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Episode 160

1/18/24

Topic: Reviewing '23, Planning for '24

Guests: Dan Gordon & Donnie Shelton



In this episode we discuss:

  • The November William Blair/PCO Bookkeepers & M&A Specialists Pest Index

  • Rollins' Q3 2023 earnings call, including the acquisition of Fox Pest Control

  • What the Fox deal says about the future of door-to-door in the pest market

  • The potential for growth and efficiency from software advancements in routing, AI and customer service

  • What Dan's seeing on the accounting front as far as revenue, customer counts, expenses

  • Pass-through entity tax and Section 199A deductions

  • Beneficial ownership reporting rule, which begins in 2024

  • Issues that have come up with the Employee Retention Credit program

  • Donnie's take on technology, including importance of understanding generative AI and how it may impact marketing and other aspects of your business going forward

  • What Dan's seeing when it comes to M&A — it's alive and well but many deals aren't being announced anymore

  • The shift to private equity buyers from strategics


Resources mentioned:

Notable: "2023 was the breakout year for AI ... What's going to be interesting is how it gets leveraged in marketing going forward." —Donnie Shelton

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