エピソード

  • #11 Leaving Finance to Build a Legacy in HVAC
    2025/07/14

    Buying a service business with the idea of passive income? In this episode of Jack Acquisitions, host Jack interviews Thomas Beebe, a financial advisor who stepped into ownership of his family’s HVAC company. What started as a hands-off investment quickly turned into a hands-on leadership journey.

    From remote team management to turning around a messy acquisition, Thomas shares the tactical decisions, operational missteps, and growth strategies that shaped his perspective on what it really takes to own and run a trades business. This episode is packed with real-world insight—whether you're planning to buy, scale, or just survive in the world of home services.

    ⚡ What you’ll learn
    Why Thomas initially underestimated the involvement required—and how he course-corrected
    The operational systems needed for remote management (and where they fail)
    How to set up accountability when you’re not on-site every day
    Insights from a turnaround: A case study of a friend’s messy HVAC acquisition
    The critical questions Thomas asks in due diligence after seeing both sides
    When to diversify into adjacent verticals like plumbing—and when not to
    How to build a business that’s both profitable and people-first

    If you’re buying a local service business or building one to scale, this episode will challenge your assumptions and give you frameworks for sustainable growth—even when you’re managing from a distance.

    💼 Special Thanks to First Internet Bank!

    Looking to buy or expand a business? First Internet Bank is a National Preferred SBA lender specializing in acquisitions for the skilled trades. Their SBA loan program offers up to 90% financing for business acquisitions, partner buyouts, and commercial real estate—plus optional lines of credit to fuel future growth. Unlike traditional lenders, they take a “how can we” approach, making deals happen for both first-time buyers and experienced operators.


    👉 Special Offer: Mention Owned and Operated for a reduced good faith deposit and a complimentary deal review + buyside prequalification.
    Connect with Alan Peterson from First Internet Bank here to get started [https://alanfib.com/]

    💼Buying businesses?

    Jackquisitions is the must-read newsletter for operators, acquirers, and deal junkies. It’s packed with real acquisition breakdowns, seller red flags, and proven strategies from the trenches.
    📬 Join and get smarter on small biz M&A every week.
    👉 Subscribe at [jackquisitions.com]

    [https://www.jackquisitions.com/]

    👤 Hosted by:
    Jack Carr
    👤 Episode Guest
    Thomas Beebe

    Send us a text

    Jackquisitions Newsletter — Your favorite source for how to buy small businesses. Real insights, smart strategies, zero gurus.

    🖊️ Sign up HERE for more insights


    📢 Enjoyed the episode?
    ✅ Like, Comment & Subscribe for weekly insights on business acquisitions, deal flow, marketing, and growth strategies!

    📌 Disclaimer:
    Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

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    42 分
  • #10 What It Really Takes to Buy a Local Service Business in 2025
    2025/07/14

    Buying a small business? In this episode of Jackquisitions, we follow Chris Barr’s journey to acquiring a pressure washing company using smart financing—combining cash, earnouts, and trusted advisors. From submitting the LOI to executing deep-dive due diligence, Chris shares what it really takes to close a successful acquisition.

    You’ll learn how to build the right team, evaluate financials and legal risks, and structure a deal that fits your vision. Whether you're just exploring acquisitions or in the weeds of a deal, this episode offers an insider’s look at getting a service business acquisition across the finish line.

    ⚡ What you’ll learn

    • What Chris looked for in an ideal pressure washing business—and how he sourced it
    • The creative structure behind his LOI and financing approach
    • Why specialization matters: How Chris leveraged his real estate pros for M&A success
    • The step-by-step due diligence checklist across financial, legal, and operational domains
    • How to avoid major pitfalls in banking and legal negotiations
    • The must-have advisors you need on speed dial when buying a business
    • How to evaluate seller-provided info and spot red flags before it’s too late


    If you’re buying a local service business or scaling your portfolio, this episode gives you a framework to approach acquisitions confidently—with the right strategy and team in place.

