ClimateCare Navigator Program

What is ClimateCare Navigator?

Navigator is a three-phased program for Enterprise and Strategic members to help navigate business transitions and succession planning.

Whether your goal is a seamless internal transition next year, five years from now, or twenty, our Navigator program will help you maximize the valuation and exit strategy for your business.

Navigator helps our members get “succession-ready” regardless of how far in the future that is. It includes best business practices that will help you maximize the value of your business tomorrow and help you run your business more efficiently today.

Why Succession Planning Matters.

According to the 2025 EGIA Contractors Survey, only 13% of HVAC business owners have a formal exit strategy, while 52% have ideas but no concrete plan. Smaller businesses often focus on immediate growth, leaving long-term succession planning on the back burner.

The Navigator Program helps you get succession-ready, maximize business value, and ensure your legacy is protected.

Navigator in Action: A Milestone Moment

In July 2025, we proudly completed our first acquisition through the program with Canco ClimateCare. This milestone highlights how Navigator supports both owners planning their exit and the future teams who carry their legacy forward.

After 40 years of serving the Newmarket community, founders Bob and Nancy McKeraghan transitioned Canco ClimateCare into ClimateCare Corporate through the Navigator Program. The move allowed them to confidently step back from the business, knowing their team, customers, and values remained intact within the ClimateCare network.

This transaction also sets a precedent for future member transitions. It shows that owners are not limited to third-party sales or internal handoffs; they can also pursue seamless, direct integration with ClimateCare Corporate when that path best serves the business. In doing so, it expands the range of exit options available to members and reinforces ClimateCare’s long-term commitment to continuity within the co-operative.

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What are the three phases of the Navigator program?

Learn more about the 3 phases of the ClimateCare Navigator Program by clicking on the phases below.

Phase 1: Analysis

Phase II: Blueprint

Phase III: Succession-Ready

Phase 1: Analysis

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An extensive (and insightful) evaluation of your company’s strengths, opportunities, gaps, and weaknesses.

A rigorous review of company financials to identify the current market value of the business. The operations of the business are benchmarked using ClimateCare’s Critical Performance Measures. A gap analysis is then done to uncover what steps need to be taken to achieve the long-term plan of the owner.

The initial valuation is done in a 3–4-hour meeting that reviews the company’s P&L and Balance Sheet to determine an adjusted EBITDA.

Phase II: Blueprint

The Blueprint phase is customized for each owner, depending on your personal goals and timeline. You’ll be paired with a Navigator staff member who will act as your accountability partner, providing you with the specific training and resources your company needs to run more efficiently and maximize your value.

What are some examples of the training and resources members can expect?

Members will have full access to ClimateCare’s regular suite of weekly training calls as well as weekly one-on-one coaching; facilitated quarterly planning sessions; annual planning session. For a fee, the co-op will also make available third-party training to help members achieve their Navigator goals. Members can use their ClimateCare Reward dollars to pay for these sessions.

Areas of Training and Support

EOS implementation – CCHO staff will assist members in Blueprint with implementing EOS in their business through regular coaching and facilitation of Quarterly and Annual Planning Sessions.
Targeted CPM coaching
Focused on helping members achieve an optimal revenue mix across their service offerings.
Aiming for strong overall gross margin performance across installations, demand service, and maintenance contracts. With the goal of achieving a healthy EBITDA margin.
Leadership and Management training

Phase III: Succession-Ready

With your Blueprint in hand, your business will be ready for you to make a transition based on your terms. That may be taking a step back and allowing others to run the day-to-day operations, changing your role within your business so you can work less, or exiting entirely. Regardless of your path, Navigator will connect you to a network of external experts to help. If your goal is to sell, ClimateCare will help you protect your legacy by creating opportunities for purchase by other members within the co-op. If that isn’t a fit, we can also explore purchasing your business in part or in full.

Frequently Asked Questions

If the member’s business meets the minimum requirements to be acquired, it can be considered for acquisition as soon as an opening is available.

Succession is inevitable for our members. The Navigator program gives our Strategic members a high-value service that helps them optimize their valuation when it’s time to sell their business.

Regardless of your chosen succession path, our goal is that your business stays with the ClimateCare Co-op.

If your goal is to sell, ClimateCare will help you protect your legacy by creating opportunities for purchase by other members within the co-op. If that isn’t a fit, we can also explore purchasing your business in part or in full.

All ClimateCare members will be invited to go through the Navigator Analysis and Blueprint phases — with Strategic members will be able to take advantage of the Succession Ready phase.

The business blueprint will be customized to the desired outcomes and timing for the owner. All participating co-op members will benefit from Navigator’s value-building training and resources.

The co-op will consider a maximum of four businesses per year for acquisition if “succession ready” based on predefined criteria.

Succession is a reality for all businesses. Offering Navigator helps encourage these businesses to remain part of the ClimateCare family as they transition through their ultimate succession and/or sale.

While we may not retain the individual member, through Navigator, ClimateCare will retain the member’s business keeping the co-op strong and supportive of all our members in future.

We would like to pass as many members who are interested through Phase 1: Analysis in Q1 2024 and Phase 2: Blueprint for those members with a less-than 5-year timeline.

There is no limit to the number of companies that can enter Phase 1: Analysis.

Strategic Members who have earlier exit plans will be prioritized in Phase 2: Blueprint and Phase 3: Succession-Ready.

A maximum of four companies per year will be deemed “succession-ready” and supported through their transition.

^ Timely registration required for 10-year parts limited warranty. Limited warranty period is 5 years if not registered within 90 days of installation.

± 10-Year Parts Limited Warranty: Timely registration required for 10-year parts limited warranty. Limited warranty period is 5 years if not registered within 90 days of installation. Jurisdictions where warranty benefits cannot be conditioned on registration will receive the registered limited warranty periods. Please see warranty certificate for further details and restrictions.

* No Hassle Replacement™ Limited Warranty: If compressor, coil or heat exchanger fails due to defect during the applicable No Hassle Replacement limited warranty time period, a one-time replacement with a comparable unit will be provided.

+ 10 Year Parts Limited Warranty: Timely registration required for 10-year parts limited warranty and lifetime limited heat exchanger warranty. Limited warranty period is 5 years for parts and 20 years for heat exchanger if not registered within 90 days of installation. Jurisdictions where warranty benefits cannot be conditioned on registration will receive the registered limited warranty periods. Please see warranty certificate for further details and restrictions.

‡ To the original owner, when product is used in an owner-occupied residence, a Lifetime heat exchanger parts limited warranty upon timely registration of your new equipment. Warranty period is reduced to 20-years (from Lifetime) on heat exchanger if not registered within 90 days. Jurisdictions where warranty benefits cannot be conditioned on registration will automatically receive the extended registered heat exchanger parts limited warranty period. See warranty certificate for details.

ClimateCare Navigator Program

What is ClimateCare Navigator?

Why Succession Planning Matters.

Navigator in Action: A Milestone Moment

What are the three phases of the Navigator program?

Phase 1: Analysis

Phase II: Blueprint

What are some examples of the training and resources members can expect?

Areas of Training and Support

Phase III: Succession-Ready

Frequently Asked Questions

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