Podcasts about UTM

Welcome to Day 14 of the Double Your Profit Series — the go-to profit series for contractors, home service owners, and small business entrepreneurs. Today, we're diving into one of the simplest, most powerful habits you can build: Making Your P&L a Daily Tool.

If you're building a home service business in a rural market, the playbook looks a little different — and this episode shows exactly why. In this episode of Owned and Operated, John Wilson, CEO of Wilson Plumbing in Ohio, sits down with Laura and Brian Beltz, founders of Beltz, to unpack how they've grown from a one-truck startup in 2001 to a 49-person team — all while staying true to their community roots.If you're thinking about expanding into multiple markets, growing in a rural area, or taking the leap into acquisitions, this conversation is a masterclass in building a durable trades business from the ground up.

Welcome to Day 13 of the Double Your Profit Series — the go-to profit series for contractors, home service owners, and small business entrepreneurs. Today's lesson is short on purpose—because that's the point: Cut Your Meetings in Half.

Welcome to Day 12 of the Double Your Profit Series — the go-to profit series for contractors, home service owners, and small business entrepreneurs. Today's topic is one of the fastest, easiest, and most effective ways to increase your bottom line: Using Scarcity to Raise Prices.

If you're trying to grow a home service business, your marketing budget is one of your biggest bets — and biggest risks. In this episode of Owned and Operated, John Wilson and Sam Preston host a no-fluff Q&A tackling real contractor questions on lead generation, paid ads, and when to actually bring in an agency.They break down how to allocate marketing spend at every stage — from $1K/month up to $200K — and what it really takes to get traction with LSA, GMB, and PPC. You'll learn how to play offense with your best-performing lead sources, why spreading your budget too thin kills momentum, and how to ride your winning channels like you stole it.If you're struggling to get leads from PPC or Google Ads, they also cover how to fix campaign waste, when landing pages are the problem, and how top operators manage their media vs lead-gen mix to scale past $10M.Whether you're just getting started or dialing in a multi-location growth strategy, this episode is a tactical deep dive into what's actually working right now.

Welcome to Day 11 of the Double Your Profit Series — the go-to profit series for contractors, home service owners, and small business entrepreneurs. Today we're unlocking one of the most powerful, overlooked profit drivers in your business: Optimizing Your Schedule for Profit.

Welcome to Day 10 of the Double Your Profit Series — the go-to profit series for contractors, home service owners, and small business entrepreneurs. Today, we're tackling something that's as obvious as it is underused: Tying Compensation to What Actually Matters.

Welcome to Day 9 of the Double Your Profit Series — the go-to profit series for contractors, home service owners, and small business entrepreneurs. Today, we're diving into one of the most overlooked drivers of bottom-line success: Training for Profit Awareness.

Welcome to Day 8 of the Double Your Profit Series —the go-to profit series for contractors, home service owners, and small business entrepreneurs. Today's topic might feel uncomfortable, but it's a game changer: Fire Your Worst Customers. We're talking about freeing your team, protecting your profit, and finally saying goodbye to the clients who drain your time, energy, and resources.

AI isn't coming — it's here. And the way people find your business is already changing.In this episode of Owned and Operated, John sits down with Sam Preston, CEO of Service Scalers, for a deep-dive on how AI is reshaping local search and why HVAC, plumbing, and home service operators need to evolve fast — or risk being left behind.They explore what it means to “rank” in a world of LLMs, how showing up in ChatGPT, Perplexity, and Google's AI Overview actually works, and why your SEO and Google Business Profile (GMB) are more valuable than ever. From review mining to AI-mode discovery to early signs of AI agents booking jobs, this episode lays out a real-world, contractor-first roadmap to dominate in the AI-driven search era.You'll also hear how Wilson's early investment in SEO and programmatic content is now paying off — and why operators of every size should focus on backlinks, FAQs, and review quality today to future-proof their lead flow.Whether you're doing $1M or $50M, if you want to stay visible and competitive as AI search becomes the new front door to your business, this one's essential.

Welcome to Day 7 of the Double Your Profit Series —the go-to profit series for contractors, home service owners, and small business entrepreneurs. Today we break down the Profit First Pricing method, a mindset shift that guarantees you pay yourself first by building profit directly into your prices.

