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PODCAST

The Boost

Zach Wilson - CMO at Lokal Digital Marketing

Our guests include HVAC contractors, Roofing contractors, Garage Door contractors, Plumbing contractors, any many more...we explore growth, marketing, buying, and selling in home services. Lokal provides digital marketing for home service contractors that won’t leave you lost at sea.

business marketing

All Episodes

40:39

Navigating the Post-Summer HVAC Cliff: Strategies for...

The Boost ·

2025/06/25

In this week’s episode, we chat with Derrek Hofrichter and we discuss strategies for HVAC companies to avoid the post-summer business slowdown by implementing effective marketing, operations, and pipeline management techniques.We also discuss the importance of planning in June and July to impact the off-season positively. Key points include the necessity of selling maintenance agreements, proper pricing, and spiffing of techs to ensure a high close rate, understanding and using customer databases

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43:13

From Professional Fighter to Honing Profit Margins...

The Boost ·

2024/09/06

In this week’s episode, we chat with Bryce Lawerence, Founder of Vanguard Partners.Bryce shares his journey, revealing his background as a professional fighter who transitioned into the trades due to life circumstances. He explains how he got involved in multiple home service businesses in Florida and Texas. The discussion delves into the unique branding of Bryce's business 'Goat Air,' especially the influence of local culture on their marketing strategies. Bryce talks about the pivotal moment when

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45:37

HVAC Acquisition Strategies: Converting New...

The Boost ·

2024/08/30

In this week’s episode, we chat with Matt Ballard, CEO at Sunrise Mechanical.Matt shares his personal journey, starting from his exposure to the air conditioning service business at a young age through his father’s company in Las Vegas. He recounts his experience in various roles, ranging from sweeping warehouses to sales, and eventually operations. Matt highlights his time in the private equity sector and his return to the family business, emphasizing the challenges and lessons learned along the

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33:31

From Teacher to General Manager With Jessica Weaver

The Boost ·

2024/08/23

In this week’s episode, we have Jessica Weaver, General Manager of Weaver Heating and Air.Jessica shares her journey into the family business, which began with her father's rule to work outside the family business to gain experience. She discusses her varied career path, including stints at Georgia Power, Shaw Industries, and a brief period as a high school teacher. Jessica details her eventual decision to join the family business, her initial experiences working directly in the field, and the

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49:44

Building a Home Services HoldCo while being an FTE...

The Boost ·

2024/08/09

In this week’s episode, we chat with Dominick Blue, Founder and Chief Executive of Nostra Group. Dominick discuss his entrepreneurial journey and the evolution of his business model. Dominic shares his background, starting from a small town in North Carolina with early ventures like a lawn mowing business and a paper route, to his time in the Marine Corps, and eventually transitioning into the tech industry. He talks about founding Nostra Group with a focus on acquiring small family-owned

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30:11

5 Methods of Funding an Acquisition with Dillon Caraway

The Boost ·

2024/08/01

In this week’s episode, we chat with Dillon Caraway, Loan Officer at Live Oak Bank.We talked about Dillon's work as a loan officer and how he helps home service contractors, specifically in the HVAC, plumbing, and electrical industries, reach their business and financial goals. We also discussed different types of financing, such as acquisition financing, commercial real estate purchases, working capital, debt refinancing, and specific products like the SBA 7(a) program. Dillon also talks about

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47:40

The power of a roll-up growth strategy with John...

The Boost ·

2024/07/26

In this week’s episode, we chat with John Cerasuolo, CEO of The Leap Partners. John shares his experience in conducting roll-ups and the strategy behind LEAP Partners, emphasizing the company's approach to integrating small businesses while preserving their local brands, owners, and employees. The conversation touches upon the importance of internal call centers over outsourcing, and how LEAD Partners focuses on improving leadership and operations at the branch level. John also highlights the

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45:50

How to Help Lower-Middle-Market Contractors Win Big...

The Boost ·

2024/07/18

Today we chat with Craig Wendel, Managing Director of Align Business Advisory Services.In this episode, we explore various aspects of mergers and acquisitions within the home services industry, focusing on HVAC, plumbing, electrical, and exterior businesses. Greg shares invaluable insights into business valuations, transaction structures, and the current market landscape that you don’t want to miss. Finally, Greg shares with our listeners anecdotes about some of the best and worst transactions he's

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45:21

Husband & Wife’s 37 Month Journey from $0 - $10MM:...

The Boost ·

2024/07/11

In this week’s episode, we chat with Kristen & Justin Desee. The pair has been described as ‘down to earth’, ‘low-key’, ‘no drama’, ‘fun’, ‘caring’, ‘attentive’, ‘logical’, and ‘smart’. They co-authored “When Your Business Partner Is Your Spouse" We discuss their experiences in building, buying, and selling multiple home service businesses. They also share lessons learned from their business ventures, including handling transitions, maintaining company culture, and the critical role of

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45:31

The Last Big Double Digit Multiplier Exit with Chuck...

