In this episode, host Josh Elledge interviews Joe Bergin, Co-founder of Commonwealth M&A, about how home services business owners—such as those in HVAC, plumbing, electrical, roofing, or landscaping—can prepare their companies for a successful sale. With his blend of blue-collar roots and M&A expertise, Joe shares how to transform years of hard work into a legacy-defining exit. He provides straightforward, actionable advice to help business owners position their companies for maximum value and long-term success.

Joe explains that selling a home services business isn’t something to rush—it’s a process that ideally begins three to five years before you plan to exit. Investors are drawn to these companies for their recurring revenue, resilience, and workforce stability, but only if the business can operate independently of its owner. To increase your company’s value, Joe recommends shifting from an owner-operator mindset to that of an asset manager—documenting systems, empowering leaders, and ensuring your business thrives without daily oversight.

Financial clarity is equally vital. Moving from cash-based to accrual accounting and cleaning up your financial records gives buyers confidence and accurately reflects your company’s true performance. Joe emphasizes the power of predictable, recurring revenue through maintenance contracts and service plans, which not only stabilize cash flow but also make your business more attractive to investors seeking long-term value.

Ultimately, Joe’s message is about intentional preparation. By treating your company as a scalable asset, investing in your people, and planning early, you’ll attract premium buyers and secure better terms. With experienced advisors like Commonwealth M&A guiding the process, home services business owners can navigate the complexities of selling while protecting the legacy they’ve built.

Joe Bergin is the Co-founder of Commonwealth M&A, a boutique mergers and acquisitions firm that helps home services business owners plan and execute profitable exits. Combining blue-collar experience with corporate M&A strategy, Joe specializes in helping entrepreneurs turn their businesses into sellable assets that deliver maximum value and freedom.

Commonwealth M&A is a boutique advisory firm serving small to mid-sized home services companies. By limiting the number of clients each year, they provide high-touch, customized support through every stage of the M&A process—from readiness assessment and valuation to negotiation, due diligence, and closing. Their mission: helping business owners achieve their “deal of a lifetime.”

• Commonwealth M&A Website
• Joe Bergin LinkedIn Profile

• Why home services companies are in high demand among investors
• Four key steps to prepare for a successful sale
• How accrual accounting boosts credibility and valuation
• The importance of recurring revenue and team empowerment
• Why early preparation leads to stronger deals and smoother transitions

Selling your business is one of the most impactful financial decisions you’ll ever make. Joe Bergin’s advice underscores the importance of early preparation, strong systems, and a clear exit...

In this episode, host Josh Elledge interviews Kelly O’Neil, founder of Phoenix Growth Partners, Inc. and host of the Epic AF Podcast. Kelly draws from her decades of experience helping Gen X entrepreneurs reinvent success, sharing powerful strategies for scaling with purpose and building legacy-driven businesses. She explores how shifting priorities, changing work dynamics, and emotional growth converge in midlife entrepreneurship—and how to align your next chapter with meaning, freedom, and impact.

Kelly explains that many Gen X entrepreneurs reach a crossroads after years of building businesses, raising families, and achieving traditional success. This phase isn’t about burnout—it’s about evolution. Entrepreneurs begin asking deeper questions: Is this still fulfilling? What legacy am I creating?

Her solution is the EPIC Framework, which helps business owners identify their purpose (why they’re here), genius (their unique way of creating value), and desires (what they want now). By aligning these three elements, leaders can pivot or scale their businesses intentionally—designing models that reflect who they’ve become, not just who they were when they started.

Kelly emphasizes that the old hustle mentality no longer works. Instead, she encourages business owners to embrace flow, leverage experience over effort, and focus on building sustainable systems that support both business success and personal fulfillment. Her message: “You don’t have to grind harder to grow—you just have to evolve how you lead.”

Kelly O’Neil is the founder of Phoenix Growth Partners, Inc., a strategist, speaker, and best-selling author who helps entrepreneurs scale purposefully while reclaiming their joy and impact. As the host of the Epic AF Podcast, she blends business strategy with personal transformation, guiding leaders to design the next phase of their success with clarity and confidence.

