Exit Rich: Home Service Secrets with Lance Bachmann

He lost sleep, almost lost his mind, and watched his priorities crash—then rebuilt everything on faith, numbers, and zero tolerance for bullsh*t.. From $10M chained to insurance hell—endless adjuster fights, massive AR headaches, and staff stealing jobs right under his nose—to $78M straight retail in ONE insane year. Joe Boyd didn’t just flip his roofing business… he survived lawsuits, tech meltdowns, a full-on breakdown, and came out the other side obsessed with profits, faith, and family. This isn’t a feel-good flip story. Why This Episode Will Blow Your Mind -Went from $10M full-insurance roofing hell to $78M straight retail in ONE YEAR – massive cash flow, no AR nightmares, no adjuster battles -“Revenues for vanity, profits for sanity” – the mindset shift that changed everything -Almost lost everything in the tech transition (ServiceTitan + new processes) – traumatic change, staff theft, lawsuits, but came out stronger -How faith, family, and brutal discipline pulled him through the breakdown -The real cost of “loyalty” – firing toxic clients, dead weight, and thieves who stole jobs under his nose Catch Joe at the next Roofing Conference (Marco Island, Dec 3–5) – VIPs are selling fast! roofingconference.com Follow my guest at: -Instagram: instagram.com/eliteroofingms -Webpage:eliteroofer.com/roof-inspection?utm_source=youtube&utm_medium=video&utm_campaign=pearl_inspection&utm_content=storm_tips  -YouTube: https://www.youtube.com/@EliteRoofingMS  LinkedIn: linkedin.com/company/eliteroofs -Facebook: facebook.com/mseliteroofing -TikTok: tiktok.com/@eliteroofing Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Build It To Sell It Conference is where serious business owners go to scale, systemize, and position their company for a profitable exit. This is not another motivational event. This is a real-world, operator-led conference built for entrepreneurs who want clarity, structure, and results. Join us December 7–9 in Hollywood, Florida, for three days of real strategy, real numbers, and real execution. You’ll learn how to grow revenue, build leadership teams, clean up financials, and create a business that buyers actually want. This event is powered by the Build It To Sell It Movement, created by entrepreneurs who’ve built and sold multiple companies across home services, roofing, HVAC, and more. 🎯 WHAT YOU’LL LEARN: • How to scale without chaos • How to increase valuation • What private equity actually looks for • Systems that make your business sellable • How to step out of day-to-day operations 🎟️ Get your ticket here: 👉 https://go.buildittosellit.com/2026 🔥 Take the next step: Mastermind: https://www.buildittosellit.com/mastermind/ Shop Tours: https://www.buildittosellit.com/shop-tours/ Sales Training: https://www.buildittosellit.com/sales-training/ Winner’s Circle: https://www.buildittosellit.com/winners-circle/ Movement: https://www.buildittosellit.com/ 🎙 Podcast – Exit Rich: Home Service Secrets Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP Follow Lance Bachmann YouTube: @lancebachmann Instagram: @lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann If you’re ready to stop guessing and start building a real asset, this is your room. #BuildItToSellIt #BusinessConference #EntrepreneurLife #ScaleYourBusiness #BusinessExit #HomeServiceBusiness #CEOlife #PrivateEquity #BusinessGrowth #LanceBachmann

WELCOME TO THE NEWLY BRANDED PODCAST!  Bigger, better, jam packed with the topics you need answers to and seasoned guests here to help!  I bring to you 🥁🥁🥁…… 💪⚡️BUILD IT TO SELL IT ⚡️💪 WARNING! If you’re not willing to check your ego, this conversation will make you uncomfortable—in the best way This episode HITS HARD for those that need it!  If you’re building a team, carrying weight, and feeling the tension between who you were and who you need to become.. Keep tuning in! In this episode, I sat down with industry wrecking ball Ian Macklin, President of The Elliott Group, to break down walls on what actually holds leaders back as they grow—pressure, pride, people, and the lies we tell ourselves along the way. This isn’t sales theory. This is what happens when real leadership gets tested.  Getting burned by people you trusted, shutting down and quitting mentally, weak sales team, longing to build a culture so strong outsiders will misunderstand it. Does this sound like you? We got you covered!  Let this sink in: Most leaders don’t fail because they lack skill. They fail because their ego blocks growth. So don’t be one of those entrepreneurs that fails because their ego refuses to evolve! *2026 COULD BE YOUR YEAR! Follow along and I promise I will get you there! Follow my guest at: -Instagram: https://www.instagram.com/officialmacklintwins/?hl=en  -Webpage: https://www.skool.com/elitesalesalliance -Facebook: https://www.facebook.com/officialmacklintwins/  -TikTok: https://www.tiktok.com/@Themacklintwins  -YouTube: https://www.youtube.com/@Themacklintwins  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Build It To Sell It Conference is where serious business owners go to scale, systemize, and position their company for a profitable exit. This is not another motivational event. This is a real-world, operator-led conference built for entrepreneurs who want clarity, structure, and results. Join us December 7–9 in Hollywood, Florida, for three days of real strategy, real numbers, and real execution. You’ll learn how to grow revenue, build leadership teams, clean up financials, and create a business that buyers actually want. This event is powered by the Build It To Sell It Movement, created by entrepreneurs who’ve built and sold multiple companies across home services, roofing, HVAC, and more. 🎯 WHAT YOU’LL LEARN: • How to scale without chaos • How to increase valuation • What private equity actually looks for • Systems that make your business sellable • How to step out of day-to-day operations 🎟️ Get your ticket here: 👉 https://go.buildittosellit.com/2026 🔥 Take the next step: Mastermind: https://www.buildittosellit.com/mastermind/ Shop Tours: https://www.buildittosellit.com/shop-tours/ Sales Training: https://www.buildittosellit.com/sales-training/ Winner’s Circle: https://www.buildittosellit.com/winners-circle/ Movement: https://www.buildittosellit.com/ 🎙 Podcast – Exit Rich: Home Service Secrets Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP Follow Lance Bachmann YouTube: @lancebachmann Instagram: @lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann If you’re ready to stop guessing and start building a real asset, this is your room. #BuildItToSellIt #BusinessConference #EntrepreneurLife #ScaleYourBusiness #BusinessExit #HomeServiceBusiness #CEOlife #PrivateEquity #BusinessGrowth #LanceBachmann