    👤 Hosted by:

    Jack Carr

    👤Episode Guest:

    Chris Barr


    💼 Shoutout to Appletree Business Services


    HVAC and plumbing pros—ditch tax surprises and unresponsive accountants. Appletree handles your books, taxes, payroll, and acquisitions, and they know tools like ServiceTitan cold.

    🎁 Get a free tax & financial review or 10% off a QOE report.

    👉 Book a call here — tell Patrick Jack sent you.


    💼 Special Thanks to First Internet Bank!

    Looking to buy or expand a business? First Internet Bank is a National Preferred SBA lender specializing in acquisitions for the skilled trades. Their SBA loan program offers up to 90% financing for business acquisitions, partner buyouts, and commercial real estate—plus optional lines of credit to fuel future growth. Unlike traditional lenders, they take a “how can we” approach, making deals happen for both first-time buyers and experienced operators.

    👉 Special Offer: Mention Owned and Operated for a reduced good faith deposit and a complimentary deal review + buyside prequalification.

    Connect with Alan Peterson from First Internet Bank here to get started

    Send us a text

    Jackquisitions Newsletter — Your favorite source for how to buy small businesses. Real insights, smart strategies, zero gurus.

    🖊️ Sign up HERE for more insights


    📢 Enjoyed the episode?
    ✅ Like, Comment & Subscribe for weekly insights on business acquisitions, deal flow, marketing, and growth strategies!

    📌 Disclaimer:
    Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

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    47 分
  • #9 How One Operator Is Making Big Waves in Business Acquisitions
    2025/07/14

    Want to buy a small business using smart deal structures like earnouts, seller financing, and low-risk offers? In this episode of Jackquisitions, host Jack Carr sits down with Chris Barr, a first-time buyer navigating the ups and downs of business acquisitions—from walking away from bad fits to crafting a $900K cash-plus-earnout offer for a pressure washing company.

    Learn how Chris is sourcing off-market deals, avoiding shady broker tactics, and building a personal brand that attracts sellers. You’ll get a behind-the-scenes look at how new acquirers can finance service businesses, evaluate seller terms, and structure deals that actually close. If you're buying a business or scaling through acquisition, this episode is packed with actionable insight.

    ⚡ What you’ll learn

    • Why Chris walked away from an art-framing shop that didn’t fit his criteria
    • How a pool-route deal fell through—and the red flags you should watch for with brokers
    • The numbers behind a $900 K cash-at-close + earnout offer for a thriving pressure-washing business
    • Proven frameworks for earnouts, seller notes, and revenue-share agreements that reduce risk and align incentives
    • Tips for building a credible personal brand (see his Quick Staffers journey) to source off-market deals
    • Step-by-step due-diligence tactics, valuation shortcuts, and negotiation language you can use today
    • When to pivot, when to persist, and how to decide if a deal really moves the needle


    Whether you’re a first-time buyer, an operator expanding a portfolio, or a service-business owner curious about exits, this conversation is packed with actionable M&A strategy, deal structuring hacks, and outreach scripts that close.

    👤 Hosted by:

    Jack Carr

    👤Episode Guest

    Chris Barr

    💼 Shoutout to Quick Staffers LLC

    Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts.

    🔥 Get $1,000 off your first placement here

    💼 Special Thanks to First Internet Bank!

    Looking to buy or expand a business? First Internet Bank is a National Preferred SBA lender specializing in acquisitions for the skilled trades. Their SBA loan program offers up to 90% financing for business acquisitions, partner buyouts, and commercial real estate—plus optional lines of credit to fuel future growth. Unlike traditional lenders, they take a “how can we” approach, making deals happen for both first-time buyers and experienced operators.


    👉 Special Offer: Mention Owned and Operated for a reduced good faith deposit and a complimentary deal review + buyside prequalification.

    Connect with Alan Peterson from First Internet Bank here to get started!

    Send us a text

    Jackquisitions Newsletter — Your favorite source for how to buy small businesses. Real insights, smart strategies, zero gurus.

    🖊️ Sign up HERE for more insights


    📢 Enjoyed the episode?
    ✅ Like, Comment & Subscribe for weekly insights on business acquisitions, deal flow, marketing, and growth strategies!