Phoenix Growth Partners empowers established entrepreneurs to redefine growth through strategic realignment, leadership evolution, and business transformation. The firm helps Gen X founders pivot from hustle to harmony by creating sustainable, scalable business models aligned with their evolving goals and values. Learn more at kellyoneil.com.

• kellyoneil.com Website
• Kelly O'Neil LinkedIn Profile

• The EPIC Framework: purpose, genius, and desire as a foundation for growth
• Why the old hustle model doesn’t work for today’s entrepreneurs
• How to align your business model with your life’s next chapter
• The importance of emotional and identity transitions in entrepreneurship
• Practical steps for Gen X founders to scale, pivot, or plan their legacy

Kelly O’Neil reminds listeners that reinvention isn’t failure—it’s the natural evolution of successful entrepreneurship. By honoring your shifting values, leveraging your experience, and building structures that support freedom, you can create your most impactful chapter yet. The key to legacy isn’t working harder—it’s working truer to who you’ve become.

In this episode, host Josh Elledge interviews Michael Walsh, President and Founder of Walsh Business Growth Institute. Michael shares insights from over 30 years of helping service-based businesses scale successfully while keeping their people, purpose, and processes aligned. The discussion explores the stages where businesses typically plateau, the impact of AI and generational shifts, and how leaders can empower their teams to drive sustainable growth.

Michael explains that most service-based companies hit growth ceilings around $2M, $5M, $10M, and $20M in revenue — not because of lack of opportunity, but because their structures can’t keep up. As businesses scale, leaders often tighten control, adding more rules and oversight. Instead, sustainable growth requires empowerment — giving talented teams autonomy, clarity, and purpose.

He emphasizes that today’s workforce, especially Millennials and Gen Z, values trust, flexibility, and inclusion. Leaders must evolve from top-down management to coaching, mentorship, and development. Post-pandemic realities and rapid AI adoption have further transformed how businesses operate, making adaptability and people-first systems non-negotiable.

Drawing from his new book, Freedom by Design, Michael outlines four behavioral pillars of successful growth: understanding individual strengths, building complementary teams, fostering supportive environments, and maintaining flexible structures. His approach helps leaders break through plateaus and rediscover the joy of business ownership by creating alignment between people, purpose, and performance.

Michael Walsh is the President and Founder of Walsh Business Growth Institute and author of Freedom by Design: The Established Business Owner’s Guide to Grow, Make an Impact, and Find the Joy Again. With three decades of experience advising service-based organizations, Michael helps leaders navigate growth plateaus, empower their teams, and build businesses that thrive without burning out.

The Walsh Business Growth Institute helps established service-based companies overcome growth barriers through strengths-based strategy, leadership development, and structural optimization. Their customized programs empower business owners to scale intentionally, improve team performance, and create long-term operational freedom. Learn more at walshbusinessgrowth.com.

• Walsh Business Growth Institute Website
• Michael Walsh LinkedIn Profile

• The four common growth plateaus service-based businesses face
• Why structure, not opportunity, limits growth
• How generational shifts and AI are reshaping leadership and teamwork
• The power of people-first systems and strengths-based leadership
• Practical strategies for building sustainable, empowering business structures

Michael Walsh reminds leaders that growth is not about working harder — it’s about working smarter, with empowered people and adaptive systems. By understanding what truly drives your team, embracing flexibility, and leading with purpose, service-based business owners can scale sustainably while rediscovering fulfillment and joy in...

In this episode, host Josh Elledge interviews Tori Boats, business strategist, coach, and founder of toriboats.com. Tori shares how she built and scaled multiple companies—including an eight-figure business with 75 employees—and now helps entrepreneurs grow intentionally without sacrificing fulfillment. The conversation explores mindset, purpose, and systems, revealing how business owners can align personal values with sustainable growth.

