Growth Planning for a Construction Business

CLIENT: A mid-sized HVAC company

Challenge

The business had experienced a surge in contracts and needed help planning the next growth phase. They wanted to expand into new territories but lacked a clear financial and operational roadmap.

Solution

We used our expertise to perform a detailed financial analysis, projecting revenue growth based on the existing contract pipeline. We introduced benchmarking against competitors and created KPIs to track cash flow, margin improvement, and capacity utilization. Furthermore, we helped secure financing for expansion through SBA loans by preparing professional financial reports and forecasts that lenders could easily understand.

Outcome

The HVAC business successfully expanded into two additional states, increasing revenue by 35% over the next year. Optimized resource allocation also improved cost efficiency by 10%.

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