The company is a data driven sales organization specializing in exterior home improvement. The company offers specialty windows, siding, roofing and doors.

Key Aspects
· Proprietary CRM database that contains historical customer data of date, location, job specifications, salesmen, client, revenue, etc.
· Database contains over 20 years of client information
· 54 years in business
· Majority of sales are generated through customer referral
· Outstanding reputation in the market
· 50% of customers engage in repeat business
· Projects are 98% residential, and 100% non-new construction
· Majority of sales secured with a single site visit

Real Estate
· The company operates from two facilities, a 10,000 sq. ft. building which is utilized as an office/showroom/warehouse, and a 4,500 sq. ft. facility used for warehousing. These premises are leased from the company's owner.

Shareholder/ Owner Objectives
· The company has six owners, one of which is active in the company and serves as President. They are seeking to sell the company in order to allow the active owner to pursue retirement. The president is available to stay with the company for a transition period to ensure the company's continued success.

Posted Oct 14, 2016

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