and we stay close through the QuickBooks accrual cutover and the ops lead hire.
If you closed in the last 12 months, put your email in below.
Questions
The things people ask first.
What if I never plan on selling the business?+
Clean books, recurring revenue, a business that runs without you. That just makes it a better business to own. Selling becomes optional.
How is Multiworks different from an M&A advisor or a fractional CFO?+
An advisor shows up at the exit. A CFO watches numbers. Multiworks runs the year that creates the numbers worth selling, then is in the room at exit.
How much of my time does Multiworks take each week?+
About 3 focused hours. You see one move at a time, not a backlog.
Who has access to my financial data once it's in the system?+
Only you. Encrypted, never sold, never used for training. Export and walk any time.