Double Your Profit Day 5: Zero-Based Budgeting for Home Service Businesses, Contractors, and Small Business OwnersWelcome to Day 5 of the "Double Your Profit" 30-Day Challenge — your go-to business growth series for home service business owners, contractors, and small business entrepreneurs looking to boost profit margins fast.Today's strategy? Zero-based budgeting — one of the most powerful financial tools for HVAC companies, plumbing businesses, electrical contractors, cleaning service operators, and anyone in the trades or service-based industries.

Boomers aren't your best bet anymore. While everyone's still chasing the so-called Silver Tsunami, the truth is most aging-out home service businesses won't sell — and the ones that do often aren't worth buying. In this episode of Owned and Operated, John and Jack explain why smart operators are ditching the outdated playbook and going all-in on modern growth strategies.They unpack why 2026 is their multi-market year and how they're expanding beyond Ohio through greenfield launches, tuck-in acquisitions, and strategic partnerships. From leadership infrastructure to population-driven market selection, they share what it actually takes to scale a home service company past a single location. You'll hear hard-earned lessons from failed multi-location attempts, the red flags of unscalable markets, and why buying a business isn't always the best move — especially if the fundamentals aren't there.If you're a plumbing, HVAC, or electrical operator looking to grow into new markets, this is your real-time roadmap — not the recycled Silver Tsunami narrative. John even teases behind-the-scenes strategies they're using for greenfielding (the stuff he's not ready to fully reveal… yet).This is the episode that separates yesterday's growth myths from today's $100M playbook.

Welcome to Day 4 of the "Double Your Profit" 30-Day Series!If you're running a home service business, small business, or a contractor company, this series is here to help you double your profit in 30 days—one smart move at a time.Today, we're talking about strict, non-negotiable budgets—the kind that bounce credit cards if someone goes over. Sound intense? It is—and it works. This approach fosters real accountability, forces smarter decisions, and helps smaller businesses stay lean and agile.

Welcome to Day 3 of the "Double Your Profit" 30-Day Series!If you're running a home service business, small business, or a contractor company, this series is designed to help you double your profit in just 30 days.Today's episode dives into how to cut costs fast—without hurting your operations—and how to foster a lean, profit-minded culture in your company. We'll walk through how to trim unnecessary expenses, empower managers to make smarter budget decisions, and align your entire team around cost-conscious growth.

Welcome back to Day 2 of the "Double Your Profit" 30-Day Series!In today's episode, we're breaking down how to cut business costs like a CFO—without compromising growth. If you want to double your profit, mastering the art of cost control is essential. These strategies will help you streamline spending, boost margins, and create a more efficient, profitable operation.This episode is packed with real-world examples and practical cost-cutting techniques you can implement immediately in your home service business, contractor company, or small business.

Welcome to Day 1 of the "Double Your Profit" 30-Day Series!If you're running a home service business, small business, or a contractor company, this series is built to help you increase profit in 30 days—starting today.In this video, we kick things off by shifting your mindset from revenue-focused to profit-first strategy. Understanding the difference between profit vs revenue is crucial for any business owner aiming to maximize business value and scale sustainably.

In this episode of Owned and Operated, John sits down with Ethan from New York to explore his rapid journey into the world of home services and franchising. From cold calls to private equity to launching a local newsletter — Ethan shares the real story behind building momentum as a new business owner.

Pinterest can feel like shouting into the void and as a business owner? It's seriously missing the dopamine hits we know and love from other platforms. But before you write it off completely, let's talk about what might actually be going on under the surface.This episode is a follow-up to a blog-centric one I did back in Episode 72, but this time, we're zooming in on Pinterest. I'm sharing the two things I'd tell you if your Pinterest wasn't working—because sometimes it's a traffic issue, and sometimes it's a conversion issue… and sometimes it's a little bit of both.If you're tired of chasing every new trend and hoping one of them finally sticks, I see you. This episode is more about understanding how Pinterest actually works today, and how to make it work for you. Whether you're deep into strategy or just getting started, you'll walk away with a clearer sense of what's worth your effort (and what to stop obsessing over). 

