What happens after you join.

• Multi-trade · Northeast

  When the business needed new hands

  From losing money on every quarter to funding its own growth

  The situation

  An HVAC, plumbing and electrical company with real demand in its market and a leadership team that could not convert it. The business was running at a loss — not a thin margin, an actual negative one — and no amount of additional volume was going to fix a structure that lost money on the work it already had.

  What changed

  The platform replaced the legacy management team and installed a Head Coach and Position Coaches inside the brand. Not a corporate overlay reporting to head office: operators embedded in the company, running the playbook on the company's own trucks. Ride-alongs became routine rather than an inspection.

  Where it landed

  Volume and profitability moved together, which is the part that matters — plenty of turnarounds buy one by sacrificing the other. Two years on, the company books roughly a quarter more single jobs a year and, more to the point, keeps money from them.

  • +25%

    Single jobs per year

    Two years after joining

  • −4% → +6%

    Operating margin

    A swing of about ten points

  • Loss → profit

    Operating profit

    Negative before joining, solidly positive after

• HVAC · Southeast

  When the business needed a bigger stage

  The owner kept running it — and it grew faster than ever

  The situation

  A profitable, well-run HVAC company with a leadership team that knew its market and a founder the crews would follow anywhere. Nothing here needed rescuing. The constraint was reach: the systems, benchmarking and buying power a single-market company cannot justify building on its own.

  What changed

  The platform kept the legacy management team in place and elevated the founder into the Head Coach role — the same seat an outside operator would have taken. The playbook was layered onto how the company already worked rather than swapped in over the top of it.

  Where it landed

  Scorecard metrics moved inside six months: more service calls converting to opportunities, more revenue per hour on the same crews. Growth followed within the first year, and it came from the same leadership that had been running the business all along.

  • +29%

    Revenue

    First twelve months after joining

  • +33%

    Operating profit

    First twelve months after joining

  • Unchanged

    Leadership

    Founder promoted, not replaced

Partner company results are shown without company names and with figures rounded. Individual results vary — these are two specific businesses, not a projection of what any other business would do.