PMP Industry Insiders

Economist, author and Forbes contributor Bill Conerly, Ph.D., join Dan and Donnie this week on the PMP Industry Insiders Podcast. Bill discussed the potential for a global recession related to the war in Iran, changing labor market dynamics, AI's impact and more. He closed with advice for a simple approach to contingency planning in your business. 

Guest: Bill Conerly, Ph.D., Economist, Author & Consultant

Hosts:
Dan Gordon, PCO Bookkeepers & M&A Specialists: https://pcobookkeepers.com/
Donnie Shelton, Triangle Home Services: https://trianglehomeservices.com/

Sponsors:
Coalmarch: https://www.coalmarch.com/podcast
PestSure: https://www.pestsure.com/
Voice for Pest: https://www.voiceforpest.com/podcast
Forshaw: https://www.forshaw.com/

Peer Groups:
https://www.pmpindustryinsider.com/peergroups

🎙️ Welcome to Insiders Rewind — Recapping April.

This month, we are looking back to:

Ep. 268 - After the Exit: How to Keep More of What You’ve Built

Ep. 269 - Q1 Wrap: A Cooling Economy or Just a Cold Winter?

Ep. 270 - Reactive to Proactive: Rethinking Driver Safety in Pest & Lawn

Ep. 271 - How to Build Strong Mid-Level Management in Pest Control

Ep. 272 - Scale Smarter with ROI-Driven Marketing in Pest & Lawn

A HUGE shout to our sponsors!

Coalmarch: https://www.coalmarch.com/podcast

PestSure: https://www.pestsure.com/

Voice for Pest: https://www.voiceforpest.com/podcast

Forshaw: https://www.forshaw.com/

Peer Groups: https://www.pmpindustryinsider.com/peergroups

Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists: https://pcobookkeepers.com/

Donnie Shelton, Triangle Home Services: https://trianglehomeservices.com/

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 @PMPIndustryInsiders.

Welcome to Insiders Rewind - Recapping February

This month, we are looking back to:

-Ep. 264 - No More Artificial Harmony: Master Conflict and Build a Better Company

-Ep. 265 - 100 Years In: How Sprague Pest Grows & Wins in Commercial Services

-Ep. 266 - Why Getting Involved with Regulatory Issues Matters

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

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.

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

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

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

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.

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