    📌 Disclaimer:
    Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

    続きを読む 一部表示
    47 分
  • #8 Behind the Scenes of Buying a Business
    2025/07/14

    In this episode of Owned and Operated, we’re diving into real-world strategies for sourcing and securing small business acquisitions. From outreach to private equity firms to using freelancers for off-market deals, we break down how acquisition entrepreneurs are getting creative and staying competitive.
    We explore how personal branding can help attract brokers, how to craft a buyer persona that actually stands out, and how Chris Barr is navigating live negotiations for niche businesses—including pool services and a high-end art framing company.

    Whether you're just starting your acquisition journey or already mid-process, this episode is packed with practical insights for sourcing deals and building a compelling presence in the marketplace.

    🔹 In This Episode, We Cover:
    Strategies for off-market deal sourcing using freelancers
    How personal branding attracts brokers and deal flow
    The value of a credible buyer persona in competitive markets
    Updates on two live deals: pool services and art framing
    How Chris is approaching broker and seller interactions

    🌐 More resources

    👤 Hosted by:
    Jack Carr

    👤 Guest:
    Chris Barr

    💼 Shoutout to Quick Staffers LLC

    Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts.

    🔥 Get $1,000 off your first placement here


    💸Sponsored by CFO Made Easy

    Built a strong trades business? Let’s take it to $10M and beyond. CFO Made Easy offers part-time CFO services for home and trade service businesses—helping you boost cash flow, maximize profit per tech, and make clear growth decisions.

    📈 Free Offer: Book a 45-min Financial Insight Session to uncover growth blockers.

    Send Us Mail!

    More Ways To Connect with O&O

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    John Wilson, CEO of Wilson Companies
    Jack Carr, CEO of Rapid HVAC

    📌 Disclaimer:
    Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

    Send us a text

    Jackquisitions Newsletter — Your favorite source for how to buy small businesses. Real insights, smart strategies, zero gurus.

    🖊️ Sign up HERE for more insights


    📢 Enjoyed the episode?
    ✅ Like, Comment & Subscribe for weekly insights on business acquisitions, deal flow, marketing, and growth strategies!

    📌 Disclaimer:
    Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

    続きを読む 一部表示
    50 分
  • #7 Trying to Buy a Business: Here’s What No One Tells You
    2025/07/11

    In this episode we’re back with part two of the Chris Barr series on Jackquisitions. Chris is three months into his journey to acquire a business in Florida, and he’s bringing real updates from the trenches. From opportunity cost and deal dynamics to cold outreach and broker networks, this episode is packed with hard-won insights from an active business searcher.


    We dive into the pros and cons of a pool service business he’s evaluating, the realities of navigating employee classification, and how acquisition imperfections are often just part of the game. Chris breaks down the lessons learned so far—from generating leads to refining search strategies—and why growth, not just debt repayment, should be the north star in any acquisition strategy.

    If you're in the search phase or thinking about acquiring a service business, this is a front-row seat to the messy, insightful, and exciting reality of buying a company.

    🔹 In This Episode, We Cover:

    • Navigating the first 90 days of a business search
    • Why opportunity cost is a real consideration in search
    • Behind-the-scenes of evaluating a pool service business
    • Key pros and cons of industry-specific acquisitions
    • How Chris is using cold outreach and networking to source deals
    • The tradeoffs between growth and early debt repayment
    • Why no acquisition deal is ever perfect—and that’s okay
    • Refreshing broker pipelines and learning from every interaction
    • Lessons in lead generation and seller conversations

    🌐 More resources

    👤 Hosted by:
    Jack Carr

    👤Episode Guest
    Chris Barr

    💼 Shoutout to Appletree Business Services

    HVAC and plumbing pros—ditch tax surprises and unresponsive accountants. Appletree handles your books, taxes, payroll, and acquisitions, and they know tools like ServiceTitan cold.

    🎁 Get a free tax & financial review or 10% off a QOE report.

    👉 Book a call at Appletreebusiness.com — tell Patrick Jack sent you.


    💼 Special Thanks to First Internet Bank!