What's up everyone, today we have the pleasure of sitting down with István Mészáros, Founder and CEO of Mitzu.io. (00:00) - Intro (01:00) - In This Episode (03:39) - How Warehouse Native Analytics Works (06:54) - BI vs Analytics vs Measurement vs Attribution (09:26) - Merging Web and Product Analytics With a Zero-Copy Architecture (14:53) - Feature or New Category? What Warehouse Native Really Means For Marketers (23:23) - How Decoupling Storage and Compute Lowers Analytics Costs (29:11) - How Composable CDPs Work with Lean Data Teams (34:32) - How Seat-Based Pricing Works in Warehouse Native Analytics (40:00) - What a Data Warehouse Does That Your CRM Never Will (42:12) - How AI-Assisted SQL Generation Works Without Breaking Trust (50:55) - How Warehouse Native Analytics Works (52:58) - How To Navigate Founder Burnout While Raising Kids Summary: István built a warehouse-native analytics layer that lets teams define metrics once, query them directly, and skip the messy syncs across five tools trying to guess what “active user” means. Instead of fighting over numbers, teams walk through SQL together, clean up logic, and move faster. One customer dropped their bill from $500K to $1K just by switching to seat-based pricing. István shares how AI helps, but only if you still understand the data underneath. This conversation shows what happens when marketing, product, and data finally work off the same source without second-guessing every report.About IstvánIstvan is the Founder and CEO of Mitzu.io, a warehouse-native product analytics platform built for modern data stacks like Snowflake, Databricks, BigQuery, Redshift, Athena, Postgres, Clickhouse, and Trino. Before launching Mitzu.io in 2023, he spent over a decade leading high-scale data engineering efforts at companies like Shapr3D and Skyscanner. At Shapr3D, he defined the long-term data strategy and built self-serve analytics infrastructure. At Skyscanner, he progressed from building backend systems serving millions of users to leading data engineering and analytics teams. Earlier in his career, he developed real-time diagnostic and control systems for the Large Hadron Collider at CERN. How Warehouse Native Analytics WorksMarketing tools like Mixpanel, Amplitude, and GA4 create their own versions of your customer. Each one captures data slightly differently, labels users in its own format, and forces you to guess how their identity stitching works. The warehouse-native model removes this overhead by putting all customer data into a central location before anything else happens. That means your data warehouse becomes the only source of truth, not just another system to reconcile.István explained the difference in blunt terms. “The data you're using is owned by you,” he said. That includes behavioral events, transactional logs, support tickets, email interactions, and product usage data. When everything lands in one place first (BigQuery, Redshift, Snowflake, Databricks) you get to define the logic. No more retrofitting vendor tools to work with messy exports or waiting for their UI to catch up with your question.In smaller teams, especially B2C startups, the benefits hit early. Without a shared warehouse, you get five tools trying to guess what an active user means. With a warehouse-native setup, you define that metric once and reuse it everywhere. You can query it in SQL, schedule your campaigns off it, and sync it with downstream tools like Customer.io or Braze. That way you can work faster, align across functions, and stop arguing about whose numbers are right.“You do most of the work in the warehouse for all the things you want to do in marketing,” István said. “That includes measurement, attribution, segmentation, everything starts from that central point.”Centralizing your stack also changes how your data team operates. Instead of reacting to reporting issues or chasing down inconsistent UTM strings, they build shared models the whole org can trust. Marketing ops gets reliable metrics, product teams get context, and leadership gets reports that actually match what customers are doing. Nobody wins when your attribution logic lives in a fragile dashboard that breaks every other week.Key takeaway: Warehouse native analytics gives you full control over customer data by letting you define core metrics once in your warehouse and reuse them everywhere else. That way you can avoid double-counting, reduce tool drift, and build a stable foundation that aligns marketing, product, and data teams. Store first, define once, activate wherever you want.BI vs Analytics vs Measurement vs AttributionBusiness intelligence means static dashboards. Not flexible. Not exploratory. Just there, like laminated truth. István described it as the place where the data expert's word becomes law. The dashboards are already built, the metrics are already defined, and any changes require a help ticket. BI exists to make sure everyone sees the same numbers, even if nobody knows exactly how they were calculated.Analytics lives one level below that, and it behaves very differently. It is messy, curious, and closer to the raw data. Analytics splits into two tracks: the version done by data professionals who build robust models with SQL and dbt, and the version done by non-technical teams poking around in self-serve tools. Those non-technical users rarely want to define warehouse logic from scratch. They want fast answers from big datasets without calling in reinforcements.“We used to call what we did self-service BI, because the word analytics didn't resonate,” István said. “But everyone was using it for product and marketing analytics. So we changed the copy.”The difference between analytics and BI has nothing to do with what the tool looks like. It has everything to do with who gets to use it and how. If only one person controls the dashboard, that is BI. If your whole team can dig into campaign performance, break down cohorts, and explore feature usage trends without waiting for data engineering, that is analytics. Attribution, ML, and forecasting live on top of both layers. They depend on the raw data underneath, and they are only useful if the definitions below them hold up.Language often lags behind how tools are actually used. István saw this firsthand. The product stayed the same, but the positioning changed. People used Mitzu for product analytics and marketing performance, so that became the headline. Not because it was a trend, but because that is what users were doing anyway.Key takeaway: BI centralizes truth through fixed dashboards, while analytics creates motion by giving more people access to raw data. When teams treat BI as the source of agreement and analytics as the source of discovery, they stop fighting over metrics and start asking better questions. That way you can maintain trusted dashboards for executive reporting and still empower teams to explore data without filing tickets or waiting days for answers.Merging Web and Product Analytics With a Zero-Copy ArchitectureMost teams trying to replace GA4 end up layering more tools onto the same mess. They drop in Amplitude or Mixpanel for product analytics, keep something else for marketing attribution, and sync everything into a CDP that now needs babysitting. Eventually, they start building one-off pipelines just to feed the same events into six different systems, all chasing slightly different answers to the same question.István sees this fragmentation as a byproduct of treating product and marketing analytics as separate functions. In categorie...

