STRATEGICADVISORS

C O N F I D E N T I A LBUSINESS FOR SALE

O F F E R I N G O V E R V I E W

M&D Strategic Advisors is pleased to offer this off-market opportunity to acquire a full service company which has been in business in the Dallas-Fort Worth market for over 60 years. Some of the services they specialize in include:

• Large tree removal• Residential and commercial work• Emergency service• Free estimates• Pruning and removal

• Stump routing• Disease and pest diagnosis• Cabling• Deep root fertilizing• Spraying

While the business services all of North Texas, the majority of their business is in the highly affluent Highland Park, University Park and Preston Hollow area. The portfolio of customers is approximately 75% residential customers, which includes service contracts with many large HOA Associations, and 25% commercial customers.

The offering includes the company’s headquarters, customer base, existing contracts, all equipment, and the opportunity to retain their experienced, professional staff. The company is centrally located in east Dallas with easy access to IH-635, IH-30, Loop 12 - Northwest Highway and SH 78. The building is 5,178 sf with a storage warehouse and sits on 0.67 acres.

STRATEGICADVISORS

TEXAS | BY THE NUMBERS

MONTHSCONSECUTIVE JOB GAINS

111TEXAS WORKFORCE COMMISSION

3.4% UNEMPLOYMENTL O W L O W L O WTEXAS UNEMPLOYMENT RATE MATCHESLOWEST EVER RECORDED TEXAS WORKFORCE COMMISSION

NEW JOBSTEXAS EMPLOYERS ADDED IN 2018

391,800TEXAS WORKFORCE COMMISSION

POPULATIONGROWTH

#1STATESMAN.COMI N T H E N A T I O N

DALL AS-FORT WORTH | BY THE NUMBERS

METRO AREAGROWTH#1USNEWS.COMI N T H E N A T I O N

1,500CORPORATEHEADQUARTERS

4TH IN THE NATION IN FORTUNE 500 CORPORATE HEADQUARTERSDESTINATIONDFW.COM

TOP HOUSINGMARKET 2019

I N T H E N A T I O N PRICEWATERHOUSE COOPERS & URBAN LAND INSTITUTE

$67,382MEDIAN HH INCOME$7,046 GREATER THAN THE US MEDIAN HOUSEHOLD INCOMEDEPTOFNUMBERS.COM

M A R K E T O V E R V I E W

STRATEGICADVISORS

M A R K E T O V E R V I E W

Dallas-Fort Worth is an innovation hub with a wealth of resources that make it an ideal business location.

The DFW region’s attractive quality of life, strong regional and state economy, low cost of living, skilled labor force, pro-business mindset, and absence of corporate and personal income taxes all contribute to the thriving Dallas-Fort Worth location.

Forward-looking company leadership seeking a friendly and profi table place to do business has discovered in the region the attributes they have been seeking.

Courtesy of Dallas Regional Chamber

2 0 1 9 D A L L A S ECONOMIC DEVELOPMENT G U I D E 5 7

PEOPLE | 

MARKET TAPESTRY

ESRI’s Tapestry Segmentation, shown on the map below, combines the “who” of lifestyle demography with the “where” of local neighborhood geography to create a model of various lifestyle classifi cations or segments of actual neighborhoods with addresses—distinct behavioral market segments. To create this map, U.S. census tracts are divided into 65 distinctive segments based on socioeconomic and demographic characteristics to provide an accurate, detailed description of U.S. neighborhoods. These segments are then grouped into the 14 Tapestry Segmentation LifeMode Summary Groups, which are characterized by lifestyle and lifestage and share an experience such as being born in the same time period or a trait such as affl uence.