    Looking to buy or expand a business? First Internet Bank is a National Preferred SBA lender specializing in acquisitions for the skilled trades. Their SBA loan program offers up to 90% financing for business acquisitions, partner buyouts, and commercial real estate—plus optional lines of credit to fuel future growth. Unlike traditional lenders, they take a “how can we” approach, making deals happen for both first-time buyers and experienced operators.


    👉 Special Offer: Mention Owned and Operated for a reduced good faith deposit and a complimentary deal review + buyside prequalification.

    Connect with Alan Peterson from First Internet Bank here to get started

    Send us a text

    Jackquisitions Newsletter — Your favorite source for how to buy small businesses. Real insights, smart strategies, zero gurus.

    🖊️ Sign up HERE for more insights


    📢 Enjoyed the episode?
    ✅ Like, Comment & Subscribe for weekly insights on business acquisitions, deal flow, marketing, and growth strategies!

    📌 Disclaimer:
    Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

    続きを読む 一部表示
    54 分
  • #6 SBA Loan Strategies for Acquiring a Business | Expert Advice
    2025/07/11

    Thinking about buying a home service business with an SBA loan? This episode is your go-to guide. Jackquisitions sits down with Alan Peterson—who closed over $70 million in SBA acquisition financing last year—to break down how to structure high-leverage deals, navigate the latest SBA loan rule changes, and avoid the costly mistakes many first-time buyers make.

    If you're serious about acquiring a home service business and want a financing strategy that actually works, this episode is a must-listen.


    🔹 In This Episode, We Cover:

    • How to use SBA loans to buy your first home service business
    • The $70M+ playbook Alan used in 2024 for acquisition funding
    • Why having the right deal team is critical (and what to avoid)
    • The latest changes to SBA rules (including seller note restrictions)
    • Multi-step acquisitions: what just got harder and why
    • Pro tips for working capital, due diligence, and pre-LOI strategy
    • How early-stage buyers can stand out and get taken seriously
    • Why personalized financial statements are a game changer
    • How Alan helps operators with pre-qual letters and deal reviews


    🌐 More resources: https://www.ownedandoperated.com


    👤 Hosted by:

    Jack Carr

    🎧 Guest:
    Alan Peterson


    💼 Special Thanks to First Internet Bank!

    Looking to buy or expand a business? First Internet Bank is a National Preferred SBA lender specializing in acquisitions for the skilled trades. Their SBA loan program offers up to 90% financing for business acquisitions, partner buyouts, and commercial real estate—plus optional lines of credit to fuel future growth. Unlike traditional lenders, they take a “how can we” approach, making deals happen for both first-time buyers and experienced operators.

    👉 Special Offer: Mention Owned and Operated for a reduced good faith deposit and a complimentary deal review + buyside prequalification.

    Connect with Alan Peterson from First Internet Bank here to get started

    💼 Shoutout to Appletree Business Services

    HVAC and plumbing pros—ditch tax surprises and unresponsive accountants. Appletree handles your books, taxes, payroll, and acquisitions, and they know tools like ServiceTitan cold.

    🎁 Get a free tax & financial review or 10% off a QOE report.

    👉 Book a call at appletreebusiness.com — tell Patrick Jack sent you.

    Send us a text

    Jackquisitions Newsletter — Your favorite source for how to buy small businesses. Real insights, smart strategies, zero gurus.

    🖊️ Sign up HERE for more insights


    📢 Enjoyed the episode?
    ✅ Like, Comment & Subscribe for weekly insights on business acquisitions, deal flow, marketing, and growth strategies!

    📌 Disclaimer:
    Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

    続きを読む 一部表示
    58 分
  • #5 Top 5 Key Experts You NEED to Buy a Business in 2025
    2025/07/11

    In this episode of Jackquisitions, we break down the essential expert team every acquisition entrepreneur must build before buying a business. Whether you’re acquiring your first HVAC company or scaling into multiple service businesses, assembling the right support system can make or break your deal.

    From legal frameworks to SBA loan processing, we cover the professionals who will help you move quickly, avoid costly mistakes, and access high-quality deals. Plus, we spotlight post-acquisition roles that keep your operations tight—like a skilled bookkeeper and a rock-solid insurance broker.