Tori explains that most entrepreneurs don’t stop pushing after reaching success—they keep striving because they’re driven by impact, purpose, or the desire to reach their full potential. However, without clarity on why they’re growing, founders risk building businesses that drain them instead of fueling their lives. She emphasizes that scaling must start with self-awareness and a clear vision—“Are you building a business that serves your life, or one that takes it over?”

Through her Visionary Advantage System, Tori helps leaders integrate mindset, vision, identity, and operations to scale sustainably. This framework encourages entrepreneurs to question long-held assumptions, upgrade their systems, and align teams around shared values. She also highlights common mistakes that keep businesses stuck—like over-relying on old strategies or neglecting personal balance—and shares practical steps for building resilient, purpose-driven organizations.

Tori reminds founders that sustainable success requires integration: combining strategy and heart, systems and people, ambition and rest. Her approach bridges business excellence with personal alignment, offering a roadmap for leaders ready to scale beyond seven figures while maintaining joy, clarity, and freedom.

Tori Boats is a business strategist, coach, and founder of toriboats.com. With experience building multiple companies, including an eight-figure business, she now helps entrepreneurs scale with purpose through her Visionary Advantage System. Tori also hosts the Scale Right Revolution podcast, where she shares tools, insights, and stories that empower business owners to grow sustainably and intentionally.

ToriBoats.com provides strategy, coaching, and resources for entrepreneurs seeking purposeful growth. Through programs, playbooks, and the Scale Right Revolution podcast, Tori’s platform helps founders overcome plateaus, strengthen leadership, and build thriving businesses that align with their lives and values.

• Toriboats.com Website
• Tori Boats LinkedIn Profile

• Why purpose and mindset are essential for sustainable scaling
• How the Visionary Advantage System helps align business and life goals
• Common mistakes that keep companies stuck at seven figures
• The importance of integrating systems, team culture, and leadership identity
• Practical strategies to scale intentionally without burnout

Tori Boats challenges...

In this episode, host Josh Elledge interviews Jason Bryll, Founder and CEO of Parable Associates, a company helping healthcare organizations harness their data for growth, efficiency, and better patient outcomes. Jason discusses how healthcare’s complex data systems—spanning patients, payers, and providers—can be transformed into powerful strategic assets. The conversation explores modern data infrastructure, AI adoption, and how healthcare leaders can turn information into action.

Jason explains that healthcare organizations deal with some of the most fragmented and regulated data ecosystems of any industry. With multiple payment sources, strict HIPAA compliance, and disconnected systems, many practices struggle to translate data into actionable insights. Through Parable Associates, Jason helps clients design robust, scalable data infrastructures that unify information from EHRs, practice management tools, and claims systems to create real-time visibility into operations.

He highlights how modern tools like Microsoft Fabric, Databricks, and Snowflake are transforming how providers process and analyze information. By automating data pipelines, implementing AI-driven analytics, and empowering teams with dashboards, healthcare organizations can reduce claim denials, improve revenue cycles, and accelerate cash flow. Jason emphasizes that true transformation begins with data governance—ensuring clean, accessible, and secure data before layering on advanced analytics.

Ultimately, Parable’s approach is rooted in measurable ROI. From reducing days sales outstanding (DSO) to uncovering revenue bottlenecks, their systems deliver tangible results. Jason advises healthcare executives to start with a specific business problem—such as cash flow or patient scheduling—and build data strategies around it. “Better reporting is like giving staff a utility belt,” he says. “It equips them to solve problems faster and with more confidence.”

Jason Bryll is the Founder and CEO of Parable Associates, where he helps large healthcare organizations transform fragmented data into operational insights. With deep experience in analytics, systems design, and healthcare finance, Jason has worked with providers nationwide to improve data quality, cash flow, and performance through tailored, scalable solutions.

Parable Associates specializes in healthcare analytics and data engineering, helping medical groups, hospitals, and specialty providers build scalable data ecosystems. The firm designs client-owned systems that unify data across clinical, operational, and financial functions, delivering clear insights and measurable ROI. Learn more at parableassociates.com.

