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PODCAST

The Boardroom Buzz: Grow, Sell, or Exit

The Boardroom Buzz

Boardroom Buzz is the straight-talk playbook for owners who built their service businesses from the crawlspace up and want to master the next move—whether that’s doubling down on growth or preparing for a life-changing exit. Hosted by Jason & Jeremy Julio—“The Blue-Collar Twins” who turned a service-truck start-up into a multimillion-dollar success—and mentored by veteran deal-maker Paul Giannamore, the show turns boardroom finance into stories you’d swap over a tailgate. Expect 40-minute

business management

All Episodes

01:10:08

Episode 124 — Pest to Mechanical: Working Across The...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/03/30

You could say that Bryan Benak worked his way up in the trades. Recruited by Albert Cantu himself into the glory days of Terminix, Bryan went from managing a $1 million branch to present-day where he’s the CEO of $250 million Southern Home Services. Making stops at ServiceMasters’ Merry Maids and American Residential Services, and then finding a special situations detour along the way, Bryan has experience in both realms of publicly traded and private equity. All eyes are on the local manager

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00:55:35

Episode 123 — Held Hostage by The Banks

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/03/23

What do Switzerland, Cypress, Japan, Turkey, Israel, Germany have in common? This episode, of course. Banks are in the headlines. From SVB to Credit Suisse, who is getting bailed out and why? Is this bank event the calm before the storm of a real credit collapse? Paul returns from his trip Across the Pond where he interviewed Rentokil CEO Andy Ransom. What’s Andy’s take on the near-future of pest control? Tune in and subscribe to Potomac TV to find out. Remember from Episode 102, money

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00:41:55

Episode 122 — Highs & Lows: Cross-Selling, Margins,...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/03/02

From building phase to harvesting phase to lining up fund sequences, Paul breaks down private equity funds’ capital allocation and limited duration. What lessons can you apply in your privately held service business? Mike Rogers built Killingworth’s Komfort Air. Patrick tried to add carpet cleaning. What guiding parameters should you put in place if you decide to expand? FedEx and ISS show clear ups and downs of expansion. Don’t miss Paul G’s Law of Cross-Selling. You’re convinced you could

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01:01:49

Episode 121 — Moneyball

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/02/23

Without strategy, that list of hopes and desires is just a list. It’s time to put on your thinking caps, and dive deep on this brain-straining exercise. From identifying gaps to growth limitations, you’ll hear all about cause and effect in this week’s Boardroom chat. You don’t want to miss Paul’s Sunday school lesson on strategy. He holds nothing back is his fact-over-fiction viewpoint on KPIs and benchmarking. It’s time to reverse engineer your business for success during this

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00:44:12

Episode 120 — The Process to Create Wealth

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/02/16

Is there really a formula to creating wealth? Can it be distilled down to creating, documenting, and following a process? Credit to John Roberts PhD author of The Modern Firm and Episode 83 guest to give us “People”, “Architecture”, “Routines”, and “Culture”. Add Paul’s “Strategy”, and now you have the S.P.A.R.C. This week’s chat breaks down Routines. Literally, the why and how of documenting your business processes. It’s this living document that will help build your culture and success as

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00:49:13

Episode 119 — The Flip Side: A Sell-Side Perspective

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/02/09

Buyers appreciated the sage advice and a good ol’ Fat Pat case study in Episode 118, but Paul turns the tables. Sellers, take heed. The stage is set for one last push for sellers. Is it 1st Quarter or Bust in this economic environment? M&A is a high-risk, high-reward table if the cards are played right. Take note of the buyer who is helping you avoid running a formal process. Birds and bats and bobcats. Oh my. From cash flow to selling, what does the Wizard have to say about wildlife and

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00:58:42

Episode 118 — Buy-Side 102: Realistic Expectations

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/02/02

With buy-side M&A on the mind, how do you go about grounding a seller whose visions include sugar plum fairies and a whole lot more? Who doesn’t loooooove a good Fat Pat case study? This time, unreasonable exit-minded Fat Pat comes back to reality. Interest rates, yield curve control, NINJA loans; the list goes on. There are a lot of dynamics at play in this economy and valuations, but what-say-you about Mr. Giannamore setting the market price? This Boardroom chat dives into to cash on

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01:19:00

Episode 117 — Next Level HR with Former Terminix CHRO...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/01/26

The Boardroom dives into human resources, but it’s not all warm and fuzzies as former Terminix CHRO David Dart steps into The Boardroom. From his time in the US Navy to present day at Caliber Collision and everything in-between, David shares his experience on building high performance teams. You’ll rethink your strategy and your pay plans as you listen through this episode that takes human resources to an executive level. From onboarding to training, there is no shortage of takeaways from this

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00:32:03

Episode 116 — Breakthrough: Revenue Plateaus

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/01/19

Feeling stuck? You’re not alone. It’s all about facts over feelings in this high-speed, low-drag chat between Patrick, Paul, and Seth. Look for fact patterns and listen for the biggest levers that can trigger vast changes in your organization. The barriers are there. The struggles are real. The real question is how hard are you willing to push through them? Audio Mixing and Editing by www.verbell.ltd

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00:39:47

Episode 115 — Entries and Exits: Financing, Deal...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/01/12

Happy New Year from The Boardroom Buzz! With 2022 in the rearview mirror, what’s the outlook for 2023? With a potential credit event on the horizon, Paul shares his expectations for the economy and the service industry .Is it too early to decide if demand destruction has begun on the residential-side of the industry? With the end in mind, one Buzz listener asks about vehicles. Should he finance or lease, or does it matter? In this zero cash, zero debt valuation world we live in, which way does

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00:49:33

Episode 114 — High Stakes: At Risk of Losing Urban...

