High revenue does not always equal high enterprise value. For HVAC, plumbing and electrical business owners, building a company that stands the test of time requires moving past surface-level fixes and gaining real-time visibility into daily job margins, field operations and cash flow.

To unpack exactly how top contractors build a high-value contracting business that performs well today while creating long-term enterprise value, WEX FSM recently partnered with investment bank Carter Morse & Goodrich for an interactive fireside chat. Held on October 1, 2026, the webinar explored the specific strategies, investments, and operating disciplines that position a contracting company for sustained success.

Moving past surface-level tactics

How do contractors protect job margins? Building a high-value business requires replacing paper stacks and scattered spreadsheets with real-time job and financial tracking across both the office and the field.

When your crews are moving fast in the field, margins can slip through the cracks without anyone noticing. Without clear performance metrics, shop owners struggle to spot which jobs make money, which technicians need support, and where profit leaks occur.

During the session, Sierra Coughlin, Senior Product Marketing Manager at WEX FSM, and Chris Reenock, HVAC M&A practice lead at Carter Morse & Goodrich, dove into the smart data tracking that helps owners effectively manage their businesses. The conversation highlighted how greater visibility can directly support better decision-making, improve day-to-day performance, and ultimately drive long-term enterprise value.

Key takeaways for sustained success

Whether you are focused on optimizing daily operations or preparing for a future sale, the core business principles remain the same. The webinar covered three essential pillars for contracting growth:

Meet the experts

Sierra Coughlin, WEX FSM

Sierra is a Senior Marketing Manager at WEX with over a decade of experience leading product marketing strategies across global fintech and smart technology brands. She specializes in translating complex B2B tech solutions into compelling market value propositions.

Chris Reenock, Carter Morse & Goodrich

Chris is a Managing Director and the HVAC Industry Lead at CMG, a boutique investment bank based in Southport, CT. With over 20 years of experience advising founders, families, and corporate executive teams on their important M&A transactions, Chris leads the firm’s practice across HVAC/R, trades service companies, distribution and manufacturing.

Watch the replay and learn more

Current operational needs and future business valuation rely on consistent, repeatable processes. If you missed the live presentation, you can still explore these strategies at your own pace.

Watch the webinar on building a high-value contracting business.

Have questions about scaling your business or streamlining field operations with WEX FSM? Contact the WEX FSM team today to learn how we help trade pros stay organized, get paid faster, and grow with confidence, or direct questions about the strategies discussed on this webinar to marketing@payzer.com.