• Parable Associates
• Connect with Jason Bryll on LinkedIn

• Why healthcare data is uniquely complex and siloed
• How to build scalable, secure data infrastructure
• Using analytics to improve cash flow and reduce claim delays
• Practical applications of AI and modern BI platforms
• How Parable Associates delivers measurable ROI through data
• Actionable advice for healthcare leaders and data teams

Jason Bryll’s insights...

In this episode, host Josh Elledge interviews Nate Amidon, Founder and CEO of Form100 Consulting and Lieutenant Colonel in the Air Force Reserves. Nate shares how his background in both military leadership and enterprise consulting informs his approach to optimizing software development in non-tech organizations. From process mapping to team structure, he offers practical strategies for business leaders looking to improve efficiency, clarity, and scalability in their software operations.

Nate explains that many organizations—manufacturers, service providers, and consumer brands—struggle with software development because it’s not their core business. These companies often lack visibility into progress, rely on legacy processes, and face alignment issues across teams. His firm, Form100 Consulting, helps such enterprises identify bottlenecks, streamline workflows, and adopt lean, agile, and AI-driven practices that improve delivery speed without sacrificing quality.

By mapping out the current workflow, teams can uncover where time and resources are being lost. Nate emphasizes focusing on the true constraint rather than over-optimizing non-critical steps. He also warns against chasing “shiny object” tools or AI solutions that don’t solve the underlying process issues. Instead, organizations should apply AI incrementally to enhance existing systems.

Drawing from his Air Force experience, Nate advocates for small, mission-focused teams—6 to 9 people—that communicate effectively and make decisions quickly. He stresses that sustainable improvement requires governance, ownership, and regular review. Ultimately, success comes from aligning teams, measuring progress, and committing to continuous improvement—much like in a high-performing military unit.

Nate Amidon is the Founder and CEO of Form100 Consulting, a firm that helps non-software-first enterprises optimize their software development processes. A Lieutenant Colonel in the U.S. Air Force Reserves, Nate combines military leadership principles with enterprise strategy to help teams increase alignment, efficiency, and long-term performance.

Form100 Consulting partners with major enterprises—including Hershey, Boeing, Rite Aid, and Alaska Airlines—to modernize software development practices through process improvement, agile adoption, and data-driven transformation. The firm’s mission is to bring structure, clarity, and sustainable efficiency to organizations where software is a critical enabler—not the core product.

• Form100 Consulting Website
• Nate Amidon LinkedIn Profile

• Common software challenges in non-tech companies
• How to identify and fix bottlenecks in development workflows
• The value of lean and agile principles for non-software teams
• Incremental, ROI-focused AI integration
• Building and scaling small, high-performing teams
• Applying military leadership lessons to software development

Nate Amidon’s insights bridge the gap between military precision and corporate innovation. By mapping processes, focusing on constraints, and scaling teams thoughtfully, businesses can transform software development from a bottleneck into a competitive advantage. His pragmatic, data-driven approach helps leaders cut through...

In a recent episode, host Josh Elledge sat down with Dr. Thomas Powell, founder and CEO of The Founder’s Office, to discuss what it really takes to raise capital, refine business models, and build sustainable ventures in today’s competitive market. With decades of experience in entrepreneurship, investment, and advising founders, Dr. Powell offers a rare blend of strategic insight and practical wisdom for business leaders at every stage of their journey.

Dr. Powell has dedicated his career to helping entrepreneurs overcome the biggest challenges in growing a business—securing funding, scaling operations, and achieving long-term impact. Through The Founder’s Office, his team partners with founders to refine business strategies, align with the right investors, and build the financial and operational foundations that sustain growth.

He emphasizes that raising capital isn’t just about numbers—it’s about clarity, credibility, and communication. Founders who understand their business deeply and can articulate their vision effectively are far more likely to attract investors and strategic partners. Dr. Powell also highlights the importance of balance—focusing on both short-term wins and long-term resilience to ensure businesses thrive in any market condition.

