BLACKPEAKCFO CEO Flash Report • January 2026 Back to BlackpeakCFO
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BLACKPEAKCFO
FRACTIONAL CONTROLLER SERVICES
CEO Flash Report
Monthly Financial & Operational Intelligence
Texstar HVAC Solutions LLC
Dallas, Texas  •  Residential & Commercial HVAC
Prepared for Jimmy Patterson, Owner
Revenue
$487K
▲ 26.9% YoY
Net Income
$48.7K
▲ 84.5% YoY
Cash Position
$285K
▲ $98K vs last year
January 2026  •  Prepared February 3, 2026
CONFIDENTIAL  —  PREPARED FOR MANAGEMENT USE ONLY
TEXSTAR HVAC SOLUTIONS LLC • DALLAS, TX • RESIDENTIAL & COMMERCIAL HVAC
CEO Flash Report — January 2026
Prepared Feb 3, 2026 • Blackpeak CFO | Fractional Controller Services • Texas LLC — No State Income Tax
👋 Jimmy — January Was Your Best Month in 7 Years.
Revenue hit $487K (record high), up 26.9% on last January. Net income nearly doubled year-over-year. Your 22 techs are outperforming the Dallas HVAC market average by 14%. Two items need your attention this week.
Monthly Revenue
$487,200
↑ +26.9% vs Jan 2025
Gross Profit
$180,264
37.0% margin • +220bps YoY
Net Income
$48,720
↑ +84.5% vs Jan 2025
Cash on Hand
$284,600
↑ +$98.2K vs Jan 2025
Revenue / Tech
$22,145
↑ +13.6% vs industry avg
Jobs / Maint. Plans
487 / 342
↑ Plans +22.1% YoY
Income Statement — Jan 2026 vs Jan 2025
Line ItemJan 2026Jan 2025YoY
Residential Service$268,000$210,000+27.6%
Commercial Contracts$142,400$118,000+20.7%
New Installations$76,800$55,800+37.6%
TOTAL REVENUE$487,200$383,800+26.9%
COST OF SERVICES
Direct Labor (22 techs)$148,200$118,400+25.2%
Parts & Materials$98,400$79,200+24.2%
Subcontractors$60,336$52,640+14.6%
GROSS PROFIT$180,264 (37.0%)$133,560 (34.8%)+35.0%
OVERHEAD & OPERATING EXPENSES
Admin & Mgmt Salaries (6)$42,400$34,200+24.0%
Vehicles & Fuel (18 vans)$28,600$21,400+33.6%
Marketing & Lead Gen$18,200$14,800+23.0%
Rent, Insurance, G&A$26,800$24,200+10.7%
Depreciation (non-cash)$7,200$5,800
Total Overhead$123,200$100,400+22.7%
EBIT$57,064 (11.7%)$33,160 (8.6%)+72.1%
Interest & Equipment Loan($2,844)($2,160)
Texas Franchise Tax Accrual($5,500)($4,600)
NET INCOME$48,720 (10.0%)$26,400 (6.9%)+84.5%
Revenue Trend — 8 Months
Jun 2025$384,200
Jul 2025$412,800↑ +7.4%
Aug 2025$448,600↑ +8.7%
Sep 2025$421,400↓ −6.1%
Oct 2025$398,800↓ −5.4%
Nov 2025$436,200↑ +9.4%
Dec 2025$449,400↑ +3.0%
Jan 2026$487,200↑ +8.4%
Cash & Working Capital
Cash (target $250K)
$284,600
AR Outstanding
$124,800
AP Outstanding
$88,400
Credit Line ($500K)
$120K drawn
✓ DSO 25.6d (target <30)
⚠ $24.8K AR overdue 60+d
✓ Cash +$14.2K this month
✓ LOC 76% undrawn
Business Verdicts
✓ Record Month
✓ GP 37% On Target
✓ Net Income $48.7K
✓ 487 Jobs Completed
✓ Techs Fully Utilized
⚠ 3 Invoices 60+ Days
⚠ 2 Vans Need Service
✓ Google Ads ROAS 4.6x
✓ 342 Maint. Plan Members
✓ No TX State Income Tax
Your Priority Actions This Week
NOW
Collect 3 invoices >60 days ($24,800) — oldest $12,400 commercial (74 days). Call by Feb 5. Escalate to owner if no payment by Feb 10. Risk: write-off if hits 90 days.
NOW
Spring hiring: post 2 more tech roles — Apr-Aug will push 550K+/month with current capacity maxed. DFW HVAC tech shortage; start recruiting now. Budget approved in forecast.
