Dec 15 2023 49 mins 3
🎙️✨ 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/
https://www.linkedin.com/in/brettneal/
Youtube
https://www.youtube.com/@hvaccpa2830
Website
https://www.highvelocityaccounting.com/
#HVACFinance #FinancialPlanning #HVACSuccess #BusinessGrowth #FinancialStrategies #BudgetingTips #ProfitMaximization #HVACInvestments #FinancialVision #KPIsforHVAC #StrategicBudget
Sponsored by: Polianna.net
