Zach Wilson - CMO at Lokal Digital Marketing
The Boost
Our guests include HVAC contractors, Roofing contractors, Garage Door contractors, Plumbing contractors, any many more...we explore growth, marketing, buying, and selling in home services. Lokal provides digital marketing for home service contractors that won’t leave you lost at sea.
Be sure to visit the podcast's website and support the creator: www.homeservicespodcast.com
Author
Zach Wilson - CMO at Lokal Digital Marketing
Category
Podcast website
Latest episode
Jun 25, 2025
Where to listen?
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Episodes
Navigating the Post-Summer HVAC Cliff: Strategies for Consistent Revenue 25.06.2025 40:39
In this week’s episode, we chat with Derrek Hofrichter and we discuss strategies for HVAC companies to avoid the post-summer business slowdown by implementing effective marketing, operations, and pipeline management techniques. We also discuss the importance of planning in June and July to impact the off-season positively. Key points include the necessity of selling maintenance agreements, proper...
From Professional Fighter to Honing Profit Margins with Bryce Lawrence 06.09.2024 43:13
In this week’s episode, we chat with Bryce Lawerence, Founder of Vanguard Partners. Bryce shares his journey, revealing his background as a professional fighter who transitioned into the trades due to life circumstances. He explains how he got involved in multiple home service businesses in Florida and Texas. The discussion delves into the unique branding of Bryce's business 'Goat Air,' especially...
HVAC Acquisition Strategies: Converting New Construction Jobs into Lifetime Residential Customers with Matt Ballard 30.08.2024 45:37
In this week’s episode, we chat with Matt Ballard, CEO at Sunrise Mechanical. Matt shares his personal journey, starting from his exposure to the air conditioning service business at a young age through his father’s company in Las Vegas. He recounts his experience in various roles, ranging from sweeping warehouses to sales, and eventually operations. Matt highlights his time in the private equity...
From Teacher to General Manager With Jessica Weaver 23.08.2024 33:31
In this week’s episode, we have Jessica Weaver, General Manager of Weaver Heating and Air. Jessica shares her journey into the family business, which began with her father's rule to work outside the family business to gain experience. She discusses her varied career path, including stints at Georgia Power, Shaw Industries, and a brief period as a high school teacher. Jessica details her eventual d...
Building a Home Services HoldCo while being an FTE Without a W-2 with Dominick Blue 09.08.2024 49:44
In this week’s episode, we chat with Dominick Blue, Founder and Chief Executive of Nostra Group. Dominick discuss his entrepreneurial journey and the evolution of his business model. Dominic shares his background, starting from a small town in North Carolina with early ventures like a lawn mowing business and a paper route, to his time in the Marine Corps, and eventually transitioning into the te...
5 Methods of Funding an Acquisition with Dillon Caraway 01.08.2024 30:11
In this week’s episode, we chat with Dillon Caraway, Loan Officer at Live Oak Bank. We talked about Dillon's work as a loan officer and how he helps home service contractors, specifically in the HVAC, plumbing, and electrical industries, reach their business and financial goals. We also discussed different types of financing, such as acquisition financing, commercial real estate purchases, working...
The power of a roll-up growth strategy with John Cerasuolo 26.07.2024 47:40
In this week’s episode, we chat with John Cerasuolo, CEO of The Leap Partners. John shares his experience in conducting roll-ups and the strategy behind LEAP Partners, emphasizing the company's approach to integrating small businesses while preserving their local brands, owners, and employees. The conversation touches upon the importance of internal call centers over outsourcing, and how LEAP Pa...
How to Help Lower-Middle-Market Contractors Win Big During a Sale with Craig Wendel 18.07.2024 45:50
Today we chat with Craig Wendel, Managing Director of Align Business Advisory Services. In this episode, we explore various aspects of mergers and acquisitions within the home services industry, focusing on HVAC, plumbing, electrical, and exterior businesses. Greg shares invaluable insights into business valuations, transaction structures, and the current market landscape that you don’t want to mi...
Husband & Wife’s 37 Month Journey from $0 - $10MM: Building, Buying, and Selling a Plumbing / HVAC Shop to P.E. with Kristen & Justin Deese 11.07.2024 45:21
In this week’s episode, we chat with Kristen & Justin Desee. The pair has been described as ‘down to earth’, ‘low-key’, ‘no drama’, ‘fun’, ‘caring’, ‘attentive’, ‘logical’, and ‘smart’. They co-authored “When Your Business Partner Is Your Spouse" We discuss their experiences in building, buying, and selling multiple home service businesses. They also share lessons learned from their busines...
The Last Big Double Digit Multiplier Exit with Chuck Staszkiewicz 04.07.2024 45:31
In this week’s episode, we chat with Chuck Staszkiewicz, aka Chuck the Plumber, Co-Founder, Opus and Golds Group. Chuck shares his journey of building a plumbing company from the ground up, detailing how he and his sister managed to grow it into a successful venture. They delve into the challenges faced during the COVID-19 pandemic and how it influenced their business decisions. The conversation h...
Scaling HVACs to $50MM as a Minority Owner with Josh Kelly 27.06.2024 58:39
In this week’s episode, we chat with Josh Kelly, owner of Clover. We discuss the exciting transformation happening in the home service industry, marketing strategies, and the personal journey of Josh from working in a large family-owned business to establishing Clover. Our conversation covers topics such as the importance of setting proper pricing, building scalable systems, and the role of custom...
Successful Partnerships when Selling your HVAC with Brian Cohen 20.06.2024 53:30
In this week’s episode, we chat with Brian Cohen, a business strategist at SF&P Advisors. Dive deep into the complex world of deal-making, private equity transactions, and business growth in the home service industry. Brian explains how the market evolved during and after COVID-19, leading to unprecedented deals and valuations. He also shares his experiences and insights on advising clients,...
