PMP Industry Insiders

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

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

Episode 267: Exit by Design, Not by Exhaustion: A Planned Exit vs. A Desperate One

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

Episode 266: Why Getting Involved with Regulatory Issues Matters

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

Episode 265: 100 Years In: How Sprague Pest Grows & Wins in Commercial Services

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

Episode 264: No More Artificial Harmony: Master Conflict and Build a Better Company

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