#222 Leaving Finance to Build a Legacy in HVAC

Buying a service business with the idea of passive income? In this episode of Jack Acquisitions, host Jack interviews Thomas Beebe, a financial advisor who stepped into ownership of his family’s HVAC company. What started as a hands-off investment quickly turned into a hands-on leadership journey.From remote team management to turning around a messy acquisition, Thomas shares the tactical decisions, operational missteps, and growth strategies that shaped his perspective on what it really takes to own and run a trades business. This episode is packed with real-world insight—whether you're planning to buy, scale, or just survive in the world of home services.⚡ What you’ll learnWhy Thomas initially underestimated the involvement required—and how he course-correctedThe operational systems needed for remote management (and where they fail)How to set up accountability when you’re not on-site every dayInsights from a turnaround: A case study of a friend’s messy HVAC acquisitionThe critical questions Thomas asks in due diligence after seeing both sidesWhen to diversify into adjacent verticals like plumbing—and when not toHow to build a business that’s both profitable and people-firstIf you’re buying a local service business or building one to scale, this episode will challenge your assumptions and give you frameworks for sustainable growth—even when you’re managing from a distance.💼 Special Thanks to First Internet Bank! Looking to buy or expand a business? First Internet Bank is a National Preferred SBA lender specializing in acquisitions for the skilled trades. Their SBA loan program offers up to 90% financing for business acquisitions, partner buyouts, and commercial real estate—plus optional lines of credit to fuel future growth. Unlike traditional lenders, they take a “how can we” approach, making deals happen for both first-time buyers and experienced operators.👉 Special Offer: Mention Owned and Operated for a reduced good faith deposit and a complimentary deal review + buyside prequalification.Connect with Alan Peterson from First Internet Bank here to get started [https://alanfib.com/] 💼Buying businesses? Jackquisitions is the must-read newsletter for operators, acquirers, and deal junkies. It’s packed with real acquisition breakdowns, seller red flags, and proven strategies from the trenches.📬 Join and get smarter on small biz M&A every week.👉 Subscribe at [jackquisitions.com]   [https://www.jackquisitions.com/] 👤 Hosted by: Jack Carr 👤 Episode Guest Thomas BeebeSend Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer:Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

In this episode of Owned and Operated, John and Jack break down the full playbook for hiring HVAC and plumbing technicians—from sourcing to retention. They dive into the real-world challenges of technician recruitment and share the strategies they use to keep a steady pipeline of high-quality candidates. From building a branded hiring engine to managing seasonal swings, this episode delivers tactical advice and real SOPs that help home service businesses grow their field teams with intention.They cover why recruiting never stops, how to build a budget that supports year-round hiring, and why onboarding and retention matter just as much as the job offer. Whether you’re scaling a team or trying to fix your hiring funnel, this episode is packed with practical frameworks and firsthand experience.🔹 In This Episode, We Cover: Building a technician recruitment process from scratch Why continuous recruiting beats reactive hiring How to structure compensation to stay competitive The role of onboarding in long-term retention Using recruiters and internal plans to scale hiring Planning budgets around seasonal employment needs Leveraging branding and sales tactics in hiring SOPs and examples that drive real technician results💡 Special Thanks to Modernize! We've been using Modernize for our water quality leads, and it's been a game-changer. If you’re serious about growing your business with better water quality leads, HVAC leads, or home improvement leads, check them out: 🔗 Get Quality Leads Here: (https://modernize.com/pros/leads/wilson)💼 Shoutout to Quick Staffers LLC Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts. 🔥 Get $1,000 off your first placement here: [https://www.quickstaffers.com/] 💡 Shoutout to Avoca AI! Avoca is helping home service companies level up with 24/7 AI call handling, performance insights, and targeted coaching. 🔗 Book a demo: [https://www.getavoca.ai/partners/oao] 🌐 More resources: [https://www.ownedandoperated.com] 👤 Hosted by:John Wilson    Jack Carr Send Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer:Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

