Ann Moran, Mba Email & Phone Number

Cincinnati, Oh, Us

I help HVAC mechanical contracting owners increase company value, sustain revenue growth, and prepare for a successful exit. With over 30 years of experience in the HVAC industry and two successful business exits, I specialize in finding the right succession partner and ensuring a smooth succession. My passion lies in preserving your legacy, keeping key employees intact and ensuring their career growth, delivering value to clients, growing and retaining market share, and maintaining strategic relationships.Signature B-AMZNG MethodI empower contractors to overcome key challenges, including:* Understanding business value and determining the best exit strategy for you * Learning the six valuation basics and "must-haves" to maximize business worth* Navigating stock vs. asset sales, deal structures, and their impact on legal, tax, and financial liabilities* Preparing for diligence and disclosure* Addressing reps and warranties, working capital, and employee agreements* Resolving talent acquisition and onboarding challenges* Reducing lead generation costs and improving high agency expenses* Clarifying pricing strategies and service offerings* Providing HVAC training for non-technical hires* Eliminating inconsistencies in the customer success journey* Implementing technology to scale efficiently Solutions ProvidedI deliver tailored strategies to ensure a successful exit and drive year-over-year (YOY) growth in revenue, margin, EBITDA, and market share. Services include:* Developing a roadmap to increase business value and execute a seamless exit while maintaining the founder's vision* Collaborating on and implementing actionable business strategies* Growing and retaining market share through data-driven insights* Recruiting, onboarding, and advancing high-performance teams* Budget creation, successful P&L management, identification, tracking and accountability for KPI's* Refining marketing messaging to align with business insights

St John’S, Newfoundland And Labrador, Ca

I help VPs & Directors of Facilities save money, be proactive with HVAC and refrigeration equipment issues, get real time trending data and standardize operations for O&M savings. Mysa HQ helps you get time back to enjoy life and eliminate Monday morning problems!With Mysa HQ Smart Thermostats, Sensors and our Visibility and Control Portal, we empower Multi-Site Facility Professionals to solve problems such as loss of perishables, avoiding heat related illness, code temperature compliance, discomfort, equipment downtime, high repair and energy expense and lack of visibility with underperforming units. Iot smart solutions are provided to automate systems, optimize facility performance, increase sales, enhance employee productivity, proactively control, get real-time visibility and assure early issue detection. Incorporate data-driven decision-making to stay in the know on critical issues and save money. Mysa HQ is a Smart Thermostat Management System for centralized HVAC and Refrigeration temperature control for retail and restaurant multi-site properties with an enterprise user-friendly web application for managing set-points, schedules, alarms and equipment runtime. By replacing traditional thermostats with Mysa Smart Thermostats, you can take control over your facilities' HVAC systems. Install sensors for tracking refrigeration temperatures, humidity, CO2 levels as well as discharge/supply and return/mixed air HVAC system temperatures. Know when equipment is not working, when thermostats are offline or calling for heat or cooling when they should be setback. Eliminate local employees setting extreme temperature setpoints. Enable more opportunities to minimize equipment downtime and repairs. Reduce excess energy use and save money, without sacrificing the comfort of customers and employees.

Cincinnati, Ohio, Us

Enervise, LLC (formerly Engineering Excellence Regional Services, LLC)Enervise, LLC is the HVAC service, maintenance and installation and building automation controls expert of choice for the region’s premiere healthcare, education, non-profit, office and industrial institutions.Previous Positions Held:Owner Enervise Incorporated: 2009-2021Board of Director: January 2009 - October 2017Operator Enervise LLC serving as Executive Vice President, Busines Development and Marketing; Sales Manager; Business Development Manager and Account Manager: January 1990- March 2014

Cincinnati, Oh, Us

Cincinnati, Oh, Us

Executive Vice President of Business Development & Marketing: Develop and implement marketing and sales strategy producing 22.5% CAGR Revenue, 41.6% CAGR EBITDA, 76.2% CAGR personal sales, 15% CAGR of technician count with organic self-perform expansion into multiple states and 15% CAGR of employees over 5 year period since selling company to Service Experts in 2014. Ensure continued financial management success through two more acquisitions; Enercare in 2015 & Brookfield Infrastructure in 2018. Formulate new focused differentiated business opportunities and implement strategic plans with front line customer care to retain and grow target accounts and keep key personnel; achieve individual client, product and company gross margin and profit targets; cross sell new products, manage client relationship and strategic reviews; gain referrals; learn customer strategies and business insights to fine-tune key marketing and promotional messages, develop new product offerings and strategic services with focus on service improvement, cash flow and accounts receivables. Maintain founder’s core values and culture of "integrity, customer focus, employee appreciation, work ethic, quality, technology, kindness, training, solution focus and eye on goals.” Engineering Excellence (EE), a national heating and air conditioning mechanical contractor provides coverage in all 50 states and Canada. Capabilities include HVAC preventive maintenance, 24/7 repair service, equipment surveys, audits, planned unit replacements and energy advisory. Consultation provided to successful national multilocation retailers and REITS, who previously struggled with managing capital, minimizing HVAC repair expense and assuring comfort. Consultation is provided with strategy, implementation and delivery of results. Previous Positions Held:Board of Director and Owner/Operator: January 2009-April 2014Sales Manager; Business Development Manager and Account Manager: January 1990-March 2014

Irving, Texas, Us

The Professional Retail Store Maintenance Association (PRSM) is a dynamic, trusted member community of more than 3,700 retail and multi-site facilities professionals and 900 retail and supplier companies in the United States and Canada. PRSM exists to provide our members with a competitive advantage in multi-site facilities management. PRSM is governed by a volunteer Board of Directors who are career professionals working in the industry each day as retail facilities management or vendors selling to and servicing retail facilities.The Board consists of seven retail and six vendor members who serve three-year rotating terms. The Board incorporates Policy Governance, connecting members' interests with the operational organization to produce optimal results and bring value to our members. The Board provides leadership to the organization, enabling it to be a powerful influence in the retail facilities maintenance industry. As the legally constituted governing body, the Board oversees the affairs of PRSM and represents the profession to other facility maintenance groups. http://bit.ly/2q2H4CR

Cleveland, Oh, Us

Director of Supplier Certification Program including concept and implementation.Manager of Component Test Area receiving 22,000 parts weekly. Managed two shift operation overseeing merit ratings of 12 employees and responsible for inspection procedures, test equipment failure analysis, statistical process control and sampling plans.Tech Sales Rep Training program including 6 months of welding school: stick welding, MIG, TIG, 6 inch pipe welding and certification

Masters Of Business Administration, Accounting And Finance

Bachelor Of Science In Physics And Minor In French

College Preparatory, High School Diploma