The Boost ·

2024/07/04

In this week’s episode, we chat with Chuck Staszkiewicz, aka Chuck the Plumber, Co-Founder, Opus and Golds Group.Chuck shares his journey of building a plumbing company from the ground up, detailing how he and his sister managed to grow it into a successful venture. They delve into the challenges faced during the COVID-19 pandemic and how it influenced their business decisions. The conversation highlights the importance of exit planning, having a solid strategy, and knowing your business metrics

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58:39

Scaling HVACs to $50MM as a Minority Owner with Josh...

The Boost ·

2024/06/27

In this week’s episode, we chat with Josh Kelly, owner of Clover. We discuss the exciting transformation happening in the home service industry, marketing strategies, and the personal journey of Josh from working in a large family-owned business to establishing Clover. Our conversation covers topics such as the importance of setting proper pricing, building scalable systems, and the role of customer experiences in driving business growth. Josh also shares insights on working with private equity, his

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53:30

Successful Partnerships when Selling your HVAC with...

The Boost ·

2024/06/20

In this week’s episode, we chat with Brian Cohen, a business strategist at SF&P Advisors. Dive deep into the complex world of deal-making, private equity transactions, and business growth in the home service industry. Brian explains how the market evolved during and after COVID-19, leading to unprecedented deals and valuations. He also shares his experiences and insights on advising clients, the importance of professional guidance when selling an HVAC business, and the critical factors that

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34:09

Let Your Intentions Be Known When Buying with Eugene...

The Boost ·

2024/06/13

In this week’s episode, we chat with Eugene Geis, Owner of Flex Air. Eugene talks about his love and interest in football, his transition from plumbing to HVAC, and the various challenges he faced along the way. Then he opens up about his plans to buy his wife's family HVAC business from her grandparents, which ultimately failed. But Eugene is not one to get discouraged, and he pushed ahead and started his own business, Flex Air. Finally, the conversation ends with some lighthearted moments,

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45:22

Minority Shareholder Voted Out of The Family Business...

The Boost ·

2024/06/05

In this week’s episode, we chat with Cody McLeod, President and Founder of Utility Plumbing Services.In our conversation, we explore his journey from working in his family's plumbing business to starting his own company. Cody also opens up about the personal adversities he faced during the COVID-19 pandemic, which significantly impacted his professional life and led to his departure from the family business. Cody also talks about his tumultuous exit, including the legal and financial challenges he

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46:31

Understanding the Landscape of HVAC Transactions...

The Boost ·

2024/05/30

In this week’s episode, we chat with Patrick Lange, Managing Partner at Business Modification Group.We talk about the complexities of purchasing and selling a company in the heating, air, and plumbing industry. Patrick emphasizes the importance of clean financial records, the advantages of maintenance agreements, and the value of proper business documentation. We also touch on the emotional aspects of selling a business and the trends in private equity acquisitions. Our conversation provides

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40:08

Starting at the Bottom: From Apprentice to Minority...

The Boost ·

2024/05/22

In this week’s episode, we chat with Gil Cavey, General Manager of Beltway Air Conditioning & Heating. Gil is also the very popular host of one of the industry’s biggest podcasts, HVAC Uncensored.In our conversation we talk about Gil’s journey as an apprentice working with his dad to becoming General Manager at Beltway. He emphasizes building a company culture that values employees as individuals rather than numbers. He also discusses how social media helps empower technicians and promotes

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46:30

Selling HVAC, Plumbing, or Electrical to a Private...

The Boost ·

2024/05/17

In this week’s episode, we chat with Ben Hummel, Vice President of Business Development at Legacy Service Partners. Ben shares insights into Legacy Service Partners, a home services platform investing in HVAC, plumbing, and electrical contractors. Legacy Service Partners offers a unique approach to partnering with owner-operators in the home services sector. The conversation covers various topics, including strategies for geographic expansion, the valuation of businesses in the market, and the

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35:40

Grocery Store Clerk Teaches a Lot of Great Skills and...

The Boost ·

2024/05/09

In this week’s episode, we chat with Texas Medley, President & CEO of Medley Heating, Air Conditioning & Plumbing. During our conversation, we discussed his journey from working in a grocery store to successfully establishing and running his own business. Texas emphasizes the value of hard work, learning from every job, and continuously striving to improve business operations while maintaining a focus on customer service and employee satisfaction. Key Takeaways: Learn how a simple grocery

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50:09

Two Years to Make a Deal with Dad with Mike...

The Boost ·

2024/05/02

In this week’s episode, we chat with Mike Prencavage Jr., owner of The Family Plumber. In our conversation, we explore the challenges and complexities of executing a successful succession plan, especially when it involves family members. Mike Jr. provides a candid look at the ties that bind family and business, as well as the unique challenges that they bring.Key Takeaways: Navigating the emotional aspects and differing perspectives between a founder and the next generation Strategies for

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49:47

Growth as a HVAC Multi Franchisee Owner with Ryan Kletz

The Boost ·

2024/04/25

In this week’s episode, we chat with Ryan Kletz, President of Classic Air Care, Inc. Classic Air Care owns and operates in 3 cities and 5 different offices for One Hour Heating and Air Conditioning. In our conversation, we discuss the intricacies of acquiring and growing an HVAC business through franchising. Key Takeaways: The story behind Classic Air Care joining the 1-Hour Heating & Air Conditioning franchise system in 2004 Hear firsthand how the art of selecting the right locations goes

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31 results

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