Episode 119 — The Flip Side: A Sell-Side Perspective artwork
The Boardroom Buzz: Grow, Sell, or Exit

Episode 119 — The Flip Side: A Sell-Side Perspective

  • S2E119
  • 49:13
  • February 9th 2023

Buyers appreciated the sage advice and a good ol’ Fat Pat case study in Episode 118, but Paul turns the tables.

Sellers, take heed. The stage is set for one last push for sellers. Is it 1st Quarter or Bust in this economic environment? M&A is a high-risk, high-reward table if the cards are played right. Take note of the buyer who is helping you avoid running a formal process.

Birds and bats and bobcats. Oh my. From cash flow to selling, what does the Wizard have to say about wildlife and other auxiliary services? Does private equity view wildlife with different spectacles than the traditional acquirers? What’s scarier than all of these wild animals put together? Finding the one way to measure customer retention.

From psychology to anchoring to overconfidence bias, Paul shares his perennial reference book for both M&A professionals and business owners.

Audio Mixing and Editing by www.verbell.ltd

The Boardroom Buzz: Grow, Sell, or Exit

Boardroom Buzz is the straight-talk playbook for owners who built their service businesses from the crawlspace up and want to master the next move—whether that’s doubling down on growth or preparing for a life-changing exit.

Hosted by Jason & Jeremy Julio—“The Blue-Collar Twins” who turned a service-truck start-up into a multimillion-dollar success—and mentored by veteran deal-maker Paul Giannamore, the show turns boardroom finance into stories you’d swap over a tailgate. Expect 40-minute deep-dives that unwrap one real transaction and one valuation lever you can pull today, plus quick “Market Pulse” riffs that flag shifts every operator should watch.

If you’re a majority or significant-minority owner eyeing the $5 M–$100 M revenue range, tune in for gritty war stories, step-by-step tactics, and the confidence to choose your own endgame. New episodes every Thursday. Presented by POTOMAC M&A.