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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

00:48:15

Episode 87 — Chris Eby: "Living In A Lambo, Down By...

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/03/17

The Boardroom is so glad you decided to join us for this communication session. Chris Eby avoided the steady diet of government cheese, by jumping out of financial services and into pest control. Redirected from getting a law degree, he wanted to get the world by the tail, and wrap it around, and put it in his pocket! He’s not here to “come down on you”, but respect has to be earned. Hear how Chris backdoored his way into the door to door industry. You don’t miss his approach to sales on the

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00:44:04

Episode 86 — Risks On The Horizon: The Buzz Returns...

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/03/10

Step back into The Boardroom for the second round of the San Juan sessions. The cameras rolled as Paul brought clients through Puerto Rico for some R&R. Subscribe to The Boardroom Buzz on YouTube to access these upcoming client sit-downs. The current market volatility on top of the Rentokil / Terminix deal brings a lot of unknown to the M&A market. Paul also makes the rounds with updates on Anticimex (including Jarl Dahlfors and David Billingsly), Rentokil, Terminix, and private

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01:31:57

Episode 85 — Adam-ize It: Best Practices with Todd Leyse

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/02/24

Harold was Zod Dad of Todd Pest Jest got made to lead the trade adam's life cycle can find no rival Harold plus Don a name they gave up on rat bait in mixers had crazy killers Todd pissed his pants for rats not ants rebuild your system his letters told them after pest pac scorn a blu star was born Associated meeting best practices bring Adam-ize his learning incentives incurring glad you stepped in welcome to canon but four hours later concerns mother

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01:25:11

Episode 84 — A Legacy of Learning with Pest Daily’s...

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/02/17

Seth Garber’s first venture into the pest control industry lasted four years before selling his Florida-based business. It may be hard to retire from pest control at age 31. It’s even harder to stay away. Seth has already built quite the resume for 41-years young. Finding himself back in pest control, he brings his experience from both health care and high tech. Seth got sucked back into the industry as a consultant. The three chat about the various consulting methodologies and where Seth

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00:49:43

Episode 83 — The Modern Firm: Culture & Incentives...

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/02/10

Inquiring minds want to know (Patrick included) what Paul’s predictions are for M&A in 2022, especially in light of the Rentokil / Terminix deal. Place your bets people. No one would have predicted four consecutive private equity deals in a row to kick off Potomac’s year. Before stepping in with John Roberts PhD, the two discuss the macro market, and even its effects on BrightView’s earnings report. First recommended to Paul by now Six Flags CEO Selim Bassoul, The Modern Firm, earned The

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00:47:47

Episode 82 — A Show About Nothing

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/02/03

It’s time for Paul and Patrick to catch up on listeners’ (and Patrick’s) questions. Episode 80 seems like yesterday, but there’s an update to give on the sentiments surrounding the Rentokil / Terminix deal. Paul lays out his reasons why Terminix franchisees could have a banner exit on their hands. One question on yellow and red flags in financial statements goes down a rabbit’s trail of following trends, benchmarking (Ep 24 with Jarl Dahlfors), getting granular with your chart of accounts (Ep

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00:58:08

Episode 81 — From Acquaintance to Acquirer: Buy-Side...

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/01/27

Bill Hoffman breaks down his buy-side basics in the Boardroom. Paul and Bill first met in Philly 15 years ago. Since then, Hoffman’s Exterminating has grown into a serious northeast contender. While the big money buys up businesses, Bill shares his tips on making friends with neighborhood competitors. (Keyword: friends.) That’s the key that unlocked Bill’s now 8-figure business. With 15 acquisitions in the last 6 years, he has experience with integration, payroll, and the growth beyond the

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01:28:01

Episode 80 — The Rentokil / Terminix Merger Brings...

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/01/20

It was beginning to look a lot like Christmas for Tim, at least until the news broke of Rentokil making a move to acquire Terminix. Join in as William Blair’s Group Head of Global Services Equity Research Analyst Tim Mulrooney returns to The Boardroom. Speculation abounds in this $7.5 billion deal. In this deal that stretches Across the Pond, what needs to get carved-out and why? There is value to unlock in this deal, and it sounds like the accretion estimates are conservative. There are

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01:26:09

Episode 79 — An Insider’s View on Executive...

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/01/13

Grab a beverage, and join the Boardroom conversation about boardroom conversations. John Byrne, former editor at both Fast Company and BusinessWeek, goes into detail on the three collaborative works he did with businessmen Morton Mandel, Jack Welch, and John Scully. The conversation kicks off into his immersive work with Mandel in the book “It’s All About Who”. It’s a book that keeps on giving, or at least gifting. From Paul, that is. From befriending the books’ subjects to his hours spent in

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00:42:16

Episode 78 — Teeka Tiwari: Bitcoin or Bust?

The Boardroom Buzz: Grow, Sell, or Exit ·

2022/01/13

Peter Schiff argued for gold while denying all things Bitcoin in Episode 56. The Buzz makes its way back to the same table but this time for the flip side of the coin with world-renowned cryptocurrency expert Teeka Tiwari. Teeka begins by admitting his skeptical start before diving into crypto. With his Wall Street roots, he saw this “magic internet money in 2011” as a flash in the pan. Before diving into Bitcoin, Ethereum, and the myriad of alt coins, Teeka breaks down the blockchain basics

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00:01:17

Bonus Buzz — Merry Christmas from San Juan

The Boardroom Buzz: Grow, Sell, or Exit ·

2021/12/24

Watch Here You couldn’t ask for better weather as the duo enjoy Cuban cigars on Paul’s balcony. Paul makes time to chat as his firm works on closing out a banner year. Hop on over to YouTube, and watch Paul and Patrick reminisce on 2021 and look ahead to 2022. Merry Christmas from The Boardroom Buzz! Filmed, Edited, and Mixed by Dylan Seals of www.Verbell.Ltd Additional Videography by Gabriel Gonzalez.

