エピソード

  • Episode 268: After the Exit: How to Keep More of What You’ve Built

    Episode 268: After the Exit: How to Keep More of What You’ve Built
    2026/04/02

    This week, Dan and Donnie welcome Nick Bartolo, CFA, CPA, founder of Essential Partners, a wealth management firm specializing in post-exit planning. He shares strategies for maximizing after-tax wealth, including Roth IRAs, company retirement plans, and diversification of investment portfolios, with emphasis on preparing businesses for potential sale at any time.

    Guest: Nick Bartolo, Founder, Essential Partners Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services
    続きを読む 一部表示
    45 分
  • Episode 267: Exit by Design, Not by Exhaustion: A Planned Exit vs. A Desperate One

    Episode 267: Exit by Design, Not by Exhaustion: A Planned Exit vs. A Desperate One
    2026/03/26

    This week, Dan and Donnie discuss why 80 percent of businesses fail to sell when they go to market, and they explore what it takes to maximize a company's value over several years using a proper discover/prepare/decide model, rather than exiting at a disadvantageous time.

    Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services
    続きを読む 一部表示
    44 分
  • Episode 266: Why Getting Involved with Regulatory Issues Matters

    Episode 266: Why Getting Involved with Regulatory Issues Matters
    2026/03/19

    In Part 3 with the Pest Control Business Coach team, Rick Bell, former VP of government relations at Arrow Exterminators, joins Dan and Donnie to discuss why smaller companies need to engage with regulators and participate in legislative processes. He provides successful examples of industry advocacy and outlines the primary issues PMPs should monitor.

    Guest: Rick Bell, Technical & Compliance Coach, Pest Control Business Coach Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services
    続きを読む 一部表示
    36 分
  • Episode 265: 100 Years In: How Sprague Pest Grows & Wins in Commercial Services

    Episode 265: 100 Years In: How Sprague Pest Grows & Wins in Commercial Services
    2026/03/12
    This week, Dan and Donnie welcome AJ Treleven, executive vice president of Sprague Pest Solutions, to the show. He covers the history and philosophy of the 100-year-old family business and shares how Sprague has grown to $50 million-plus with a stewardship mindset and a commercial focus. Guest: AJ Treleven, Executive Vice President, Sprague Pest Solutions Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services
    続きを読む 一部表示
    36 分
  • Episode 264: No More Artificial Harmony: Master Conflict and Build a Better Company

    Episode 264: No More Artificial Harmony: Master Conflict and Build a Better Company
    2026/03/05
    This week, Dan and Donnie address the best way for leaders to encourage healthy conflict to ultimately improve their companies. They share their mistakes, signs you may have a problem and recommendations for getting great results, including training your team to speak up respectfully. Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services
    続きを読む 一部表示
    42 分
  • Top Takeaways from February | Insiders Rewind

    Top Takeaways from February | Insiders Rewind
    2026/03/03

    Welcome to Insiders Rewind - Recapping February

    A shout to our sponsors!

    Coalmarch: Digital strategies and conversion-driven websites are waiting for you and it's time for a free month! Visit https://www.coalmarch.com/podcast to claim yours!

    PestSure - Providing pest industry specific insurance for your business and insuring the future of pest control.

    VoiceForPest: Designing and implementing unparalleled integrated voice solutions for home service companies of any size from coast to coast. https://www.voiceforpest.com/podcast/

    Forshaw - A third-generation, family-owned national distributor serving the pest management and wildlife control industry across the United States. They offer over 2,000 products, fast delivery, exceptional customer service, and innovative tools to help pest pros succeed!

    We’d love to hear from you. Drop a comment, leave a review on Apple Podcasts or Spotify, and connect with us on social media @PMPIndustryInsider.
    続きを読む 一部表示
    13 分
  • Episode 263: Legislative Day: Focus On State Pesticide Preemption

    Episode 263: Legislative Day: Focus On State Pesticide Preemption
    2026/02/26
    This week, Dan and Donnie welcome Andy Architect (COO) and Megan Striegel (Senior Director of Public Policy) from NPMA to discuss the 2026 Legislative Day event, March 15-17 in Washington, D.C. They share priorities for this year's hill visits, including state pesticide preemption and legislation related to credit card swipe fees and wildlife services. They also cover practical advice for industry members who cannot attend Legislative Day in person, including suggestions for local advocacy and networking opportunities. Guest: Andrew Architect, COO & Megan Striegel, Sr. Director, Public Policy, NPMA Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services
    続きを読む 一部表示
    39 分
  • Episode 262: Practical AI Lessons from a Mid-Sized Pest Company

    Episode 262: Practical AI Lessons from a Mid-Sized Pest Company
    2026/02/19

    This week, My Pest Pros Co-Owner Brett Lieberman joins Dan and Donnie to share his company's real-world experiences with AI implementation. He discusses his firm's AI voice agent that books jobs and handles customer inquiries, what he learned from analyzing 1.3 million lines of call transcripts and how he created an AI board of directors to provide feedback on business decisions.

    Guest: Brett Lieberman, Co-Owner, My Pest Pros Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services
    続きを読む 一部表示
    36 分