Redwood Services — Preliminary Due Diligence

Preliminary Due Diligence

We're excited about the potential opportunity to work together.

You don't have to finish in one sitting. Your answers save automatically as you go. You can close this page at any time and come back later on the same computer and browser to pick up right where you left off.

Takes about 10 minutes. Five short sections covering key operating metrics, revenue mix, and a few business questions.
Financial files are sent separately. The final step lists the documents to email us — nothing sensitive is entered here.

Getting started

Company name

Please enter your company name.

Your name

Please enter a valid email.

FINANCIAL & OPERATIONAL KPIs

Key Operating Metrics

A few headline numbers about your customer base and membership. Round numbers are fine.

How many active service / maintenance members does the company have today?

How many customers are listed in your company database / operating system?

How many customers have received service in the last 18 months?

What % of your customer base includes all of: full name, address, phone, and email?

What % of your customers have a complete address and phone number on file?

What % of your customers have a complete address and email address on file?

Does your operating system track job history by customer?

i.e., can you look up a customer and see their most recent job / service record?

What % of customers in your database have a last job associated with their record?

Approximately how many inbound customer calls do you receive on a daily basis?

Revenue mix

Where does revenue come from?

Enter approximate percentages. Each table should add up to 100%.

By customer type

Existing Residential

Residential New Construction

Existing Commercial

Commercial New Construction

Total: 0%

By trade / service line

HVAC Install

HVAC Service

Plumbing / Sewer

Electrical

Total: 0%

Each table needs to add up to 100% before you can continue. Please go back and adjust the percentages above so both totals read 100%.

Additional Info

Lead sources, customers & operations

A quick look at how you get work, who you serve, and the scale of your operation.

Does your company derive any revenue from Home Warranty companies?

Does your company derive any revenue from Big Box retailers (Costco, Home Depot, etc.)?

Does your company derive any revenue from property management businesses?

Does your company derive any revenue from government contracting?

How many full time employees does the company have in total?

How many of those are field employees?

Service techs, installers, plumbers, journeymen, etc.

How many are office / admin employees?

Dispatch, CSRs, accounting, management, etc.

Field employees + office employees should add up to your total employee count. Please double-check the numbers above.

How many vehicles are used for operations?

Who is your primary OEM for HVAC equipment?

What is your estimated annual spend with your primary OEM?

$/yr

What is your CRM Software?

Owner Compensation

A few quick questions about how compensation runs through the business.

Are you paid a salary via payroll in the company's P&L?

Are any other family members working in the business also paid a salary via payroll in the P&L?

Do you (or family members) receive distributions outside of the P&L — e.g., owner draws?

Anything else you'd like us to know about the business?

Optional — share anything that wasn't covered above.

Review & submit

Review your answers

Check everything below, then send it to the Redwood team. You can jump back to any section to edit.

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Thank you!

Your responses have been sent to the Redwood team. We'll be in touch soon. Please note: any requested financial documents should be sent separately by email — not through this form.