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Fictional company — illustrative figures

Engagement IKQ-2026-0417 · Lender QoE — Standard · SOP 50 10 8.1 Appendix 15

Cascade Mechanical Services LLC

Commercial HVAC service & install · Bellevue, WA · NAICS 238220 · S-corp, single entity · TTM revenue $6,430,000. Contract price $5,644,000, no owner-occupied real estate — above the $3M trigger, Initial Acquisition, not exempt. Engaged by Cascade's lender. Connect the four sources the SOP requires the report to reconcile.

Connect all four sources to continue.

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