Is Your HVAC Business Ready to Run Without You?

Strategic Exit & Growth Advisory for HVAC Owners Who Want More Leverage and Less Chaos

No meetings. No contracts. No fluff. Just investor-style strategy, delivered privately and asynchronously.

We’ll send a private intake link—no calls, no pressure.

Is This You?

You’ve built something valuable. But if your HVAC business still depends on you for every decision, dispatch, or fire drill… that value isn’t protected.

This is for HVAC business owners who:

  • Operate with $3M–$25M in annual revenue

  • Want to step back without slowing growth

  • Are thinking about selling in 1–5 years

  • Feel stuck in the day-to-day

  • Want options: scale, exit, or protect what they’ve built

What You’ll Get

You’ll work directly with me—no salespeople, no team handoffs. I act as your private strategic advisor, helping you increase valuation, reduce chaos, and prep for a future exit.

We’ll focus on one strategic project at a time—inside your private workspace, with responses delivered within 1–2 business days.

Deliverables include:

🔧 Exit Readiness Review + Valuation Estimate

Understand what your business is worth—and how to grow it fast.

📊 Org Restructure Plan

Reduce bottlenecks, delegate smarter, and free up your time.

📈 Revenue Growth Blueprint

Identify hidden recurring revenue opportunities and increase margins.

🛠️ SOPs & Risk Mitigation Templates

Make your business more buyer-ready and less owner-reliant.

No meetings. No pitch. Just strategy that pays for itself in EBITDA.

Why This Works

This isn’t coaching. It’s not brokerage. It’s not theory.

I’ve operated as COO, advisor, and investor to companies from $3M to $100M+, across HVAC, plumbing, and tech.

This model works because:

  • You don’t need more meetings—you need clarity

  • You want strategy that drives results—not cheerleading

  • You want more margin, more leverage, and more optionality

I help you grow what your business is worth—so you can decide what’s next, on your terms.

What Success Looks Like

One HVAC business owner I worked with had 38 employees and $8.4M in revenue—but was still the bottleneck in every major decision.

In 90 days, we restructured his team and built systems that removed $4M worth of work from his plate.

Now he’s prepping for a clean, high-multiple exit—and running a calmer company in the meantime.

Try It First – No Commitment

Start With a 30-Day Strategy Trial

I’ll review your financials, org structure, and exit readiness—and send back a custom brief showing:

  • Your estimated valuation

  • Key buyer risks

  • A 90-day roadmap to grow value and reduce chaos

If it helps, we continue. If not, no hard feelings.

Private. Asynchronous. No obligation.

Pricing (If You’re Ready to Continue)

  • For owners planning ahead—reduce chaos, grow margin, and increase enterprise value quietly.

    $2,500/month

  • For owners preparing to sell in 12–24 months—fast-track valuation and build a buyer-ready business.

     $4,500/month

About This Work

This advisory approach was built for real-world operators—not tech startups or boardrooms.

The strategist behind it has led growth initiatives for brands like Adobe, Zipcar, and Panera, and served as COO, advisor, and investor to HVAC and service businesses across the U.S.

Clients are typically owner-led companies preparing for succession, scale, or exit—without giving up control.

No pressure. Just hands-on strategy, delivered quietly.

You Built the Business. Now Let’s Make It Optional.

I only work with a handful of owners at a time.

Every engagement starts quietly—with a simple trial.