Building a High-Value Contracting Business: Data, KPIs, and Growth Strategies

How do top contractors build businesses that perform well today and create long-term enterprise value? Join Sierra Coughlin, Senior Product Marketing Manager at WEX FSM, and Chris Reenock, HVAC M&A practice lead at investment bank Carter Morse & Goodrich, for an interactive fireside chat exploring the strategies, investments, and operating disciplines that position a company for sustained success.

We’ll move past surface-level tactics to discuss the key metrics, operational efficiencies, and smart data tracking that help owners manage their businesses. You'll gain practical insights into how greater visibility supports better decision-making, improves performance, and ultimately drives long-term enterprise value.

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WEX Field Service Management (FSM) is the intelligence-led, all-in-one solution built specifically for HVAC, plumbing, and trade service businesses. By centralizing scheduling, dispatching, enhanced pricebooks, and embedded payment options, WEX FSM provides total operational clarity from the office to the field. As a Strategic Partner providing intelligent payment and workflow solutions, WEX helps growing trade businesses streamline back-office operations, protect margins, and scale with confidence.

Learn more about ACCA's strategic partner program at acca.org/partners.

Sierra Coughlin
WEX, Senior Marketing Manager
Sierra Coughlin is a Senior Marketing Manager at WEX with 10+ years of experience leading product marketing and GTM strategies across global fintech and smart technology brands. Having previously held leadership roles at Fortune Brands Innovations and ASSA ABLOY, she specializes in translating complex B2B and consumer tech solutions into compelling market value propositions.

Chris Reenock
Carter Morse & Goodrich, Managing Director & HVAC Industry Lead
Chris Reenock is a Managing Director & HVAC Industry Lead at Carter Morse & Goodrich with 20+ years of experience advising families, founders, and corporate executive teams. He leads CMG’s HVAC industry practice across HVAC/R and trades service companies, distribution, and manufacturing companies - and remains a member of HARDI HVAC Distribution Association since 2022.

From the front office to the field, ACCA offers expert-led trainings, events, and webinars designed to strengthen every part of your business. Whether your team needs sharper sales skills, technical expertise, or leadership development, ACCA’s programs help your people grow and your company thrive.

Check out ACCA's other webinars, trainings, conferences, and other events at acca.org/events.

ACCA logo 500x500-2-1-1 ACCA is the only nationwide, non-profit association for professionals that install and maintain HVACR, indoor environment, and building performance systems.

We provide our members from the indoor environment and energy services community with networking opportunities, education, and advocacy services that support their business development interests while championing the national health of the HVACR industry.

Learn more and join at acca.org.

Building a High-Value Contracting Business: Data, KPIs, and Growth Strategies

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