Run a more profitable contracting business with expert-led training
Proven business coaching, practical training, profitability systems, and expert guidance for HVAC, plumbing, and home service companies to ensure growth.
Contractors Served
Years Contractor Focused Training
★★★★★
Average Program Rating
Trusted by contractors nationwide and the next generation of business owners redefining what’s possible in the trades
Grandy & Associates helps contractors, teams, and owners with the systems, coaching, and tools to build a profitable business without the guesswork
Helping contractors replace guesswork with proven systems, practical training, and expert business coaching. From leadership development to financial planning, our solutions help HVAC and home service companies improve operations, increase profitability, and create sustainable growth.
Learn the System
Understand your numbers, pricing, and business model through proven training programs built for contractors.
Use the Tools
Put knowledge into action with Planning for Profit software, proposal tools, and financial dashboards.
Improve Profitability
See real results: better margins, confident pricing, and a clear roadmap to sustainable growth.
Choose Your Growth Tier
Start with the business coaching and contractor training program that best fits your company’s current stage of growth. Upgrade as you grow. Every plan includes the Planning for Profit Software.
- Billed Monthly
- Cancel Anytime
- Free Support
Core
Best for contractors looking for financial clarity
Build a more profitable business with confidence and control over their financial decisions.
- Planning for Profit Software
- Cloud-based access from any device
- Project pricing & cash flow tools
- Best, Better, Good, Basic Proposal Tool
- Manage proposals online
- Learn your breakeven rate by department
- Salesman-only data access control
- Cash flow perspective reporting
Essentials
Best for growing contractor teams
Core tools plus team training through Contractor Academy.
- Everything in Core:
- Planning for Profit Software
- Plus:
- Contractor Academy access
- 30+ self-paced online courses
- 250+ lessons
- Business & Technical courses
- NATE credit hours on select courses
- Train on your own time
- Group access (up to 5 people)
- Admin team progress monitoring
- Continually expanding training library
Advantage
Best for contractors seeking strategic planning
A comprehensive growth system through Roadmap to Success.
- Everything in Essentials:
- Planning for Profit Software
- Contractor Academy access
- Plus:
- Roadmap to Success
- Master the 8 critical areas in your business
- 55+ self-paced online lessons
- Companion workbook
- Team exercises
- Roadmap to Success Business Assessment
- DISC & Motivators Assessment
- 2 Additional assessments per month
Elite
Best for leaders seeking hands-on coaching and accountability
Personalized 1-on-1 coaching, access to the Planning for Profit Workshop, and financial reviews.
- Everything in Advantage:
- Planning for Profit Software
- Contractor Academy access
- Roadmap to Success
- Plus:
- Planning For Profit Workshop
- Immersive 2 days of expert guidance on the Planning For Profit Software
- Completed Company Model
- Signed copy of Founder Tom Grandy's book: Profitable Labor Pricing for Trades Contractors
- Coaching
- Personalized for your company
- Financial review
- 2 Job benchmark comparisons per month
The ecosystem behind The Business Growth Tiers
Planning for Profit Software
A software built to bring financial clarity with an accurate pricing model, real-time cashflow insights, and seamless proposals and job management, helping you price with confidence and protect every margin.
Multi-Option Proposal Tool
Give every customer the power of choice—without the hassle. Planning for Profit’s Proposal Tool lets you build polished, professional proposals in minutes, offering Best, Better, Good, and Basic options side by side.
Cash Flow Management & Analysis
Track cost inputs (labor, materials, overhead, debt) and generate a monthly cash flow report along with net profit and profit statement analysis. This gives you real visibility into your numbers so you can plan confidently and reduce financial stress. It serves as a robust instrument of profitability consulting for contractors.
Cost Inputs
Cost Inputs cover the 8 critical areas driving contractor profitability: Equipment, Labor, Materials, Fixed Overhead, Variable Overhead, Debt, Subcontractors, and Other Income. Planning for Profit lets contractors enter accurate figures across each category, giving a complete financial picture that feeds directly into pricing, job costing, and cash flow projections for smarter decisions.
Contractor Academy
An extensive, self-paced catalog of technical and business training that strengthens your team and drives consistent performance across your business.
Train Every Role
Access self-paced business coaching courses built specifically for Owners, Managers, Sales, Technicians, CSR/Dispatchers, and Bookkeepers. Filter by category or position to find exactly what your team needs – with NATE continuing education hours and courses in Spanish.
From Basic to Advanced Skills
Find courses from basic HVAC understanding and proper tool use to determining proper pricing and margins needed to cover your cost of operations.
Training on Your Time
Programs are self-paced and interactive. They can be accessed on any device with an internet connection so your team can get the training they need when they need it.
Roadmap to Success
A self-paced, comprehensive strategic approach that guides decision-making and execution across all facets of your business to drive long-term growth and profitability.
A Proven Path, Not Guesswork
Get over 55 self-paced lessons, a companion workbook, and hands-on team exercises that walk you through exactly what to fix and in what order — no more piecing together advice from a dozen different sources.
Build Your Company Playbook
Define and develop the 8 essential areas of your business, including:
- Mission, Values, and Culture
- Message and Marketing
- Profitable Products
- Sales Process
- Team Alignment
- Pricing and Cashflow
- Communication Skills
- Legacy
Secure Your Business for Generations to Come
The time to start succession planning is the day you go into business. Build a business that will succeed even after you’ve handed off the baton to the next generation.