In this episode of Owned and Operated, John and Jack dive into one of the most common questions in home services: Should you buy a business or build one from scratch? Focusing on HVAC and plumbing companies, they break down the pros and cons of each path—sharing real-world insights on risk management, startup challenges, and acquisition strategy. Whether you're eyeing your first location or expanding your footprint, this episode helps frame the decision around your skills, experience, and resources.They cover everything from interest rates and international contracting to the realities of marketing and cultural fit in small business ownership. While John and Jack don’t always agree, they align on this: success in HVAC and plumbing comes from understanding your strengths, knowing your limits, and being in the game. This is a must-listen for anyone serious about growing in the trades.💼 Shoutout to Quick Staffers LLC Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts. 🔥 Get $1,000 off your first placement here💼 Special Thanks to Service Scalers!We’ve been partnering with Service Scalers to maximize our Local Service Ads (LSAs) and optimize our Google My Business profiles, and the results have been incredible. With hundreds of thousands in sales and 900+ calls in a single week, GMBs are now our top-performing organic lead channel. Want to learn how Service Scalers can do the same for you? 🔗Check Them Out Here 💸Sponsored by CFO Made EasyBuilt a strong trades business? Let’s take it to $10M and beyond. CFO Made Easy offers part-time CFO services for home and trade service businesses—helping you boost cash flow, maximize profit per tech, and make clear growth decisions.📈 Free Offer: Book a 45-min Financial Insight Session to uncover growth blockers.👤 Hosted by:John Wilson  Jack Carr Send Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer:Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

Buying a small business? In this episode of Jackquisitions, we follow Chris Barr’s journey to acquiring a pressure washing company using smart financing—combining cash, earnouts, and trusted advisors. From submitting the LOI to executing deep-dive due diligence, Chris shares what it really takes to close a successful acquisition.You’ll learn how to build the right team, evaluate financials and legal risks, and structure a deal that fits your vision. Whether you're just exploring acquisitions or in the weeds of a deal, this episode offers an insider’s look at getting a service business acquisition across the finish line.⚡ What you’ll learnWhat Chris looked for in an ideal pressure washing business—and how he sourced itThe creative structure behind his LOI and financing approachWhy specialization matters: How Chris leveraged his real estate pros for M&A successThe step-by-step due diligence checklist across financial, legal, and operational domainsHow to avoid major pitfalls in banking and legal negotiationsThe must-have advisors you need on speed dial when buying a businessHow to evaluate seller-provided info and spot red flags before it’s too lateIf you’re buying a local service business or scaling your portfolio, this episode gives you a framework to approach acquisitions confidently—with the right strategy and team in place.👤 Hosted by: Jack Carr   👤Episode Guest:Chris Barr  💼 Shoutout to Appletree Business Services HVAC and plumbing pros—ditch tax surprises and unresponsive accountants. Appletree handles your books, taxes, payroll, and acquisitions, and they know tools like ServiceTitan cold.🎁 Get a free tax & financial review or 10% off a QOE report. 👉 Book a call here — tell Patrick Jack sent you.💼 Special Thanks to First Internet Bank! Looking to buy or expand a business? First Internet Bank is a National Preferred SBA lender specializing in acquisitions for the skilled trades. Their SBA loan program offers up to 90% financing for business acquisitions, partner buyouts, and commercial real estate—plus optional lines of credit to fuel future growth. Unlike traditional lenders, they take a “how can we” approach, making deals happen for both first-time buyers and experienced operators.👉 Special Offer: Mention Owned and Operated for a reduced good faith deposit and a complimentary deal review + buyside prequalification.Connect with Alan Peterson from First Internet Bank here to get started Send Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer:Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

In this episode of Owned and Operated, John and Jack unpack what leadership looks like inside a $20–40 million home service business—and why that size still feels small. They explore how companies in this range often remain personality-driven, even with impressive revenue, and what it really takes to level up. From forming HR and marketing departments to structuring a true senior leadership team, they dig into the growing pains and leadership gaps most businesses face on the way to maturity.The conversation dives deep into leadership development, internal promotions, and when to hire key external roles like controllers. John and Jack share why the sophistication of a business doesn’t always match the revenue—and how building the right team early creates long-term stability and growth. If you're scaling past $10 million and thinking about what’s next, this episode lays out a real-world playbook for building a well-rounded, leadership-driven operation.🔹 In This Episode, We Cover: What leadership looks like at $20–40M in revenue Why revenue doesn’t always equal business sophistication The challenges of building a senior leadership team Promoting internally vs. hiring externally When to build HR, marketing, and finance departments How leadership development programs drive retention and growth Creating a stable, mature business beyond personality-driven leadership🌐 More resources💼 Shoutout to Quick Staffers LLC Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts. 🔥 Get $1,000 off your first placement here 👤 Hosted by:John Wilson Jack Carr Send Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer:Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