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/12/22

Welcome Scott Fortson of Terminix Service, Craig Heath of Aiken Pest, and Clemson’s not-quite-retired Urban Entomology Chair, Eric Benson PhD. The Clemson Urban Entomology Program needs to raise $5M to keep the urban entomology department at Clemson. No money = no endowment = no department. What is urban entomology? Why does this endowment matter to the industry outside of South Carolina? Who better to ask than Rentokil Terminix’s Director of Technical Services Cassie Krejci, PhD? Cassie steps

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01:17:50

Episode 113 — One Focus: $40 Million in Commercial...

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/12/15

As president of Sprague Pest Solutions, Ross Treleven holds the reins of the nearly century old family business. Following in the footsteps of the 3rd generation while literally holding the 5th generation (his newborn Kate is soooo cute by the way), family values come through in this interview surrounding the largest family-owned commercial pest control company in the United States. He is responsible for living up to the family expectations as well as finding success for over 300 employees. No

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01:24:06

Episode 112 — Former Terminix CFO Tony DiLucente: 4...

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/12/08

Please give a warm Boardroom welcome to one of Paul’s all-time favorite CFOs, Tony DiLucente. Although a CFO, there's a lot more in this conversation than just financial strategy. How did Tony maintain consistency through ServiceMaster’s rotating CEO program? The Boardroom may or may not mention the Rentokil / Terminix transaction in future episodes. No promises. It’s time to get Tony’s input on the deal, and his thoughts on integration and synergies. Since the conversation dives into M&A

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00:51:15

Episode 111 — 14 Key Buyer Considerations for M&A Deals

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/12/01

Paul and Patrick compare notes from recent Potomac | TV episodes, wouldn’t you know it’d uncover Jarl Dahlfors Anticimex Road Show investor presentation? A quick conversation about Steve & Michelle Mote, Shawn Hollis, and Sebastian Tomassoni turns into a pop quiz comparing Patrick’s list of Sebastian’s list (Anticimex’s VP of M&A North America) and comparing it to Jarl’s Top 14 List. Want to have some fun with this episode, and play along with The Boardroom Buzz? … Just like the

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01:24:14

Episode 110 — Control the Narrative: Public Relations...

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/11/10

When it comes to public relations, there’s a lot to learn. Who better than Mike Harris from Uproar PR (not Puerto Rico) to discuss PR? Take it from the guy that can make drywall exciting. Nothing is guaranteed, but can public relations be held accountable for ROI? Listen to hear if getting national coverage is bad for a regional business. And when it comes to crisis management, do you really want your technician giving a soundbite to the media? In other words, if you’re in crisis mode, is it

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01:11:53

Episode 109 — Blue Ocean: Lake Management with Kevin...

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/11/03

You first heard about SOLitude Lake Management back in Episode 70 with Jay Davis and Jason Pananos, but where (or who) gave SOLitude its start? Kevin Tucker steps in to share his backstory and breaks down the basics of lake management. Surely it’s a recurring service, but is it year-round or seasonal, is it route-based, is there any competition out there? Speaking of competition, you’re going to love to hear Kevin’s two cents on competing on price. From sales and marketing to vendor

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01:18:28

Episode 108 — Compensation and Culture Conundrums

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/10/27

The King of Route Density, Tony Sfreddo, surprised us all in his Potomac TV debut. It’s time to take another shot in “The Great Civil War” compensation discussion. Does compensation affect the bottom line or M&A? Pick a team. Are you Team Tony, Team Patrick, or Team Seth Goes Both Ways? Both pay structures have their benefits and limitations, but listen for Seth’s creative incentive in this week’s episode. From paychecks to diabetes, could it be a home run when it comes to CEO’s knowing

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01:32:13

Episode 107 — Brett Madden: Listen. Learn. Lead.

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/10/13

Brett Madden. Problem solver, risk taker, inventor, author, esquire, but don’t call him boss. From problem child to Cigar Aficionado, hear how younger Brett had a gift for observation. Brett has found his way in and out of both bird and bug businesses. Take note of his takeaways after selling his first bird business. From sales training to emotional response to listening skills, this week’s guest shares his 40+ years of experience. Now making a run at both Aviaway and Egnyter, this alpha

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01:07:43

Episode 106 — Pour on some Rocket Fuel with Author...

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/10/06

You’ve likely heard the term EOS® (Entrepreneurial Operating System). Maybe you read Traction. Heck, maybe you’ve drunk the Kool-Aid. The real question is: Have you read Rocket Fuel? Expert EOS Implementer Mark C Winters teamed up with Traction’s author, Gino Wickman, to produce the groundwork for the top of your accountability chart. So what, or who, is at the top? Enter the Visionary and Integrator. Mark argues it’s this one-two combo “that will get you more of what you want from your

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00:49:19

Episode 105 — The Battle of EBIT’s

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/09/29

EBIT, EBITA, and EBITDA all sound and look similar, but what sets them apart? USA vs rest-of world; buy-side vs sell-side; there are many views and preferences on the matter, but Paul brings clarity to the complications. From different brand names in the same market to brand positioning to outsourced capabilities, The Boardroom Buzz welcomes your questions (thebuzz@potomaccompany.com). Don’t miss the literal million dollar question: with all of this capital pouring into pest acquisitions,

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231 results

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