Bob, from CertainPath, breaks down how the company helps HVAC, plumbing, electrical, and roofing contractors scale through training, operational systems, and leadership development. He dives into the impact of private equity, what buyers are looking for, and why clean operations are critical for a successful exit. Bob also shares hard-earned insights on lead generation, client retention, and workforce shifts from his two decades in the industry.

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Show notes:

01:36 Career Journey and Early Experiences

04:44 The Evolution of the Home Service Business

06:22 Impact of Private Equity in the Industry

14:28 Challenges and Opportunities for Small Business Owners

19:13 The Importance of Showing Profitability

21:00 Due Diligence Process in Business Sales

22:12 Challenges and Risks in Selling to PE Groups

23:41 Client Retention Post-Acquisition

24:45 Expanding into New Markets

26:47 Growing Independently vs. With PE Money

28:53 Current Business Priorities and Challenges

31:25 Labor Shortages and Industry Trends

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Go the Distance brings you top contractors, disruptors, and investors redefining home services. Stay ahead with cutting-edge insights on business strategy and technology built to fuel your growth. Hosted by entrepreneurs and investors Nick Durbano and Ethan Song, Go the Distance is where the future of the trades takes shape.

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How to Build and Sell a Home Service Business to Private Equity

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