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...