Profit & Grit CFOs

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Business trends, tips, and advice you can implement today.

If you're driving from one call to the next, staring at a dirty windshield and a full schedule, you've probably got one …

Selling an HVAC business gets framed as a broker search, a teaser, and a negotiation. That's backwards. Buyers do not pay for …

For a lot of HVAC companies, September and October are the awkward months. Cooling season is winding down, but heating season hasn’t …

“How much cash should I keep in my HVAC business?” It’s a question I get from HVAC owners, especially after a strong …

Every Owner Thinks They Have A Lead Problem I’ve had the same conversation dozens of times. An owner sits across from me, …

A polished cash flow forecasting template in Excel won’t automatically give an HVAC, plumbing, electrical, or roofing company reliable cash visibility. A …