Grandy & Associates

What Grandy & Associates does

Grandy & Associates is a privately held U.S. contractor business training and software company founded in 1987 by Tom Grandy and headquartered in Green Bay, Wisconsin. The company serves HVAC, plumbing, electrical, and pool & spa contractors with a platform-plus-modules architecture: Planning for Profit Software (cloud-based financial management for pricing, cashflow, and proposals), Contractor Academy (an on-demand LMS with 35+ courses and 250+ lessons, including NATE credit-bearing content), and Roadmap to Success (a strategic curriculum covering eight business areas). The offering is bundled into four monthly subscription tiers ($95, $195, $495, and $1,695), supplemented by instructor-led Zoom workshops, in-person training, and team assessments built on the TTI Success Insights DISC/Driving Forces/Job Competencies platform.

The company monetizes through a mix of recurring subscriptions, one-time course and workshop purchases ($147–$1,297), group assessment packages ($879–$3,759), and ancillary physical products (books, Excel tools, templates). Go-to-market combines a self-serve website funnel with a 7-day free trial, channel-led training delivered at HVAC distributor locations nationwide, and event-driven in-person and live-online workshops. Bill Kinnard acquired ownership from Tom Grandy in 2012, relocated headquarters to Green Bay, and has continued to lead reinvestment in online infrastructure (2018) and platform modernization (2021). The company has no disclosed outside capital, operates without a parent or subsidiary structure, and reported serving 20,000+ contractors over its 35+ year history. Founder Tom Grandy passed away on September 27, 2025.

Name

Grandy & Associates

Legal name

Grandy & Associates

Website

https://grandyassociates.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

1–10 employees

Short description

Grandy & Associates is a privately held U.S. contractor business training and software company providing cloud-based financial tools (Planning for Profit), an on-demand LMS (Contractor Academy), and strategic planning curricula to HVAC, plumbing, electrical, and pool & spa SMBs nationwide.

Ownership category

akta.pro rank

Product category

Contractor Business Management Software

NAICS

Professional and Management Development Training (61143), Computer Training (61142)

SIC

Services-Educational Services (8200), Services-Prepackaged Software (7372), Services-Management Consulting Services (8742)

akta.pro primary industry

Training Delivery Services (Onsite/Virtual Instruction, Workshops, Coaching) (BPAEANAN)

akta.pro secondary industry

Sales Enablement & Revenue Operations (RevOps) Tools & Services (BPAFAFAJ)

Keywords

• Contractor business training
• Trade contractor coaching
• HVAC business management
• Contractor financial software
• Contractor learning platform

Headquarters

HQ city

Green Bay

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Business Growth Tier Subscriptions: Monthly subscription tiers (Core $95, Essentials $195, Advantage $495, Elite $1,695) offering Planning for Profit software, Contractor Academy access, Roadmap to Success, and coaching. All tiers are month-to-month with no long-term commitment.
2. Individual Course Sales: One-time purchases of individual courses such as HVAC Onboarding ($250), QuickBooks courses ($147-$1,297), DISC training. Self-paced on-demand delivery.
3. Instructor-Led Workshops: Live online 2-day Planning for Profit Workshop ($500) with hands-on guidance. Service Department Management half-day class ($375), Company Culture class ($295). Certified for NATE credit hours.
4. Team Assessment Packages: Group assessment packages: Ultimate (DISC+Driving Forces+Job Competencies) $2,584-$3,759, Team Building (DISC+Driving Forces) $1,649-$2,399, Basic (DISC only) $879-$1,279. Includes on-demand training access for 6 months.
5. Physical Products: One-time product sales: Profitable Labor Pricing book ($19.95), ProfitSmart KPI Tracking Tool ($399), Company Policy Manual ($134), What's Where When You're Gone workbook ($27).

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

Grandy & Associates provides cloud-based business management software (Planning for Profit Software), an on-demand training library (Contractor Academy), structured business coaching (Roadmap to Success), and validated team assessments to help HVAC, plumbing, electrical, and mechanical trade contractors improve financial performance, operations, and workforce capability. Offerings are bundled into tiered monthly subscriptions and supplemented by workshops, instructor-led online training, and in-person training sessions.

Product overview

Grandy & Associates is a contractor business training company offering a platform-plus-modules architecture centered around three core products: Planning for Profit Software (cloud-based financial management and pricing tools), Contractor Academy (on-demand training with 35+ courses and 250+ lessons), and Roadmap to Success (strategic planning with 8 critical business areas). These core offerings are bundled into four subscription tiers (Core at $95/month, Essentials at $195/month, Advantage at $495/month, and Elite at $1,695/month) that provide escalating access to the software, training, and strategic tools. Additional products include Team Assessments using DISC behavioral science, Instructor-Led Online Training, In-Person Training workshops, and downloadable tools like the ProfitSmart KPI Tracker and Company Policy Manual. The company serves HVAC, plumbing, electrical, and other service trade contractors with both digital and physical educational products.