How HVAC Leaders Stay Ahead: Overcoming Growth Challenges and Innovation FatigueIn this episode, we unpack key growth and leadership lessons from the HVAC industry. From innovation fatigue and stalled marketing efforts to navigating leadership challenges and sustainable scaling — this one's for owners serious about building a high-performance business.

In this episode of Owned and Operated, John sits down with Brian from TR Miller to unpack how they've built an HVAC powerhouse generating over $4 million in monthly revenue—and the operational systems that keep it humming.From tackling seasonality and streamlining dispatch, to building out plumbing, sewer, and electrical services—this isn't just a story of growth. It's a playbook. Brian shares the lessons learned from scaling, the hiring and retention strategies that keep their field team strong, and how they've shaped technician career paths that drive loyalty and performance.Whether you're running a $1M shop or breaking into the eight-figure range, this episode is loaded with practical insights to level up your operations, sales strategy, and team management.

In this episode of Owned and Operated, John and Jack break down the most underrated—and often misunderstood—pillar of business success: cash flow.They dive deep into what cash flow actually means (hint: it's not EBITDA or net profit) and why failing to understand it almost tanked their companies. From sharing near-miss horror stories to the practical systems they've built—like automatic savings transfers and cash forecasting—this episode is a must-watch for any operator who wants to build a sustainable, growth-ready business.Whether you're just starting out or scaling past $10M, John and Jack unpack how better cash flow habits can protect your company from financial landmines and unlock new levels of financial control.

In this episode of Owned and Operated, John and Jack explore the wild and unconventional world of lifestyle businesses—where personal passion meets profit.From running an online Magic: The Gathering store to launching a ski wax brand, buying a marina, or even farming ants and mushrooms, the duo dives into how niche interests can evolve into sustainable, revenue-generating ventures. They discuss the lifestyle advantages of owning passion-driven businesses, the economics of niche markets, and how to balance multiple income streams while having fun doing it.Whether you're curious about collectibles, concierge services, or the idea of turning hobbies into scalable side hustles, this episode is packed with insight, laughter, and unexpected ideas.

Don't forget to use promo code UTM at ⁠reliefband.com⁠ for 20% off + free shipping!Today we dive into one of Magic Kingdom's most overlooked dining spots: The Plaza Restaurant. Is it a hidden gem, or just forgettable? Connie and Bruce break it all down — from the location confusion to surprising food quality, hilarious Patreon comments, portion sizes, and what dessert you absolutely should (or shouldn't) order.We also shout out our sponsor, Relief Band, and explore why you might not need it if you're eating here — but definitely will for Space Mountain.

Buying a service business with the idea of passive income? In this episode of Jack Acquisitions, host Jack interviews Thomas Beebe, a financial advisor who stepped into ownership of his family's HVAC company. What started as a hands-off investment quickly turned into a hands-on leadership journey.From remote team management to turning around a messy acquisition, Thomas shares the tactical decisions, operational missteps, and growth strategies that shaped his perspective on what it really takes to own and run a trades business. This episode is packed with real-world insight—whether you're planning to buy, scale, or just survive in the world of home services.⚡ What you'll learnWhy Thomas initially underestimated the involvement required—and how he course-correctedThe operational systems needed for remote management (and where they fail)How to set up accountability when you're not on-site every dayInsights from a turnaround: A case study of a friend's messy HVAC acquisitionThe critical questions Thomas asks in due diligence after seeing both sidesWhen to diversify into adjacent verticals like plumbing—and when not toHow to build a business that's both profitable and people-firstIf you're buying a local service business or building one to scale, this episode will challenge your assumptions and give you frameworks for sustainable growth—even when you're managing from a distance.

