As I wrapped up my career at Air Comfort Services, I began receiving calls from other business owners looking for guidance on how to navigate the services industry. Based on demand, I founded this consultancy focused on providing sales, marketing, operations, and software advice. Drawing on my own my experiences, I share with clients the dos and don’ts of operating and selling within the industry.

Responsible for sourcing and managing M&A transactions. I built relationships with lower-middle-market business owners and help them prepare their business to be confidentially listed. Once the business is listed, I presented the opportunity to investors/acquirers and work with Align deal fulfillment personnel for the due diligence, and closing processes. I also built relationships with capital market investors (i.e P/E's, V/C's, Family Offices, lenders, etc.) and corporations that are actively acquiring lower-middle-market businesses and assist them in sourcing investments for their portfolios.

At Air Comfort Solutions, I climbed the ranks from Sales Dispatcher to senior leadership roles, showcasing sharp decision-making and strategic-planning talents. In this role, I oversaw the operations of 8 departments within 2 centers producing $40M+ in revenue. While leading a team of ~250 staff, I directed sales, marketing, and accounting functions, along with maximizing profitability and efficiency by driving improvements to information flow and processes. ✓ Achieved or exceeded 20% company growth target year over year by discovering new revenue opportunities, fostering client relationships, and implementing tactical operations strategy and processes. - Elevated sales from $11M to $43M over 9 years by sourcing and securing new business opportunities, forming relationships with key decision makers, and guiding acquisitional growth. - Increased membership by 11,000+ over 9 years, yielding estimated $15M in revenue. - Transformed $3M center into $14M facility by leading organizational turnaround and sales / operations restructuring; developed and refined sales incentive models and compensation structures.✓ Elevated efficiency and streamlined operations by transitioning 200-employee office to fully paperless software solution (Service Titan). Invited by Service Titan to speak at 3,000-attendee Pantheon Conference.✓ Expanded organizational footprint 15% by working with multifunctional teams and senior leadership to open remote locations in Corpus Christi, TX and Monroe, LA.✓ Led team through 5 seamless acquisitions and company transitions over 6 years, managing all communication and merging new employees into Air Comfort Solutions’ culture.✓ Improved Google rating from 3.6 with 100 customer reviews to 4.8 and 2,200 reviews by implementing clear KPIs, and identifying critical control points, areas for improvement, and corrective actions. ✓ Raised $225K by organizing inaugural “Tee it Up for Teachers” charity golf event with 144 attendees.

I advanced to manage day-to-day sales and business operations while directing a team of 15 representatives. My goal was to align operational decision making with overall business objectives by creating targeted strategies. I also focused on increasing productivity, enhancing team performance, and retaining top talent by developing training opportunities and establishing a culture of continuous improvement. ✓ Boosted membership participants from 5K from 15K after restructuring program and devising, implementing, and leading key initiatives to expand customer reach. ✓ Saved 15% in costs, launching internal application to drive efficiencies throughout the company. ✓ Achieved operational objectives consistently by driving strategic plans and implementing rigorous productivity and quality standards.✓ Improved resource utilization and elevated efficiency by developing and validating clear processes.✓ Optimized overall operations by examining procedures and best practices to determine areas for process improvement.

During this period, I coordinated and dispatched 30 in-field technicians and sales representatives to customer locations across state of Oklahoma. To effectively manage schedules, delays, and changes, I communicated regularly with leadership and customers.✓ Sustained 92% on-time service delivery by developing clear logistical plans.✓ Realized and surpassed client expectations by building strong employee and customer relations.✓ Promoted customer satisfaction and addressed their evolving needs by working with management to modify assignments and alter routes.