The Boost Zach Wilson - CMO at Lokal Digital Marketing

In this week’s episode, we chat with Cody McLeod, President and Founder of Utility Plumbing Services.
In our conversation, we explore his journey from working in his family's plumbing business to starting his own company. Cody also opens up about the personal adversities he faced during the COVID-19 pandemic, which significantly impacted his professional life and led to his departure from the family business. Cody also talks about his tumultuous exit, including the legal and financial challenges he faced while trying to maintain family relationships intact. 
Cody's exit and subsequently starting Utility Plumbing Services highlights his resilience and determination. Finally, Cody provides insights into starting a new business from scratch, emphasizing the importance of securing funding and making smart financial decisions.
 
Key Takeaways:
The challenges Cody faced in his personal life that ultimately led to his exit from the family business
Cody's advice for securing funding before making major investments in a new business
The importance of letting attorneys handle negotiations to avoid emotional entanglements
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Additional Resources
➡️ Schedule a FREE Marketing Assessment today: https://lokalhq.com/marketing-assessment/
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👉 Connect with Cody McLeod
Instagram: https://www.instagram.com/codymcleod_88/
Website: https://utilityplumbingservices.com
Instagram: https://www.instagram.com/utilityplumbingservices/
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The Boost, a podcast for home service contractors.
Join CMO of Lokal, Zach Wilson, as he explores leaders & innovators in home services, their personal journeys, thoughts and experiences with growth, marketing, and succession.
Lokal digital marketing works exclusively with contractors specializing in HVAC, roofing, plumbing, and garage door companies to conquer their local turf and grow exponentially.
All Aboard the Longship! Powered by Vikings™.
For marketing tips, follow Zach Wilson on Instagram, TikTok, or Facebook.

In this week’s episode, we chat with Patrick Lange, Managing Partner at Business Modification Group.
We talk about the complexities of purchasing and selling a company in the heating, air, and plumbing industry. Patrick emphasizes the importance of clean financial records, the advantages of maintenance agreements, and the value of proper business documentation. We also touch on the emotional aspects of selling a business and the trends in private equity acquisitions. Our conversation provides insights into what buyers look for and how sellers can prepare their businesses for sale.
 
Key Takeaways:
Patrick discusses the benefits of using a broker and how they can guarantee a seamless transaction.
The key factors buyers look for, such as customer base, employees, and brand reputation
Trends in the industry including an increase in private equity acquisitions and younger entrepreneurs re-entering the market
The importance of having a clean financial record and how that helps a seller negotiate a higher sale price
Strategies for increasing the value of a smaller HVAC business, like implementing a CRM system
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Additional Resources
➡️ Schedule a FREE Marketing Assessment today: https://lokalhq.com/marketing-assessment/
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👉 Connect with Patrick Lange
LinkedIn: https://www.linkedin.com/in/patrick-lange-businessbroker/
Website: https://businessmodificationgroup.com/
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The Boost, a podcast for home service contractors.
Join CMO of Lokal, Zach Wilson, as he explores leaders & innovators in home services, their personal journeys, thoughts and experiences with growth, marketing, and succession.
Lokal digital marketing works exclusively with contractors specializing in HVAC, roofing, plumbing, and garage door companies to conquer their local turf and grow exponentially.
All Aboard the Longship! Powered by Vikings™.
For marketing tips, follow Zach Wilson on Instagram, TikTok, or Facebook.
 

In this week’s episode, we chat with Gil Cavey, General Manager of Beltway Air Conditioning & Heating. Gil is also the very popular host of one of the industry’s biggest podcasts, HVAC Uncensored.
 
In our conversation we talk about Gil’s journey as an apprentice working with his dad to becoming General Manager at Beltway. He emphasizes building a company culture that values employees as individuals rather than numbers. He also discusses how social media helps empower technicians and promotes alternative career paths in the trades over traditional college routes.
 
Key Takeaways:
Industry Insights: Addressing technician shortages and advocating for better treatment within companies.
Personal Journey: How passion drives success; from learning under his father to becoming a leader in the home service industry.
Overcoming Adversity: A touching recount of family struggles with cancer that shaped personal perspectives on life and work.
Building Culture: Developing a workplace environment where technicians feel valued, respected, and well-compensated - an 'All-Star' team approach at Beltway AC & Heating.
Empowering Technicians: Encouraging workers to seek employers that offer fair pay, benefits, and respect – highlighting there are great companies out there waiting for them.
Trade Advocacy: Promoting vocational careers as viable paths to financial success without necessarily pursuing traditional college pathways.
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Additional Resources
➡️ Schedule a FREE Marketing Assessment today: https://lokalhq.com/marketing-assessment/
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👉 Connect with Gil Cavey Jr.
Instagram: https://instagram.com/hvacuncensored
Facebook: https://facebook.com/hvacuncensored
YouTube: https://www.youtube.com/c/HVACUncensored
TikTok: https://www.tiktok.com/@hvacuncensored
Website: https://beltwayhvac.com/
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The Boost, a podcast for home service contractors.
Join CMO of Lokal, Zach Wilson, as he explores leaders & innovators in home services, their personal journeys, thoughts and experiences with growth, marketing, and succession.
Lokal digital marketing works exclusively with contractors specializing in HVAC, roofing, plumbing, and garage door companies to conquer their local turf and grow exponentially.
All Aboard the Longship! Powered by Vikings™.
For marketing tips, follow Zach Wilson on Instagram, TikTok, or Facebook.

