How Private Equity, AI and Branding Are Transforming HVAC Businesses in 2025 with Samantha Brazie

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Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! https://www.servicebusinessmastery.com

In this episode, recorded live at the BDR Spark 2025event, hosts Tersh Blissett and Joshua Crouch speak with Samantha Brazie, General Manager at Progressive Heating, Air and Plumbing. They explore the complexities of navigating the HVAC industry amidst the challenges of private equity acquisitions and maintaining a family-owned business ethos. Samantha shares valuable insights on preserving company culture, the importance of community engagement, and her personal journey from telemarketer to general manager, offering practical advice on leadership and adapting to market changes.

This discussion highlights key elements such as maintaining company values amidst industry shifts and ensuring sustained community involvement and employee satisfaction, essential for long-term business success.

In this episode, here's what you can expect to learn:

1. How Family Businesses Stay Strong: Learn how smart decisions help family-owned businesses grow and stay stable, even with big industry changes.

2. Leading in Tough Times: See how Samantha Brazie handles important roles and keeps communication open during major shifts.

3. Mixing Strategy with Emotion: Understand why balancing smart planning with emotional intelligence is key to business success.

4. Using Experience to Grow: Find out how deep industry knowledge and careful planning lead to better business strategies.

5. Building a Strong Business: Learn how company culture and community support can help businesses last and succeed.

Timestamps ⏰

00:00- Episode Recap

03:32- Samantha Brazie's Background in HVAC and Transition from the Restaurant Industry

06:12- Challenges and Values in Non-Owner Roles within a Company

09:08- Impact of Private Equity on Company Culture and Retaining Family-Owned Business Values in a Competitive Market

09:46- Acquiring Talent and Managing Consistency Amidst Workplace Changes Post-Private Equity

12:04- Optimizing Hiring Processes and Company Culture with AI, Values Alignment, and Theft Prevention

13:49- Enhancing HVAC Efficiency and Community Engagement Through Technology and Branding Strategies

19:26- Balancing Business Needs with Community Support to Maximize Marketing Impact

20:48- Brand Awareness and its Influence on Business Operations

24:10- Networking and Learning at Industry Events

31:40- The Importance of Coaching for Professional Accountability and Growth

If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉)

Links & References:

LinkedIn:

• Samantha Brazie

Website:

• Progressive Heating, Air and Plumbing

This episode is kindly sponsored by:

• Sera

• UpFrog

• CallRail

• CompanyCam Visit CompanyCam and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months!

• MarketStorm

• Rilla

• Lace.ai

• Autobot.ai

• Avoca.ai

Connect with us!

• Tersh Blissett

• Josh Crouch

• Join the Service Business Mastery Facebook group for more updates!

• Visit our website: www.servicebusinessmastery.com

Affiliate links:

• Castmagic

• StreamYard

• IfTTT

• Zyra Talk