After watching hundreds of contractors try to scale, one truth keeps showing up—systems beat hustle every time. In this episode, I sit down with Dan Claps, serial entrepreneur and founder of Voda Cleaning & Restoration, a fast-scaling home services franchise with 100 locations and $60M+ in system-wide revenue.  If you’ve ever wondered whether to build it yourself or buy a proven system, this conversation pulls back the curtain—no fluff, no franchise fairytale. Rules We Review That Separate Builders From Broke: -Speed beats control -Systems scale, hustle stalls -Execution matters more than marketing -Royalties are cheaper than mistakes -Build it to sell, not to babysit. At some point, you either commit to a proven system—or keep paying tuition for learning the hard way. Which will you choose? Follow my guest at: -Instagram: https://www.instagram.com/danclapss/  -Webpage: https://myvodafranchise.com/  -X: https://x.com/franchisemayor?lang=en  -Facebook: https://www.facebook.com/people/Dan-Claps/100053771807555/  https://www.facebook.com/vodacleaningandrestoration  -TikTok: https://www.tiktok.com/@danfranchise  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Build It To Sell It Conference is where serious business owners go to scale, systemize, and position their company for a profitable exit. This is not another motivational event. This is a real-world, operator-led conference built for entrepreneurs who want clarity, structure, and results. Join us December 7–9 in Hollywood, Florida, for three days of real strategy, real numbers, and real execution. You’ll learn how to grow revenue, build leadership teams, clean up financials, and create a business that buyers actually want. This event is powered by the Build It To Sell It Movement, created by entrepreneurs who’ve built and sold multiple companies across home services, roofing, HVAC, and more. 🎯 WHAT YOU’LL LEARN: • How to scale without chaos • How to increase valuation • What private equity actually looks for • Systems that make your business sellable • How to step out of day-to-day operations 🎟️ Get your ticket here: 👉 https://go.buildittosellit.com/2026 🔥 Take the next step: Mastermind: https://www.buildittosellit.com/mastermind/ Shop Tours: https://www.buildittosellit.com/shop-tours/ Sales Training: https://www.buildittosellit.com/sales-training/ Winner’s Circle: https://www.buildittosellit.com/winners-circle/ Movement: https://www.buildittosellit.com/ 🎙 Podcast – Exit Rich: Home Service Secrets Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP Follow Lance Bachmann YouTube: @lancebachmann Instagram: @lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann If you’re ready to stop guessing and start building a real asset, this is your room. #BuildItToSellIt #BusinessConference #EntrepreneurLife #ScaleYourBusiness #BusinessExit #HomeServiceBusiness #CEOlife #PrivateEquity #BusinessGrowth #LanceBachmann

In this episode, I sit down with guest Joseph McEvoy, founder of MTM Recruiting, to unpack what it really takes to build, scale, and sustain a recruiting engine inside home services. Joe isn’t guessing—he spent a decade inside one of the largest door-to-door machines in the country and helped scale a company from $100M to over a billion dollars by treating recruiting like sales! This conversation dives deep into: -Why recruiting must be run like a revenue function, not HR -The broken economics of traditional placement fees -How a flat retainer model actually protects both clients and candidates -Why bad recruiting firms burn trust—and how to avoid becoming one -The underrated power of canvassing when digital ads are overcrowded -Why fair pricing is the only way to build a business that lasts We also get personal—talking about risk, failure, getting burned, and the often-overlooked role your partner plays in whether you win or lose in business. *If you are still unaware, Exit Rich is getting a whole new Facelift soon and changing to Build It to Sell It! So be sure to follow us as we transition to bigger and better than before!  Follow my guest at: -Webpage: https://mtmrecruits.com/  -Facebook: https://www.facebook.com/profile.php?id=61584559664585#  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Build It To Sell It Conference is where serious business owners go to scale, systemize, and position their company for a profitable exit. This is not another motivational event. This is a real-world, operator-led conference built for entrepreneurs who want clarity, structure, and results. Join us December 7–9 in Hollywood, Florida, for three days of real strategy, real numbers, and real execution. You’ll learn how to grow revenue, build leadership teams, clean up financials, and create a business that buyers actually want. This event is powered by the Build It To Sell It Movement, created by entrepreneurs who’ve built and sold multiple companies across home services, roofing, HVAC, and more. 🎯 WHAT YOU’LL LEARN: • How to scale without chaos • How to increase valuation • What private equity actually looks for • Systems that make your business sellable • How to step out of day-to-day operations 🎟️ Get your ticket here: 👉 https://go.buildittosellit.com/2026 🔥 Take the next step: Mastermind: https://www.buildittosellit.com/mastermind/ Shop Tours: https://www.buildittosellit.com/shop-tours/ Sales Training: https://www.buildittosellit.com/sales-training/ Winner’s Circle: https://www.buildittosellit.com/winners-circle/ Movement: https://www.buildittosellit.com/ 🎙 Podcast – Exit Rich: Home Service Secrets Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP Follow Lance Bachmann YouTube: @lancebachmann Instagram: @lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann If you’re ready to stop guessing and start building a real asset, this is your room. #BuildItToSellIt #BusinessConference #EntrepreneurLife #ScaleYourBusiness #BusinessExit #HomeServiceBusiness #CEOlife #PrivateEquity #BusinessGrowth #LanceBachmann

