Building Energy Retrofit Financial Models
Compare 4 operating formats. Choose the type that matches how you will sell, serve customers and use capacity.
Choose your business type (4)
Dispatches its own qualified person or team to deliver physical energy-efficiency upgrades at the customer location. Tools and suitable portable equipment travel with the team; any required base workshop is retained.
- Earns from
- Completed visit
- Sales limited by
- Crew time including travel and site access
Supplies and physically installs physical energy-efficiency upgrades under a defined project scope. It manages procurement and execution rather than simply referring the customer to an installer.
- Earns from
- Accepted project or work milestone
- Sales limited by
- Procurement lead times, installation crews and site schedule
Performs a defined physical work package for a prime contractor or trade partner, delivering physical energy-efficiency upgrades. The scope states which materials, equipment and design responsibilities belong to each party.
- Earns from
- Accepted work unit, milestone or billed hour
- Sales limited by
- Trade crew availability and project access
Supplies a dedicated physical team providing physical energy-efficiency upgrades at a client-owned facility. The operator is paid for contracted coverage or delivered work; it does not automatically own the host business or its customer revenue.
- Earns from
- Client contract-month, billed hour or service unit
- Sales limited by
- Required shift coverage and agreed service levels
Compare the operating logic
Open comparison| Business type | What earns revenue | What limits sales |
|---|---|---|
| On-Site Instrumented Energy Survey | Completed visit | Crew time including travel and site access |
| Turnkey Physical Building Retrofit | Accepted project or work milestone | Procurement lead times, installation crews and site schedule |
| Retrofit Installation Subcontractor | Accepted work unit, milestone or billed hour | Trade crew availability and project access |
| Dedicated Building Optimization Team | Client contract-month, billed hour or service unit | Required shift coverage and agreed service levels |
Build a plan around your own assumptions
Read the planning guideCompare the format, then check the workbook inputs and outputs on its model page.
Questions
Which model should I choose?
Match the paying customer, billing unit, location and capacity constraints to your intended operation. Review the full model page to check its scope and workbook status.
Can I combine business types?
Some formats can share premises or staff. Shared resources and revenue need to be counted once. Check the combination notes on each model page.