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  • Action Wins: How David Koehn Built, Sold, and Reinvented His Business
    2026/09/30

    What happens when the business you fought to build nearly breaks you and then becomes the vehicle for your next chapter?

    In this episode of The Deal Factory, Jeff Harkness sits down with entrepreneur David Koehn to unpack a journey that started with $12,000 borrowed from his father, a lawnmower, and a Ford Explorer — and ultimately led to building and selling Koehn Outdoors. David shares the mistakes that nearly put the company under, the strategic shift that transformed the business, and why building a team capable of operating without him became one of the most valuable things he ever did.

    David and Jeff also go inside the sale to Bland Landscaping, including why trust mattered more than simply finding the highest bidder, what surprised David during post-close integration, and why owners should expect change after a transaction. Now entering what he calls the “3.0 version” of his life, David is using those lessons to mentor and coach other entrepreneurs navigating growth, leadership, and eventual exits.

    Key Discussion Points

    • Why David left his hometown at 21 with no real plan beyond creating a different life

    • Borrowing $12,000 from his father — and the condition that forced him to go all-in on entrepreneurship

    • Growing from residential lawn care into commercial landscaping and HOA work

    • Why chasing revenue and large installation projects nearly drove the company into bankruptcy

    • The decision to abandon construction work and become intensely focused on recurring maintenance

    • How consultants, better systems, budgeting, and peer relationships helped transform the business

    • Why hiring business development talent earlier could have accelerated David’s growth

    • How stepping away from operations proved David had built a company that could function without him

    • Why David chose a trusted strategic partner instead of running a broad auction for the highest bidder

    • The realities of post-sale integration: systems, safety, compensation, communication, and cultural change

    • Why owners should never believe that “nothing will change” after a transaction

    • How David transitioned from owner-operator to investor, advisor, and CEO coach

    • Why mentors can dramatically change the trajectory of an entrepreneur’s life

    • David’s advice to aspiring entrepreneurs: action wins

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    57 分
  • The Inner Game of Leadership: How Great CEOs Keep Growing
    2026/09/16
    The skills that build a company are not always the skills required to scale one.In this episode of The Deal Factory, Jeff Harkness sits down with his own CEO coach, Chuck Gulledge, for a candid conversation about what happens to a leader as the business grows around them.After beginning his career as a CPA with Arthur Andersen, working in the capital markets, and spending years studying companies and their leaders, Chuck made a major career pivot at age 50 to become a certified executive coach. Thirteen years later, he works with CEOs and leadership teams across the country, helping them navigate strategy, execution, people, succession, and what he calls the “inner game” of leadership.Jeff and Chuck break down the difference between a consultant and a true coach, why CEOs must move beyond the “Superman” phase of entrepreneurship, and how identifying constraints, finding your highest and best use, and building operating systems can transform a growing organization.They also explore Momentum Hub, Chuck’s approach to turning strategy into execution, why AI will enhance leadership without replacing the human side of coaching, and what happens as entrepreneurs evolve from doing everything themselves to multiplying leaders.For founders and CEOs scaling businesses in the trades and service industries, this conversation asks an important question:Are you still the leader your next stage of growth requires?Key Discussion PointsChuck’s journey from CPA and capital markets executive to CEO coachWhy he left his established career at age 50 to pursue coachingThe difference between a CEO coach and a consultantWhy coachability matters more than simply hiring a coachThe loneliness that comes with leading and scaling a companyFinding your highest and best use as a CEOWhy leadership and the “inner game” become more important as companies scaleTurning strategy into execution through Momentum HubWhy strategic plans need to become living operating systemsPeople, strategy, and execution as fundamental building blocksIdentifying and attacking the top constraints inside a businessWhy bad meetings quietly destroy organizational productivity“Where do we play?” versus the more important question: “Where do we not play?”How CEOs unintentionally create cultural problems by tolerating the wrong behaviorsWhy customer experience and winning can strengthen company cultureThe evolution from founder “Superman” to building and multiplying leadersFamily-business succession and why the next generation has to earn leadershipWhy AI can improve business systems but cannot replace human connectionWhy self-doubt does not disappear when a CEO becomes successfulWhy Chuck believes every CEO should have a coachChapters:0:00 Intro0:39 Intro: Meet Chuck Gulledge2:17 How Does Someone Become a CEO Coach?3:40 Arthur Andersen, Capital Markets & Learning Leadership4:40 Discovering Executive Coaching5:40 Making a Major Career Pivot at 507:25 Why Entrepreneurship Can Be Lonely8:40 CEO Coach vs. Consultant10:45 Why Leadership Is the Real Work12:25 Finding Your Highest and Best Use14:50 What Makes a CEO Coachable?17:05 The Inner Game & Building Better Leaders18:30 Momentum Hub: Turning Strategy Into Execution21:30 Will AI Replace CEO Coaches?25:30 The Fundamentals of Scaling Leadership27:40 Finding and Attacking Business Constraints28:45 How Bad Meetings Waste a Company’s Time30:30 Strategy: Where Should You NOT Play?31:55 What Are You Tolerating Inside Your Business?32:35 Culture, Customers & Building a Winning Team35:15 How CEOs Change as Companies Scale36:25 From Superman to Multiplying Leaders38:45 Family Business Succession & Leadership Transitions43:10 When Should a CEO Hire a Coach?44:00 Why Every Leader Needs Coaching45:50 Every CEO Has a Journey47:10 The Inner Game at the Highest Level48:20 The Priority Paradox & CEO Accountability49:00 How to Connect With Chuck49:45 Closing Thoughts
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    51 分
  • From $5M to $100M: Building a Landscaping Platform Through M&A
    2026/08/19

