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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

00:01:01

POTOMAC TV: Live from PestWorld 2023

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/10/26

The time is now, if you haven't already subscribed to POTOMAC TV. Live from the exhibitor floor at PestWorld in Hawaii, Dylan Seals created a first of its kind studio, while Paul G and guests took the stage. Check out this guest list: Big Time Pest Control President, Mike Bullert Greenix President, Andrew Barrows WorkWave CEO, David F. Giannetto Financial Advisor, Nick Bartolo Rentokil Terminix Head of Science & Innovation, Cassie Krejci PhD Rollins CEO, Jerry Gahlhoff Lizard

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00:47:42

Episode 149 — Ritz-Carlton Service at Courtyard Pricing

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/10/12

You remember those days of taking on every customer request as you were getting started. The only thing standard was saying ‘yes’ to get the job. It’s time to scale back to scale up in this chat about standardizing your service. Of course you want to go above and beyond to accommodate that potential client, but what if you can’t get them to fit in your box? Maybe there is a place for concierge service. How can you make exceptions without compromising profit? Surely your CSRs have ideas for

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01:44:32

Episode 148 — Jason Cupp: The Kolbe Index, Jerry...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/10/05

You heard Jonathan Pototschnik give Jason Cupp props as a peer and consultant during his time leading ServiceAutopilot. Step on into The Boardroom this week to hear how Jason Cupp grew roots in landscape to later emerge as a Kolbe Certified Growth Consultant. There are an endless number of tools to measure intelligence and personality, but this one of a kind index reveals a person's natural instincts and behaviors when it comes to performing tasks. From creating effective teams to making

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00:44:09

Episode 147 — Succession Planning: Compensation and...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/09/28

Succession planning can be tricky. Family businesses often have both ownership and management roles mixed up together. Why is it so important to separate these two aspects when planning for the future of a family business? You know The Tax Man is watching. Don’t skimp out on legal advice if you find yourself making plans to pass down to future generations. When is comes to passing the CEO-torch and making tough decisions on compensation, an advisory board comes in handy. How do you see

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00:44:34

Episode 146 — Urban Invasion: Market Share and Labor...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/09/21

Is there a specific draw for acquirers when it comes to regions with higher population density? As businesses expand into urban, suburban, and rural markets, the strategies and service offerings spread out. How could a move towards urban areas influence service offerings and operational efficiency? How can business owners harness data to expand market share? The surge in union activity, even in traditionally unaffected industries, is notable. How does this escalating union presence affect

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00:44:29

Episode 145 — M&A 103: A Three-Way Merger

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/09/14

‘Merge my business? … Are you suggesting that I work with my competitors?’ Maybe. Paul and Fat Pat respond to a question about mergers from FRAXN’s recent Moneyball event. Step on in to hear if the “juice is worth the squeeze”. It’s a lot more than just getting potential shareholders on the same page. What does and doesn’t need to get unified before selling off the whole kit and caboodle? Despite Paul threatening to do a 40-hour episode, you know it would take longer than that for Fat Pat to

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00:44:27

Episode 144 — Holding Managers Accountable for...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/09/07

You expect your managers to make well-informed decisions to benefit your company, but do they have a good grasp of financial concepts? It's important to question whether they truly understand the impact of their choices on your company's finances. Have you assigned specific responsibilities for parts of your Profit and Loss (P&L) statement, and do you assess their performance based on these financial figures? Team meetings and one-on-one sessions serve as essential tools for keeping

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01:13:51

Episode 143 — Nick Bartolo: Not Your Typical Wealth...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/08/31

Definitely qualified (CFA, CPA, MBA) and without the typical cookie cutter approach, Nick Bartolo of Essential Partners, steps into The Boardroom to chat through the world of wealth management. More than just diversifying assets and ensuring performance, Nick introduces a unique framework to grow and protect one's wealth. With ever-changing economic conditions, what thoughts (and emotions) come to mind as you think about your financial future? Speaking of emotions, wealth advisors are not only

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00:53:28

Episode 142 — The High-Stakes Home Game: Consumer...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/08/24

More customers are pushing back on price hikes while new demand softens. Increased credit card defaults and car foreclosures further the evidence on consumers’ financial struggles. Have you seen the same trends in your business? The pest control sector has observed declining customer loyalty, probably due to higher prices and tightened budgets. Yet, there's a promising opportunity for companies specializing in termite baiting, as they could gain profits given the consistent demand for such

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01:55:13

Episode 141 — More Than a Lawn Care Millionaire with...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/08/17

Lawn Care Millionaire Jonathan Pototschnik gets candid about difficult decisions and focus on his way into, during, and out of Service Autopilot. How did pre-Fat Pat’s Pest Fat Pat find himself on the lawn-centric SA platform many moons ago? From multi-state janitorial to healthcare software to Dallas metro-based lawn and pest business to ServiceAutopilot, hear where pain finds its place in business. Jonathan goes into detail on the dynamics of private equity through his exit, and how a

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01:25:10

Episode 140 — Food Safety and Pest Control Intersect...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/08/10

