HVAC Financial Freedom

Using the 4Ms of a Financial Plan to 10X Your HVAC Company with Brett Neal


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🎙️✨ New Podcast Alert! 🚀💼

We're diving deep into the financial strategies that can skyrocket your HVAC business. Join us as we unpack the power of the 4Ms in your financial plan with our special guest, Brett Neal himself!

In our latest episode, we're delving into the financial strategies that will propel your HVAC company to extraordinary heights. Let’s explore the roadmap to 10X success through strategic financial planning.

Ready to 10X your HVAC company? Tune in now on 

00:45 - Our guest for this episode

01:01 - Welcome to the show, Brett Neal!

01:41 - Let’s get to know Brett Neal 

03:48 - Initial challenges in understanding finances

04:51 - Accounting is tedious

06:10 - For owners, what’s the baseline for you to know all about accounting?

07:45 - What qualities do you need to look for to help you understand the numbers of your business?

09:52 - Don’t abdicate

10:42 - The Roadless Stupid book

1349 - Cradle to grave financial services

15:17 - EAT - Earning After Tax

15:57 - Forecast and projection

18:07 - Budget is blown up in HVAC

18:25 - Using both forecast and projection in planning

19:15 - Visionary and Integrator

20:38 - The 4Ms of Financial Planning

21:43 - Maintenance

23:20 - Metrics

25:01 - Management

25:34 - Money

26:19 - How to collaborate 4Ms collaborate?

28:02 - How long would it take to roll up in terms of 4Ms?

30:55 - How can a company grow in terms of finances?

36:58 - How to reserve the culture?

38:36 - Profit first from the perspective of the accountant

42:50 - What is Financial Freedom?

46:53 - How to contact Brett Neal?

📢 Connect with us!

👉 Full episode can be found here: https://polianna.net/using-the-4ms-of-a-financial-plan-to-10x-your-hvac-company-with-brett-neal/

👉 Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/

👉 Follow us on IG: 

https://www.instagram.com/poliannaseo/

https://www.instagram.com/hvacfinancialfreedom/

📢 Connect with Brett Neal

FB

https://www.facebook.com/BrettLNeal

https://www.facebook.com/highvelocityaccounting

IG

https://www.instagram.com/highvelocityaccounting/

Linkedin

https://www.linkedin.com/in/brettneal/

Youtube

https://www.youtube.com/@hvaccpa2830

Website

https://www.highvelocityaccounting.com/

Email

#HVACFinance #FinancialPlanning #HVACSuccess #BusinessGrowth #FinancialStrategies #BudgetingTips #ProfitMaximization #HVACInvestments #FinancialVision #KPIsforHVAC #StrategicBudget

Sponsored by: Polianna.net

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