Blue Collar Ballers
Trey McWilliams is a third-generation HVAC operator from East Texas and the founder of Blue Cardinal Home Services, a platform group now operating in over 20 locations across the home service trades. Trey grew up riding shotgun with his grandfather — a Navy retiree who started the family business because he loved taking care of customers and didn't want to deal with employees or back-office work. Trey started drawing a paycheck at 14, ran a truck by 16, and by 22 he made the call that would change everything: he told his dad the lifestyle business needed to become a scaled business, and he'd pay the price to make it happen. From 2010 to 2019, he took McWilliams & Son Heating and Cooling from $1.2M to nearly $30M in revenue — then built Blue Cardinal Group on top of it to give other operators a home to take chips off the table without selling out to private equity. In this episode, Trey breaks down the exact playbook he ran to scale: * The first hire that broke his $1M ceiling — and why it had to be a salesperson, not an operator * The math teacher who built his entire ops backbone from the call center up * The "rule of four" that governs every new market and trade he enters * Why he runs the business in groups of four crews so techs never miss their kids' baseball games * How he added plumbing without compromising the HVAC standard — including the academy model for homegrown technicians (95% of his field staff) * The mindset shift from "I'm in HVAC" to "I'm in the people-building business" * Why he built Blue Cardinal as the anti-private-equity platform for operators who care about culture and the long game If you're an operator stuck between $1M and $5M and you can feel the ceiling — or if you're a second or third-generation owner wrestling with whether to scale past what your dad built — this one's for you. Chapters 00:00 Intro00:40 Growing up in the family business — riding with grandpa at 1404:30 The 2010 turning point: "If not me, then who?"06:38 The exact playbook from $1.2M to $30M16:35 Hire #1: Why sales had to come before operations20:15 The math teacher who built the ops backbone23:30 The rule of four: how Trey enters new markets and trades27:00 Scaling is a journey of personal evolution30:00 Why he built Blue Cardinal Home Services36:00 Going from operator to capital allocator1:02:00 What's next for Blue Cardinal — and the operators he's looking for
39 episodios
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