CEO Roundtable

Sam Taggart

The CEO Roundtable is where home service CEOs sit down with Sam Taggart to talk about how these companies actually get built. Roofing, solar, pest control, HVAC, windows, and everything next to it. Every conversation goes straight into the real mechanics... the hiring calls that worked, the margin leaks nobody talks about, the recruiting engines that filled the roster, and the seasons that almost took the whole thing down. You hear what these owners would tell you across the dinner table after the cameras shut off. No theory from people who have never carried a payroll. Sam has spent 20 plus years in the field and now sits on the other side of the table helping owners position their companies for the exit they earned. Guests include CEOs running companies across every home service vertical, along with the operators and partners Sam works with on the acquisition side of the business. Every one of them brings a company they built with their own hands and the scars that came with it. If you are running a home service company and you want the honest version of what the next stage costs, this is the room to be in.

Episodes

  1. 17 hr ago

    How to Sell a Home Service Business for the Highest Multiple - Greg Hicks

    How much is your home service business actually worth, and would it survive due diligence? Greg Hicks has moved billions in home-service deals, and in this CEO ROUNDTABLE, he breaks down what makes a company sell for top dollar. See where your company really stands with a free business audit: OwnersosFind the $5M+ Leak In your Home Service Business Sam Taggart and Ryan Nichols sat down with M&A advisor Greg Hicks to break down how home service companies actually get sold. Greg explains why your margin over three years sets your multiple far more than revenue, why recurring revenue turns a job you own into an asset buyers fight over, how the private equity roll-up really works, and why customer and owner concentration is the number one thing that kills a deal. He also gets into the emotional side of selling, the questions every owner needs answered before they sign, and how to take care of your team with equity instead of a one-time check. Greg Hicks is a partner at Nicholls Collie Advisory and Services, part of a top-100 US CPA firm, and previously founded JGH Consulting. Based in Atlanta, he has spent over a decade in home-service M&A, moving from ten-million-dollar deals to overseeing roughly two billion dollars in transactions a year, and recently sold his own firm to a private equity group. What you'll learn in this episode: Why margin over three years, not revenue, sets your multiple (Greg's "round up" process)How recurring revenue turns a job you own into an asset buyers compete forThe roll-up arbitrage: buy smaller companies, then sell the bigger combined platform for a much higher multipleWhy customer and owner concentration is the number one deal-killerHow to take care of your team with equity and rollovers instead of just a lump sumThe emotional side of selling, and the questions every owner must answer first Here's the thing: most owners have no clue what their business is really worth, and even less about whether it would hold up when a buyer's team tears it apart. Do not wait until you want out to find out. See exactly where you stand with a free business audit, and when you're ready to build the systems that make you sellable, that's what Owner's OS is for: OwnersosOwnersOS helps home-service companies scale

  2. 25 Jul

    Why Only 15% of Roofing Companies Are Ready to Sell

    Only about 15% of roofing companies that want to sell are actually ready when a buyer shows up. This episode is about getting on the right side of that number.   Follow along at @forgestrategicequity: Instagraminstagram.com/forgestrategicequity   In Episode 2 of The Forge Podcast CEO Roundtable, Sam Taggart sits down with someone who sits on the other side of the table when roofing and home service companies get bought. You'll hear how private equity actually values your company, why "key man risk" quietly kills more deals than bad financials, and the honest math behind selling now versus keeping your cash flow.   By the end, you'll know what makes a company worth buying and what to start fixing today if an exit is anywhere on your radar.   Benton Sturt is a Director at Meridian Capital, a leading middle-market investment bank, where he co-leads the firm's consumer practice and advises home service companies across roofing, HVAC, plumbing, and pest control through mergers, acquisitions, and capital raises.   A Goldman Sachs alum and a 2025 M&A Advisor Emerging Leaders award winner, Benton has guided owners from first conversation to nine-figure close.   What you'll learn in this episode:   Why only about 15% of companies that want to sell are actually ready, and how to join themThe "key man" problem that drags down valuations, and how to fix it before a buyer finds itHow a $90M home service deal actually comes together behind the scenesThe sell-now-or-keep-cashing-checks math every owner should run before talking to buyersWhat separates a $10M roofing company from a $100M exit  Here's the truth.   If your company falls apart the second you stop showing up, you don't own a business, you own a job. Buyers smell that from a mile away and they price it in. Build the reps and systems that run without you, then let the right people look under the hood before a buyer does.   That's exactly what Forge does. Apply at Forge Strategic Equity: ForgestrategicequityForge Strategic Equity | Home   #roofing #privateequity #businessexit #roofingbusiness #homeservices #forgestrategicequity #d2d

  3. 23 Jul

    The Roofing Acquisition Wave Is Here and Most Owners Will Miss It

    The roofing acquisition wave is here, private equity is rolling up companies fast, and most owners will miss it because they aren't ready when the offer comes.   Follow along at @forgestrategicequity: https://www.instagram.com/forgestrategicequity/   In this episode of The Forge Podcast CEO Roundtable, Sam Taggart digs into the wave of private equity money flooding into roofing and home services, why so many owners are going to watch it pass them by, and what it actually takes to be on the winning side of a roll-up. You'll hear how buyers think, what they pay for, and the moves an owner needs to make now so that when the acquisition wave reaches their market, they're the company getting the offer instead of the one getting left behind.   What you'll learn in this episode: Why private equity is rolling up roofing and home service companies right nowWhat buyers actually look for before they ever make an offerThe "key man risk" that keeps most owners from being readyHow to position your company to be on the winning side of the waveWhat separates the owners who cash out from the ones who miss the window  Here's the truth. This wave is not going to wait for you to get organized. If your company can't run without you and your numbers aren't clean, buyers move on to the next one and you watch your neighbor get the check. Build the systems now, and let the right people look under the hood before a buyer does. That's exactly what Forge does.   Apply at Forge Strategic Equity: https://forgestrategicequity.com/?utm_source=youtube&utm_medium=description&utm_campaign=forge&utm_content=the-roofing-acquisition-wave-is-here-and-most-owners-will-miss-it-apply   #roofing #privateequity #rollup #businessexit #roofingbusiness #forgestrategicequity #d2d

  • 3 Episodes

About

The CEO Roundtable is where home service CEOs sit down with Sam Taggart to talk about how these companies actually get built. Roofing, solar, pest control, HVAC, windows, and everything next to it. Every conversation goes straight into the real mechanics... the hiring calls that worked, the margin leaks nobody talks about, the recruiting engines that filled the roster, and the seasons that almost took the whole thing down. You hear what these owners would tell you across the dinner table after the cameras shut off. No theory from people who have never carried a payroll. Sam has spent 20 plus years in the field and now sits on the other side of the table helping owners position their companies for the exit they earned. Guests include CEOs running companies across every home service vertical, along with the operators and partners Sam works with on the acquisition side of the business. Every one of them brings a company they built with their own hands and the scars that came with it. If you are running a home service company and you want the honest version of what the next stage costs, this is the room to be in.

Information

  • Creator
    Sam Taggart
  • Years Active
    2026
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © 2026 CEO Roundtable
  • Show Website
    CEO Roundtable