Patrick Lange shares his journey from financial advisor to building and selling a pool company, and eventually transitioning into business brokerage. He discusses the challenges and strategies involved in acquiring, growing, and selling HVAC and plumbing companies, as well as the key factors affecting their valuation and sale.

Takeaways

• Entrepreneurial Journey
• Acquisitions and Growth
• Valuation Factors

Chapters

• 00:00 From Financial Advisor to Pool Company
• 01:28 Acquiring and Growing Pool Companies
• 02:19 Selling Pool Companies
• 04:10 Valuation and Sale of Pool Companies
• 09:56 Transition to Business Brokerage
• 13:18 Selling HVAC and Plumbing Companies
• 16:53 Operational Challenges and Strategies
• 19:24 Employee Structure and Revenue Mix
• 24:23 Adbacks and Valuation
• 26:21 Connect with Business Modification Group

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