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.
💼 Shoutout to our Owned and Operated Pro program
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💼 Special Thanks to FieldPulse
FieldPulse is an incredible Field Service Management platform that helps you save hours each week while keeping your operations running smoothly. If you're looking to streamline your processes, stay competitive, and focus on what truly matters, FieldPulse is a game-changer!
🎙️ Episode Hosts:
🗣️ John Wilson – @WilsonCompanies
🗣️ Jack Carr – @thehvacjack
🎙️ Episode Guest:
🗣️ Will Schryver – LinkedIn
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