MED
Book 2 vans for service (Unit #8 & #14 at 92K mi). Feb 6-7 at AutoNation Dallas. Est. $1,800. Un-serviced vehicles = liability + breakdown risk mid-summer.
MED
Maintenance plan push — 342 → 400 by May adds $69,600/yr recurring. Send email to all Jan service customers. Offer 10% discount if they sign by Feb 28.
FYI
TX Franchise Tax est. $66K for 2025 (due May 15). Blackpeak CFO engaging your CPA in March. Cash set aside: ✓ ($5,500/month accrual on track).
📈 Blackpeak CFO — February Deliverables
▪ Close Q4 2025 books by Feb 10 • Full P&L to CPA
▪ Build Apr–Sep summer capacity forecast
▪ Payroll setup for 2 new tech hires
▪ AR follow-up report weekly until cleared
Texstar HVAC Solutions LLC • Dallas TX • ConfidentialPage 2 of 4 • CEO Flash Report • January 2026Blackpeak CFO™ • blackpeakcfo.com
TEXSTAR HVAC SOLUTIONS LLC • DALLAS TX
Operational Intelligence — January 2026
Tech productivity, job analysis, AR aging, marketing ROI • Industry benchmarks vs Dallas HVAC market
22 Techs Active
487 Jobs Completed
78% Utilization Rate
↑ Beating Industry Average
WORKFORCETech Productivity — January 2026
MetricJan 2026Jan 2025Industry Avgvs Avg
Revenue per tech / month$22,145$22,576$19,500+13.6% ↑
Jobs completed per tech22.1 jobs23.1 jobs20.0 jobs+10.5% ↑
Average job ticket size$1,000$979$920+8.7% ↑
Billable utilization rate78.2%74.1%72.0%+8.6% ↑
First-call resolution rate94.2%91.8%88.0%+7.0% ↑
Avg drive time between jobs28.4 min24.2 min25.0 min+13.6% ↓

Capacity Analysis: 22 techs × 8hr × 22 work days = 3,872 available hours. Billed: 3,027 hours (78.2% utilization). At 85% utilization (1 more tech fully loaded), you unlock ~$26K additional monthly revenue without adding headcount. At peak summer (May-Aug), capacity will be exhausted — hire 2 additional techs now to be ready.

REVENUE MIXRevenue by Service Type — Jan 2026
Service LineRevenue% Totalvs Jan 2025Avg Ticket
Residential HVAC Service$268,00055.0%+27.6%$824 / call
Commercial Contracts (6 accts)$142,40029.2%+20.7%$2,373 / site
New System Installations$76,80015.8%+37.6%$6,400 / install
TOTAL$487,200100%+26.9%$1,000 avg
Revenue Mix (FMV)
New vs Repeat Customers
New customers (Jan)84 (17.2%)
Repeat / Plan members403 (82.8%)
Customer acquisition cost$217/customer
Avg customer LTV (est.)~$2,800/3yr
LTV:CAC ratio12.9x 🔥
AR AGINGAccounts Receivable Aging — January 31, 2026
Aging BucketBalance% of ARRiskAction
Current (0-30 days)$82,40066.0%LowNormal billing
31-60 days overdue$18,00014.4%MediumReminder sent
61-90 days overdue$12,4009.9%HIGHJimmy: call today
90+ days overdue$12,0009.6%CRITICALDemand letter
TOTAL AR$124,800100%DSO: 25.6d✓ vs 30d target
⚠ $24,400 at risk (60+ days). The $12,400 commercial account (Johnson Office Park) is 74 days old — Jimmy needs to call the facilities manager directly today. The $12,000 at 90+ days ($4,800 residential + $7,200 commercial) — send final demand letters now and book provision if no response by Feb 15.
MARKETINGLead Generation ROI — January 2026
ChannelSpendNew LeadsConvertedROAS
Google Ads (Search)$10,8006852 jobs4.8x
Nextdoor & Social$4,2002218 jobs4.3x
Referral Program ($50/ref)$1,7001614 jobs8.2x
HomeAdvisor / Angie's$1,50064 jobs2.7x ⚠
TOTAL / BLENDED$18,20011288 conv.4.6x ROAS
MAINTENANCE PLANSRecurring Revenue Program
342
Active Members
+22.1% YoY ↑
$34,200
Monthly ARR
$410K/yr ↑
400
Target by May
58 to go
💰 Maintenance Plans = Your Safety Net. $34,200/month of guaranteed recurring revenue regardless of weather or seasonal slowdowns. At 400 members: $40,000/month. At 500: $50,000/month. Each member also books 2-3 additional service calls per year at full ticket. Action: offer 10% discount to all Jan customers who haven't enrolled. Target: +20 sign-ups by Feb 28.
