Annual Business Planning and Financial Review
Stop Guessing What To Do Next In Your Business
Most HVAC, plumbing, and electrical business owners are busy running jobs, managing people, and solving problems — but rarely get the time to step back and evaluate where the business is actually headed.
That’s where this annual planning session comes in.
Our Annual Business Planning & Financial Review helps you step out of the day-to-day chaos and take a clear, structured look at your company’s financial performance, growth opportunities, and long-term direction.
You’ll walk away knowing where your business stands and what to focus on, plus a complimentary 12-month subscription to Value Builder software to help you work through your growth goals as the year progresses.
Included: Annual Financial & Strategy Review
A structured consultation designed to help you evaluate the health and direction of your company.
During this session we will review:
• Your current financial performance and key metrics
• Profitability and margin trends
• Growth opportunities and revenue gaps
• Operational bottlenecks slowing your business down
• Owner involvement and leadership structure
• Steps that increase long-term company value
This isn’t generic business advice. It’s a focused strategy session built around your numbers and your goals.
Included: 12-Month Business Growth Planning Software
To help you implement what we discuss, you’ll also receive 12 months of access to our business growth planning software at no additional cost.
This system gives you practical tools to help you:
• Track and measure the value of your business
• Identify the most impactful growth opportunities
• Improve recurring revenue and customer retention
• Reduce owner dependency and operational bottlenecks
• Strengthen profitability and cash flow
• Build a company that can run without you
The platform includes guided planning tools such as:
• Value Builder Score
• Scalability assessment tools
• Customer insight scoring
• Growth opportunity frameworks
• Recurring revenue planning tools
• Business valuation improvement tools
You’ll have 12 full months of access to work through the system at your own pace.
Who This Is For
This is ideal for owners who want to:
✔ Understand their company’s true financial position
✔ Identify opportunities to increase profitability
✔ Build a clear plan for the next 12 months
✔ Strengthen the long-term value of their business
✔ Start preparing for a future transition, sale, or leadership change
Investment
Annual Business Planning & Financial Review
$2,500 per year
Includes:
• Annual financial strategy consultation
• 12-month business growth planning software access
• Structured tools to improve company value and performance
Want More Hands-On Support?
If you decide you want deeper help implementing the plan or understanding your financials throughout the year, you can explore our:
• Fractional CFO services
• Mainstreet MEP™ Bootcamp 1:1 program with weekly coaching
Those services are optional and can be scheduled separately if needed.
Take the First Step Toward a Stronger Business
If you’re ready to step back, evaluate where your company stands, and build a clear strategy for the next year, this is the place to start.