LEGACY BUILDERS

Plan. Scale. Exit.

An Owner's Roadmap to Building a Business That Lasts

If your business still depends on
you, it's not built to scale.

Legacy Builders gives you the roadmap to fix that—step by step. Owners in the $1M–$10M range often find themselves stuck between being a technician and becoming a true business leader.

You've built something successful, but:

You're still solving
problems daily

You're still the decision-
maker for everything

Growth feels harder
than it should

That's where most owners get stuck.

Legacy Builders is designed to help you break through that ceiling—by giving you a clear path to plan, scale, and eventually step away from your business on your terms.

This is not theory.

It's a structured program built around real business transformation.

The 3-Part Journey

Each segment builds on the last—moving you from stuck owner-operator to strategic CEO, all the way through a planned, successful exit.

Redefining Your Role

From Owner-Operator to CEO

Many owners remain stuck in the day-to-day—approving decisions, solving problems, and stepping in when things break. In this phase, you diagnose exactly where you are today and build the plan to operate at the CEO level.

In This Phase, You Will:

Diagnose where you are today using our Executive Assessment
Clarify your highest-value role as a business leader
Develop executive presence and CEO mindset
Build a concrete plan to step out of the day-to-day

Outcome: A defined CEO role + a written 90-day leadership transition plan.

Restructure for Scalability

Building a Business That Can Grow Without Chaos

As your business grows, the systems and structure that once worked can become your biggest limitations. This segment focuses on identifying the operational, financial, and leadership changes needed to support sustainable growth.

In This Phase, You Will:

Evaluate your operational and financial structure
Identify bottlenecks in decision-making and workflows
Align team roles with growth goals
Strengthen top-line and bottom-line performance

Outcome: A scalable organizational structure and a prioritized leadership roadmap.

Build Toward Long-Term Value

Building Long-Term Value—Before You Need It

Every business owner exits at some point. The most successful ones plan for it years in advance. This segment helps you understand what drives valuation, close the gaps in operational independence, and align your business strategy with your personal legacy goals.

In This Segment, You Will:

Understand what drives business valuation and buyer attractiveness
Identify gaps in operational independence
Define your long-term personal and business vision
Align business strategy with your goals for family, financial security, and community impact

Outcome: A business readiness assessment + a personal exit and legacy roadmap.

Program Experience

This isn't just content—it's a structured, year-round experience designed for real change:

Three In-Person, 3-Day Leadership Workshops

DAY 1

Facilitated learning sessions from leadership and business experts

DAY 2

Learning and experiential activities

DAY 3

Action planning and peer coaching cohorts

Monthly Legacy Labs (Virtual)

3-hour virtual sessions between workshops. These sessions drive accountability, provide targeted learning on specific actionable topics, and build the community you'll rely on long after the program ends.

Owner-to-Owner Mentorship

Learn directly from experienced leaders who've been where you are.

Moderated Peer Community
(Discussion Forum)

An ongoing space to ask questions, share wins, work through challenges, and stay connected with your cohort.

What You Walk Away With

Participants leave with more than just knowledge:

A clearly defined CEO role + 90-day leadership transition plan
A future-state organizational structure that supports growth beyond you
A prioritized business improvement roadmap targeting revenue, profitability, and efficiency
A business readiness assessment for exit planning and enterprise value
A personal exit vision and legacy roadmap aligned with your life goals

Who It's For

ACCA and PHCC members
Business owners 5–15 years into ownership (But open to any)
Companies in the ~$1M–$15M+ range
Owners ready to step out of daily operations
Leaders looking to scale sustainably and build lasting value
Contractors thinking ahead to long-term value—not just revenue

The Investment

Legacy Builders is a members-only program—available exclusively to ACCA and PHCC members. Membership tier determines your pricing.

BRONZE

Member or PHCC Member

$8,500

Member Rate

SILVER

Member

$7,650

20% Member Discount

BEST VALUE

GOLD

Member

$6,800

30% Member Discount

Not sure of your membership tier? Contact us and we'll help.

PHCC Members Are Welcome!

Legacy Builders is open to PHCC members. ACCA and PHCC are exploring a deeper collaboration to bring this program to more owners across the trades—and we want you in the room from day one.

Same program. Same community. Same outcomes.

What makes this program different?

Start With Clarity—Then Decide What's Next

Most programs drop you into a curriculum and hope it sticks. Legacy Builders starts with diagnosis. You'll identify exactly where your business is stuck, the highest-impact changes to make, and what kind of support you truly need going forward.

Built by the HVACR Industry, For the HVACR Industry

This program is developed by ACCA specifically for HVACR contractors. The challenges, language, case studies, and community are all grounded in the realities of running a trades business—not a generic small business playbook.

A Community That Outlasts the Program

One of the most valuable things you'll take from Legacy Builders isn't a document—it's the relationships. Peer owners, mentors, and a community that continues well after the program wraps.

Ready to Build Your Legacy?

Enrollment open. Program kicks off Fall 2026.

Space is limited. This program is designed for focused cohorts—not mass enrollment. If you're serious about building a business that can grow, scale, and eventually run without you, this is your next step.