In part 1 of 2 about Dan's new book, "From CEO to Exit: The Ultimate Payday for Pest and Lawn Care Operators," he and Donnie discuss key exit planning concepts, including three gaps to consider: the wealth gap (difference between needed income and current assets), the value gap (improving multiples), and the price gap (potential versus current sale value). They also talk about misconceptions around multiples and understanding adjusted EBITDA.    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/podcastPestSure: https://www.pestsure.com/Voice for Pest: https://www.voiceforpest.com/podcastForshaw: https://www.forshaw.com/ PestPac by WorkWave: https://www.pestpac.com/pmpindustryinsiders Peer Groups:https://www.pmpindustryinsider.com/peergroups Insiders Conference:  https://www.pmpindustryinsider.com/conference

This week, STL Pest Control GM Zach Isenmann talks to Dan and Donnie about his experience joining his father's company, the challenges and growth they faced, and the decision to partner with private equity firm Perennial Services Group. He explained the transition process, the benefits of additional support and resources, and the post-transaction status of the company's culture and operations. Guest: Zach Isenmann, General Manager, STL Pest ControlHosts:Dan Gordon, PCO Bookkeepers & M&A Specialists: https://pcobookkeepers.com/Donnie Shelton, Triangle Home Services: https://trianglehomeservices.com/Sponsors:Coalmarch: https://www.coalmarch.com/podcastPestSure: https://www.pestsure.com/Voice for Pest: https://www.voiceforpest.com/podcastForshaw: https://www.forshaw.com/ PestPac by WorkWave: https://www.pestpac.com/pmpindustryinsiders Peer Groups:https://www.pmpindustryinsider.com/peergroups Insiders Conference:  https://www.pmpindustryinsider.com/conference

This episode features Liam Sunstrum, owner of Yard Dawgs in Western Canada, discussing his company's rapid growth and marketing strategies. Liam tells Dan and Donnie how his company tripled from 4,000 to 12,000 customers over the past year by expanding to five new markets and implementing an advanced tech stack—including HubSpot, Claude AI, and RealGreen—and he details his Facebook and SMS marketing efforts.   Guest: Liam Sunstrum, Owner, Yard DawgsHosts:Dan Gordon, PCO Bookkeepers & M&A Specialists: https://pcobookkeepers.com/Donnie Shelton, Triangle Home Services: https://trianglehomeservices.com/Sponsors:Coalmarch: https://www.coalmarch.com/podcastPestSure: https://www.pestsure.com/Voice for Pest: https://www.voiceforpest.com/podcastForshaw: https://www.forshaw.com/ PestPac by WorkWave: https://www.pestpac.com/pmpindustryinsiders Peer Groups:https://www.pmpindustryinsider.com/peergroups Insiders Conference:  https://www.pmpindustryinsider.com/conference

In this episode of the PMP Industry Insiders Podcast, Dan and Donnie discuss how to avoid being an unpaid bank by managing commercial credit terms. Dan explains the cash flow challenges of commercial accounts receivable and the importance of calculating Days Sales Outstanding (DSO). They discussed strategies such as setting payment terms, using ACH or credit cards, and having a structured collection process. 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/podcastPestSure: https://www.pestsure.com/Voice for Pest: https://www.voiceforpest.com/podcastForshaw: https://www.forshaw.com/ PestPac by WorkWave: https://www.pestpac.com/pmpindustryinsiders Peer Groups:https://www.pmpindustryinsider.com/peergroups Insiders Conference:  https://www.pmpindustryinsider.com/conference

Welcome to Insiders Rewind — Recapping August   This month, we are looking back to: Ep. 285 - What's Really Driving the Pest Market? Ep. 286 - Building a Purpose-Driven Company Ep. 287 - The Multi-Million Dollar Question: Is Your Estate Plan Ready Ep. 288 - Is Your Inventory Costing You Money?   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/ PestPac by WorkWave: https://www.pestpac.com/pmpindustryinsiders   Peer Groups: https://www.pmpindustryinsider.com/peergroups   Insiders Conference: https://www.pmpindustryinsider.com/conference   Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists: https://pcobookkeepers.com/ Donnie Shelton, Triangle Home Services: https://trianglehomeservices.com/

