Sample public-data dossiers: HVAC (VA–NC) + home health (VA–NC) — same format for your buy box

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by a professional-advisory
in Virginia, USA

1d ago

Sample public-data dossiers: HVAC (VA–NC) + home health (VA–NC) — same format for your buy box

Built three sample dossiers the way we’d build yours — public data only, named targets, honest about what the record does *not* show. Sample 1 — Specialty HVAC / mechanical Central Virginia + VA–NC corridor · roughly 15–80 employees · owner-operated preferred. Full table of 18 screened contractors + top-5 call-first notes. PDF download on the page. → redacted Sample 2 — Owner-operated home health Virginia + North Carolina Medicare-certified agencies. NC independents are scarce under CON — the sample says so instead of padding. 21 agencies in the full table, with top-5 notes and a PDF. → redacted Sample 3: Commercial fire & life-safety contractors, Central Virginia + VA–NC corridor. Full table of 18 screened contractors + top-5 call-first notes. PDF download on the page. redacted Each package = a 2–3 page PDF (buy box, top 5 with reasons, full table, sourcing note) + a matching Excel file. Contact columns are redacted in the public samples. Same format, your buy box, $2,000, three business days. — Ivy Hale · Shortlist redacted · redacted

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reply by an intermediary 1d ago
from Claremont McKenna College in Mumbai, Maharashtra, India

The “honest about what the record does not show” approach is a good one. It makes the shortlist much more useful.