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Home » Keywords: » business planning

Items Tagged with 'business planning'

ARTICLES

The AD team pictured with the logos for several workplace awards.

AD Recognized Across North America with Multiple Workplace Honors in 2026

In the U.S., AD has been named a Philadelphia Inquirer Top Workplaces winner for the eighth consecutive year and, for the third time, has been recognized as a USA Today Top Workplaces winner.
Plumbing & Mechanical Editorial Staff
July 4, 2026

Feedback from the survey continues to inform how AD evolves its workplace experience. Over the past year, this has included enhancements to benefits and wellness offerings, a continued focus on recognizing associate contributions, and expanded access to professional development opportunities


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A woman using an iPad with a map.

Are “Emergency” Jobs Costing You Money? Rethinking Dispatch Decisions

Across the industry, contractors are steadily recognizing that the word emergency is being applied far more broadly than the conditions it was meant to describe.
Lee Barth, Vice President of Enterprise Partnerships, Marchex.
Lee Barth
June 30, 2026

Emergency demand will always be part of plumbing and mechanical work. Systems fail. Weather intervenes. Customers need help quickly. But treating urgency as an emotional reflex rather than a validated signal creates inefficiencies that compound as organizations scale.  


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A laptop and several colorful charts.

AI Is Exposing the Cracks in Contractors' Operations

Before contractors embrace AI, they need clean information, connected systems and consistent workflows, or risk automating the wrong processes.
Kristen Bayles 200x200 headshot
Kristen R. Bayles
June 29, 2026

Artificial intelligence won't fix broken workflows. It will simply expose them, says Powerhouse Consulting Group's Jenny Benbrook.


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Three people looking at a laptop.

The Benefits Package Your Best Technicians Are Quietly Comparing You Against

Today's trade professionals want benefits that protect their health, their families, and their financial future — not just while they're on the clock.
Allison De Paoli
June 16, 2026

In a hyper-competitive market, talent poaching happens instantly. Salary matches provide short-term retention, but fail to build long-term loyalty. The true competitive advantage comes from the daily workplace experience.  


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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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More Articles Tagged with 'business planning'
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