Owned and Operated

.@WilsonCompanies shares his thoughts on why he's not really in the HVAC business, but rather in the marketing business. ownedoperatedinsights.beehiiv.com/p/marketing-is…

All hands meeting this AM to get everyone on the same page about our now $49M shop (thanks to 4 acquisitions this year). Made some big announcements about upgraded benefits and a new sewer lining re-liner (LightRay) that’s gonna cut our work time down by more than 50%. And of course, we had our traditional home cooked Wilson breakfast (big shoutout to chef Chris Tasich). Everyone left feeling connected and energized for a HOT week with heat index in the 100s. LFG.

Biggest and best one yet. Can't wait for September!

The latest @OwnedxOperated podcast is a must-listen. What you'll learn... 1/ Why EBITDA alone doesn’t determine your business valuation 2/ The 2 questions every buyer asks before making an offer 3/ How poor systems, bad margins, and owner-dependence kill deals 4/ The difference between a distressed sale and a “built to sell” winner 5/ What home service operators should be doing NOW to protect their exit It's all here: youtu.be/ZWF_vFZy_R4

Some thoughts on the economy/consumer spending in 2026... 1/ 2026 isn’t killing home services. It’s exposing weak operators. 2/ Everyone’s blaming the economy. Reality: you’re comparing today to a freakishly strong 2024. 3/ 2024 pulled demand forward. Stimulus money. Easy approvals. High savings. That environment is gone. 4/ Here’s what actually changed: savings are down, debt is up, missed payments are rising. People still buy. They just think harder first. 5/ This creates a weird market: demand exists, cash is tighter, decision friction is higher. 6/ Most operators misread this. They think leads dried up. That’s not the problem. 7/ The real problem: fewer approvals, more financing declines, more delayed jobs. 8/ So what happens? Your board looks full. Your revenue does not. Pipeline breaks between estimate and sold. 9/ Winning operators adjust fast: more leads at the top, better sales in the middle, tighter follow-up at the bottom. 10/ This is where most lose: they keep the same sales process, same financing options, same follow-up and expect different results. 11/ This market rewards operators who sell financing well, offer multiple options, stay on the lead longer, and control the pipeline end to end. 12/ This isn’t a crash. It’s normalization. 13/ Normalization exposes everything: bad pricing, weak sales teams, loose processes. No more hiding behind easy demand. 14/ If revenue is down, don’t blame demand. Look at approval rate, close rate, and follow-up speed. That’s where you’re losing money.

Don't forget @WilsonCompanies and @thehvacjack are hosting their "Breaking $5 Million" workshop on May 5-7, 2026. Learn what it takes to leave $5M in the past. ownedandoperated.com/upcoming-event…

Today's newsletter with @WilsonCompanies is an eye-opener. Check. It. Out. ownedoperatedinsights.beehiiv.com/p/you-ll-never…

Today's newsletter is all about SEO in 2026. Dead? Alive? Or somewhere in between? ownedoperatedinsights.beehiiv.com/p/dead-or-alive

We're sponsoring the Breaking $5 Million workshop at @WilsonCompanies HQ on May 5-7. All the details are here: ownedandoperated.com/upcoming-event…

For a lot of operators, the biggest drag on the balance sheet isn’t payroll or marketing. It’s sitting in the parking lot. @WilsonCompanies gives it all to you here: ownedoperatedinsights.beehiiv.com/p/the-math-doe…

Today's newsletter with @WilsonCompanies is all about marketing execution. Execution is more important than anything else. ownedoperatedinsights.beehiiv.com/p/execution-ov…

The team at @OwnedxOperated is putting a lot (and I mean A LOT) of time into planning live sessions in 2026. It's one of the best ways to learn. Take advantage this year.

Quick shoutout...@thehvacjack and his JackQuisitions podcast are crushing it. If you want an inside look at acquiring a home service business, he's got 40+ episodes and counting. Watch and subscribe. @Jackquisitionsco" target="_blank" rel="nofollow noopener">youtube.com/@Jackquisition…

.@WilsonCompanies and @thehvacjack talk about the best home service businesses to start in 2026. youtube.com/watch?v=0x9ggZ…

Big year for @WilsonCompanies and the Owned and Operated podcast. Looking forward to an even better 2026.

Today's newsletter touches on one of the most underused marketing channels in the trades. Do you know what it is? ownedoperatedinsights.beehiiv.com/p/an-underused…

Great episode.

We're crushing it with @WilsonCompanies on Spotify. Listen and leave us a review.

Can't wait to see part 2 @WilsonCompanies