For emerging founders, Dr. Powell’s approach provides a roadmap: be data-driven, build meaningful relationships with investors, and never lose sight of your mission. The goal isn’t just to raise capital—it’s to build something that lasts.

Dr. Thomas Powell is the founder and CEO of The Founder’s Office, where he and his team help entrepreneurs raise capital, refine their business models, and create sustainable, impactful companies. With decades of experience as an investor and advisor, Dr. Powell has guided startups and established businesses through complex financial and operational challenges, always with a focus on strategic growth and long-term success.

The Founder’s Office provides end-to-end advisory services for entrepreneurs, helping them navigate capital raises, improve business efficiency, and strengthen their organizational structures. The firm’s mission is simple: empower founders to make smarter decisions, attract the right investors, and scale responsibly. Learn more at www.founders-office.com/.

• The Founders Office's Website
• Dr. Thomas Powell LinkedIn Profile

• The biggest mistakes founders make when raising capital
• How to communicate your business model to attract investors
• The importance of balancing short-term execution with long-term strategy
• Building investor trust through transparency and data-driven planning
• Why sustainable growth beats fast, reactive scaling

Dr. Thomas Powell’s conversation with Josh Elledge underscores a vital truth: successful entrepreneurship isn’t about luck—it’s about preparation, clarity, and purpose. By combining strategic financial planning with a deep understanding of business fundamentals, founders can secure capital, scale effectively, and create companies that stand the test of time.

🎙️ Want to...

In this episode, host Josh Elledge interviews Rhett Molitor, CEO and co-founder of Basis 365 Accounting, to explore how outsourced accounting is transforming small and mid-sized businesses. Rhett shares how fractional accounting services help companies move beyond simple bookkeeping to strategic financial management. He also discusses how AI and automation are reshaping the accounting landscape and why proactive financial oversight is the key to scaling with confidence.

Rhett Molitor founded Basis 365 Accounting in 2012 to fill a crucial gap for businesses earning between $1M–$20M in revenue—companies that have outgrown basic bookkeeping but don’t yet need a full-time accounting team. Instead of focusing on compliance alone, Basis 365 partners with CEOs to turn accounting into a growth lever.

Molitor breaks accounting into four key levels: bookkeeper, accountant, controller, and CFO—each representing a stage of financial maturity. A proactive approach means using data for decision-making, forecasting cash flow, and improving profitability over time. He also cautions that while AI and automation have made accounting faster, expert human oversight remains essential for accuracy and strategy.

For SMB leaders, Rhett’s message is clear: don’t treat accounting as an afterthought. It’s not just about managing expenses—it’s about creating visibility, confidence, and insight to drive growth. Partnering with the right fractional accounting team gives businesses access to senior-level expertise without the overhead of full-time hires.

Rhett Molitor is the co-founder and CEO of Basis 365 Accounting, a U.S.-based outsourced accounting firm specializing in digital agencies, SaaS companies, and consultancies. With over a decade of experience helping SMBs scale efficiently, Rhett champions proactive, transparent financial management supported by technology and expert insight.

Basis 365 Accounting provides outsourced bookkeeping, accounting, and fractional CFO services designed for growth-focused businesses. By combining automation tools with expert financial guidance, Basis 365 helps companies gain clarity, reduce risk, and improve profitability. Learn more at basis365.com.

• Basic 365 Accounting Web
• Rhett Molitor LinkedIn Profile

• The 4 levels of accounting: bookkeeper, accountant, controller, CFO
• Why proactive financial management drives scalability
• How AI and automation are reshaping accounting workflows
• Common pitfalls SMBs face when they “outgrow” basic bookkeeping
• Actionable steps to make accounting a strategic business advantage

Outsourced accounting isn’t just about saving money—it’s about gaining visibility, expertise, and strategic advantage. Rhett Molitor’s approach at Basis 365 Accounting shows that when SMBs invest in proactive financial systems and fractional expertise, they set the stage for smarter growth and long-term stability.

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