This week, Donnie and Dan discuss how to build a company that AI recommends, revisiting a previous episode on the death of search engines. Donnie demonstrates how AI agents make recommendations based on clarity, discoverability, and evidence, emphasizing the importance of consistent and specific online information. 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/podcastPestSure: https://www.pestsure.com/Voice for Pest: https://www.voiceforpest.com/podcastForshaw: https://www.forshaw.com/ PestPac by WorkWave: https://www.pestpac.com/pmpindustryinsiders Peer Groups:https://www.pmpindustryinsider.com/peergroups Insiders Conference:  https://www.pmpindustryinsider.com/conference

This week on PMP Industry Insiders, Dan and Donnie welcome Finn Forshaw, Strategic Business Manager for Forshaw, to discuss inventory challenges for pest control operators and how to overcome them. Finn covers common pain points — cash being tied up in inventory, shrinkage and waste, and emergency buys due to stockouts — and inventory management strategies. He also explains Forshaw's ForeSight system, including its data visibility and forecasting capabilities.  Guest:  Finn Forshaw, Strategic Business Manager, ForshawHosts:Dan Gordon, PCO Bookkeepers & M&A Specialists: https://pcobookkeepers.com/Donnie Shelton, Triangle Home Services: https://trianglehomeservices.com/Sponsors:Coalmarch: https://www.coalmarch.com/podcastPestSure: https://www.pestsure.com/Voice for Pest: https://www.voiceforpest.com/podcastForshaw: https://www.forshaw.com/ PestPac by WorkWave: https://www.pestpac.com/pmpindustryinsiders Peer Groups:https://www.pmpindustryinsider.com/peergroups Insiders Conference:  https://www.pmpindustryinsider.com/conference

In this episode, Dan and Donnie break down why estate planning matters for pest and lawn business owners. With successful pest control companies potentially valued at 10 to 14 times EBITDA, the business can create a significant estate—and significant tax and succession challenges. The conversation covers federal estate tax exemptions, gifting strategies, revocable and irrevocable trusts, asset protection, probate, and ways business owners can structure their estates to protect their families and preserve the value they've worked so hard to create.    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/podcastPestSure: https://www.pestsure.com/Voice for Pest: https://www.voiceforpest.com/podcastForshaw: https://www.forshaw.com/ PestPac by WorkWave: https://www.pestpac.com/pmpindustryinsiders Peer Groups:https://www.pmpindustryinsider.com/peergroups Insiders Conference:  https://www.pmpindustryinsider.com/conference

This week, Dan and Donnie interview Dean Burnside, owner of Good News Pest Solutions, a faith-based pest control firm in Florida. They discuss Dean's journey to ownership, his decision to operate the business as a platform for ministry, how the company's values integrate into its culture, and the concepts, systems, and primary metric Good News Pest relies on to achieve its goals.  Guest: Dean Burnside, President/Owner, Good News Pest SolutionsHosts:Dan Gordon, PCO Bookkeepers & M&A Specialists: https://pcobookkeepers.com/Donnie Shelton, Triangle Home Services: https://trianglehomeservices.com/Sponsors:Coalmarch: https://www.coalmarch.com/podcastPestSure: https://www.pestsure.com/Voice for Pest: https://www.voiceforpest.com/podcastForshaw: https://www.forshaw.com/ PestPac by WorkWave: https://www.pestpac.com/pmpindustryinsiders Peer Groups:https://www.pmpindustryinsider.com/peergroups Insiders Conference:  https://www.pmpindustryinsider.com/conference

This week, Dan and Donnie talk with analyst Tim Mulrooney about the current state and future prospects of the pest control industry. Tim shares insights about the long-term strength of the industry and near-term headwinds, such as weather, consumer behavior, and digital marketing costs. He also discusses the K-shaped economy and its potential effects on the industry.    Guest: Tim Mulrooney, Group Head-Global Services, William Blair & Co. 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/podcastPestSure: https://www.pestsure.com/Voice for Pest: https://www.voiceforpest.com/podcastForshaw: https://www.forshaw.com/ PestPac by WorkWave: https://www.pestpac.com/pmpindustryinsiders Peer Groups:https://www.pmpindustryinsider.com/peergroups Insiders Conference:  https://www.pmpindustryinsider.com/conference