    Crystal Knafel started her landscaping business with a shovel, a wheelbarrow, and a willingness to outwork just about anyone. Today, she and business partner Krista Bontrager are building something much bigger.

    In this episode of The Deal Factory, Jeff Harkness sits down with Crystal and Krista to discuss their evolution from a founder-led operation into a $5M+ multi-location business pursuing growth through acquisitions. They share how their visionary-integrator partnership works, what they learned acquiring Lawn & Turf, and why culture became one of their biggest post-close challenges.

    The conversation covers M&A, integration, leadership, organic growth, technology, talent, and their long-term vision of building a $100M+ landscaping platform.


    Landscaping Services Indiana | Design & Lawn Care Experts | Dynamic Landscaping

    Key Discussion Points

    • Crystal's journey from a shovel and wheelbarrow to business owner
    • How Krista became the integrator to Crystal's visionary
    • Using EOS and mentorship to create structure for growth
    • Why they chose Lawn & Turf as an acquisition target
    • Discovering culture problems after the deal closed
    • Rebuilding the team and integrating the acquisition
    • Moving from pure grit to intentional growth strategy
    • Why alignment is critical in a business partnership
    • Delegating responsibilities as the company scales
    • Building a stronger organic sales engine
    • Using Aspire, Weathermatic and AI in the business
    • Recruiting and retaining the right people
    • Why Crystal wants to build the platform—not sell to one
    • The five-year vision for a $100M+ landscaping company


    Chapters:

    0:00 Intro

    0:26 Meet Crystal and Krista

    2:03 How Crystal Started the Business

    5:29 Krista Joins the Business

    8:43 Visionary vs. Integrator

    10:50 Where the Business Is Today

    13:01 Acquiring Lawn & Turf

    15:48 The Reality of Post-Close Integration

    18:22 Rebuilding Culture & Leadership

    21:00 Women in the Green Industry

    24:00 Learning to Delegate

    28:15 How Their Partnership Works

    31:20 Handling Disagreements & Staying Aligned

    36:50 The Next Critical Hire

    38:12 Technology & Operational Infrastructure

    41:20 Robotics & AI

    43:00 Solving the Labor Challenge

    46:34 Building the Platform

    48:35 Mentors, Belief & Thinking Bigger

    52:18 The $100M Vision

    55:35 Closing Thoughts


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    56 分
  • Inside Private Equity: How Plexus Capital Builds Winning Companies
    2026/07/29

    Private equity has never been more misunderstood.

    In this episode of The Deal Factory, Jeff Harkness sits down with longtime friend and Plexus Capital Partner Brad Pence for one of the most practical conversations yet on how institutional investors actually evaluate businesses. From defining the lower middle market to explaining fund structures, leadership, AI, operations, and value creation, Brad provides an inside look at what separates companies that attract premium valuations from those that struggle to transact.

    The conversation goes well beyond deal multiples. Brad shares how great investors think about people, leadership, operational excellence, technology adoption, capital deployment, liquidity, continuation vehicles, and why the best private equity firms are focused on building stronger businesses—not simply buying EBITDA.

    Whether you're a founder considering institutional capital, an executive leading a PE-backed company, or simply trying to understand how today's investment market works, this episode offers a masterclass on what creates long-term enterprise value.

