succession planning - Page 1

Items Tagged with 'succession planning'

ARTICLES

How Contractors Are Weighing Ownership Decisions

Timing, culture, and long-term vision are shaping ownership paths

April 7, 2026

More HVACR contractors are facing pivotal ownership decisions — whether to sell, restructure, or remain independent. Industry voices share what these transitions really look like, what often goes wrong, and how owners are weighing speed, control, liquidity, and legacy.

Guest Column

5 Steps to Selling Your HVAC Business to a Key Employee or Family Member

Patrick Lange

December 20, 2025

Selling to a family member or key employee can simplify retirement, but only if the process is structured correctly from the start.

Family HVAC Businesses: Should I Keep or Sell?

Understand how to plan this crucial next step for your family’s business

Brad Williams

September 7, 2024

There are pros, and cons, to selling what many consider to be their family legacy, but there are some key questions to consider that could make the decision to sell a family business easier.

Navigating the M&A Process: A Guide for HVAC Business Owners

Jacques Zureikat

August 23, 2024

To keep the Mergers and Acquisitions process progressing smoothly, it’s best to break this monumental task into five key phases.

Johnson Controls CEO Stepping Down

Move Comes After Significant Milestones in Portfolio Transformation

The ACHR NEWS Editorial Staff

August 1, 2024

JCI has hired an executive search firm to help evaluate both internal and external candidates in an effort to find a replacement for its current CEO, who has announced his plans to retire from that position.

6 Key Questions to Ask Yourself When Succession Planning

Brad Williams

July 24, 2024

Ensuring the success of a business after the exit of a key player is a complex scenario, but one that is achievable through careful planning.

Management Changes Ahead at A.O. Smith

January 9, 2024

Steve O’Brien, senior vice president, president, and general manager of A.O. Smith's Lochinvar brand, will succeed Dave Warren, senior vice president, president, and general manager of the North America water heating division, when Warren retires April 1.

Is an HVAC Business Worth More in a Warmer State?

Hotter isn’t necessarily better

Patrick Lange

June 30, 2023

The real factor that determines a company’s value is demographics.

The Unified Group Tackles Challenges, Benefits of Succession Planning at Workshop

May 5, 2023

To help address the importance of succession and ensure a successful transition of ownership in the future, The Unified Group hosted its first Succession Planning Forum in late March.

HVAC Family Playbooks: Before Death Do Us Part

How HVAC business owners can ensure their family’s well-being long after they’re gone

Hannah Belloli-Oster

February 12, 2023

While a business owner may have things set up businesswise for when their time comes, preparing a “playbook” with relevant paperwork will help take care of the surviving spouse or family.

More Articles Tagged with 'succession planning'

On Demand As AI workloads and high-density computing push traditional cooling methods to their limits, the data center industry is accelerating the adoption of next-generation HVAC technologies.

In this webinar, we'll walk you through exactly what to get in place before you add AI to your business. You'll leave with a clear picture of where you stand today and a practical action plan to set yourself up for real results.