The owner record

Case files

Inside the Numbers: fictional companies built from patterns across many owners. Sourced benchmarks, every number shown.

Home services (HVAC) / $1M-$5M

Illustrative example

The $2.1 Million HVAC Company That Thought It Needed More Technicians

Last reviewed: 2026-10-29

Owner wanted two more technicians, but corrected books show $61,000 net profit (2.90%) on $2.1M sales, with 60% billable utilization and a stale price book.