Transforming Growth & Profitability for a HVAC Business
Transforming Growth & Profitability for a HVAC Business
Transforming Growth & Profitability for a HVAC Business
CASE STUDY
The business owner approached us with a desire to increase profitability and prepare for a potential sale within the next 3–5 years. Despite strong demand, the company was facing inconsistent cash flow, thin profit margins, and increasing employee turnover in key service roles. Operational inefficiencies were causing scheduling delays, customer complaints, and missed opportunities for upselling service agreements.
CASE STUDY
The business owner approached us with a desire to increase profitability and prepare for a potential sale within the next 3–5 years. Despite strong demand, the company was facing inconsistent cash flow, thin profit margins, and increasing employee turnover in key service roles. Operational inefficiencies were causing scheduling delays, customer complaints, and missed opportunities for upselling service agreements.
CASE STUDY
The business owner approached us with a desire to increase profitability and prepare for a potential sale within the next 3–5 years. Despite strong demand, the company was facing inconsistent cash flow, thin profit margins, and increasing employee turnover in key service roles. Operational inefficiencies were causing scheduling delays, customer complaints, and missed opportunities for upselling service agreements.
OUR APPROACH
01.
01
Revenue Expansion Strategy
02.
02
Margin Improvement
03.
03
Process Optimization
04.
04
Talent Retention & Leadership Development
05.
05
Exit Planning Preparation
THE RESULTS (within 18 months)
Revenue increased from $3.2M to $4.6M (43% growth)
Net profit margin improved from 8% to 16%
Technician turnover decreased by 38%
Average job value increased by 21%
Company received three unsolicited acquisition inquiries from regional buyers
Revenue increased from $3.2M to $4.6M (43% growth)
Net profit margin improved from 8% to 16%
Technician turnover decreased by 38%
Average job value increased by 21%
Company received three unsolicited acquisition inquiries from regional buyers
Revenue increased from $3.2M to $4.6M (43% growth)
Net profit margin improved from 8% to 16%
Technician turnover decreased by 38%
Average job value increased by 21%
Company received three unsolicited acquisition inquiries from regional buyers
“We were running hard but standing still. Your team gave us clarity, structure, and focus. Now we’re growing faster, making more money, and I finally feel like there’s a plan to exit on my terms.”
“We were running hard but standing still. Your team gave us clarity, structure, and focus. Now we’re growing faster, making more money, and I finally feel like there’s a plan to exit on my terms.”
— Owner, HVAC Company