    Key Discussion Points

    • Brad Pence's journey from college graduate to Partner at Plexus Capital

    • Defining the lower middle market vs. the middle market

    • What institutional investors actually evaluate before investing

    • Why leadership is the single biggest investment decision

    • Building trust between founders and private equity partners

    • Current state of lower middle market deal activity

    • Return expectations, fund structures and investor discipline

    • Continuation vehicles explained simply

    • How AI is improving business development and operational efficiency

    • Why data systems and financial visibility drive enterprise value

    • The operational playbook behind successful platform companies

    • Organic growth vs. acquisition integration

    • Debunking common myths about private equity

    • Alternative capital options through structured debt and minority investments

    • Balancing career, family and high performance

    Chapters:

    0:00 Intro

    1:10 Meet Brad Pence & Plexus Capital

    7:30 From Analyst to Private Equity Partner

    17:30 What Is the Lower Middle Market?

    20:15 Current State of Private Equity

    24:30 Capital Deployment & Investor Expectations

    30:00 Fund Life Cycles & Liquidity

    33:00 Continuation Vehicles Explained

    35:45 AI's Real Impact on Private Equity

    41:20 Leadership Is Everything

    48:40 The Plexus Operating Playbook

    52:10 Building Companies That Scale

    56:45 Private Equity Myths Debunked

    1:00:30 Structured Capital Without Giving Up Control

    1:04:30 Brad's Leadership Habits & Closing Thoughts


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    1 時間 7 分
  • How Serious Operators Build Value After Partnering with Private Equity
    2026/07/14

    Most entrepreneurs dream about building a business that lasts. Few ever build one capable of attracting multiple private equity partners, completing more than 20 acquisitions, and creating life-changing wealth for employees.

    In this episode of The Deal Factory, Jeff Harkness sits down with Jerry Shill, Founder & CEO of Schill Landscape Collective, to unpack the 35-year journey from a local landscaping company to one of North America's fastest-growing commercial landscape platforms.

    Jerry shares the pivotal decisions that changed everything—from splitting the family business and focusing exclusively on recurring maintenance revenue to designing a scalable "business in a box" operating model that ultimately attracted institutional capital. The conversation dives deep into acquisitions, integration, leadership development, value creation, data-driven operations, and what it really takes to build a billion-dollar vision.

    Whether you're considering private equity, actively acquiring businesses, or simply trying to scale your company, this episode delivers a masterclass from someone who's lived every stage of the journey.

    Key Discussion Points

    • Building a maintenance-first business model that scales

    • Why recurring revenue beats chasing construction projects

    • Designing a "Business in a Box" operating system

    • Preparing a company for institutional capital

    • Lessons from partnering with Argon Capital and TruArc Partners

    • Scaling from $2M to nearly $31M EBITDA

    • What Jerry learned completing 21 acquisitions

    • Why integration—not the deal—is the real challenge

    • Centralized vs. decentralized leadership models

    • Data, KPIs and forecasting at scale

    • Creating wealth through management equity

    • AI, robotics and the future of commercial landscaping

    • Why customer issue resolution is a competitive advantage

    • Building businesses that are designed to sell


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    1 時間 5 分
  • Building a $220M Landscaping Business with Private Equity
    2026/07/01

    What does it really take to build a category-leading company?

    In this episode of The Deal Factory, Jeff Harkness sits down with Brian Dumont, Founder & CEO of YARDNIQUE, one of the fastest-growing commercial landscape companies in the Southeast.

    Brian shares the unfiltered story behind building the business—from nearly losing everything after two major customers failed to pay, navigating divorce, rebuilding his leadership team, partnering with private equity, and scaling from approximately $25 million in revenue to more than $220 million through disciplined execution, acquisitions, and an unwavering commitment to people-first leadership.

    This isn't a conversation about overnight success.

    It's a masterclass on resilience, leadership, culture, acquisitions, private equity partnerships, and becoming the leader your company needs at every stage of growth.

    Whether you're building toward your first $10 million or scaling beyond $100 million, this episode offers practical lessons every founder should hear.