Let Your Intentions Be Known When Buying with Eugene Geis 13.06.2024 34:09
In this week’s episode, we chat with Eugene Geis, Owner of Flex Air. Eugene talks about his love and interest in football, his transition from plumbing to HVAC, and the various challenges he faced along the way. Then he opens up about his plans to buy his wife's family HVAC business from her grandparents, which ultimately failed. But Eugene is not one to get discouraged, and he pushed ahead and st...
Minority Shareholder Voted Out of The Family Business with Cody McLeod 05.06.2024 45:22
In this week’s episode, we chat with Cody McLeod, President and Founder of Utility Plumbing Services. In our conversation, we explore his journey from working in his family's plumbing business to starting his own company. Cody also opens up about the personal adversities he faced during the COVID-19 pandemic, which significantly impacted his professional life and led to his departure from the fami...
Understanding the Landscape of HVAC Transactions between $1MM & $10MM with Patrick Lange 30.05.2024 46:31
In this week’s episode, we chat with Patrick Lange, Managing Partner at Business Modification Group. We talk about the complexities of purchasing and selling a company in the heating, air, and plumbing industry. Patrick emphasizes the importance of clean financial records, the advantages of maintenance agreements, and the value of proper business documentation. We also touch on the emotional aspec...
Starting at the Bottom: From Apprentice to Minority Owner with Gil Cavey Jr. 22.05.2024 40:08
In this week’s episode, we chat with Gil Cavey, General Manager of Beltway Air Conditioning & Heating. Gil is also the very popular host of one of the industry’s biggest podcasts, HVAC Uncensored. In our conversation we talk about Gil’s journey as an apprentice working with his dad to becoming General Manager at Beltway. He emphasizes building a company culture that values employees as indiv...
Selling HVAC, Plumbing, or Electrical to a Private Equity Platform with Ben Hummel 17.05.2024 46:30
In this week’s episode, we chat with Ben Hummel, Vice President of Business Development at Legacy Service Partners. Ben shares insights into Legacy Service Partners, a home services platform investing in HVAC, plumbing, and electrical contractors. Legacy Service Partners offers a unique approach to partnering with owner-operators in the home services sector. The conversation covers various top...
Grocery Store Clerk Teaches a Lot of Great Skills and Lessons with Texas Medley 09.05.2024 35:40
In this week’s episode, we chat with Texas Medley, President & CEO of Medley Heating, Air Conditioning & Plumbing. During our conversation, we discussed his journey from working in a grocery store to successfully establishing and running his own business. Texas emphasizes the value of hard work, learning from every job, and continuously striving to improve business operations while maintai...
Two Years to Make a Deal with Dad with Mike Prencavage Jr. 02.05.2024 50:09
In this week’s episode, we chat with Mike Prencavage Jr., owner of The Family Plumber. In our conversation, we explore the challenges and complexities of executing a successful succession plan, especially when it involves family members. Mike Jr. provides a candid look at the ties that bind family and business, as well as the unique challenges that they bring. Key Takeaways: Navigating the emoti...
Growth as a HVAC Multi Franchisee Owner with Ryan Kletz 25.04.2024 49:47
In this week’s episode, we chat with Ryan Kletz, President of Classic Air Care, Inc. Classic Air Care owns and operates in 3 cities and 5 different offices for One Hour Heating and Air Conditioning. In our conversation, we discuss the intricacies of acquiring and growing an HVAC business through franchising. Key Takeaways: The story behind Classic Air Care joining the 1-Hour Heating & Air Co...
Transferring Equity while Being the Only License Holder with Tom Lucas 17.04.2024 43:47
In this week’s episode, we chat with Tom Lucas, Service Manager and Part Owner of Dayco Systems, live at CAAG in Savannah. In our conversation, we explore Tom's journey to becoming a part owner of Dayco Systems and the ongoing negotiations to acquire full ownership from the company's founder, Dean. Key Takeaways: Listen how Tom's decision to get the right type of license and speaking Portugues...
From Sweat Equity to Success with Jacob Krauss 10.04.2024 45:21
In this week’s episode, we chat with Jacob Krauss, Content Creator, Koolin’ with Kraus , HVAC Knights Co-Host, and Co-Owner, Bizzy Air . Jacob discusses the unconventional path to business ownership, the challenges of rebranding and revitalizing a longstanding company, strategies for growth, and ways to engage with the community. In our conversation, we uncover the ins and outs of acquiring and t...
Navigating the World of Commercial HVAC and Refrigeration with Adrian Garcia 03.04.2024 39:01
In this week’s episode, we chat with Adrian Garcia, HVAC content creator, podcaster, owner and partner at Reliable Kitchen Services . Adrian discusses the challenges and rewards of running a family business and how his father, a skilled electrician, inspired him to enter the world of commercial HVAC and refrigeration in the food service industry. Adrian offers a unique perspective on various sub...
How ESOPs are cultural game changers with Loren Gardner 28.03.2024 37:23
This week, we dive into a conversation with Loren Garder from Bergen Plumbing, Heating, & Cooling , exploring his journey as an educator in the trades. Loren's early collaboration with his brother at Bergen led him to discover his passion for training aspiring tradesmen. Under his guidance, Bergen's apprenticeship program evolved into the cornerstone of their culture, eventually expanding in...
Where you Focus, Where you Grow with Tersh Blissett 20.03.2024 55:21
This week on our podcast, we recorded live at ACCA 2024 in Orlando. Our captivating conversation with Tersh Blissett, a vanguard in service innovation and co-host of the Service Business Mastery Podcast . Tersh discusses his early curiosity that led him from tinkering to studying engineering at Georgia Tech, eventually finding his true calling in the trades. He became co-owner at Tri-Star Heating...
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