$10M HVAC CEO Back in the Trenches: What He Found
About this episode
The episode discusses the challenges and lessons learned from growing an HVAC business from $5 million to over $10 million.
Guest: David Katz – HVAC business owner / operator Guest Links: Website: https://trioheatingandair.com/ This episode breaks down what actually happens when a home service company grows from $5 million to $10 million+ , and why getting there fast can make the business feel dramatically harder before it gets easier. It explains how rapid growth exposes weaknesses in structure, process, labor management, warehouse systems, cash flow controls, and leadership capacity, and why many owners who say they “don’t want” to scale are often really dealing with limited belief or a lack of clarity on how to do it. The episode dives into one of the biggest mistakes operators make while trying to level up: copying systems from much larger companies before they fit the current stage of the business, which creates a “Frankenstein” operation full of mismatched processes, extra meetings, awkward communication, and unnecessary work. It also unpacks a major leadership lesson learned through painful experience—owners cannot solve every problem from the office, and at a certain point they need to put their boots on, get back into the field, and come as close to the real problem as possible before trying…
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- From $5M to $12M Fast: Call The Whale’s Explosive Formula
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