Margin · Teams · Execution · Reporting for independent contractorsPerformance Today. Growth Tomorrow.
Performance Today. Growth Tomorrow.

Busy is not the same as profitable.

Twenty-five years running service departments, multi-location P&Ls and acquisition integrations — handed over plainly, by somebody who has done the job you're doing.

$Margin
You Can See
✓Systems
That Hold
↗Growth
That Pays
YRS
25+Years in HVAC management
MEP
30+Years across mechanical, electrical & plumbing
P&L
$54MP&L responsibility carried
LOC
7Locations run simultaneously, across multiple states
What I Do

Six engagements. Each one ends with something you can act on.

No retainers before findings, no hundred-page deliverables. You get a written list of what's costing you money, ranked by dollars, and the systems to close the gaps.

Margin Assessment

Two weeks inside your last quarter — job costing, price book, labor rates, membership base, callbacks — and a written list of what’s leaking and what it’s worth.

  • Job-cost teardown on 20 real tickets
  • Price book and rate review
  • Findings ranked by dollars
Start here →

Team & Execution

Techs don’t underperform on purpose. They underperform without a standard, a script, and someone reviewing the work.

  • Dispatch and scheduling discipline
  • Service call flow, top to bottom
  • Apprentice-to-tech development path
Learn more →

Systems & Numbers

You should be able to open one screen and know whether last week made money. Most owners can’t.

  • The dozen KPIs worth watching
  • CRM and workflow cleanup
  • Weekly operating cadence
Learn more →

Membership Programs

Recurring agreements are the difference between a business and a series of transactions. Build one, or fix the one that isn’t renewing.

  • Pricing and tier structure
  • Sell-through training for techs
  • Renewal process and tracking
Learn more →

Acquisition & Exit

Buying a shop, or being approached about selling yours. Both sides need a clear view of what the service book is actually worth.

  • Diligence on the service base
  • Integration and retention planning
  • Preparing a shop to be sold
Learn more →

Ongoing Advisory

For owners who want a monthly call with someone who has already made the mistake they’re about to make.

  • Monthly numbers review
  • Hiring and comp decisions
  • On call for the hard ones
Learn more →
How It Runs

Findings first. Retainer conversations later.

You should know what's wrong and what it's worth before anybody talks about a long-term arrangement.

01

Look at the Numbers

Job costing, P&L, price book and a sample of real tickets. Nothing gets diagnosed from a conversation.

Week 1
02

Walk the Operation

Dispatch, a ride-along, and time with the people doing the work. The leaks are usually visible from the passenger seat.

Week 1–2
03

Hand Over Findings

A written list of what's costing you money, ranked by dollars, with what it takes to fix each one.

Week 2
04

Fix It, or Don't

Run the list yourself, or bring me in to build the systems and train the team. Your call, either way.

Your timeline
The Bigger Fight

Private equity is buying your competition.

Roll-ups outspend independents on every click, all day, forever. You don't win that auction — you win by keeping the customers you already earned and running tighter than a company managed from three states away.

“Take care of your customers and they'll take care of you. The trouble is nobody shows you how to do that and still make 15 points.”
BJ
Bryan Juilfs
Founder, 10X HVAC Pros

This is for you if

  • You're doing $350K to $10M and growth hasn't shown up in the bank account
  • You know your revenue and you're guessing at your margin
  • Your best tech is also your dispatcher, trainer and estimator
  • You want to build something worth handing down or selling

This isn't for you if

  • You want a marketing agency — that's a different problem
  • You want somebody to run the shop for you
  • You're not willing to change a price book

Start with the numbers.

Two weeks, one written list of what's costing you money, ranked by dollars. No retainer conversation until you've seen it.
Book Your Assessment →