Some people chase clicks. I chase coverage. In this episode, I sat down with Gage Donovan of Johnson Media Group. We peeled back the layers on something most marketers either misunderstand or completely ignore: why brand beats tactics when the storm hits. Gage might only be 25, but don’t let the age fool you—he’s placed over $50 million in paid media, manages 3,000+ billboards nationwide, and understands traditional media better than most “digital-first” agencies ever will! We also got into: -Why brand is what lifts average ticket size -How OTT and streaming quietly replaced traditional TV -Why organic traffic is becoming a misleading metric -How weather sponsorships build trust faster than almost anything -Why most agencies fail clients before campaigns even launch -The discipline it takes to win early—and stay winning This episode isn’t about chasing the next shiny channel. It’s about owning your market, staying visible year-round, and building a brand so strong that when the storm hits, there’s only one number people call. If you’re in home services—or any local business—and want to stop gambling on ads and start forecasting growth, this one’s for you. *Exit Rich will be changing to Build It to Sell it, be on the look out for this change Follow my guest at: -Webpage: https://www.johnsonmediagroup.com/  -Facebook: https://www.facebook.com/profile.php?id=61553771249163  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Build It To Sell It Conference is where serious business owners go to scale, systemize, and position their company for a profitable exit. This is not another motivational event. This is a real-world, operator-led conference built for entrepreneurs who want clarity, structure, and results. Join us December 7–9 in Hollywood, Florida, for three days of real strategy, real numbers, and real execution. You’ll learn how to grow revenue, build leadership teams, clean up financials, and create a business that buyers actually want. This event is powered by the Build It To Sell It Movement, created by entrepreneurs who’ve built and sold multiple companies across home services, roofing, HVAC, and more. 🎯 WHAT YOU’LL LEARN: • How to scale without chaos • How to increase valuation • What private equity actually looks for • Systems that make your business sellable • How to step out of day-to-day operations 🎟️ Get your ticket here: 👉 https://go.buildittosellit.com/2026 🔥 Take the next step: Mastermind: https://www.buildittosellit.com/mastermind/ Shop Tours: https://www.buildittosellit.com/shop-tours/ Sales Training: https://www.buildittosellit.com/sales-training/ Winner’s Circle: https://www.buildittosellit.com/winners-circle/ Movement: https://www.buildittosellit.com/ 🎙 Podcast – Exit Rich: Home Service Secrets Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP Follow Lance Bachmann YouTube: @lancebachmann Instagram: @lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann If you’re ready to stop guessing and start building a real asset, this is your room. #BuildItToSellIt #BusinessConference #EntrepreneurLife #ScaleYourBusiness #BusinessExit #HomeServiceBusiness #CEOlife #PrivateEquity #BusinessGrowth #LanceBachmann

*HAPPY NEW YEAR!! This is gonna be YOUR year!  Just a little reminder: Build It to Sell It will be launching soon! Most people think wealth hits like a lightning strike ⚡️  They’re wrong! It builds like a storm system—slow at first, then all at once. In this episode, I sat down with Derik Kline, founder of HailTrace, and we got real about what it actually takes to build wealth, scale a SaaS business, and stay in the game long enough for the clouds to finally break. Derek didn’t just wake up wealthy—80% of his net worth was built in the last few years, after decades of showing up, reinvesting, and refusing to quit. We talked about why the first exit changes everything, how money becomes a tool once fear leaves the room, and why I believe most founders drain their future every time they “write something off” too early. This conversation went deep into SaaS pricing, churn, growth problems, and the uncomfortable truth that if you’re scaling, something is always going to be storming. If you’re building something real, this episode will help you stop chasing sunshine and start learning how to operate in the storm because that’s where the growth happens. Follow my guest at: -Instagram: https://www.instagram.com/hailtrace/?hl=en  -Webpage: https://hailtrace.com/  -X: https://x.com/HailTrace  -Facebook: https://www.facebook.com/HailTrace  https://www.facebook.com/derik.hail.3/  -TikTok: https://www.tiktok.com/@hailtrace  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Build It To Sell It Conference is where serious business owners go to scale, systemize, and position their company for a profitable exit. This is not another motivational event. This is a real-world, operator-led conference built for entrepreneurs who want clarity, structure, and results. Join us December 7–9 in Hollywood, Florida, for three days of real strategy, real numbers, and real execution. You’ll learn how to grow revenue, build leadership teams, clean up financials, and create a business that buyers actually want. This event is powered by the Build It To Sell It Movement, created by entrepreneurs who’ve built and sold multiple companies across home services, roofing, HVAC, and more. 🎯 WHAT YOU’LL LEARN: • How to scale without chaos • How to increase valuation • What private equity actually looks for • Systems that make your business sellable • How to step out of day-to-day operations 🎟️ Get your ticket here: 👉 https://go.buildittosellit.com/2026 🔥 Take the next step: Mastermind: https://www.buildittosellit.com/mastermind/ Shop Tours: https://www.buildittosellit.com/shop-tours/ Sales Training: https://www.buildittosellit.com/sales-training/ Winner’s Circle: https://www.buildittosellit.com/winners-circle/ Movement: https://www.buildittosellit.com/ 🎙 Podcast – Exit Rich: Home Service Secrets Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP Follow Lance Bachmann YouTube: @lancebachmann Instagram: @lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann If you’re ready to stop guessing and start building a real asset, this is your room. #BuildItToSellIt #BusinessConference #EntrepreneurLife #ScaleYourBusiness #BusinessExit #HomeServiceBusiness #CEOlife #PrivateEquity #BusinessGrowth #LanceBachmann