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01:15:50

Episode 77 — The San Juan Sessions: Attorney Phil...

The Boardroom Buzz: Grow, Sell, or Exit ·

2021/12/23

Link To Video Episode You know there’s going to be good information when the interview starts with a legal disclaimer. Phil Tortorich sits down poolside with Paul and Patrick in The Boardroom’s first San Juan Session. This interview is the prelude to Paul and his wife sitting down with Phil for Paul’s personal planning. Phil made his Boardroom debut in Episode 73. Phil steps into the outdoor Boardroom to respond to a listener’s question about the pros and cons of an LLC taxed as a S-Corp vs

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01:24:12

Episode 76 — Lessons from Disney: Systematic Magic...

The Boardroom Buzz: Grow, Sell, or Exit ·

2021/12/16

You can sprinkle pixie dust and hold your breath, or you can build a system to deliver a world-class experience for your customers. Stop waiting to exhale and step into The Boardroom with our guest Vance Morris. Vance shares his best practices for service businesses from his time at Disney operations. He’s going to clue you in on ways to set yourself apart from your competition. Hear how ownership mentality and employee engagement differ from Vance’s time while working with The Mouse. You’ve

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00:41:32

Episode 75 — The New Nisus President: Head Coach Lee...

The Boardroom Buzz: Grow, Sell, or Exit ·

2021/12/09

The locker room meets The Boardroom as Paul and Patrick visit with the newly appointed president of Nisus, Lee Barrett. It wasn’t just any ordinary agent that got Lee his start in pest control. The franchise leader pushed his West Coast way forward from the mailroom at US Borax to now president at Nisus. With 30 years under his belt in the industry, which type of coach is now at the helm of Team Nisus? Before running Nisus, Lee was reading eyes and patiently following his coach’s system. What

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01:21:51

Episode 74 — The Future is Now: A.I. Is Disrupting...

The Boardroom Buzz: Grow, Sell, or Exit ·

2021/12/02

Paul makes a trip to the Holy Land, but has he found the Holy Grail? Tel Aviv’s high-tech hub creates a new generation of mousetraps. Paul visits with Ronen Amichai and Ethan Vickery of PestOptix to see how future technology is now a reality. The pair of tech-forward thinkers go all-in on digital to change the industry. Pest control is full of countless creatures, but the most reliable is the creature of habit. Has PestOptix created the disruptive monster that non-adopters fear? Imagine the

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01:32:19

Episode 73 — Plan Ahead: Entities and Estates with...

The Boardroom Buzz: Grow, Sell, or Exit ·

2021/11/18

Paul claims that this is “one of the most valuable sessions we have done thus far, if not the most valuable session, when it comes to very, very important estate planning issues.” Before jumping into estates and trusts with attorney Phil Tortorich, The Boardroom conversation begins with the pros and cons of various entity structures. Paul recalls witnessing a debate between Phil and Paul’s CPA regarding flexibility and self-employment tax. How far into this discussion before regret sets-in and

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01:28:14

Episode 72 — Mike Agugliaro: From Vocational School...

The Boardroom Buzz: Grow, Sell, or Exit ·

2021/11/11

If you’re not too busy breaking fire boards or walking on crushed glass, step into The Boardroom with Mike Agugliaro. On his own at age 15, Mike chose the martial arts and vocational school combo. Follow Mike’s path scaling from electrician to entrepreneur to exits. Exits, yes, plural. There were times when Mike and his business partner, Rob, fought for survival. Hear how together they chose the path to not quit. Mike’s formula of sales, marketing, and leadership should help bring clarity to

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00:51:45

Episode 71 — 7 Ways to Destroy Value in Your Business

The Boardroom Buzz: Grow, Sell, or Exit ·

2021/11/04

"How do you best sabotage the wealth building exercise of growing a business?" sounds so gloom and doom. It could be re-stated "how do you increase the value of your business?" for the eternal optimists out there. It's not often that Patrick gets away with giving Paul homework. In no particular order, The Boardroom duo makes it through a top seven list. Now it's time for you to do your homework. Email thebuzz@potomaccompany.com with your prioritized list (recurring revenue, pricing, incentive

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01:00:17

Episode 70 — HBS Search Fund Friends Find 10X in 6 Years

The Boardroom Buzz: Grow, Sell, or Exit ·

2021/10/28

Class is in session. Log this one in your planner as a case study on search funds. Harvard Business School classmates, Jay Davis and Jason Pananos, left their successful careers behind to find search funds, or maybe, search funds found them. One minor (major) problem. The year is 2008. Armed with patient investors and critical criteria, the determined duo found themselves in pest control, specifically vector control. Their entry with Vector Disease Control International got the search fund

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00:51:11

Episode 69 — Disclaimer: This is Not Financial Advice

The Boardroom Buzz: Grow, Sell, or Exit ·

2021/10/21

A listener’s economic question kicks off this episode although Patrick admits to his own self-interest. Following the listener’s follow-up research on Supernova, the signals and signs are out there, but what are they? The conversation inside The Boardroom turns to investing and the economy. As you can imagine, this episode earns its fair share of financial disclaimers. Paul chooses to self-manage his portfolio, but that begs the questions of how and why. Diversification goes a lot further

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231 results

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