WHO WE HELP · HVAC & Mechanical Contractors
Does your HVAC business run without you?
Grow it, step back from it, or sell it. Start with the evidence behind your financials, operations and decision-making.
THE CHALLENGE
What depends on you?
When quoting, scheduling, customer relationships and decisions live with one person, an absence exposes the gaps. The first step is to find out what your documents and your team can actually support.
Unprepared deals get repriced; prepared deals don't. Readiness starts with the evidence, not with blaming a buyer or waiting for a transaction.
THE READINESS DIAGNOSTIC
Evidence to examine in your HVAC business.
One full scope, five dimensions, 25 criteria. These are industry-specific areas to discuss during your review; the written engagement scope governs the work.
- Service versus installation revenue
- Maintenance agreement records
- Seasonal cash-flow reporting
- Dispatch and field procedures
- Quoting and sales handoffs
- Technician responsibilities and pay plans
- Customer concentration
- Owner dependency and delegation
Day 1: kickoff · Day 5: evidence review · Day 8: findings · Day 10: report and review.
We do not provide a valuation or an opinion of value. If a document can't be produced, that criterion can't score above 1.
Is this the right starting point?
- You own or operate a HVAC business with $3M–$15M in annual revenue
- You want to grow, step back, or prepare for a future sale
- Your operations still depend on you for key decisions
- You are willing to provide documents and examine the gaps
The goal is a business that can be run by your people. The diagnostic records what is present and what needs work; it does not promise an outcome.
WHAT IT COSTS · STANDALONE DIAGNOSTIC
One fixed fee for the whole engagement, quoted in writing after a 20-minute Readiness Review.
No retainers. No hourly billing. No ongoing commitment.
Nothing begins until you have the exact scope and the exact price in writing.
Your next step.
The Health Score is what you think. The Readiness Diagnostic is what your documents prove. If you want help with the findings, the optional Readiness Build works through three priorities over 12 weeks.
TAKE THE HEALTH SCORE