    If you're planning to buy a business in 2025, this is your checklist.

    🚨 In This Episode, We Cover:

    🔹 Why Every Buyer Needs an M&A Attorney

    🔹 Using a CPA to Vet Financials and Forecast Performance

    🔹 Finding the Right SBA Lender to Get Funded Fast

    🔹 How Valuation Experts Can Protect You from Overpaying

    🔹 Post-Close Must-Haves: Bookkeeping, Insurance, and Staff

    🔹 Bonus: Outsourcing Your Customer Service with Quick Staffers


    🌐 ownedandoperated.com


    🎙️ Host:

    🗣️ Jack Carr


    💼 Shoutout to Quick Staffers LLC

    Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts.

    🔥 Get $1,000 off your first placement here

    Send us a text

    Jackquisitions Newsletter — Your favorite source for how to buy small businesses. Real insights, smart strategies, zero gurus.

    🖊️ Sign up HERE for more insights


    📢 Enjoyed the episode?
    ✅ Like, Comment & Subscribe for weekly insights on business acquisitions, deal flow, marketing, and growth strategies!

    📌 Disclaimer:
    Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

    続きを読む 一部表示
    13 分
  • #4 Turf Takeover and the Rise of Tier Two Business Acquisitions
    2025/07/11

    In this episode of Jackcquisitions, we explore profitable small business acquisition strategies with Peter De Baptiste, owner of Joe Cole Plumbing in Florida. Peter shares his entrepreneurial journey—starting in banking, then leading a delivery service startup, and ultimately acquiring a plumbing company. Now, he's setting his sights on HVAC and turf installation businesses, uncovering high-potential, under-the-radar sectors in the home services industry.

    We break down the unique appeal of tier two and tier three service businesses, such as synthetic turf installation and residential HVAC. Peter and Jack discuss the financial performance, operational demands, and long-term scalability of these niche industries. Whether you're an investor or operator, this episode offers practical insight into identifying and evaluating service businesses with real growth potential.

    If you’re looking to buy a service business or expand your portfolio in home services, this conversation delivers a wealth of real-world advice. Learn how to navigate smaller markets, understand what makes niche businesses attractive, and discover the lifestyle implications of owning versus operating in competitive sectors.

    🚨 In This Episode, We Cover:
    🔹 Peter’s Journey from Banking to Plumbing
    🔹 Why He’s Targeting HVAC and Turf Businesses
    🔹 Understanding Tier Two and Tier Three Opportunities
    🔹 Operational Challenges in Niche Home Services
    🔹 Scaling Potential vs. Lifestyle Fit
    🔹 How to Evaluate Smaller, Less Competitive Businesses

    💼 Special Thanks to Service Scalers!
    We’ve been partnering with Service Scalers to maximize our Local Service Ads (LSAs) and optimize our Google My Business profiles, and the results have been incredible. With hundreds of thousands in sales and 900+ calls in a single week, GMBs are now our top-performing organic lead channel.

    Want to learn how Service Scalers can do the same for you?

    🔗Check Them Out Here


    💼 Shoutout to Appletree Business Services
    HVAC and plumbing pros—ditch tax surprises and unresponsive accountants. Appletree handles your books, taxes, payroll, and acquisitions, and they know tools like ServiceTitan cold.

    🎁 Get a free tax & financial review or 10% off a QOE report.
    👉 Book a call at
    appletreebusiness.com — tell Patrick Jack sent you.


    🌐 ownedandoperated.com

    🎙️ Hosts:
    🗣️
    Jack Carr
    🗣️
    Peter Debaptiste

    📢 Enjoyed the episode?

    ✅ Like, Comment & Subscribe!

    Send us a text

    Jackquisitions Newsletter — Your favorite source for how to buy small businesses. Real insights, smart strategies, zero gurus.

    🖊️ Sign up HERE for more insights


    📢 Enjoyed the episode?
    ✅ Like, Comment & Subscribe for weekly insights on business acquisitions, deal flow, marketing, and growth strategies!

    📌 Disclaimer:
    Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.

    続きを読む 一部表示
    54 分