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Owner Advisory Program


Sometimes the owners of a business and the management team that runs it, can be blinded by success and “not see the forest through the trees”.  We get so caught up in the day-to-day running of the business that we don’t have time to really think about the bigger picture…especially when things are going really well.  The employees are busy and making good money, we are looking for people to hire, the customers are happy, the top line revenue is growing, and the company is making strong profits.  These are all great reasons to keep our head down and focus on the now.  But in reality, we are not helping the company in the long run. 

A smart business owner must always be looking into the future and be thinking about what can be improved.  This is why it is important to sometimes get someone from the “outside” to take a look “inside”.  Having someone who is familiar with the industry and has experience with all aspects of your business can be an invaluable resource.  Your financial statements don’t tell the whole story and can be especially deceptive during good times.  It takes a deeper approach to look at the bigger picture.

Mechanical Insight Consulting is now offering an Owner Advisory Service that provides a regular “outside look in” that can help the owner plan for the future, head off any issues before they become a problem, and set up the company for future success.  Similar to a larger company’s Board of Directors, a quarterly review of not only the financial statements but also a multitude of additional critical indicators, the Owner Advisory Service will give the owner confidence that they are not missing any significant warning signs while they are busy dealing with the day-to-day.


Purpose: To provide small to medium sized business owners of commercial/industrial HVAC firms regular feedback and guidance on how their company is doing overall.  This program is for owners who are interested in long term growth, improvement, and profitability.


Term:  The term of the program is one year and includes quarterly reviews and either face to face or teleconference feedback sessions with a quarterly written report.


Benefit:  Oftentimes an owner is not able to see the full picture of how the business is doing while working in the business and dealing with the daily issues that arise.  Having someone from outside of the business, but with comprehensive experience in the industry, take a close look at the company with a critical eye, can help the owner overcome obstacles and have a greater chance for success in the future.  Nearly all large and successful companies have a Board of Directors with several of those key advisors coming from outside of the company, and commonly, from outside the industry.  This program provides the owner with the same type of advisory consultation that a large company would get with a Board of Directors.

This program begins with an initial review of the company with the owner and includes discussion on:
  • Financial statements
  • Company Structure including employee breakdown
  • Profit Centers
  • Target Markets
  • Services Offered
  • Sales Strategy
  • Developing long-term and short-term goals
Quarterly Review
  •  Financials
  • Sales Activity and Target Market review
  • Quality Control Assessment
  • Goal Performance Review
  • Key Performance Indicators
  • Operational Benchmarks
  • Future Planning and Recommendations

Please contact me if you are interested in learning more about this program.