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. 

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. 

Welcome to Insiders Rewind — Recapping July

This month, we are looking back to:

#281 - Is Complexity Killing Your Business

#282 - HR Update: Noncompetes, Marijuana, Contractors & I-9s

#283 - Why You Need a CD Playbook in Pest & Lawn

#284 - The Death of Search Engine

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/

We’d love to hear from you. Drop a comment, leave a review on Apple Podcasts or Spotify, and connect with us on social media @PMPIndustryInsiders.

In this episode, Dan and Donnie welcome Margaret Garcia, founder and CEO of Grit PPO, to discuss why every growing company needs a Customer Experience (CX) playbook and actionable steps to create one. Margaret explains why customer service shouldn't rely on tribal knowledge or individual personalities. Successful companies create repeatable systems that ensure every customer receives the same high-quality experience.

In this episode, HR expert Jean Seawright joins Donnie Shelton and Dan Gordon to break down the biggest employment issues affecting pest control companies today.

Jean explains what the FTC's recent action against Rollins means for non-compete agreements and why now is the time to review your employment contracts. She also covers the evolving workplace implications of medical marijuana, what employers need to know about reasonable accommodations, and why documenting impairment—not assumptions—has become increasingly important. Finally, Jean shares the latest guidance on independent contractor classification and an important warning about new I-9 enforcement standards.

🎙️ Welcome to Insiders Rewind — Recapping June.

This month, we are looking back to:

Ep. 277 - What's happening with Rollins & What It Means for Pest Control M&A

Ep. 278 - Gamifying Growth: Using Data to Help Your Team Perform

Ep. 279 - The New Rules of Pest Control Growth with Jonas Olson

Ep. 280 - Avoid These Hidden Risks in Pest Control

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/

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/

We’d love to hear from you. Drop a comment, leave a review on Apple Podcasts or Spotify, and connect with us on social media @PMPIndustryInsiders.