What if the fear you’re trying to get rid of is actually the reason you’re dangerous? In this episode, we get brutally honest about what happens before the lights turn on — the anxiety, the paralysis, the pit in your stomach, and the internal voice that says, “Nobody cares how you feel. Go get it done.” Eddie Alvarez is back (if you haven’t already seen part 1 go back and watch first) and he breaks down how fear shaped his greatest performances, why gratitude creates k*llers, and how having nothing to lose can be the ultimate competitive advantage! We dive into the dark side of winning — what changes when money, status, and reputation give you something to protect… and how separating yourself from your emotions can build champions and quietly cost you your humanity. Must See Highlights:  -Fear Before the Fight  Eddie breaks down why fear never goes away — and how learning to move with it is what separates champions from everyone else. -Winning Changes the Game  Success gives you something to protect, and that pressure can quietly make you play smaller if you’re not disciplined. -From Fights to Fortunes  The same obsessive mindset that built a world champion also built real estate wealth, businesses, and long-term freedom. If you’ve ever felt fear, pressure, or doubt right before a big moment — this episode will hit you square in the chest. Fear isn’t the problem. Not knowing how to move with it is! *Exit Rich Podcast is about to become Build It To Sell It, so stay tuned for this change! Follow my guest at: -Instagram: https://www.instagram.com/ealvarezfight/?hl=en  -Webpage: https://www.bkfc.com/fighters/eddie-alvarez  -X: https://x.com/Ealvarezfight  -Facebook: https://www.facebook.com/EddieAlvarezUGK  -TikTok: https://www.tiktok.com/@eddiealvarezugk?lang=en  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Don’t wait! Get your ticket for The 7th Annual Roofing Process Conference so you can learn to grow, scale and sell your business to private equity:  https://roofconference.com/ December 3-5, 2025 JW Marriott - Marco Island, FL Sign up for a 2 day Mastermind: https://lbachmanncapital.com/mastermind/ Sign up for a free Shop Tour: https://lbachmanncapital.com/shop-tour/ Join Our Coaching Group, the LFG Winners Circle: https://lbachmanncapital.com/lfg-winners-circle/ Follow us: https://beacons.ai/lance_bachmann YouTube: https://www.youtube.com/@lancebachmann IG: lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann TikTok: @lancebachmann Podcast Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP?si=f44f4d095aa64406&nd=1&dlsi=98967f24de074a6a Leave us a review! Website: https://lbachmanncapital.com/ LFG #roofing #business #entrepreneurship

Happy Holidays Exiters! Hope your day is filled with good food, family and love! Now onto today's podcast.. What happens when a man who made millions fist-fighting at the highest level takes that same obsession, discipline, and humility into business? Step into the ring and find out! Meet Eddie Alvarez — the only fighter in history to hold world titles in both UFC and Bellator — for one of the most raw, honest conversations we’ve ever had on this show. Eddie breaks down the mindset that carried him from the streets to the top of the fight world, and how that same mindset helped him quietly build real wealth through real estate, investing, and surrounding himself with the right people. This isn’t a highlight reel.  This is the truth about discipline, luck, sacrifice, and what it really takes to win — after the lights turn off! Are you ready to see some podcast changes? I can’t wait to show you out new podcast branding! Coming soon!  Follow my guest at: -Instagram: https://www.instagram.com/ealvarezfight/?hl=en  -Webpage: https://www.bkfc.com/fighters/eddie-alvarez  -X: https://x.com/Ealvarezfight  -Facebook: https://www.facebook.com/EddieAlvarezUGK  -TikTok: https://www.tiktok.com/@eddiealvarezugk?lang=en  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Don’t wait! Get your ticket for The 7th Annual Roofing Process Conference so you can learn to grow, scale and sell your business to private equity:  https://roofconference.com/ December 3-5, 2025 JW Marriott - Marco Island, FL Sign up for a 2 day Mastermind: https://lbachmanncapital.com/mastermind/ Sign up for a free Shop Tour: https://lbachmanncapital.com/shop-tour/ Join Our Coaching Group, the LFG Winners Circle: https://lbachmanncapital.com/lfg-winners-circle/ Follow us: https://beacons.ai/lance_bachmann YouTube: https://www.youtube.com/@lancebachmann IG: lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann TikTok: @lancebachmann Podcast Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP?si=f44f4d095aa64406&nd=1&dlsi=98967f24de074a6a Leave us a review! Website: https://lbachmanncapital.com/ LFG #roofing #business #entrepreneurship

Warning: Once you hear this, you won’t be able to unsee how much money you’re leaving behind.  Most contractors are leaving millions on the table — and they don’t even know it! In this episode, we break down why financing isn’t a “nice to have,” it’s the difference between scaling and stalling. From why close rates drop 20% if financing isn’t introduced early, to how simplifying payment plans can take a company from $2M to $50M, this conversation exposes the uncomfortable truth most contractors refuse to face. My guest Yigal Yaron of GreenSky discusses real data, real mistakes, ego-driven decisions, and why the smartest operators stop pretending they’re the expert and start following proven playbooks. If you’re still asking homeowners for $15,000 upfront instead of $150 a month — this episode will hit hard! Success at this level isn’t about luck, talent, or working harder — it’s about making grown-up decisions. Who you partner with, who you listen to, and how seriously you treat people, process, and marketing will determine whether you plateau or break through. If you’re ready to stop playing small, stop protecting comfort, and start building something that actually lasts, this episode will challenge the way you think — and force you to level up. *Keep watching for BIG changes happening soon on the podcast! Follow my guest at: -Instagram: https://www.instagram.com/greenskyprogram/  -Webpage: https://www.greensky.com/  -Facebook: https://www.facebook.com/p/GreenSky-61557610641223/  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Don’t wait! Get your ticket for The 7th Annual Roofing Process Conference so you can learn to grow, scale and sell your business to private equity:  https://roofconference.com/ December 3-5, 2025 JW Marriott - Marco Island, FL Sign up for a 2 day Mastermind: https://lbachmanncapital.com/mastermind/ Sign up for a free Shop Tour: https://lbachmanncapital.com/shop-tour/ Join Our Coaching Group, the LFG Winners Circle: https://lbachmanncapital.com/lfg-winners-circle/ Follow us: https://beacons.ai/lance_bachmann YouTube: https://www.youtube.com/@lancebachmann IG: lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann TikTok: @lancebachmann Podcast Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP?si=f44f4d095aa64406&nd=1&dlsi=98967f24de074a6a Leave us a review! Website: https://lbachmanncapital.com/ LFG #roofing #business #entrepreneurship

