Start the shop right, or pay for it later!
Who This Is For
Brand‑new HVAC owners
Techs leaving another shop to start their own
Side‑hustle operators ready to go legit
Owners with the tools, license, and skill—but no business system
Goal
Get the business open, legal, priced right, and functioning on Day 1 without costly rookie mistakes.
What Launch Delivers
Business Foundation
Entity setup guidance (LLC, S‑Corp readiness)
Licensing, insurance, bonding checklist
Banking & accounting structure
Chart of accounts built for HVAC, not generic small business
Payroll & labor burden setup
Financial Setup (Day‑1 Ready)
Break‑even calculation (real numbers, not guesses)
Initial pricing model (service + installs)
Labor burden & truck cost model
First 90‑day cash forecast
Owner pay strategy (not starving, not stupid)
Operations Setup
Service workflow: call → dispatch → job → invoice
Install workflow (basic but tight)
Simple flat‑rate or T&M system
Callback prevention basics
Maintenance agreement foundation
Tools & Systems
Software selection guidance (ServiceTitan, Housecall Pro, etc.)
CRM setup basics
Invoicing & payment flow
KPI definitions from Day 1
Launch Outcome
✅ Open with confidence
✅ Know your numbers before your first invoice
✅ Charge enough to survive
✅ Look legitimate to customers from Day 1
Duration: 30–90 days
Stop running calls. Start running the business!
Who This Is For
$3M–$7.5M HVAC companies
Owner is overwhelmed and doing too much
Revenue growing but margins are inconsistent
“We should be making more than this”
Goal
Increase EBITDA, tighten operations, and build systems that scale without burning the owner out.
Scale includes EVERYTHING from Launch, plus deeper financial control, manager accountability, and real operational discipline.
What Scale Delivers
Financial Control & Profit Optimization
Monthly & weekly financial scorecards
Department‑level P&Ls (service / install / sales)
Job costing & install margin control
Pricing optimization (replacement, service, maintenance)
Labor efficiency modeling
Cash flow forecasting (rolling 90–180 days)
Tech & manager incentive plan design
Operational Systems
Dispatch optimization
Capacity planning (techs vs demand)
Install planning & production management
Callback reduction program
Maintenance agreement growth engine
Service & install SOPs
Quality control checklists
Leadership & Accountability
Weekly leadership meeting structure
Manager KPI ownership
Tech scorecards & coaching framework
Career paths for techs and installers
Org structure clean‑up (who owns what)
Scale Outcome
✅ EBITDA moves toward 15–20%
✅ Owner stops solving everything
✅ Managers run their lanes
✅ Growth doesn’t kill profit
Duration: 6–12 months
Build it so you can leave—on your terms
Who This Is For
$7.5M–$10M+ HVAC companies
Ownership thinking about:
Selling
Partnering with PE
Multi‑location expansion
Stepping out of day‑to‑day operations
Goal
Maximize valuation, reduce owner dependency, and build a business that survives without you.
What Exit Delivers
Enterprise Financial Strategy
PE / lender‑grade financial reporting
Rolling 12‑month forecast
EBITDA normalization
Entity & compensation optimization
Location or branch profitability analysis
Valuation drivers scorecard
Exit or expansion roadmap
Advanced Operations
Multi‑branch operating model
Centralized vs decentralized design
ServiceTitan optimization at scale
Install production systems
Internal audit & quality assurance
Cost of Poor Quality (COPQ) analysis
Leadership & Succession
Executive team coaching
GM / COO onboarding support
Succession planning
Performance‑based compensation plans
Owner exit‑from‑ops roadmap
Exit Outcome
✅ 20%+ EBITDA (when market allows)
✅ Business runs without owner firefighting
✅ Higher valuation multiples
✅ Real options: sell, grow, or step back
Duration: Ongoing partnership
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