Episode 33. Dan Keller runs George J. Keller and Sons, a third-generation family roofing, siding, and windows company in Flanders, NJ. For the past three years, private equity firms have been offering family-owned roofing companies 15 times EBITDA to sell out and roll into a national conglomerate. Dan said no. We talk about what changes the day after a family company gets bought, the marketing playbook he runs down to the lead source, and where AI fits in a business that still needs a person on the roof.
What You Will Hear
• How private equity moved from HVAC into roofing and what a 15x EBITDA buyout offer really looks like
• What changes for employees and customers the day after a family business sells
• The drone walks, hover reports, and project manager touch points Dan uses on every job
• The Facebook moms group referral program (paying past clients to recommend the company)
• Where AI is showing up in roofing offices, and where it cannot replace a human
Time Stamps
00:00 Introduction
01:10 Meet Dan Keller
02:45 Private Equity Offers
07:05 How PE Takes Over
11:19 Client Experience Changes
16:01 Tech That Stands Out
20:17 Joining The Family Business
24:45 Corporate Vs Ownership
28:07 Switching to Entrepreneurship
28:42 Owning Mistakes and Lessons
30:03 Tracking Leads That Matter
32:31 Ditching Tracking Numbers
34:15 Facebook Referrals Strategy
36:47 TV Streaming Ad Challenges
38:40 AI Search and AEO Shift
41:58 AI for Office Efficiency
44:55 Design Creativity vs AI
45:52 Jingle and Human Touch
47:47 Wrap Up and Contact Info
Connect With Dan
Website: gjkeller.com
Phone: 973-927-0963
Connect with Me
Website: lyoncreatives.com
Email: [email protected]
Instagram: lyon.creatives
LinkedIn: svenja-lyon
Audio Production
Huge thanks to Mike at Nielsen Audio Solutions for editing this episode. If you have a podcast and you are doing your own editing because you cannot find someone you trust, Mike is the answer. He has been editing every episode of This Might Get Creative and the difference shows. Reach out to him at Nielsen Audio Solutions.