Most contractors think their biggest problem is marketing.  It’s not... It’s the calls they never answer, the leads they never follow up on, and the revenue quietly leaking out after hours. In this episode of the Exit Rich Podcast, I sit down with Aaron Cooper, founder of Same Day AI, to expose how AI is already booking jobs, closing deals, and outperforming humans — while most businesses are still stuck on hold. We go deep into how Same Day AI actually works, why it outperforms humans in high-stakes conversations, and why answering your phone 24/7 is still the most overlooked growth lever in home services. This episode isn’t about hype — it’s about execution, systems, and scaling without chaos. 🎯 Why This Episode Matters If you’re spending money on Google, LSA, Angi, or Facebook and missing calls at night, on weekends, or during overflow, you’re losing deals to competitors who answer faster — not better. This episode shows why AI isn’t the future of home services — it’s already here, and the companies adopting it now will dominate valuation, profitability, and exits. *Get ready to see new changes with the podcast soon! Stay tuned! Follow my guest at: -Instagram: https://www.instagram.com/samedayai/?hl=en  -Webpage: https://www.gosameday.com/  -Facebook: https://www.facebook.com/choosesameday/  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance BachmannDon’t wait! Get your ticket for The 7th Annual Roofing Process Conference so you can learn to grow, scale and sell your business to private equity:  https://roofconference.com/ December 3-5, 2025 JW Marriott - Marco Island, FL Sign up for a 2 day Mastermind: https://lbachmanncapital.com/mastermind/ Sign up for a free Shop Tour: https://lbachmanncapital.com/shop-tour/ Join Our Coaching Group, the LFG Winners Circle: https://lbachmanncapital.com/lfg-winners-circle/ Follow us: https://beacons.ai/lance_bachmann YouTube: https://www.youtube.com/@lancebachmann IG: lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann TikTok: @lancebachmann Podcast Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP?si=f44f4d095aa64406&nd=1&dlsi=98967f24de074a6a Leave us a review! Website: https://lbachmanncapital.com/ LFG #roofing #business #entrepreneurship

If you’re a technician dreaming of ownership, this is what ownership actually feels like when the house is on the line, the team is watching, and quitting is no longer an option. You don’t accidentally build a $20 million business.  You earn it — through pressure, sacrifice, hard conversations, and decisions most people avoid. In this episode, I sit down with Patrick Somers of General Air Conditioning, a former technician who climbed the ladder, bought the company he worked for, and is now on pace to do $20M this year. But this conversation isn’t about HVAC… it’s about what ownership actually demands. We talk about buying a business with seller financing, the stress of payroll before you even fully own the company, and why choosing the right business partner matters more than choosing a spouse when lives, families, and dozens of employees are counting on you. This is a real conversation about leadership, fear, loyalty, pressure — and why most people simply aren’t built for this level of responsibility. ⚡ What We Get Into: -How Patrick went from technician → GM → owner of a 40-year-old company -Buying a business with a seller note (and the stress nobody talks about) -Why business partnerships are more serious than marriage -The weight of payroll, benefits, and leadership when everything is on the line -Sleepless nights, anxiety, and the moment you realize you can’t “just walk away” 🔥🔥 The biggest decision you’ll ever make as an entrepreneur isn’t the business you buy…  It’s who you build it with, who you listen to, and who you’re willing to leave behind. Listen closely. This one matters! Follow my guest at: -Instagram: https://www.instagram.com/callthegeneral/?hl=en  -Webpage: https://callthegeneral.com/  -Facebook: https://www.facebook.com/patricksomers72  https://www.facebook.com/CallTheGeneral  -TikTok: https://www.tiktok.com/@patricksomersoffi  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Hey awesome listeners! My podcast is getting a facelift soon with an all new look and podcast name! So stay tuned for these changes. Don’t wait! Get your ticket for The 7th Annual Roofing Process Conference so you can learn to grow, scale and sell your business to private equity:  https://roofconference.com/ December 3-5, 2025 JW Marriott - Marco Island, FL Sign up for a 2 day Mastermind: https://lbachmanncapital.com/mastermind/ Sign up for a free Shop Tour: https://lbachmanncapital.com/shop-tour/ Join Our Coaching Group, the LFG Winners Circle: https://lbachmanncapital.com/lfg-winners-circle/ Follow us: https://beacons.ai/lance_bachmann YouTube: https://www.youtube.com/@lancebachmann IG: lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann TikTok: @lancebachmann Podcast Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP?si=f44f4d095aa64406&nd=1&dlsi=98967f24de074a6a Leave us a review! Website: https://lbachmanncapital.com/ LFG #roofing #business #entrepreneurship

Most contractors are BLEEDING thousands every single month… and they have zero clue it’s happening! One missed phone call can cost you $2,000–$10,000 in lost revenue. Miss ten? That’s six figures straight in the trash! Yet half the industry is still arguing about whether online scheduling ‘feels impersonal’ and refusing to let an AI voice answer the phone for eight seconds. Maybe you’ll feel differently after this episode..  Today, Julian Scadden — the president of Nexstar Network — steps into the ring and swings for the fences to join us on Exit Rich (soon to be renamed: Build It To Sell It)!  Why This Episode Is an Absolute Must-Listen: -The brutal cost of missing just ONE phone call (and why most owners have zero clue how many they’re actually losing) -Why “You are NOT your customer” is the most profitable sentence you’ll ever tell your techs… and yourself -AI call agents, online scheduling, automated disclaimers — Julian reveals exactly where the industry is going and why fighting it is suicide -The real reason Nexstar still refuses to coach roofers (even though Lance keeps begging) Entrepreneur Tip of the Week: Success leaves clues. Stop trying to be original and just copy what already works. See you next time Exiters! Follow my guest at: -Instagram: https://www.instagram.com/nexstar_network/?hl=en  -Webpage: https://www.nexstarnetwork.com/ -X: https://x.com/NexstarMembers  -Facebook: https://www.facebook.com/nexstarnetwork.inc/  -TikTok: https://www.tiktok.com/@nexstarnetwork  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Don’t wait! Get your ticket for The 7th Annual Roofing Process Conference so you can learn to grow, scale and sell your business to private equity:  https://roofconference.com/ December 3-5, 2025 JW Marriott - Marco Island, FL Sign up for a 2 day Mastermind: https://lbachmanncapital.com/mastermind/ Sign up for a free Shop Tour: https://lbachmanncapital.com/shop-tour/ Join Our Coaching Group, the LFG Winners Circle: https://lbachmanncapital.com/lfg-winners-circle/ Follow us: https://beacons.ai/lance_bachmann YouTube: https://www.youtube.com/@lancebachmann IG: lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann TikTok: @lancebachmann Podcast Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP?si=f44f4d095aa64406&nd=1&dlsi=98967f24de074a6a Leave us a review! Website: https://lbachmanncapital.com/ LFG #roofing #business #entrepreneurship