In this episode of Owned and Operated, John and Jack return to the studio to tackle the real-world challenges of running a successful HVAC business during peak summer heat. They dive into how weather-related service demand, infrastructure upgrades, and a mature home service team contribute to record-breaking weekly revenues and improved operational efficiency.Discover how HVAC businesses can scale profitably by investing in technician retention, labor-saving automations, and strategic overseas staffing. John and Jack break down the processes that drive high performance—from sales training to data-driven decisions—all on the path to hitting their first $1 million in EBITDA and a $10 million annual revenue goal.🔹 In This Episode, We Cover: How scorching weather exposes weak HVAC infrastructure Building mature teams and repeatable procedures for scale Tracking metrics weekly to hit revenue and EBITDA milestones Streamlining sales processes & technician training for efficiency Leveraging data, automations, and overseas staff to cut costs Creating an environment that keeps top technicians around The roadmap to $10 million in revenue—next-year outlook🌐 More resources 💼 Special Thanks to Service Scalers!We’ve been partnering with Service Scalers to maximize our Local Service Ads (LSAs) and optimize our Google My Business profiles, and the results have been incredible. With hundreds of thousands in sales and 900+ calls in a single week, GMBs are now our top-performing organic lead channel. Want to learn how Service Scalers can do the same for you? 🔗Check Them Out Here 💡 Special Thanks to Modernize! We've been using Modernize for our water quality leads, and it's been a game-changer. If you’re serious about growing your business with better water quality leads, HVAC leads, or home improvement leads, check them out: 🔗 Get Quality Leads Here 👤 Hosts:John Wilson Jack Carr Send Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer:Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

Want to buy a small business using smart deal structures like earnouts, seller financing, and low-risk offers? In this episode of Jackquisitions, host Jack Carr sits down with Chris Barr, a first-time buyer navigating the ups and downs of business acquisitions—from walking away from bad fits to crafting a $900K cash-plus-earnout offer for a pressure washing company.Learn how Chris is sourcing off-market deals, avoiding shady broker tactics, and building a personal brand that attracts sellers. You’ll get a behind-the-scenes look at how new acquirers can finance service businesses, evaluate seller terms, and structure deals that actually close. If you're buying a business or scaling through acquisition, this episode is packed with actionable insight.⚡ What you’ll learnWhy Chris walked away from an art-framing shop that didn’t fit his criteriaHow a pool-route deal fell through—and the red flags you should watch for with brokersThe numbers behind a $900 K cash-at-close + earnout offer for a thriving pressure-washing businessProven frameworks for earnouts, seller notes, and revenue-share agreements that reduce risk and align incentivesTips for building a credible personal brand (see his Quick Staffers journey) to source off-market dealsStep-by-step due-diligence tactics, valuation shortcuts, and negotiation language you can use todayWhen to pivot, when to persist, and how to decide if a deal really moves the needleWhether you’re a first-time buyer, an operator expanding a portfolio, or a service-business owner curious about exits, this conversation is packed with actionable M&A strategy, deal structuring hacks, and outreach scripts that close.👤 Hosted by: Jack Carr  👤Episode Guest Chris Barr 💼 Shoutout to Quick Staffers LLC Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts. 🔥 Get $1,000 off your first placement here💼 Special Thanks to First Internet Bank! Looking to buy or expand a business? First Internet Bank is a National Preferred SBA lender specializing in acquisitions for the skilled trades. Their SBA loan program offers up to 90% financing for business acquisitions, partner buyouts, and commercial real estate—plus optional lines of credit to fuel future growth. Unlike traditional lenders, they take a “how can we” approach, making deals happen for both first-time buyers and experienced operators.👉 Special Offer: Mention Owned and Operated for a reduced good faith deposit and a complimentary deal review + buyside prequalifiSend Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer:Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

