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Episode 125


Topic: Q1 Review: M&A, Door-to-Door & More

Guest: Dan Gordon & Donnie Shelton

In this episode we discuss:

  • Recent mergers and acquisitions PCO Bookkeepers & M&A Specialists has been involved with, including Rollins purchasing Fox Pest Control and Rentokil purchasing RK Environmental

  • Why it's so notable that Rollins bought Fox Pest Control, a door-to-door (D2D) company

  • Why Donnie says some D2D companies are "dumpster fires" but Fox is a "unicorn"

  • What Dan's hearing from potential pest industry investors about D2D now

  • How the valuations for lawn care companies are starting to move up, due to private equity

  • The results of the William Blair/PCO M&A Specialists Pest Index for February and March, which were up 12 percent and 11 percent, respectively

  • The state of technology and an example of how Donnie used ChatGPT at Triangle Home Services

  • How the economy is affecting marketing, sales and customer service

  • The optimal economy for pest and lawn, according to Dan

  • Recommendations for what to do in an potentially off year

  • What Dan observed at PCO Bookkeepers & M&A Specialists during tax season

  • Observations about labor


Notable: "In 10 years in the PCT (Top) 100,10 of the top 15 are going to be door-to-door companies." —Dan Gordon

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