In this episode of Owned and Operated, John and Jack break down the full playbook for hiring HVAC and plumbing technicians—from sourcing to retention. They dive into the real-world challenges of technician recruitment and share the strategies they use to keep a steady pipeline of high-quality candidates. From building a branded hiring engine to managing seasonal swings, this episode delivers tactical advice and real SOPs that help home service businesses grow their field teams with intention.They cover why recruiting never stops, how to build a budget that supports year-round hiring, and why onboarding and retention matter just as much as the job offer. Whether you're scaling a team or trying to fix your hiring funnel, this episode is packed with practical frameworks and firsthand experience.

In this episode of Owned and Operated, John and Jack dive into one of the most common questions in home services: Should you buy a business or build one from scratch? Focusing on HVAC and plumbing companies, they break down the pros and cons of each path—sharing real-world insights on risk management, startup challenges, and acquisition strategy. Whether you're eyeing your first location or expanding your footprint, this episode helps frame the decision around your skills, experience, and resources.They cover everything from interest rates and international contracting to the realities of marketing and cultural fit in small business ownership. While John and Jack don't always agree, they align on this: success in HVAC and plumbing comes from understanding your strengths, knowing your limits, and being in the game. This is a must-listen for anyone serious about growing in the trades.

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In This Episode Erin and Weer'd discuss: the recent ambush on Idaho firefighters; the fate of NFA items in the Big Beautiful Bill; Rhode Island's new Assault Weapon Ban; and the ATF relaxing regulations on Simunition and dual-use barrel importation. David reviews Shooter Shine CLP; Myles reviews the new Ruger RMX pistol; Weer'd talks to Kerry Slone about her homestead and herbalism; and Xander gives us his Independent Thoughts on Independence Day. Did you know that we have a Patreon? Join now for the low, low cost of $4/month (that's $1/podcast) and you'll get to listen to our podcast on Friday instead of Mondays, as well as patron-only content like mag dump episodes, our hilarious blooper reels and film tracks. Show Notes Main Topic Sunday's incident isn't the first time first responders have been targeted  June 30, 2025 - Suspect identified in firefighter ambush that left 2 dead and 1 injured in Idaho  "We Ran Out of Bullets" - Sheriff Grady Judd on the Shooting of a Cop Killer Senate Language Zeroing Out Taxes on Suppressors, Short-Barrels Passes Byrd Bath Governor McKee Signs Bill Banning the Sale of Assault Weapons Rhode Island Assault Weapon Ban Text  (PDF) ATF Reinterprets Rules to Allow Import of UTM, Simunition Training Rounds, Dual-Use Barrels Gun Lovers and Other Strangers Shooter Shine CLP 9mm Barrel before 9mm Barrel after Zinc dithiophosphate PTFE Silicon Dioxide Silica Fume Nanometer Breakthrough Clean CLP Kroil Hoppes M Pro 7 Brylcreem Comercial Brena Bock Author Page David Bock Author Page Team And More South Paw Corner Ruger RMX Kerry Slone We the Female Kerry Slone Twitter (X) Valerian  

Buying a small business? In this episode of Jackquisitions, we follow Chris Barr's journey to acquiring a pressure washing company using smart financing—combining cash, earnouts, and trusted advisors. From submitting the LOI to executing deep-dive due diligence, Chris shares what it really takes to close a successful acquisition.You'll learn how to build the right team, evaluate financials and legal risks, and structure a deal that fits your vision. Whether you're just exploring acquisitions or in the weeds of a deal, this episode offers an insider's look at getting a service business acquisition across the finish line.⚡ What you'll learnWhat Chris looked for in an ideal pressure washing business—and how he sourced itThe creative structure behind his LOI and financing approachWhy specialization matters: How Chris leveraged his real estate pros for M&A successThe step-by-step due diligence checklist across financial, legal, and operational domainsHow to avoid major pitfalls in banking and legal negotiationsThe must-have advisors you need on speed dial when buying a businessHow to evaluate seller-provided info and spot red flags before it's too lateIf you're buying a local service business or scaling your portfolio, this episode gives you a framework to approach acquisitions confidently—with the right strategy and team in place.

