Our Approach
Timing matters as much as the offer itself when you’re weighing the best time to sell your HVACR, plumbing, or mechanical services company. Here’s exactly what happens when you explore a partnership with Flow Service Partners, from the first phone call to the day it closes.
From First Call to Closing Day
Here’s exactly what happens when you explore a partnership with Flow Service Partners, from the first phone call to closing day.
The First Call
You reach out, or Flow Service Partners does, and talk through your business, and your goals.
A Closer Look, Under NDA
Financials, team structure, and service area all get reviewed confidentially, with nothing shared outside the conversation without your consent.
Putting a Number Behind It
Once the review is complete, we’ll put together a documented offer based on your current financials and how your business performs day-to-day.
Terms on Paper
Once both sides agree on the shape of a deal, it gets put in writing. The letter of intent outlines price, structure, and next steps before diligence begins.
Confirming the Details
Flow Service Partners verifies the financials, contracts, and operations already discussed, and keeps you informed at every step along the way.
Finalizing the Agreement
Legal teams finalize the agreement covering price, equity, and what happens to your team, with every detail confirmed before anyone signs.
Closing Day
Ownership transfers, funds are exchanged, and our partnership officially begins. Your name stays on the trucks, your legacy stays intact, and a new chapter begins together.
What Comes After
The relationship is just getting started. Flow Service Partners brings the capital, systems, and support that help your business grow into its next chapter.
Explore a Partnership
Wondering if your business is a good fit? Explore the four key factors we consider when evaluating a potential partnership.
Start a Conversation
Interested in exploring a partnership with Flow? Submit a few details, and a member of the Flow Service Partners team will follow up directly.
The platform behind every Flow Service Partners company.
A fair valuation depends on who’s asking. Here’s the platform standing behind every offer Flow Service Partners makes.
Frequently Asked Questions About Our Acquisition Process
Can I step away from the process before it's final?
Yes. Nothing is binding until the final purchase agreement is signed. Owners can pause or walk away from the conversation at any point before then.
How much of my time does the process actually take?
It varies by step. Early conversations are light, while due diligence requires more of an owner’s time, since that’s when financial and operational details are verified.
Who at Flow Service Partners will I actually be working with?
A dedicated point of contact guides the process from the first call through closing, rather than handing you off between different people at each step.
Contact us today and let’s get the conversation started.