Texstar HVAC Solutions LLC • Dallas TX • ConfidentialPage 3 of 4 • Operational Intelligence • January 2026Blackpeak CFO™ • blackpeakcfo.com
TEXSTAR HVAC SOLUTIONS LLC • JIMMY PATTERSON, OWNER
Your Financial Picture — January 2026
Owner earnings, business valuation, 90-day outlook & tax planning • What January means for your wealth
Est. Business Value: $2.8M–$3.5M
Owner Draw: $35K this month
7 Years Building This
OWNER EARNINGSWhat You Actually Made in January — Jimmy's P&L
Net Income (accrual basis)+$48,720
Add back: Depreciation (non-cash)+$7,200
Less: Equipment loan principal($4,800)
Free Cash Flow (Owner's Basis)$51,120
Less: Business reserve (growth fund)($5,000)
Distributable Earnings$46,120
Your actual draw taken$35,000 ✓
Left in business (retained)$11,120
▪ Draw within distributable range ✓ • ▪ Business cash-flow positive ✓ • ▪ Reserve funded ✓
YTD Owner Earnings (Jan 2026)
$48,720
Net Income
$35,000
Your Draw
$11,120
Reinvested
BUSINESS VALUEWhat Is Texstar Worth Right Now?
Trailing 12-Month Revenue~$5,148,000
Trailing 12-Month EBITDA~$582,000 (11.3%)
Texas HVAC Deal Multiples (BizBuySell, Jan 2026)4.0x – 6.0x EBITDA
Estimated Business Value Range
$3.5M Max
$2.3M Min
$2.3M
4.0x EBITDA
(low end)
$2.9M
5.0x EBITDA
(mid / current)
$3.5M
6.0x EBITDA
(premium)
▪ Maintenance plan count (342) and commercial contracts add 0.5x–1.0x to the multiple vs a pure residential HVAC company. ▪ Every $10K you add to monthly net income adds ~$600K to your exit value at 5x. At current growth, you could be a $4M+ business within 24 months.
90-DAY FORECASTFebruary — April 2026 Outlook
MonthRev. ForecastEst. Net Inc.Owner DrawCash Est.
Jan 2026 (actual)$487,200 ✓$48,720$35,000$284,600
Feb 2026 (forecast)$428,000~$34,200$35,000~$279,000
Mar 2026 (forecast)$472,000~$42,500$35,000~$282,000
Apr 2026 (forecast)$534,000 🎉~$53,400$40,000~$295,000
Spring is Coming — Big Months Ahead. Dallas HVAC season peaks in April-August. April 2026 forecast of $534K (+9.6% vs Jan record) is based on spring maintenance call-outs from your 342 plan members, the DFW commercial HVAC renewal cycle, and 2 additional techs being onboarded in March. This forecast requires you to hire NOW.
TAX PLANNING2026 Tax Picture — Texas LLC
ObligationEst. AmountDue DateStatus
TX Franchise Tax (2025 final)~$66,000May 15, 2026CPA Mar 2026
Federal Estimated Tax (Q1 2026)~$14,500Apr 15, 2026Confirm w/CPA
Self-employment tax on draws~$5,900/qtrQuarterlyOn track ✓
TX Sales Tax (equipment sales)~$1,200/moMonthlyFiled ✓
YOUR GOALS2026 Annual Scorecard — Jimmy's Targets
GoalTargetJan ProgressOn Track?
Annual Revenue$6.0M$487K (8.1%)✓ Yes (run rate $5.8M)
Net Margin10%+10.0%✓ Hit target
Maintenance Plan Members400 by May342 (+22%)⚠ Need 58 more
Cash Reserve$300K$284,600⚠ $15K gap
Tech Headcount26 by summer22 active⚠ Hire 4 by April
📈 The 12-Month Picture
At your current growth rate, by January 2027: Revenue run rate $6.2M+ • Business value $3.5M–$4.5M • Monthly draw potential $45K–$55K. The maintenance plan is your most important leverage point — every 100 new members adds $120K ARR and $0.6M to your exit value.
Texstar HVAC Solutions LLC • Jimmy Patterson, Owner • ConfidentialPage 4 of 4 • Owner's Financial Picture • January 2026Blackpeak CFO™ • blackpeakcfo.com