Welcome back to another episode of Exit Rich, where we dive into the unsexy stuff that actually grows your business (and makes you rich enough to take real vacations — not the “workcation” your spouse knows is a lie).  Today, I’m sitting down with Fred Castonguary of Reworked AI — a guy who somehow turned the world’s most boring topic (data) into something explosive… predictable customer acquisition. Yes, really! If you’re a roofer, solar pro, investor, or anyone who hates wasting money on marketing that doesn’t work… this episode is your blueprint. Fred’s team has built one of the most impressive data models in the industry — identifying damaged roofs, predicting who will actually buy, and handing you the leads that convert without the “spray and pray” marketing. This is targeting on steroids… without the drama, guesswork, or mailing 100,000 people to get 10 callbacks. Highlights AI + roof imagery + homeowner demographics = unfair advantage Use this data to target FB, IG, YT, Google Ads & canvassing 75% of roofing jobs are financed — so credit data matters Data removes guesswork, saves money, and increases ROI This episode is the perfect example of entrepreneurship in 2025 going into the year 2026:  If you can combine data, AI, and a boring industry… you print money!! Follow my guest at: -Instagram: https://www.instagram.com/reworked.ai/?hl=en  -Webpage: https://www.reworked.ai/  -X: https://x.com/reworkedai  -YouTube: https://www.youtube.com/channel/  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Don’t wait! Get your ticket for The 7th Annual Roofing Process Conference so you can learn to grow, scale and sell your business to private equity:  https://roofconference.com/ December 3-5, 2025 JW Marriott - Marco Island, FL Sign up for a 2 day Mastermind: https://lbachmanncapital.com/mastermind/ Sign up for a free Shop Tour: https://lbachmanncapital.com/shop-tour/ Join Our Coaching Group, the LFG Winners Circle: https://lbachmanncapital.com/lfg-winners-circle/ Follow us: https://beacons.ai/lance_bachmann YouTube: https://www.youtube.com/@lancebachmann IG: lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann TikTok: @lancebachmann Podcast Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP?si=f44f4d095aa64406&nd=1&dlsi=98967f24de074a6a Leave us a review! Website: https://lbachmanncapital.com/ LFG #roofing #business #entrepreneurship

When a 10-foot bull shark charges straight at you underwater… most people would be “fin-ished.” Richard Bassett? He just stared it down, stayed ice-cold, and watched it turn away. You won’t wanna hear about this unique industry and how Rich has never looked back.. Unless there is a shark behind him! Today I’ve got the CEO of – the Barnacle King – and how Rich went from a chill underwater photographer scraping barnacles off mega-yachts in South Florida… to building a 30%-a-year, recurring-revenue empire that now runs itself while he kicks back in Atlanta. Picture this: You’re 80 feet down under water, alone…when a 10-foot bull shark – one of the most aggressive predators on the planet – comes straight at you! We get to hear all about this experience and how Rich is making HUGE waves in this wet and wild industry. Highlight Clips -Bull Shark Charged Straight At Me Underwater – Full Story -10-Year-Old Washing Cars for Cash → Barnacle King Origin -“Raise Your Prices Tomorrow… Or Never Talk to Me Again” -Raised Prices Overnight – Didn’t Lose a Single Client -Staring Down a 10-ft Bull Shark Like It’s Nothing Don’t forget to come back for my next explosive episode. I’m here for you twice a week!  Follow my guest at: -Instagram: https://www.instagram.com/barnacleking  -Webpage: https://barnacleking.com/ -Facebook: https://www.facebook.com/barnacleking  -TikTok: https://www.tiktok.com/@thebarnacleking  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Don’t wait! Get your ticket for The 7th Annual Roofing Process Conference so you can learn to grow, scale and sell your business to private equity:  https://roofconference.com/ December 3-5, 2025 JW Marriott - Marco Island, FL Sign up for a 2 day Mastermind: https://lbachmanncapital.com/mastermind/ Sign up for a free Shop Tour: https://lbachmanncapital.com/shop-tour/ Join Our Coaching Group, the LFG Winners Circle: https://lbachmanncapital.com/lfg-winners-circle/ Follow us: https://beacons.ai/lance_bachmann YouTube: https://www.youtube.com/@lancebachmann IG: lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann TikTok: @lancebachmann Podcast Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP?si=f44f4d095aa64406&nd=1&dlsi=98967f24de074a6a Leave us a review! Website: https://lbachmanncapital.com/ LFG #roofing #business #entrepreneurship

This isn’t another “entrepreneur motivation” episode. This is the behind-the-scenes truth of how a scrappy start turned into an empire—and why most people tapping out early will never get results like this. Today, with the help of guest Peter Roth we break down how an ordinary grind turned into an extraordinary empire—built from a double-wide trailer and scaled to more than 300 employees. This is the raw, unfiltered roadmap of how mindset, culture, and relentless execution created a business most people only dream about. If you want to learn how real operators think, move, and win… you’re in the right place! Highlights: -The mindset shift that took the business from local hustle to national scale -Why culture beats strategy when your team grows fast -The move that transformed chaos into predictable profit -The biggest mistake leaders make once momentum hits -How the founder built loyalty, systems, and a winning team without formal “business training” -The hidden truth about scaling that nobody on social media tells you  If you’re chasing growth, building a brand, or scaling a business from the ground up, this episode gives you the blueprint nobody shares publicly. Take these insights, implement fast, and keep coming back—because the game gets bigger, and so will you. Follow my guest at: -Instagram: https://www.instagram.com/official_peter_roth/  -Facebook: https://www.facebook.com/officialpeterroth/  https://www.facebook.com/scalifyco  -TikTok: https://www.tiktok.com/@official_peter_roth  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Don’t wait! Get your ticket for The 7th Annual Roofing Process Conference so you can learn to grow, scale and sell your business to private equity:  https://roofconference.com/ December 3-5, 2025 JW Marriott - Marco Island, FL Sign up for a 2 day Mastermind: https://lbachmanncapital.com/mastermind/ Sign up for a free Shop Tour: https://lbachmanncapital.com/shop-tour/ Join Our Coaching Group, the LFG Winners Circle: https://lbachmanncapital.com/lfg-winners-circle/ Follow us: https://beacons.ai/lance_bachmann YouTube: https://www.youtube.com/@lancebachmann IG: lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann TikTok: @lancebachmann Podcast Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP?si=f44f4d095aa64406&nd=1&dlsi=98967f24de074a6a Leave us a review! Website: https://lbachmanncapital.com/ LFG #roofing #business #entrepreneurship

