Sample Report
DFX-2026-0247 · Assessed Report

What a DealFax assessment
looks like in practice.

Summit Mechanical LLC — a 22-year HVAC contractor in Fairfax, VA with $4.2M in revenue and 28 employees. Like most owner-operated businesses, it was never formally prepared for a transition. This is what DealFax finds when it looks.

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30 dimensions scored
16 public data sources
Free — no commitment
DealFax
DFX-2026-0247
Summit Mechanical LLC
HVAC Services · Fairfax, VA · Est. 2004
$4.2M
Revenue
28
Employees
22 yrs
Operating
2.8
/ 5.0
DealFax Readiness Score
Conditionally Ready
~$2.2M identified exposure
Owner Dependency
2.2
Op. Systems
2.4
Revenue Quality
2.6
Succession
3.0
Workforce
3.2
Customer Health
3.4
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Inside the Report
Two pages from the actual assessment

A structured picture of the
business — page by page.

Every section is built to surface something specific. These are two of the key pages — the executive summary and the industry benchmarking breakdown. The full report goes much deeper.

Executive Summary
Page 3
Summit Mechanical — Assessment Overview
DFX-2026-0247
2.8
DealFax Readiness Score
Conditionally Ready
10–30% valuation adjustment range
Owner Dependency
2.2
Op. Systems
2.4
Revenue Quality
2.6
Succession
3.0
Workforce
3.2
Customer Health
3.4
3
Critical
6
Elevated
5
Strengths
Total Identified Exposure
$2.2M
Executive Summary
Overall score, classification, area-by-area breakdown, finding counts, and total identified exposure — in a single page designed for the owner and any advisor reviewing the report.
Industry Benchmarking
Page 9
NAICS 238220 · Specialty Trade · Fairfax MSA
Workforce Benchmarks
Annual Turnover
8%
Below avg
Wage vs. Market
+4%
At market
Revenue Benchmarks
Revenue Growth
3.1%
Below avg
Rev / Employee
$150K
Above avg
Reputation
★★★★★
4.8 · 94 Google reviews
Market avg: 4.3  ↑ Above
Industry Benchmarking
Each metric benchmarked against public data for the specific NAICS code, firm size class, and geographic market — not a national average. Shows where the business stands relative to comparable firms.
More pages in the full report
Finding 1 — Owner Dependency
Decision authority, client relationships, and revenue all route through the owner with no documented delegation.
TRUST Index Evaluation
5-dimension assessor-observed seller readiness score — separate from the business operational score.
Compliance Verification
OSHA, state licensing, DOL wage records, and entity records — all checked independently.
Remediation Roadmap
Prioritized 90-day action plan with estimated score impact for each completed item.
Risk Exposure Register
9 findings with dollar exposure estimates — conservatively calculated and non-overlapping.

The full report goes much deeper.

30 dimensions scored. 9 findings with dollar exposure estimates. A complete remediation roadmap. TRUST Index seller evaluation. Industry benchmarks across 16 public data sources. Request it below — free, no commitment, sent within one business day.

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See what an operational
inspection actually finds.

The Summit Mechanical report is a real engagement — unredacted. Request it to see how DealFax scores a business operationally, what findings look like in practice, and what a remediation plan actually contains.

Full PDF report, unredacted
Every section, every score, every finding, and the complete remediation roadmap.
Benchmarks, findings, and TRUST Index
Public data benchmarks, 9 findings with dollar exposure estimates, and the seller readiness evaluation.
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