HVAC Business Plan Template – Instant Download

Launch or grow your heating and cooling company with this professionally written HVAC business plan — perfect for HVAC repair shops, air conditioning installers, furnace service companies, and mobile contractors. Includes a fully editable Word document, SBA-compliant layout, and 3-year financial forecast.

Whether you’re starting an HVAC business, applying for funding, or pitching to investors, this plan gives you the strategy, structure, and financial projections to get approved and grow quickly.

Delivered instantly. Fully customizable. Built for real-world results.

What's Inside the Business Plan?

Executive Summary – Clear business goals and growth vision

Products & Services – AC repair, furnace installation, maintenance contracts

Market Analysis – HVAC industry trends, seasonal demand, customer segments

Operations Plan – Equipment, vans, tools, technician scheduling

Marketing Strategy – Local SEO, Yelp reviews, Google Maps ads, home warranty partners

Management Overview – Owner/operator role, lead techs, office staff

Financial Forecast – Startup costs, labor, recurring revenue, 3-year projections

Who Should Use This Plan?

This template is built for:
– New HVAC contractors starting their own business
– Existing HVAC companies applying for SBA loans or grants
– Entrepreneurs seeking private investment
– Anyone needing a fast, editable plan to get up and running

Why Buy Our Business Plan Templates?

Our plans are written by professionals and trusted by thousands of entrepreneurs. They include clear financials, a proven structure, and real-world language that gets attention from banks, lenders, and clients.