Step on into The Boardroom to hear from PSSI’s VP of Strategic Development, Paul Lambert. As a leading food safety company, PSSI is responsible for opening more than half of the food production plants in the US every morning. From labor to chemistry to software to consulting, hear how PSSI found its way into pest control. Their strategic approach involves not just expanding customer numbers but enhancing service capabilities. Do you offer a guarantee as strong as PSSI’s? Safety plays no small

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00:34:05

Episode 139 — Buy Versus Build and Preparing for a...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/08/03

Recession is baked into your cake, Fat Pat. Learn from others’ mistakes. You’ll hear what tax wedge distortions caused owners to do back in ’08-’09. Looking across the service industry, which dynamics and sensitivities will help businesses weather a recession? Step into The Boardroom as Uncle Paul and Fat Pat take on more listener questions, such as where do one-time services fit into the mix, if at all? In regards to valuing a business, following EBITDA, what else is important? What’s not on

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01:25:46

Episode 138 — Brian Peters: From Franchise Support to...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/07/27

From coach to owner and back again, Brian Peters is not the typical CEO. How did Brian go from supporting franchisees at The Dwyer Group (now Neighborly) to spinning-off his residential-exclusive Evergreen Heating & Air? From turning away predictable revenue to insights on the world of franchising, you’ll hear tough decisions Brian has made on the road to optimizing his HVAC business. As a self-professing non-tradesperson, tune-in to see why Brian and his wife viewing themselves as their

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00:48:45

Episode 137 — Scaling for an Exit and Leveraging...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/07/20

Is there a safe answer to the oft-asked but rarely-known “what’s my business worth?” From scaling to an exit strategy to the intricacies of valuation multiples, Paul and Seth tackle a range of listener questions. They even drill down on scaling a million dollar business towards the biggest possible exit. Seth shares his personal thesis with Paul about valuation, but it’s not what you think. What could it be? What about monetizing consumer data, and using big data for marketing campaigns,

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00:50:55

Episode 136 — Private Equity’s Impact: Dynamics,...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/07/13

The pest control industry has seen an influx of private equity firms, leading to increased competition and often outbidding strategics. How might this heightened competition impact the market dynamics and strategies of the few remaining strategics in the industry? How might this change in dynamics affect the overall industry and the opportunities available to sellers? And on an individual level, how does a deal with private equity impact a seller’s considerations and the process to exit? Also,

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00:36:08

Episode 135 — The Salesperson Spectrum: Technicians...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/06/29

While together at TPCA’s Pest Expo, Patrick and Seth dive into technicians as salespeople. In the service industry, it’s assumed and expected for techs to sell, right? The two chat through sales, from (pure) selling to upselling, and even having salespeople perform initial services. And what about selling service over the phone? Maybe it’s a question of efficiency, or it may just come down to necessity. Just like not saying sorry, are these universal guidelines? Put technicians aside for a

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00:45:05

Episode 134 — The Pain and Possibilities of Paying in...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/06/22

Do you pay your salespeople in perpetuity? Peel back the layers to expose the hidden dangers of perpetual payouts. Irregardless of what an acquirer wants, it’s time to take another look at your sales comp plan. The partnering-with-pest-control question continues. In this case, The Boardroom takes another stab at the home inspection question from Episode 131. Do the same rules regarding perpetuity pay for salespeople apply to paying joint venture partners? And should it (and you) stay or

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01:18:44

Episode 133 — Cash is King and It Grows On Trees with...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/06/15

Step on in to hear Carroll Fitzgerald's inspiring journey from a bank examiner to a successful entrepreneur in the landscaping industry. How did his banking background contribute to his thriving side hustle of mowing foreclosed lawns? As time went on, Fitzgerald's portfolio expanded to include landscape, tree care, and irrigation services. Carroll shares insights into the profit margins of these divisions and how they complement each other in his business. Moreover, what did Carroll avoid when

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00:39:47

Episode 132 — Performance-Driven Data and Fat Pat...

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/06/08

Paul invites Patrick and Seth to discuss FRAXN. Yes, you’ll hear a lot of “Buzz” words, but with Fat Pat as a Co-Founder, what else would you expect? Patrick and Seth have built not only a management tool but also a great team at FRAXN. With FRAXN, pest control owners gain insights into their business and identify areas for improvement. Register for The Moneyball Series at fraxn.com/events Audio Mixing and Editing by www.verbell.ltd

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00:49:36

Episode 131 — Don’t Say Sorry?

The Boardroom Buzz: Grow, Sell, or Exit ·

2023/06/01

Seth Garber steps into The Boardroom while Paul is away. This time to tackle controlling a phone conversation. Sorry. Say what? From upset customers to prospects, does saying “I’m sorry” convey responsibility? Is Peacemaker Patrick alone here? Is the customer always right? Do your CSR’s go through 9-degrees of training? It sounds like it’s the perfect opportunity to role play with none other than Fat Pat’s Pest. Changing course here, what’s the interplay between pest control and the home

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237 results

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