How to Scale a Small HVAC Business with Proven Strategies #189

From Investment Banking to HVAC Ownership: Will’s First 90 Days Scaling a Service Business

Looking to scale your HVAC or home service business effectively? In this episode of Owned and Operated, we sit down with Will, a former investment banker who’s now leading an HVAC company, to unpack real strategies for rapid, sustainable growth in the trades. Whether you’re acquiring your first business or streamlining operations post-acquisition, this episode is packed with actionable advice.

Will shares the exact steps he took in his first 90 days as a new HVAC business owner—covering everything from pricing optimization and payment terms to fixing inefficiencies and managing operational costs. You’ll also hear what it’s like transitioning from managing white-collar teams to leading blue-collar crews, and how to avoid becoming the biggest bottleneck in your company.

🚨 In This Episode, We Cover:
🔹 Why wearing too many hats can kill your growth
🔹 What Will changed in the first 90 days of ownership
🔹 How to create a pricing model that actually works
🔹 Managing uncertainty in a post-tariff environment
🔹 The difference in leading white-collar vs. blue-collar teams
🔹 How to tackle inefficiencies without losing momentum
🔹 The must-have elements of a long-term growth plan


Timestamps:
00:00 🚀 Introduction to HVAC Management
02:43 🛠️Will's Journey into HVAC Ownership
07:56 📉Navigating Market Competition and Growth
23:41 💸Adapting to Tariffs and Market Changes
34:57 💰Commission Structures and Pricing Strategies
40:06🔧 Managing Material Expenses and Tariffs
51:26 🤑Customer Categorization and Sales Strategies
56:20 📈Advice for New Business Owners


Shout Out to FieldPulse 🚀

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💼 Shoutout to our Owned and Operated Pro program.

We’ve built Owned and Operated Pro for operators who are serious about growth. It's the behind-the-scenes pass to real acquisition strategies, deep dives into operations, and the exact tools we're using to scale service businesses.

🔗 Unlock exclusive content, private AMAs, and tactical playbooks here: [https://www.ownedandoperated.com/pro-membership]

🎙️ Episode Hosts:
🗣️ John Wilson – @WilsonCompanies
🗣️ Jack Carr – @thehvacjack
🎙️ Episode Guest:
🗣️ Will Schryver – https://www.linkedin.com/in/willschryver/

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🔍 Keywords: HVAC Business Owner, First 90 Days HVAC, Service Business Growth, Pricing Strategy HVAC, Blue Collar Leadership, Operations Management, HVAC Podcast, Business Scaling Tips, HVAC Acquisitions, Owned and Operated, Field Service Business, HVAC Marketing, Home Services Growth

#HVACBusiness #ServiceBusiness #Entrepreneurship #BusinessStrategy #ScalingTips #BlueCollarLeadership #BusinessOwnership #HomeServices #First90Days #SmartGrowth #Operations #BusinessPodcast
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