AFFLUENT ESTATESEstablished wealth—educated, well-traveled married couples

$123,500 $534,000 1,015,664 18.2%

UPSCALE AVENUESProsperous, married couples in higher density neighborhoods

$99,800 $271,900 158,238 2.8%

UPTOWN INDIVIDUALYounger, urban singles on the move

$80,200 $42,900 232,404 4.2%

FAMILY LANDSCAPESSuccessful younger families in newer housing

$77,000 $197,000 693,823 12.4%

GEN X URBANGen X in middle age—families with fewer kids and a mortgage

$62,600 $169,400 346,092 6.2%

COZY COUNTRY LIVINGEmpty nesters in bucolic settings

$58,600 $173,300 237,841 4.3%

ETHNIC ENCLAVESEstablished diversity—young, Hispanic homeowners with families

$55,600 $84,300 1,281,949 22.9%

MIDDLE GROUNDLifestyles of thirtysomethings

$51,200 $38,700 309,033 5.5%

SENIOR STYLESSenior lifestyles reveal the eff ects of saving for retirement

$47,400 $115,600 87,994 1.6%

RUSTIC OUTPOSTSCountry life with older families, older homes

$43,200 $83,600 234,602 4.2%

MIDTOWN SINGLESMillennials on the move— single, diverse and urban

$36,400 $12,600 464,677 8.3%

HOMETOWNGrowing up and staying close to home—single householders

$35,400 $24,700 187,039 3.3%

NEXT WAVEUrban denizens—young, diverse, hardworking families

$36,400 $13,000 279,305 5.0%

SCHOLARS & PATRIOTSCollege campuses and military neighborhoods

$29,500 $10,600 56,039 1.0%

MEDIAN HOUSEHOLD INCOME POPULATION

PERCENTAGE OF DFW POPULATION

MEDIAN NET WORTH

D A L L A S ECONOMIC DEVELOPMENT G U I D E 2 0 1 95 6

DALLAS–FORT WORTH MARKET TAPESTRYDefi ning the “character” of the region sometimes involves segmentation. Segmentation systems suggest that people with similar tastes, backgrounds, and lifestyles gravitate toward and connect with one another. The market tapestry map presents areas within DFW where people with various similar characteristics and backgrounds tend to cluster.

SOURCE: ESRI Market Tapestry 2017

MARKET TAPESTRYThe market tapestry is a fascinating snapshot of lifestyle choices. Based on demography and geography, the main purpose of this type of data is targeted marketing eff orts, but the high-level picture of types of neighborhoods and the people who live in them based on the activities and expenses of those people is a compelling story all on its own. Some segments develop as a result of age, some show up as a result of income, and still others result from ethnic infl uence.

STRATEGICADVISORS

Kevin WeableCommercial Directorkevin@mdregroup.comOffice: (972) 772-6025Cell: (214) 801-7787

All materials and information received or derived from M&D Strategic Advisors, its directors, officers, agents, advisors, affiliates and/or any third party sources are provided without representation or warranty as to completeness , veracity, or accuracy, condition of the property, compliance or lack of compliance with applicable governmental requirements, developability or suitability, financial performance of the property, projected financial performance of the property for any party’s intended use or any and all other matters. Neither M&D Strategic Advisors its directors, officers, agents, advisors, or affiliates makes any representation or warranty, express or implied, as to accuracy or completeness of the materials or information provided, derived, or received. Materials and information from any source, whether written or verbal, that may be furnished for review are not a substitute for a party’s active conduct of its own due diligence to determine these and other matters of significance to such party. M&D Strategic Advisors will not investigate or verify any such matters or conduct due diligence for a party unless otherwise agreed in writing.

EACH PARTY SHALL CONDUCT ITS OWN INDEPENDENT INVESTIGATION AND DUE DILIGENCE.

Any party contemplating or under contract or in escrow for a transaction is urged to verify all information and to conduct their own inspections and investigations including through appropriate third party independent professionals selected by such party. All financial data should be verified by the party including by obtaining and reading applicable documents and reports and consulting appropriate independent professionals. M&D Strategic Advisors makes no warranties and/or representations regarding the veracity, completeness, or relevance of any financial data or assumptions. M&D Strategic Advisors does not serve as a financial advisor to any party regarding any proposed transaction.

All data and assumptions regarding financial performance, including that used for financial modeling purposes, may differ from actual data or performance. Any estimates of market rents and/or projected rents that may be provided to a party do not necessarily mean that rents can be established at or increased to that level. Parties must evaluate any applicable contractual and governmental limitations as well as market conditions,vacancy factors and other issues in order to determine rents from or for the property. Legal questions should be discussed by the party with an attorney. Tax questions should be discussed by the party with a certified public accountant or tax attorney. Title questions should be discussed by the party with a title officer or attorney. Questions regarding the condition of the property and whether the property complies with applicable governmental requirements should be discussed by the party with appropriate engineers, architects, contractors, other consultants and governmental agencies. All properties and services are marketed by Rockwall in compliance with all applicable fair housing and equal opportunity laws.

Danny PerezManaging Director, CEOdanny@mdstrategicadvisors.comOffice: (972) 512-8415Cell: (972) 922-3691

M&D Strategic Advisors2701 Sunset Ridge Drive, Suite 109Rockwall, Texas 75032www.mdstrategicadvisors.com

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