In this week’s episode, we chat with Ben Hummel, Vice President of Business Development at Legacy Service Partners.
 
Ben shares insights into Legacy Service Partners, a home services platform investing in HVAC, plumbing, and electrical contractors. Legacy Service Partners offers a unique approach to partnering with owner-operators in the home services sector.
 
The conversation covers various topics, including strategies for geographic expansion, the valuation of businesses in the market, and the importance of managing debt, and operational efficiencies in growing a business.
 
Key Takeaways: 
Legacy Service Partners' Model
Succession Planning and Growth Strategy
Financial and Operational Preparation for Sale
Market Variability and Value Multiples 
Advice for Potential Sellers
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Additional Resources
➡️ Schedule a FREE Marketing Assessment today: https://lokalhq.com/marketing-assessment/
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👉 Connect with Ben Hummel
LinkedIn: https://www.linkedin.com/in/bhhummel/
Website: https://legacyservicepartners.com/
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The Boost, a podcast for home service contractors.
Join CMO of Lokal, Zach Wilson, as he explores leaders & innovators in home services, their personal journeys, thoughts and experiences with growth, marketing, and succession.
Lokal digital marketing works exclusively with contractors specializing in HVAC, roofing, plumbing, and garage door companies to conquer their local turf and grow exponentially.
All Aboard the Longship! Powered by Vikings™.
For marketing tips, follow Zach Wilson on Instagram, TikTok, or Facebook.

In this week’s episode, we chat with Texas Medley, President & CEO of Medley Heating, Air Conditioning & Plumbing.
During our conversation, we discussed his journey from working in a grocery store to successfully establishing and running his own business. Texas emphasizes the value of hard work, learning from every job, and continuously striving to improve business operations while maintaining a focus on customer service and employee satisfaction.
 
Key Takeaways:
Learn how a simple grocery job can help you develop useful skills that can be useful later in life  
Balancing profitability with fair pricing for customers
The impact of private equity firms entering the home service industry
Maintaining a personal connection with employees while holding them accountable
Advice for aspiring entrepreneurs on the realities of starting a business
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Additional Resources
➡️ Schedule a FREE Marketing Assessment today: https://lokalhq.com/marketing-assessment/
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👉 Connect with Texas Medley
Instagram:  https://www.instagram.com/texasmedley
Facebook: https://www.facebook.com/justintexas.medley.5
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👉 Connect with Medley Heating, Air Conditioning & Plumbing
Website: https://www.callmedley.com/
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The Boost, a podcast for home service contractors.
We explore leaders & innovators in home services, their personal journeys, thoughts and experiences with growth, marketing, and succession. Lokal works closely with HVAC, roofing, plumbing, garage door companies, and many other HS companies to conquer their local turf and grow exponentially.
 
 

In this week’s episode, we chat with Mike Prencavage Jr., owner of The Family Plumber. In our conversation, we explore the challenges and complexities of executing a successful succession plan, especially when it involves family members. Mike Jr. provides a candid look at the ties that bind family and business, as well as the unique challenges that they bring.
 
Key Takeaways:
Navigating the emotional aspects and differing perspectives between a founder and the next generation 
Strategies for determining a fair valuation, considering assets, customer base, and growth potential
Structuring payment terms, including upfront deposits, sweat equity, and potential early payoff penalties
The importance of documenting everything and setting clear action items during negotiations
The value of bringing in a third-party evaluator to provide an objective assessment
The benefits of leasing vehicles instead of purchasing them outright as the company scales
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Additional Resources
➡️ Schedule a FREE Marketing Assessment today: https://lokalhq.com/marketing-assessment/
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👉 Connect with Mike Prencavage Jr.
Website: http://www.thefamilyplumber.com
Instagram: https://www.instagram.com/socalplumbguy/
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The Boost, a podcast for home service contractors.
Join CMO of Lokal, Zach Wilson, as he explores leaders & innovators in home services, their personal journeys, thoughts and experiences with growth, marketing, and succession.
Lokal digital marketing works exclusively with contractors specializing in HVAC, roofing, plumbing, and garage door companies to conquer their local turf and grow exponentially.
All Aboard the Longship! Powered by Vikings™.
For marketing tips, follow Zach Wilson on Instagram, TikTok, or Facebook.