If you’re still letting customers ‘think about it,’ you’re already losing the sale… In-home sales can be brutal… especially when you’re sitting at the kitchen table praying a $20K deal doesn’t get nuked by a bad credit score. But what if the entire financing process—prime, near-prime, or “can’t even finance a cup of coffee”—could be frictionless? Today, we dive into the world contractors wish existed… and yes, it actually does. In this episode, I bring to you Steve Poole of FINTURF, the platform reshaping how contractors close deals, eliminate awkward denials, and turn financing into a superpower instead of a headache. Episode Highlights -Why most customers won’t cut a $20K check—but will happily say yes to $200/month -The real reason your technicians aren’t closing more… and how to fix it instantly -Prime, near-prime, subprime: what the credit tiers really mean for your sales team Tune in, take notes, and get ready to level up your entire sales process. Your team, your customers, and your revenue will thank you. Follow my guest at: -Instagram: https://www.instagram.com/officialfinturf/  -Webpage: https://finturf.com/press/equity-sales-finance-finturf/  -Facebook: https://www.facebook.com/officialfinturf/?locale=fr_FR  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Don’t wait! Get your ticket for The 7th Annual Roofing Process Conference so you can learn to grow, scale and sell your business to private equity:  https://roofconference.com/ December 3-5, 2025 JW Marriott - Marco Island, FL Sign up for a 2 day Mastermind: https://lbachmanncapital.com/mastermind/ Sign up for a free Shop Tour: https://lbachmanncapital.com/shop-tour/ Join Our Coaching Group, the LFG Winners Circle: https://lbachmanncapital.com/lfg-winners-circle/ Follow us: https://beacons.ai/lance_bachmann YouTube: https://www.youtube.com/@lancebachmann IG: lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann TikTok: @lancebachmann Podcast Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP?si=f44f4d095aa64406&nd=1&dlsi=98967f24de074a6a Leave us a review! Website: https://lbachmanncapital.com/ LFG #roofing #business #entrepreneurship

There’s a point in every entrepreneur’s journey where the truth smacks you in the face: you can’t outwork broken systems.  Today, we dig into that moment with someone who rebuilt everything from the ground up. I’m joined by Jake Lawson, founder and CEO of Extraordinary Flooring — a 20-year veteran who pushed past $4M and built a movement dedicated to taking people from ordinary to extraordinary. Jake doesn’t just talk numbers. He talks about marriage, mindset, leadership, legacy — and the gritty realities of commercial work, cash flow pressure, team issues, and what scaling really takes. This episode hits hard because it’s raw, real, and immediately actionable. Episode Highlights -Why most entrepreneurs should aim to sell at $10M–$20M, not chase unicorn fantasies -The mindset shift behind Jake’s personal brand: Make It Extraordinary -His bold plan to sell for $50M — and the roadmap to get there -Real talk on mentorship, hiring, accountability, and building teams that actually execute -How to keep your smile (and sanity) while grinding through the toughest seasons Jake isn’t just building a business — he’s building a life that matches his ambition. His journey proves that success comes from alignment: the right systems, the right partner, the right mindset, and the right “why.” Whether you’re chasing your first million or swinging for a BHAG, this episode will sharpen you and fire you up to make your next move truly extraordinary. Follow my guest at: -Instagram: https://www.instagram.com/extraordinaryflooring1/  -Webpage:https://extraordinaryflooring.com/blog/meet-the-face-behind-extraordinary-flooring-llc  -Facebook: https://www.facebook.com/profile.php?id=100081582263184  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Don’t wait! Get your ticket for The 7th Annual Roofing Process Conference so you can learn to grow, scale and sell your business to private equity:  https://roofconference.com/ December 3-5, 2025 JW Marriott - Marco Island, FL Sign up for a 2 day Mastermind: https://lbachmanncapital.com/mastermind/ Sign up for a free Shop Tour: https://lbachmanncapital.com/shop-tour/ Join Our Coaching Group, the LFG Winners Circle: https://lbachmanncapital.com/lfg-winners-circle/ Follow us: https://beacons.ai/lance_bachmann YouTube: https://www.youtube.com/@lancebachmann IG: lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann TikTok: @lancebachmann Podcast Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP?si=f44f4d095aa64406&nd=1&dlsi=98967f24de074a6a Leave us a review! Website: https://lbachmanncapital.com/ LFG #roofing #business #entrepreneurship

