Start with Buyer-ready presence if the online basics need attention. The growth marketing service is set out below.

html> Growth marketing | HVAC Business Sales

Win the work HVAC buyers pay more for, before you sell.

Help to win more of the planned maintenance, commercial and accredited work that HVAC buyers value, in the years before a sale.

For owners three to four years from a sale, so the extra contract income has time to show in the accounts.

Led by Martin Dugan, Head of Deal Origination.

Have a free first conversation

Martin Dugan

What you get

  • An agreed list of the contracts, clients and services worth going after.
  • Research into the commercial clients, landlords and facilities managers who buy planned maintenance.
  • Patient, direct approaches that can turn into service agreements.
  • A plan for offering service agreements to customers who already call you out.

How it works

  1. A free first conversation

    With Simon or Emily, about where the business is today.

  2. Know where you stand

    A valuation shows which parts buyers already value.

  3. Choose the work to grow

    The contracts, clients and services worth going after.

  4. Make the approaches

    Research, careful targeting and patient, direct approaches.

What we look at

Why the kind of work matters

Buyers do not value every pound of turnover the same way. A maintenance contract book that renews each year tells a buyer the income carries on after you leave; a year of one-off installs tells them very little about next year.

That is why the programme's growth stage aims at the work buyers value most, such as PPM contracts, commercial clients and accredited F-Gas, MCS or OFTEC work.

The mix buyers look for

The mix matters too. Commercial PPM spread across many clients, F-Gas and REFCOM refrigeration work and MCS heat pump capability are all harder for a buyer to build from scratch than domestic reactive callouts, which is why they draw more interest.

Spread matters as much as volume. New work that adds to one main contractor's share can make the business riskier in a buyer's eyes, so growth is planned with the whole customer list in view.

Choosing which work to grow

Start from what the business already does well and what buyers ask for, then agree which contracts, clients and services are worth going after.

Timing matters. Growth work comes early, three to four years out, so the extra contract income has time to show in the accounts a buyer will read. A contract won in the final months before a sale shows a buyer very little history.

Finding the right clients

Research and careful targeting find the commercial clients, landlords and facilities managers who buy planned maintenance, rather than waiting for the phone to ring.

The approaches themselves are patient and direct, made quietly and without pressure, to open conversations that can turn into service agreements. Martin's work is finding owners who are weighing up a sale before they list, and growth marketing applies the same groundwork to winning the work HVAC buyers pay more for.

Turning callouts into contracts

Customers who already call you out for breakdowns know your engineers. Offering them a service agreement is one of the plainest ways to build recurring income.

The same goes for installations. A buyer will ask which customers could take maintenance after an installation, or additional services, and whether the engineers and the capacity are there to deliver them. Building that follow-on into how you quote and hand over a job turns one-off work into income that repeats.

Growth a buyer can see in the accounts

More work only helps a sale if it adds profit. At the same time we look at pricing, job mix and costs, so that growth adds profit as well as work.

The two together give a buyer what they are looking for: income that repeats, from a spread of customers, at a margin that holds up.

What you'll need to have ready

  • A list of your current maintenance agreements, with their renewal dates.
  • Your recent accounts, with service and installation income shown apart if you can.
  • Your view of what the business does well today.

What happens after

The Exit Strategy Workshop then plans the profit so the growth shows in the accounts, and later a business that thrives without you. See every stage of the programme.

Questions owners ask

When should growth work start?

Early, three to four years before a sale, so the extra contract income has time to show in the accounts a buyer will read.

Who leads it?

Martin Dugan, Head of Deal Origination.

Does it commit me to selling?

Buying a preparation service does not commit you to selling, or to selling through Reads.

Start with Buyer-ready presence if the online basics no longer reflect the business. Growth marketing remains available below, once the foundations are in order.

Start with where the business is today.

A valuation shows which parts of the business buyers already value and where growth would count for most.