If this company has a solution for variable-speed equipment, the best thing they can do is publish an open standard. Suppose the thermostat talks to the equipment over CAN bus, for instance, using a well-documented protocol. If they go out of business, anybody can hack together a compatible aftermarket thermostat.
A lot of solar equipment is already going this way, with batteries talking to inverters over open CAN bus protocols. As one of the biggest energy loads, the HVAC equipment should get in the game too.