Additional Training Options
Choose the format that fits how your team learns best.
Team
Assessments
As part of a broader approach to profitability coaching, these team assessments use behavioral and motivator insights to build stronger, more effective teams. Through DISC assessments, businesses can enhance communication, reduce turnover, and drive better performance from the inside out.
HVAC Onboarding Parts Edition On-Demand
This online course includes 28 short lessons designed specifically for HVAC distributors to give new counter personnel a strong foundation in HVAC systems, components, and parts identification. With built‑in quizzes and a 60‑day completion window, it sets employees up for long‑term success across the distributor organization.
HVAC Onboarding On-Demand
This online training gives all newly hired positions a clear foundation in residential HVAC systems and core concepts, serving as a strong starting point for new employees. Through short lessons, quizzes, and guided application, employees gain the confidence to communicate effectively, contribute sooner, and build a solid, expandable knowledge base that supports continued learning, skill development, and long‑term growth.
QuickBooks Operations
A four‑course program designed to help business owners manage finances, improve bookkeeping accuracy, and streamline operations effectively. Learn how to set up QuickBooks Online correctly from the start, handle day‑to‑day bookkeeping, and maintain accurate financial records with confidence. The program also covers financial reports, key ratios, and performance metrics to help you analyze the overall financial health of your business. In addition, you’ll create and implement standard operating procedures (SOPs) and efficient workflows to build a stronger operational foundation, improve team accountability, and keep your business organized and scalable. Courses are available individually or as a bundled package to fit your needs.
Company Culture
Finding and keeping great people starts with a strong company culture. In this half‑day class, leaders gain a clear understanding of what company culture is, explore eight distinct culture profiles, and identify opportunities for improvement. Participants leave with practical insights, tools, and strategies to strengthen culture, retain top talent, and attract the right people to their organization.
Service Department Management
An effective Service Department is more than fixing equipment. It’s a key profit center. This half‑day class covers essential service management strategies, including KPIs, maintenance agreements, goal setting, and team motivation, to help create lifetime customers and drive stronger profitability. Certified for 5 hours of NATE credit.
Planning For Profit Workshop
Get expert, hands‑on guidance in this immersive 2‑day workshop designed to get you up and running in the Planning for Profit™ Software quickly. As part of our business training for contractors, you’ll be guided step‑by‑step as you build your company model and take control of your numbers from day one. You’ll also learn how to apply key tools like the Job Pricing Calculator and Gross Margin Proposal Tool to confidently price work, present options clearly, and protect your margins. By the end of the workshop, you’ll have greater clarity and confidence in how to plan, price, and manage your business for profitability. Certified for 16 hours of NATE credit.
Decades of Contractor-Focused Expertise
40+ years solving the challenges you face today
Running a contracting company shouldn’t feel overwhelming. Without clear numbers, systems, and repeatable processes, it often does and we’ve spent over four decades helping contractors fix that.
Trusted by more than 20,000 contractors nationwide
Our team has worked hands-on with contractors from every trade, giving them the tools, training, and guidance to understand their numbers and strengthen how their business runs.
Support for pricing, operations, and growth
Many owners tell us they feel stressed about pricing, unsure how to fix operational issues, and uncertain what to do next. We help you turn that uncertainty into a clear plan.
Subscription tiers built for wherever you are
Whether you’re new to business ownership or scaling a growing company, our Business Growth Tiers bring together courses, implementation tools, and proven software — all in one place.
Start Your 7-Day Free Trial of the Essentials Tier
Get instant access to Planning For Profit software and Contractor Academy
In-Person Distributor
Specific Training
Get fully immersed in interactive, hands-on training for your service industry.
- Fully customizable workshops to fit your specific needs
- Enjoy a full-day or half-day workshop, seminar or conference
- Share your thoughts, ask questions, and get immediate feedback
Got Questions?
We Have Answers
Browse some of our most frequently asked general inquiries about enrolling, programs, online academy access, and policies.
01 Who is business coaching for contractors designed for?
Our Business Growth Tiers are built specifically for contractors who want to improve profitability, leadership skills, and overall business performance. Whether you’re focused on strengthening pricing, managing growth, or developing your team, each tier provides practical training you can apply immediately.
02 How is access structured?
The Business Growth Tiers are offered on a flexible, month-to-month basis with no long-term commitment. You can cancel at any time and upgrade or downgrade monthly based on your needs and goals.
03 How do I know which option is right for me?
If you’re looking for comprehensive, ongoing business training for contractors, a Business Growth Tier may be the best fit. But if you need a targeted education on a specific topic or prefer structured learning, then our Individual Online Courses or Live Instructor-led Classes may be a better fit for your needs.
04 Will the Business Growth Tiers work for my type of business?
The Business Growth Tiers are designed to apply across a wide variety of contracting businesses. Concepts focus on leadership, pricing, planning, and management fundamentals that can be adapted to many business models and stages of growth.
05 Do you offer training outside of the Business Growth Tiers?
Yes, we offer Individual Online Courses or Live Instructor-Led Classes that can be purchased separately. These options allow contractors to focus on specific topics and complete training either through self-paced online courses or scheduled Zoom classes, depending on the course selected.
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