Differentiator

Problem solved

Functional benefit

Brands

• Contractor Academy: An extensive on-demand catalog of technical and business training that strengthens teams and drives consistent performance across contracting businesses.
• Planning for Profit Software
• Roadmap to Success

Products and services

• Planning for Profit Software Cloud-based financial and pricing software that helps HVAC, plumbing, and electrical contractors set profitable labor rates, build service prices, and model labor cost ratios; sold via monthly subscriptions.
• Contractor Academy On-demand learning management system delivering online training courses for trade contractors, including HVAC Onboarding, Service Manager Basics, and other courses; available via per-seat subscription and a 7-day free trial.
• Roadmap to Success Structured business coaching program (typically 12 months) that pairs trade contractors with a dedicated coach to improve operations, profitability, and execution; bundled in upper-tier subscriptions.
• Team Assessments Validated team and individual assessments built on TTI Success Insights DISC, Driving Forces, and Job Competencies instruments, used to improve hiring, communication, and team performance for trade contractors.
• Planning For Profit Workshop Workshop-style training session for HVAC and plumbing contractors focused on building profitable labor pricing and service rate structures.
• Instructor-Led Online Training Live, web-based training classes (e.g., HVAC/RAC classes, Pricing For Profit, Service Manager Class) taught by Grandy & Associates instructors in a cohort format.
• In-Person Training Live, in-person training sessions delivered at HVAC/plumbing distributor locations and trade shows for mechanical, electrical, and plumbing contractors.
• Profitable Labor Pricing (Book) Foundational book by Tom Grandy on setting profitable labor rates, sold as a standalone purchase to trade contractors.
• Service Manager's Leadership Guide (Book) Leadership and management book for service managers in contractor businesses, sold as a standalone purchase.
• ProfitSmart KPI Tracking Tool Key performance indicator tracking tool used by contractors to monitor service department KPIs and operational metrics.
• Company Policy Manual Template/manual product that provides a starting point for contractor companies to build their employee policies and operating procedures.
• Attracting & Retaining Employees (Book) Book focused on recruitment and retention strategies specifically for trade contracting businesses.

Quantifiable outcome

• 20,000+ contractors trained nationwide
• +2 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Six partnerships are on record, tiered core and minor.

• TTI Success InsightscoreTechnology or IntegrationPartnership with TTI Success Insights to provide team assessments including DISC behavioral science, Motivators/Driving Forces, and Job Competencies (TriMetrix report). Multi-science approach differentiates from single-science competitors.
• Creative Business ServicesminorStrategic or Co-development PartnerBusiness brokerage partner for helping contractors sell or transfer their businesses. Part of strategic partner ecosystem recommended to customers.
• Enterprise Selling SolutionsminorStrategic or Co-development PartnerHVAC business software partner providing streamlined HVAC management software for sales process improvement, margin increase, and time savings.
• Optic Marketing GroupminorStrategic or Co-development PartnerWebsite design and SEO partner specializing in optimized, responsive websites with quality lead generation for contractors.
• TOPRATE Services, LLC (Outdoor University)minorStrategic or Co-development PartnerTraining partner providing Outdoor University courses for HVAC field technicians covering communication, billing, selling accessories, and system recommendations.
• St. John's Ministries / The Gateway CollectiveminorOthersNon-profit ministry partnership focused on serving adults experiencing homelessness in Green Bay community. Reflects company's Christ-focused values and community service mission.

Scale indicators5 records

Recent moves10 records

Expansion highlights5 records

Direct peers

• Nexstar Network: Provides business training, peer groups, and coaching specifically for HVAC, plumbing, and electrical contractors — the closest analog to Grandy's training-plus-coaching model in the same trades.
• Service Roundtable: Operates peer-group memberships and business training events for HVAC and home-services contractors, directly overlapping Grandy's distributor- and workshop-led training motion.

Broad incumbents

• ServiceTitan: Dominant venture-backed SaaS platform for HVAC, plumbing, and electrical contractors spanning scheduling, dispatch, and back-office. Not a training company, but competes for the same contractor software wallet share.

Emerging players

• Trainual: Cloud-based training and operations playbook platform for SMBs — comparable role as a software-delivered training backbone for small businesses, though not trades-vertical specific.
• EOS Worldwide: Provides the Entrepreneurial Operating System, a structured coaching and management framework for SMB owners including contractors — overlaps with Grandy's Roadmap to Success strategic-planning layer.
• Profit Rhino: Provides flat-rate pricing software and tools for HVAC, plumbing, and electrical contractors — directly overlaps with Planning for Profit's pricing-model functionality for the same customers.

Others

• ActionCOACH: Global business-coaching franchise targeting SMB owners across industries; comparable in offering 1:1 coaching and structured business development to owner-operators.
• EntreLeadership (Ramsey Solutions): Dave Ramsey's business-training and coaching division for small business owners; competes for attention and budget among owner-operators seeking business management education.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/grandyassociate
• YouTubeyoutube.com/channel/UCqPKra-15-Mfy0-aSfuRbnw
• Facebookfacebook.com/GrandyAssociates
• LinkedInlinkedin.com/company/grandy-&-associates

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Grandy & Associates