In this episode of Owned and Operated, John and Jack unpack what leadership looks like inside a $20–40 million home service business—and why that size still feels small. They explore how companies in this range often remain personality-driven, even with impressive revenue, and what it really takes to level up. From forming HR and marketing departments to structuring a true senior leadership team, they dig into the growing pains and leadership gaps most businesses face on the way to maturity.The conversation dives deep into leadership development, internal promotions, and when to hire key external roles like controllers. John and Jack share why the sophistication of a business doesn't always match the revenue—and how building the right team early creates long-term stability and growth. If you're scaling past $10 million and thinking about what's next, this episode lays out a real-world playbook for building a well-rounded, leadership-driven operation.

✨ We're back and diving into the beginning of A Court of Mist and Fury by Sarah J Maas!! In this episode, we walk through Feyre's post-UtM trauma, Ianthe's role in our story(

In this episode of Owned and Operated, John and Jack return to the studio to tackle the real-world challenges of running a successful HVAC business during peak summer heat. They dive into how weather-related service demand, infrastructure upgrades, and a mature home service team contribute to record-breaking weekly revenues and improved operational efficiency.Discover how HVAC businesses can scale profitably by investing in technician retention, labor-saving automations, and strategic overseas staffing. John and Jack break down the processes that drive high performance—from sales training to data-driven decisions—all on the path to hitting their first $1 million in EBITDA and a $10 million annual revenue goal.

Want to buy a small business using smart deal structures like earnouts, seller financing, and low-risk offers? In this episode of Jackquisitions, host Jack Carr sits down with Chris Barr, a first-time buyer navigating the ups and downs of business acquisitions—from walking away from bad fits to crafting a $900K cash-plus-earnout offer for a pressure washing company.Learn how Chris is sourcing off-market deals, avoiding shady broker tactics, and building a personal brand that attracts sellers. You'll get a behind-the-scenes look at how new acquirers can finance service businesses, evaluate seller terms, and structure deals that actually close. If you're buying a business or scaling through acquisition, this episode is packed with actionable insight.⚡ What you'll learnWhy Chris walked away from an art-framing shop that didn't fit his criteriaHow a pool-route deal fell through—and the red flags you should watch for with brokersThe numbers behind a $900 K cash-at-close + earnout offer for a thriving pressure-washing businessProven frameworks for earnouts, seller notes, and revenue-share agreements that reduce risk and align incentivesTips for building a credible personal brand (see his Quick Staffers journey) to source off-market dealsStep-by-step due-diligence tactics, valuation shortcuts, and negotiation language you can use todayWhen to pivot, when to persist, and how to decide if a deal really moves the needleWhether you're a first-time buyer, an operator expanding a portfolio, or a service-business owner curious about exits, this conversation is packed with actionable M&A strategy, deal structuring hacks, and outreach scripts that close.

In this episode of Owned and Operated, we're exploring how to grow your career inside a home service company. From internal promotions to mindset shifts, John and Brandon Niro break down what it really takes to move up and lead.Brandon shares how 30–40% of the Wilson team has been promoted from within—and what separates those who grow fast from those who stall. They dig into Wilson's 52-week Emerging Leaders program, the role of emotional intelligence and financial literacy, and how team members can take initiative to become future leaders.If you're looking to grow your role or build leadership in your team, this one's packed with real, actionable advice.

 In this episode of Owned and Operated, we're digging into what it really takes to lead a growing home service business. From SOPs to scaling strategies, we're spotlighting the habits and leadership traits that drive operational clarity and empower teams.We're joined by Brandon Niro, who shares how his role evolved since joining the company in 2019—navigating growth from 30 to over 60 employees, integrating acquisitions, and shifting from tactical execution to strategic coaching and development.Whether you're a team lead or an operator scaling fast, this episode offers actionable insights into building systems, coaching talent, and creating autonomy inside a service business.

In this episode of Owned and Operated, we're diving into real-world strategies for sourcing and securing small business acquisitions. From outreach to private equity firms to using freelancers for off-market deals, we break down how acquisition entrepreneurs are getting creative and staying competitive.We explore how personal branding can help attract brokers, how to craft a buyer persona that actually stands out, and how Chris Barr is navigating live negotiations for niche businesses—including pool services and a high-end art framing company.Whether you're just starting your acquisition journey or already mid-process, this episode is packed with practical insights for sourcing deals and building a compelling presence in the marketplace.

