HVAC, Plumbing & Refrigeration Contactors
Business Management Seminars

The bottom line for any growing service operation is to make a profit. Today's contractors must be able to successfully generate predefined gross margins to sustain or grow a business. These seminars demonstrate how to manage the financial aspects of business - set clear financial goals to cover the cost of doing business, generate profits, lower overhead, increase prices and maintain cashflow.

Maximizing Profit-Pricing Installation & Service
  • Class Overview:
    This one-day seminar explains the difference between margin and mark-up. Two different pricing strategies are explained with the emphasis being on how to recover overhead. Participants are given margin, overhead and profit guidelines for installation and service. Pricing software in Excel is included.
  • Target Audience:
    Dealer principals, key management
  • Length:
    1 day
  • Contact vicki@vleishavc.com for seminar fee
    and class size information.
Financial Measurements - Ratios & Productivity
  • Class Overview:
    Understanding the information an income statement and balance sheet can provide is the focus of this one-day seminar. Participants are asked to analyze a case study company to make improvements in profitability and productivity. Instructors also review the financial statements of participating companies and make suggestions for improvements. Income statement and ratio software in Excel is provided.
  • Target Audience:
    Dealer principals, key management
  • Length:
    1 day
  • Contact vicki@vleishavc.com for seminar fee
    and class size information.
Business Planning - Action Plans are the Heart
  • Class Overview:
    This one-day seminar is for the dealer who is tired of having his business "run" him and wants to take control of his business. Each participant is supplied with Excel based software and more than 300 action items to create a desired financial improvement for his or her company, including a marketing and training calendar.
  • Target Audience:
    Dealer principals, key management
  • Length:
    1 day
  • Contact vicki@vleishavc.com for seminar fee
    and class size information.
Managing a Profitable Service Department
  • Class Overview:
    This one-day seminar is for the company with a service manager or one wanting to make its service department more profitable and a lead generator. The importance of identifying the costs of service and departmentalizing them is discussed. Participants are asked to bring income statements so the instructor can work with each company to compare profitable targets with actual targets using provided Excel based software. The software also helps the participants calculate labor availability during each monthly cycle. Alternative compensation strategies and career pathing for technicians are also discussed.
  • Target Audience:
    Dealer principals, key management
  • Length:
    1 day
  • Contact vicki@vleishavc.com for seminar fee
    and class size information.

"I am so grateful to the both of you. Had I not taken your seminar and implemented your pricing structure we would still be struggling."

Cheryl Knauer
Knauer Plumbing, Heating and Cooling
(Milwaukee, WI)

"The Financial Management course translated accounting 'lingo' into easily understandable terms."

Roy Boudreaux
A-abc Appliance
(Dallas, TX)

"From a business standpoint, I always felt like I was in a ball park pitching at midnight with the lights out. I could hear the ball hit the catcher's mitt, but I never knew if it was over the plate. Now armed with the financial information I got from Vicki & John's Financial Management class (the lights came on), I know where the target is and I throw a lot more strikes."

Alex Pollock
Pollocks Heating & Air Conditioning
(Milton, FL)

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