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Home » business planning

Articles Tagged with ''business planning''

Wondering what to do in messy workshop

Clear the Clutter and Make Your Company Ready to Sell

Patrick Lange
Patrick Lange
June 8, 2026

Whatever the reason, preparing to sell the company you have created and managed is a major decision that requires careful planning.


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A person attending a virtual class on a computer.

87% of HVAC and Plumbing Contractors Are Invisible When Homeowners Ask AI

Most independent HVAC and plumbing contractors have effectively zero AI citation share in their own metro and category.
Ronn Torossian
May 7, 2026

When a homeowner under 50 opens ChatGPT, Claude, Perplexity, or Google AI Overviews and asks "my AC stopped working — who do I call" or "best plumber in my city," the answer is almost never one of the 230,000 small or independent contractors in the U.S. 


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The ACCA logo.

ACCA and Baton collaborate to help contractors plan successful business transitions

Baton aims to deliver seamless transitions that protect the legacy contractors have built.
April 1, 2026

Baton helps HVACR business owners navigate the complexities of valuation, buyer matching, and ownership transition.


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Nate Agentis.

From first call to repeat customer

Loyalty doesn’t require expensive software or flashy marketing. It comes from consistent, thoughtful habits that show customers they are seen, heard, and cared for.
Kristen Bayles 200x200 headshot
Kristen R. Bayles
January 6, 2026

 Instead of focusing solely on closing out a dispatch, companies should be intentional about building relationships: communicating proactively, documenting their work, and checking back in even after the invoice is paid.


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Commonwealth M&A's co-founders,  Rick Calabrese and Joe Bergin.

What it takes to sell a legacy business

How preparation, trust and timing shaped the successful sale of a 70-year-old plumbing company.
Kristen Bayles 200x200 headshot
Kristen R. Bayles
December 22, 2025

When Ryan Edgington began exploring the value of Oxford Plumbing & Heating out of curiosity, the third-generation owner navigated the sale of a deeply rooted community business while preserving its people-first values. 


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Super Meeting 2025 poster. 'Own Your Market' with illustrated man and woman in plumbing uniform, each holding a wrench.
Editorial Opinion | Kristen Bayles

When competition becomes community

At Nexstar’s SuperWeek, the sense of community within the trades was palpable.
Kristen Bayles 200x200 headshot
Kristen R. Bayles
November 5, 2025

People from all over the world came together with a shared purpose: to learn, grow, and help one another succeed. I sat with plumbers from Georgia during one session, and over lunch, I joined a group from Wisconsin. We talked about everything from the unique challenges of running a business in different regions to funny on-the-job stories that reminded us all why we love this industry.


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Jason Noel, Kevin Hill, Jackie Sponsler and Eric Corbett.

CEO Warrior hosts War Planning workshop to help home service businesses battle growth challenges

This two-day course provides trades business owners with financial strategies, customized plans and the tools to dominate their markets.
October 1, 2025

The workshop will take place on Oct. 21-22 at CEO Warrior's headquarters in Eatontown, New Jersey,


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A person using a tablet and smart pen.

The Home Depot launches digital project planning tool for pros

The tool centralizes material lists, order tracking, delivery preferences, pricing visibility and team collaboration.
September 23, 2025

The Home Depot has introduced a digital Project Planning tool aimed at helping professional contractors organize and manage complex jobs through a single platform.


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The team at Cooper's Plumbing & Air.

Purpose over paychecks

One Georgia business tries new retention strategies inspired by the tech industry.
Kristen Bayles 200x200 headshot
Kristen R. Bayles
September 22, 2025

Faced with costly turnover and a tightening labor market, Cooper’s Plumbing & Air partnered with Reins to launch an equity-based incentive system that gives employees real ownership in the business. The approach has boosted retention, strengthened culture, and offers a model for how contractors can keep teams engaged beyond paychecks alone.


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A computer screen showing a sequence of 0s and 1s.

Jobber launches AI-Powered Receptionist

This artificial intelligence is designed to answer calls and texts for busy home service businesses.
August 18, 2025

This virtual assistant empowers home service businesses to deliver 24/7 customer care, capture more leads and reclaim time.


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