In this episode of Owned and Operated, we're diving into innovative lead generation strategies that are reshaping how home service companies attract local customers. From niche local newsletters to AI-powered tools, we cover real-world tactics that are working right now.We explore how hyperlocal publications in places like Annapolis, Maryland and suburban New York are driving leads for services like power washing and home inspections—and why owning your communication channels (email lists, Facebook groups) is a game-changer.Whether you're just starting or scaling up, this episode will give you actionable insights on using community engagement, AI tools like Avoca, and Facebook group sponsorships to fill your pipeline and take control of your local market.

On the podcast, I talk with Charlie about why Liquid Glass represents a big opportunity for new and existing apps, Apple's new on-device AI models and their practical limitations, and why the improved App Store Analytics complement rather than replace third-party tools like Appfigures and RevenueCat.Top Takeaways:

In this episode of Owned and Operated, HVAC business experts Jack Carr and John Wilson break down the sales strategies that drive revenue growth at every stage of a home service company's journey. Whether you're running a $1M shop or scaling past $50M, understanding how to structure your HVAC sales team is critical—and it starts with knowing the difference between marketed leads and technician-generated leads.Jack and John explore why top HVAC companies like Four Seasons, Logan Services, and Peterman Brothers separate their sales teams based on lead source, and how that impacts close rates, efficiency, and scalability. From peer groups and sales training to seasonal lead flow and process refinement, this episode delivers real-world strategies for owners looking to increase HVAC revenue, optimize sales performance, and build scalable systems that actually work.

 In this episode we're back with part two of the Chris Barr series on Jackquisitions. Chris is three months into his journey to acquire a business in Florida, and he's bringing real updates from the trenches. From opportunity cost and deal dynamics to cold outreach and broker networks, this episode is packed with hard-won insights from an active business searcher. We dive into the pros and cons of a pool service business he's evaluating, the realities of navigating employee classification, and how acquisition imperfections are often just part of the game. Chris breaks down the lessons learned so far—from generating leads to refining search strategies—and why growth, not just debt repayment, should be the north star in any acquisition strategy.If you're in the search phase or thinking about acquiring a service business, this is a front-row seat to the messy, insightful, and exciting reality of buying a company.

What does it really take to scale a home service business to $100 million in revenue? In this episode of Owned and Operated, we dive deep into the business growth strategies, leadership transitions, and operational upgrades needed to build a high-performing trades company. Whether you're in HVAC, plumbing, or another skilled trade, this conversation reveals the mindset shifts and systems that power sustainable service business growth.We break down why your original team may not be equipped to scale with you, how leadership development drives long-term success, and the pivotal role our podcast has played in accelerating team performance and industry insight. You'll hear real-world examples from the field, including how our Jackquisitions segment has influenced both strategy and execution in our journey to $100M.If you're leading a service business through a growth phase—or preparing to—this episode will give you real-world lessons on building smarter, scaling faster, and staying focused on what matters most.

What happens when business meets conviction? In this episode of Owned and Operated, we explore how faith, intentionality, and grit shaped one plumbing entrepreneur's journey from early struggle to long-term success.Dalton Hatch, founder of DH Plumbing in San Antonio, opens up about the mindset and personal transformation that fueled his growth. From rejecting aggressive sales tactics in favor of real customer care, to learning the hard lessons of money, mentorship, and marketing—Dalton lays it all out.If you're a trades entrepreneur, service business operator, or just getting started, this episode will shift how you think about scaling, culture, and staying true to your values in business.

Thinking about buying a home service business with an SBA loan? This episode is your go-to guide. Jackquisitions sits down with Alan Peterson—who closed over $70 million in SBA acquisition financing last year—to break down how to structure high-leverage deals, navigate the latest SBA loan rule changes, and avoid the costly mistakes many first-time buyers make.If you're serious about acquiring a home service business and want a financing strategy that actually works, this episode is a must-listen.

We're back in the studio to break down our full experience at Universal's Epic Universe! From mind-blowing theming to major ride letdowns, we're ranking every major attraction by whether it's actually worth the wait. We're brutally honest about Mario Kart, in awe of the Ministry of Magic, and still laughing over Curse of the Werewolf. Plus, we reveal our must-have accessory to beat motion sickness on thrill rides.