Sample HVAC Business Plan


An HVAC sales business is one business that is quite profitable. The level, of profitability, that this business has to offer makes it a rewarding one. The fact that this business is now established as a very lucrative one has made quite several people decide to venture into it.

Well, if you are reading this article, then chances are you have decided to start up an HVAC business.

Now, there is a lot that is needed to be successful in this business. In as much as the capital and skill which are needed to start this business are very important, the place of a business plan cannot be overemphasized.

This article contains an HVAC business plan sample. This will help you write a small HVAC business plan when deciding to set up an HVAC company.

Here is a sample business plan for starting an office or residential HVAC service company.

Business Name: Tech Guru Engineering Company

  • Executive Summary
  • Our Products and Services
  • Vision Statement
  • Mission Statement
  • Business Structure
  • Market Analysis
  • Sales and Marketing Strategy
  • Financial Plan
  • Competitive Advantage
  • Conclusion

Executive Summary

Tech Guru Engineering Ltd is a top-quality HVAC company that will be situated in Birmingham, Alabama and will offer services to other cities in the United States and also neighboring Canada. This engineering firm is owned by Terry Johnson, a former engineer with the US Marines.

Tech Guru Engineering Ltd will be set up with $100,000. This amount will be used to get the right facility as well as equipment to get this business started. Some of the services that will be offered to members of the public by Tech Guru Engineering Ltd include the installation of air conditioning systems, the installation of refrigeration systems, etc.

Products and Services

Tech Guru is a top-quality registered engineering company. We will offer all manner of services to our potential clients. Our services will range from maintenance to the retailing of air-conditioning and ventilation systems.

As a company that is into the maintenance of air-conditioning systems, most of our time will be spent out of our office.

Some of the services that we will be offering our potential customers include

  • The maintenance of HVAC
  • The installation, repair, and maintenance of refrigeration
  • The installation of air vents

Vision Statement

Our vision at tech Guru Engineering Ltd is to make it to the top in this industry in just about 1 year of full-scale operation. Now, we understand that we are a new company and the level of competition that exists in this industry is high. As a result of this, we are looking to get to the top in our city first before expanding into other cities in the United States.

Mission Statement

Our mission statement at Tech Guru Engineering Ltd is to become the most innovative engineering firm in our city.

To achieve this in record time, we will not only employ the best brains in this industry, but we will also ensure that we give our potential clients only the best service that is obtainable in any part of the world.

Business Structure

Being fully aware that running this sort of business involves moving from one place to another. We have decided to include good communication skills as well as customer care abilities as a major criterion for employing our staff. We will also employ those with only some level of experience in this industry.

Market Analysis
Market Trend

In recent times, HVAC has become very important and vital to the success of the real estate industry. This is because the most recent buildings require the temperature to be controlled by not more than two HVAC systems. This does not only helps make living conditions better, but it also goes a very long way in helping to save energy.

Sales and Marketing Strategy

Our two major sales and marketing strategies are perfect customer service coupled with good quality services. This will be augmented by a strong internet presence and adverts through the use of handbills.

Target Market

The market for HVAC companies is very broad. This implies it will be almost impossible to offer our services to absolutely everyone that needs them. To offer only the best services, we have decided to offer our services to a selected market. Those in our target market include;

  • Warehouses
  • Places of Worship
  • Medical Facilities
  • Schools
  • Banks

Financial Plan
Source of Startup Capital

To get this business started, we will need $100,000. Already, we have been able to raise 30% of our needed capital which amounts to $30,000 amount from friends, family and our savings. The remaining amount that we need to make our startup capital complete will be sourced from the bank.

Competitive Advantage

Our competitive advantage is our very centrally located facility. Also, the precision and excellence of our team will make us stand out in this very competitive industry.


This is a business plan sample for an HVAC business. This firm will be is owned by Terry Johnson and will be located in Birmingham, Alabama.

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