I sat down with Nick Bartolo, who’s known for his financial wizardry, but I didn’t expect him to bring jokes to the table too! We had a great conversation about making your money work harder for you after a business sale—think tax planning, smart investments, and strategies that don’t involve your wealth disappearing into thin air.
Then Daniel and Josh Brady joined us, sharing how insights from The Boardroom Buzz and Potomac TV sparked a game-changing shift in their business. Their story is living proof of how tuning into the right advice, coupled with relentless effort, can lead to remarkable results. From embracing monthly billing to scaling with intention, their thriving pest control business stands as a testament to the impact of actionable ideas.
As we wrap up the Off The Record interviews recorded at Pest World 2024, this episode captures everything these conversations have been about: sharp insights, compelling stories, and a bit of fun along the way. Whether you’re in the service industry or just want to hear about the intersection of financial strategy and operational success, this episode is a must-watch.
Key Topics Covered:
Wealth management tips for business owners after a sale
Tax planning strategies to save more and stress less
Building a customer-focused service business with scalability in mind
Lessons from the Brady brothers’ rapid business growth
The role of door-to-door sales in today’s service industry landscape
How M&A trends are impacting small to mid-sized service businesses
About the Host:
Paul Giannamore: Managing Director of The Potomac Company, Paul is a renowned Mergers and Acquisitions sell-side advisor specializing in the pest control and route-based service industries. He provides strategic guidance to business owners, helping them navigate complex transactions, optimize value, and position themselves for long-term success.
About the Guests:
Nick Bartolo is a seasoned financial advisor and expert in public market investments. He specializes in guiding business owners through the complexities of tax planning, helping them optimize their financial strategies and maximize gains following a business sale.
Daniel and Josh Brady are co-owners of Anchor Pest Services, a fast-growing pest control business in New England. Since founding Anchor in 2018, they’ve become known for exceptional customer service, rapid response times, and smart operational strategies that drive growth and profitability.