Welcome Exit Rich fans! Today, we will dive deep into the minds behind Culture Matters — Jay Doran and COO Jenna — a duo transforming how leaders think about people, identity, and the real meaning of culture inside a company. We get raw about fatherhood, time, trauma, leadership, philosophy, reading, grit, and what it truly takes to build a business whose people actually want to stay and grow. Jay opens up about his background — being fostered at five days old, raised by a woman named Barbara, supported by an entire village of aunts, uncles, and mentors, and growing up with two mothers who shaped him in completely different ways. His story of resilience, grit, curiosity, and self-education reveals why he became obsessed with understanding people and the psychology of culture. This conversation goes way beyond “culture as a buzzword.” It’s a masterclass in self-awareness, team-building, identity formation, and the power of lived experience in shaping great leaders. We explore: -Why most companies misunderstand “culture” -How lived experience creates deeper leadership range -Why reading and philosophy fuel Jay’s strategic thinking -The trap generational wealth creates for second-generation operators -Why clarity, buy-in, and incentives are the pillars of culture This episode is a rare mix of vulnerability, strategy, and real-world wisdom. Jay and Jenna don’t just talk about culture — they live it, breathe it, and teach it at a level most leaders never reach. If you’re building a team, scaling a company, or trying to lead with more clarity, this conversation will challenge you, stretch you, and stay with you long after the episode ends. Follow my guest at: -Instagram: https://www.instagram.com/jaydoran_thecultureman/  -Webpage: https://jaydoranconsulting.com/  -X: https://x.com/JaydoranCM  YouTube: https://www.youtube.com/@jaydoran494  -Facebook: https://www.facebook.com/DoranJC/  -TikTok: https://www.tiktok.com/@jaydoran_thecultureman  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Don’t wait! Get your ticket for The 7th Annual Roofing Process Conference so you can learn to grow, scale and sell your business to private equity:  https://roofconference.com/ December 3-5, 2025 JW Marriott - Marco Island, FL Sign up for a 2 day Mastermind: https://lbachmanncapital.com/mastermind/ Sign up for a free Shop Tour: https://lbachmanncapital.com/shop-tour/ Join Our Coaching Group, the LFG Winners Circle: https://lbachmanncapital.com/lfg-winners-circle/ Follow us: https://beacons.ai/lance_bachmann YouTube: https://www.youtube.com/@lancebachmann IG: lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann TikTok: @lancebachmann Podcast Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP?si=f44f4d095aa64406&nd=1&dlsi=98967f24de074a6a Leave us a review! Website: https://lbachmanncapital.com/ LFG #roofing #business #entrepreneurship

Too many people treat insurance like a boring necessity — until it’s the only thing standing between them and disaster. They say most insurance guys sell you “coverage” — until you realize you were never really covered. On this episode of the Exit Rich Podcast, I sat down with my friend and powerhouse operator, Jimmy Loomis, COO of The Lumis Company, a third-generation family business that grew from a double-wide trailer into a 300-employee national insurance and technology firm. We dive into what it really takes to scale a legacy business, why insurance is more about operations than policies, and how getting your coverage right could be the difference between a smooth sale — or a financial nightmare. Highlights: -The truth about self-funded health plans and stop-loss protection. -Why under-insuring before selling a business can destroy your deal. -The importance of umbrella policies and protecting your personal assets. -Lessons from three generations of leadership, legacy, and hustle. -The mindset that keeps Jimmy humble, grounded, and still first in the office. Jimmy proves that the real winners don’t just sell insurance… They build protection around everything they’ve worked for. Because when the storm hits, it’s not about who’s cheapest — it’s about who’s covered. Follow my guest at: -Instagram: https://www.instagram.com/the_loomis_company/  -Webpage:https://www.loomisco.com/  -Facebook: https://www.facebook.com/loomisco  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Don’t wait! Get your ticket for The 7th Annual Roofing Process Conference so you can learn to grow, scale and sell your business to private equity:  https://roofconference.com/ December 3-5, 2025 JW Marriott - Marco Island, FL Sign up for a 2 day Mastermind: https://lbachmanncapital.com/mastermind/ Sign up for a free Shop Tour: https://lbachmanncapital.com/shop-tour/ Join Our Coaching Group, the LFG Winners Circle: https://lbachmanncapital.com/lfg-winners-circle/ Follow us: https://beacons.ai/lance_bachmann YouTube: https://www.youtube.com/@lancebachmann IG: lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann TikTok: @lancebachmann Podcast Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP?si=f44f4d095aa64406&nd=1&dlsi=98967f24de074a6a Leave us a review! Website: https://lbachmanncapital.com/ LFG #roofing #business #entrepreneurship

Welcome back Exiters! In today’s episode, I’m sitting down with my friend and former mastermind member, Helmi Ben Flah, founder of Guaranteed Plumbing, Heating, and Air Conditioning — or as most people know it, Guaranteed Service out of New Jersey. Helmi built his company from the ground up in 2018 — and just seven years later, he sold it for life-changing, generational wealth. But what’s even more powerful than the sale itself is the story behind it: his loyalty to learning, to his people, and to betting on himself when it mattered most. In this conversation, we dive deep into how he went from being a software engineer who immigrated from Tunisia, to a self-made American success story — one who believes that “if you’re not a multimillionaire in America, you’re just being lazy.” We talk about the mindset it takes to start from zero, turn stress into success, and why loyalty doesn’t just mean staying true to others — it means staying committed to your own growth. Episode Highlights: -Choosing the right partner: Behind the scenes of picking between multiple LOIs and why trust mattered more than the money. -The power of betting on yourself: The moment he walked away from a deal, doubled down, and came back stronger with a bigger exit. -From Tunisia to the American Dream: How Helmi turned $500 in his pocket into a multimillion-dollar business and a legacy for his family. -People over profit: Why your employees are your biggest asset — and how to build a culture where everyone wins. This episode is a reminder that loyalty isn’t just about sticking with others — it’s about sticking with your purpose. Helmi showed us that self-education, discipline, and relentless drive are what truly break ceilings. Follow my guest at: -Instagram: https://www.instagram.com/guaranteedservicenj/  -Webpage: https://www.guaranteedservice.com/ -Facebook: https://www.facebook.com/GuaranteedServiceNJ/  Follow me on all Social Media: @LanceBachmann Exit Rich: Home Service Secrets with Lance Bachmann Don’t wait! Get your ticket for The 7th Annual Roofing Process Conference so you can learn to grow, scale and sell your business to private equity:  https://roofconference.com/ December 3-5, 2025 JW Marriott - Marco Island, FL Sign up for a 2 day Mastermind: https://lbachmanncapital.com/mastermind/ Sign up for a free Shop Tour: https://lbachmanncapital.com/shop-tour/ Join Our Coaching Group, the LFG Winners Circle: https://lbachmanncapital.com/lfg-winners-circle/ Follow us: https://beacons.ai/lance_bachmann YouTube: https://www.youtube.com/@lancebachmann IG: lancebachmann Facebook: LanceBachmannOfficial X: @lancebachmann TikTok: @lancebachmann Podcast Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846 Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP?si=f44f4d095aa64406&nd=1&dlsi=98967f24de074a6a Leave us a review! Website: https://lbachmanncapital.com/ LFG #roofing #business #entrepreneurship