The CEO Roundtable is where home service CEOs sit down with Sam Taggart to talk about how these companies actually get built.
Roofing, solar, pest control, HVAC, windows, and everything next to it.
Every conversation goes straight into the real mechanics... the hiring calls that worked, the margin leaks nobody talks about, the recruiting engines that filled the roster, and the seasons that almost took the whole thing down.
You hear what these owners would tell you across the dinner table after the cameras shut off.
No theory from people who have never carried a payroll.
Sam has spent 20 plus years in the field and now sits on the other side of the table helping owners position their companies for the exit they earned.
Guests include CEOs running companies across every home service vertical, along with the operators and partners Sam works with on the acquisition side of the business.
Every one of them brings a company they built with their own hands and the scars that came with it.
If you are running a home service company and you want the honest version of what the next stage costs, this is the room to be in.
The Side of Selling Your Business Nobody Warns You About - Carey Sobel
Carey Sobel has sold over 100 businesses for other people. Then he sold his own, and learned the parts of an exit no spreadsheet prepares you for. See where your company really stands with a free business audit: https://ownersos.com/audit?utm_source=youtube&utm_medium=description&utm_campaign=ownersos&utm_content=how-to-plan-your-business-exit-and-what-comes-after On the CEO Roundtable, Sam Taggart and JD Beck talk with Carey Sobel, an M&A advisor and certified exit planning a...
24 Sept 2026
Operator to Empire Builder: How to Plan Your Exit - Brian Franco
Every business owner exits, whether they plan for it or not. Brian Franco watched his own father's business die because it wasn't planned, and he's spent 23 years making sure other owners don't repeat it. See where your company really stands with a free business audit: https://ownersos.com/audit?utm_source=youtube&utm_medium=description&utm_campaign=ownersos&utm_content=the-inevitable-exit-every-owner-will-sell On the CEO Roundtable, Sam Taggart talks with Brian Franco, founder of...
17 Sept 2026
How an Attorney Can Kill or Save Your Business Sale - Mick McGirr
The right attorney gets your deal across the table. The wrong one can blow it up, or quietly take over your roll-up. M&A attorney Mick McGirr has seen both. See where your company really stands with a free business audit: https://ownersos.com/audit?utm_source=youtube&utm_medium=description&utm_campaign=ownersos&utm_content=how-an-attorney-can-kill-or-save-your-business-sale-playbook On the CEO Roundtable, Sam Taggart and JD Beck sit down with M&A attorney Mick McGirr, who ...
10 Sept 2026
THE #1 DEAL-KILLER - Dave Barnes
Time kills every deal, and nothing drags one out like messy numbers. David Barnes has done 36 years and hundreds of acquisitions, and the fix starts long before you ever decide to sell. See where your numbers really stand with a free business audit: https://ownersos.com/audit?utm_source=youtube&utm_medium=description&utm_campaign=ownersos&utm_content=get-your-numbers-right-before-you-sell-playbook On the CEO Roundtable, hosts JD Beck and Ryan Nichols sit down with M&A veteran ...
1 Sept 2026
The Roofing Acquisition Gold Rush Is Over - Claudio Vilas
A few years ago, buyers would pay almost anything for a roofing company. That gold rush is over, and Claudio Vilas explains why that's actually good news, and what it now takes to be sellable. See where your company really stands with a free business audit: https://ownersos.com/audit?utm_source=youtube&utm_medium=description&utm_campaign=ownersos&utm_content=what-it-really-takes-to-sell-a-roofing-company-now-playbook On the CEO Roundtable, Sam Taggart and Ryan Nichols talk with ro...
25 Aug 2026
How to Sell a Home Service Business for the Highest Multiple - Greg Hicks
How much is your home service business actually worth, and would it survive due diligence? Greg Hicks has moved billions in home-service deals, and in this CEO ROUNDTABLE, he breaks down what makes a company sell for top dollar. See where your company really stands with a free business audit: OwnersosFind the $5M+ Leak In your Home Service Business Sam Taggart and Ryan Nichols sat down with M&A advisor Greg Hicks to break down how home service companies actually get sold. Greg explains ...
25 Jul 2026
Why Only 15% of Roofing Companies Are Ready to Sell
Only about 15% of roofing companies that want to sell are actually ready when a buyer shows up. This episode is about getting on the right side of that number. Follow along at @forgestrategicequity: Instagraminstagram.com/forgestrategicequity In Episode 2 of The Forge Podcast CEO Roundtable, Sam Taggart sits down with someone who sits on the other side of the table when roofing and home service companies get bought. You'll hear how private equity actually values your company, ...
23 Jul 2026
The Roofing Acquisition Wave Is Here and Most Owners Will Miss It
The roofing acquisition wave is here, private equity is rolling up companies fast, and most owners will miss it because they aren't ready when the offer comes. Follow along at @forgestrategicequity: https://www.instagram.com/forgestrategicequity/ In this episode of The Forge Podcast CEO Roundtable, Sam Taggart digs into the wave of private equity money flooding into roofing and home services, why so many owners are going to watch it pass them by, and what it actually takes to be...
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