In this episode of Owned and Operated, we’re exploring how to grow your career inside a home service company. From internal promotions to mindset shifts, John and Brandon Niro break down what it really takes to move up and lead.Brandon shares how 30–40% of the Wilson team has been promoted from within—and what separates those who grow fast from those who stall. They dig into Wilson’s 52-week Emerging Leaders program, the role of emotional intelligence and financial literacy, and how team members can take initiative to become future leaders.If you’re looking to grow your role or build leadership in your team, this one’s packed with real, actionable advice.🔹 In This Episode, We Cover: How to get promoted inside a home service business What Wilson looks for in future leaders The Emerging Leaders program: structure and impact Why a growth mindset and proactivity matter How communication and responsibility open doors Transparency around career progression at Wilson🌐 More resources: ownedandoperated.com👤 Hosted by: John Wilson👤 Guest: Brandon Niro 💼 Shoutout to Appletree Business Services HVAC and plumbing pros—ditch tax surprises and unresponsive accountants. Appletree handles your books, taxes, payroll, and acquisitions, and they know tools like ServiceTitan cold.🎁 Get a free tax & financial review or 10% off a QOE report. 👉 Book a call here — tell Patrick Jack sent you.💼 Shoutout to Quick Staffers LLC Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts. 🔥 Get $1,000 off your first placement hereSend Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer:Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

 In this episode of Owned and Operated, we're digging into what it really takes to lead a growing home service business. From SOPs to scaling strategies, we’re spotlighting the habits and leadership traits that drive operational clarity and empower teams.We’re joined by Brandon Niro, who shares how his role evolved since joining the company in 2019—navigating growth from 30 to over 60 employees, integrating acquisitions, and shifting from tactical execution to strategic coaching and development.Whether you're a team lead or an operator scaling fast, this episode offers actionable insights into building systems, coaching talent, and creating autonomy inside a service business.🔹 In This Episode, We Cover: How SOPs streamline operations and unlock autonomy Coaching vs. doing: leadership in a growing team Transitioning from tactical roles to strategic leadership Navigating the growth curve—from 30 to 60+ employees Open-book management and building a transparent culture Why documenting processes fuels long-term scale🌐 More resources: https://www.ownedandoperated.com👤 Hosted by: John Wilson 👤 Guest: Brandon Niro💼 Special Thanks to First Internet Bank! Looking to buy or expand a business? First Internet Bank is a National Preferred SBA lender specializing in acquisitions for the skilled trades. Their SBA loan program offers up to 90% financing for business acquisitions, partner buyouts, and commercial real estate—plus optional lines of credit to fuel future growth. Unlike traditional lenders, they take a “how can we” approach, making deals happen for both first-time buyers and experienced operators.👉 Special Offer: Mention Owned and Operated for a reduced good faith deposit and a complimentary deal review + buyside prequalification.Connect with Alan Peterson from First Internet Bank here to get started!💡 Shoutout to Avoca AI! Avoca is helping home service companies level up with 24/7 AI call handling, performance insights, and targeted coaching. 🔗 Book a demoSend Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer:Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

In this episode of Owned and Operated, we’re diving into real-world strategies for sourcing and securing small business acquisitions. From outreach to private equity firms to using freelancers for off-market deals, we break down how acquisition entrepreneurs are getting creative and staying competitive.We explore how personal branding can help attract brokers, how to craft a buyer persona that actually stands out, and how Chris Barr is navigating live negotiations for niche businesses—including pool services and a high-end art framing company.Whether you're just starting your acquisition journey or already mid-process, this episode is packed with practical insights for sourcing deals and building a compelling presence in the marketplace.🔹 In This Episode, We Cover: Strategies for off-market deal sourcing using freelancers How personal branding attracts brokers and deal flow The value of a credible buyer persona in competitive markets Updates on two live deals: pool services and art framing How Chris is approaching broker and seller interactions🌐 More resources 👤 Hosted by: Jack Carr 👤 Guest: Chris Barr 💼 Shoutout to Quick Staffers LLC Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts. 🔥 Get $1,000 off your first placement here💸Sponsored by CFO Made EasyBuilt a strong trades business? Let’s take it to $10M and beyond. CFO Made Easy offers part-time CFO services for home and trade service businesses—helping you boost cash flow, maximize profit per tech, and make clear growth decisions.📈 Free Offer: Book a 45-min Financial Insight Session to uncover growth blockers.Send Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer:Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.