West Lake Legacy is focused on acquiring and operating a single, well-established HVAC business in Texas. We combine modern business practices with deep respect for skilled trades. Our mission is to preserve local legacies while building durable, community-anchored companies that thrive for decades.
We’re seeking a company with a long-standing reputation for quality service, a stable team, and loyal residential or light-commercial customers. Our goal is to preserve the legacy of the retiring owner while providing continuity for employees and customers through thoughtful, hands-on ownership.
While every company is different, the best ones tend to share a few common traits. Here’s what we typically look for:
$500K - $2.5M in earnings
15% or greater operating margins
Skilled, reliable team members
Loyal, long-term customers
Consistent, organic sales growth
Growth driven by reputation and repeat business
Long operating history
Looking to retire or step back from day-to-day operations
Reasonable valuation expectations
Desire for new owner to retain employees and uphold company culture
Open to a transition structure that aligns incentives — such as partial seller financing or a small equity rollover
Willing to remain involved post-closing to support a smooth transition