Ann Moran, Mba Email and Phone Number
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I specialize in helping Mechanical Contracting Owners transition their companies with expert guidance in succession planning. Whether you’re preparing for a seamless exit, looking to grow your company, or exploring a trusted buyer or equity partner, I can help. I am committed to preserving your legacy by developing key talent, protecting what you’ve built, and ensuring a smooth transition through valuations, due diligence, and succession planning. My mission is to honor the people who matter most—your team and your customers—while building upon the foundation you’ve created to drive future growth.Credentials:* MBA – Williams College of Business, Xavier University* BS in Physics with French Minor – Miami University* Licensed Ohio HVAC Mechanical Contractor and KY Master HVAC Professional* Universal HVAC Refrigerant Certification* Approved Certified Energy Manager* Certified Quality Engineer IT* Member of Sigma Pi Sigma (Physics Honor Society) and Pi Delta Phi (French Honor Society)Skills & Expertise:* HVAC/R & Mechanical Contracting: Service, retrofits, planned unit replacements, preventive maintenance, quality control, and merger integration* Controls & IoT for HVAC, Refrigeration, and Lighting: Leveraging advanced IoT energy management systems (EMS) to deliver value, proactive control, operational savings and compliance management* Valuations & Succession Planning: Guiding successful transitions while preserving company values and maximizing business valuations* Strategic Planning: Developing Entrepreneurial Operating System (EOS) roadmaps and implementing Objectives and Key Results (OKRs)* Organic Growth: Driving sales, marketing, operations, and customer-focused strategies tailored to Ideal Customer Profiles (ICP), with a focus on building predictable, recurring revenue streams* People & Culture: Values-based decision-making, talent recruitment and development of high-performing teams* Finance: Budgeting, cash flow management, and achieving key performance indicators (KPIs)With extensive hands-on experience in mechanical contracting, including strategy, sales, office management, field operations, and culture development, I have a proven track record of preserving and growing businesses. My approach is rooted in understanding your goals, protecting your legacy, and building upon the foundation you’ve created. Whether you’re ready to retire, scale back, or grow through a collaborative partnership, let’s work together to ensure a smooth transition and secure the next chapter for your company with confidence and care.
Amazing Mechanical Llc
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Principal, FounderAmazing Mechanical Llc Sep 2020 - PresentI 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
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Director Of Mysa HqMysa Jan 2024 - PresentSt John’S, Newfoundland And Labrador, CaI 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. -
Owner, Operator And Board Of DirectorEnervise, Llc Jan 1990 - Aug 2021Cincinnati, Ohio, UsEnervise, 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 -
Fulltime Mba StudentXavier University - Williams College Of Business Jul 2019 - Aug 2020Cincinnati, Oh, Us -
Owner, Operator And Board Of DirectorEngineering Excellence Jan 1990 - Jul 2019Cincinnati, Oh, UsExecutive 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 -
Board Secretary 2017-2018; Board Of Director 2015-2018; Governance Committee ChairProfessional Retail Store Maintenance Association (Prsm) 2015 - Apr 2018Irving, Texas, UsThe 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 -
Quality Engineer And Director Of Supplier Certification ProgramLincoln Electric Aug 1987 - Jan 1990Cleveland, Oh, UsDirector 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
Ann Moran, Mba Skills
Ann Moran, Mba Education Details
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Xavier University - Williams College Of BusinessAccounting And Finance -
Miami UniversityBachelor Of Science In Physics And Minor In French
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Ursuline Academy-CincinnatiHigh School Diploma
Frequently Asked Questions about Ann Moran, Mba
What company does Ann Moran, Mba work for?
Ann Moran, Mba works for Amazing Mechanical Llc
What is Ann Moran, Mba's role at the current company?
Ann Moran, Mba's current role is Helping Mechanical Contracting Owners Transition with Confidence | Owner Operator with 2 Exits | Partnering to Preserve Your Legacy Through Succession Planning.
What is Ann Moran, Mba's email address?
Ann Moran, Mba's email address is am****@****nce.com
What is Ann Moran, Mba's direct phone number?
Ann Moran, Mba's direct phone number is +193746*****
What schools did Ann Moran, Mba attend?
Ann Moran, Mba attended Xavier University - Williams College Of Business, Miami University, Ursuline Academy-Cincinnati.
What skills is Ann Moran, Mba known for?
Ann Moran, Mba has skills like Hvac Controls, Hvac, Energy, New Business Development, Energy Audits, Energy Management, Strategic Planning, Customer Satisfaction, Negotiation, Facilities Management, Contract Negotiation, Management.
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