It’s not enough to simply say the 'right things' on your website and in your marketing materials.

Private equity, family offices, and searchers will often repackage variations of the following:

'we are people-first'
'we will preserve your legacy'
'we treat your team like…

The cost of an employee leaving your business can be as high as 5x the employee’s salary.

- retraining costs
- customer service impact
- lost revenue
- recruiting costs
- HR onboarding cost
- uniforms
- used, unearned PTO
- cultural impact
- technology costs

What am I missing?

It’s not enough to simply say the 'right things' on your website and in your marketing materials.

Private equity, family offices, and searchers will often repackage variations of the following:

'we are people-first'
'we will preserve your legacy'
'we treat your team like…

The HVAC industry roll-up is a cautionary tale of 2 companies.

The first company?

A platform with well integrated brands, a deep leadership bench, and shared capabilities across the footprint.

This company was disciplined in the prices they paid over the last few years and…

The cost of an employee leaving your business can be as high as 5x the employee’s salary.

- retraining costs
- customer service impact
- lost revenue
- recruiting costs
- HR onboarding cost
- uniforms
- used, unearned PTO
- cultural impact
- technology costs

What am I missing?

This idea generated $200,000+ in annual savings.

Pre-fabricating piping for boilers and tankless hot water heaters is an innovation that delivers 6 figures of value to the business.

Saves time. Saves money. Improves quality.

How do you foster an environment empowers…

This idea generated $200,000+ in annual savings.

Pre-fabricating piping for boilers and tankless hot water heaters is an innovation that delivers 6 figures of value to the business.

Saves time. Saves money. Improves quality.

How do you foster an environment empowers…

Pet owners spend 40% more with us than their non-pet owning counterparts.

We ask customers, 'are there any pets in the home?' when we book service calls.

We ask this primarily to reduce dog bite risks.

But this was an unexpected takeaway...

Pet owners spend 40% more with us than their non-pet owning counterparts.

We ask customers, 'are there any pets in the home?' when we book service calls.

We ask this primarily to reduce dog bite risks.

But this was an unexpected takeaway...

Regulation comes with a price tag.

In this case, the big price tag is being paid for by homeowners.

More expensive new HVAC equipment. More expensive repairs.

The desired outcome of this regulation? More energy efficient systems.

Early in our business-building journey, we all must wear 'multiple hats' and do whatever it takes.

As we have grown, we recognized that specialization leads to improved:

productivity
quality of work
job satisfaction

Have others shifted towards specialization as you have grown?

REtwit— what cap rate would this building receive here in 2024:

Suburban B+ / A- office
Midwest
92% occupied
7 year WALT
High credit quality tenants
Zero deferred maintenance (very well maintained)

Share links to recent transaction data / reports for office please

Early in our business-building journey, we all must wear 'multiple hats' and do whatever it takes.

As we have grown, we recognized that specialization leads to improved:

productivity
quality of work
job satisfaction

Have others shifted towards specialization as you have grown?

My brother and I were lucky.

Every multi-generational family business has relationship ‘scars’ from the challenges associated with working alongside family.

We have our scars.

But not from our relationship with our father.

Our father is one the most selfless people I know and…

My brother and I were lucky.

Every multi-generational family business has relationship ‘scars’ from the challenges associated with working alongside family.

We have our scars.

But not from our relationship with our father.

Our father is one the most selfless people I know and…

I tried to renegotiate the price during due diligence.

COVID had just hit in 2020.

Seller replied, “This is Nashville, if you won’t pay this price… there is a line of people that will.”

We paid $3.75 million for this building before we had a single customer in 2020

I’ve embraced the mantra “assume success” when investing in our business

By assuming success, we make decisions that better support the long-term health of our company

Today this building is full

We paid $3.75 million for this building before we had a single customer in 2020

I’ve embraced the mantra “assume success” when investing in our business

By assuming success, we make decisions that better support the long-term health of our company

Today this building is full