    In This Episode

    • Why Brian almost walked away from the business

    • The turning point that changed YARDNIQUE forever

    • Lessons learned from divorce, business setbacks, and leadership failures

    • Why recurring revenue transformed the company

    • What founders misunderstand about private equity

    • How to choose the right PE partner

    • Building an executive team capable of scaling

    • 16 acquisitions: successes, failures, and lessons learned

    • The importance of culture during rapid growth

    • Why customer service, not landscaping, is the real business

    • AI, sales, and the future of commercial landscaping

    • Brian's daily leadership habits, faith, journaling, and intentionality

    Chapters:

    00:00 – Intro

    03:45 – Starting a business after working for a terrible boss

    08:00 – Discovering recurring revenue

    09:20 – Losing two major customers and rebuilding

    13:00 – Deciding whether to sell

    15:15 – Walking away from a sale

    17:20 – COVID changes everything

    19:10 – Choosing private equity over selling outright

    22:40 – Building with Plexus Capital

    25:30 – Life after private equity

    29:30 – Building an executive team

    31:15 – Lessons from 16 acquisitions

    37:00 – Hiring leaders who can scale

    42:30 – The four pillars of growth

    45:30 – Building a world-class sales organization

    47:50 – AI and the future of landscaping

    50:30 – Faith, leadership and daily habits

    59:15 – Final leadership lessons

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    1 時間 1 分
  • The Talent Advantage: Why Some Companies Keep Winning
    2026/06/16

    In this episode of The Deal Factory, Jeff Harkness sits down with executive recruiter and talent advisor Rachel VanderPol to discuss what really drives employee retention, leadership, recruiting, and company growth. Rachel shares lessons from years of recruiting top talent across finance, legal, construction, SaaS, and professional services industries, while providing a behind-the-scenes look at how great companies attract and keep high performers.

    From culture fit and leadership alignment to compensation, flexibility, and hiring mistakes, this conversation is packed with practical insights for business owners who want to build stronger teams and scale successfully.

    Whether you're hiring your next executive, building a leadership team, or trying to understand why great employees leave, this episode provides a blueprint for recruiting and retaining exceptional talent.

    Key Discussion Points

    • Why employees leave companies even when compensation is competitive

    • The importance of culture fit over technical qualifications

    • How top recruiters identify great candidates

    • The role leadership plays in employee retention

    • Why compensation alone cannot solve hiring problems

    • Work-from-home, flexibility, and today's workforce expectations

    • Common hiring mistakes business owners make

    • How to evaluate candidates beyond the résumé

    • Lessons from elite athletes and high-performance environments

    • Building teams that scale with your company

    Chapters:

    0:00 Intro

    0:20 Meet Rachel VanderPol

    2:01 Athlete to Executive Recruiter

    4:41 Growing Up Around Hall of Fame Excellence

    8:10 Why Employees Really Leave

    11:24 Culture Fit vs Skill Set

    15:00 Why Employer Branding Matters

    16:10 How Recruiters Vet Candidates

    19:10 Recruiting Across Multiple Industries

    22:35 Hiring for Potential vs Perfection

    23:35 How to Spot Candidate Red Flags

    26:25 Compensation and Retention

    30:25 Work-Life Balance vs Flexibility

    35:05 Learning From Hiring Mistakes

    37:10 Mentorship and High Achievement

    39:10 Building a Business While Raising a Family

    42:45 Parenting, Sports, and Leadership Lessons

    45:05 Rachel's Recruiting Philosophy

    47:00 AI vs Human Recruiting

    48:15 Final Thoughts


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    49 分
  • The YardMaster Landscape & Big Lakes Lawncare Merger Story: Why We Chose A Private Equity Partner
    2026/06/02

    A lot of business owners think private equity means losing control, sacrificing culture, and putting profits ahead of people. What if the exact opposite could be true?

    In this episode of The Deal Factory, Jeff Harkness sits down with Chester Buczynski and Mike Montenaro to unpack the formation of the YardMaster Big Lakes platform backed by Unity Partners.

    The conversation explores the realities of private equity partnerships, employee ownership, scaling through acquisitions, leadership development, and building a culture that creates transformational wealth for employees at every level.

    From Chester's journey starting a landscape company with no money and a vision, to Mike's path through decades of leadership in the green industry, this episode offers a candid look at what it really takes to build, scale, and grow a business beyond traditional limits.

    Most importantly, they challenge some of the biggest myths in business—proving that growth, culture, people, and profitability don't have to compete with one another.


    Key Discussion Points

    • Why Yard Master and Big Lakes partnered with Unity Partners

    • The biggest misconceptions about private equity

    • How employee ownership changes company culture

    • Building leadership teams capable of scaling

    • The importance of intentional communication during acquisitions

    • Integrating multiple companies without losing culture

    • Creating transformational wealth for employees

    • Why growth creates opportunity for everyone

    • Leadership, mentorship, and succession planning

    • Thinking bigger about what's possible in the green industry


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    57 分