Paul Mendoza
Northern Lights HVAC · HVAC Services · AK
Status
Complete
Assigned Advisor
Derek Ahn
Last Login
8 days ago
Current Valuation
$7.5M
Overall Readiness Score
Generated Apr 18, 2026 · Weighted across three foundations
87
Readiness Score
Business Foundation
88/100
- · Operations documentation
- · Key person dependency
- · Customer concentration
- · Financial records quality
- · Legal structure
Financial Foundation
84/100
- · Revenue quality
- · Normalized EBITDA
- · Add-backs identified
- · Working capital baseline
- · Financing history
Personal Foundation
90/100
- · Post-exit plan clarity
- · Timeline alignment
- · Tax planning awareness
- · Advisor team assembled
Outstanding Items (1)
Finalize post-exit wealth plan with CPA
Source: advisor_note
Personal
LowIn Progress