Scaling HVAC from $500K to 5X Growth with Owner Exit Strategy

Industry: HVAC | Challenge: Owners working too many hours, revenue growth was slow and profit margins were low, no clear succession plan and owners worried about the business continuing without them.

Best Owner Direct is a trades business in Oregon that needed help scaling from hundreds of thousands in revenue into a multi-million-dollar company while also creating a more sustainable path for the owners.

Results

Doubled revenue in the first year and crossed the $1M mark, maintained double-digit operating profit margins, built a succession plan and helped the owners semi-retire, grew the business 5X over 6 years.

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