 |
The Boardroom Buzz: Grow, Sell, or ExitStrategies for every stage of a service business. Author: The Boardroom Buzz
Boardroom Buzz is the straight-talk playbook for owners who built their service businesses from the crawlspace up and want to master the next movewhether thats doubling down on growth or preparing for a life-changing exit. Hosted by Jason & Jeremy JulioThe Blue-Collar Twins who turned a service-truck start-up into a multimillion-dollar successand mentored by veteran deal-maker Paul Giannamore, the show turns boardroom finance into stories youd swap over a tailgate. Expect 40-minute deep-dives that unwrap one real transaction and one valuation lever you can pull today, plus quick Market Pulse riffs that flag shifts every operator should watch. If youre a majority or significant-minority owner eyeing the 5 M100 M revenue range, tune in for gritty war stories, step-by-step tactics, and the confidence to choose your own endgame. New episodes every Thursday. Presented by POTOMAC M&A. Language: en Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Teach, Build, Exit: The Unexpected Journey of Dan Peltz and Shift New Jersey
Episode 225
Wednesday, 26 November, 2025
From history teacher to CEO, Dan Peltz never planned on becoming an entrepreneur — but when he saw a gap in how young adults with special needs were supported after graduation, he built something extraordinary. This week, the Blue Collar Twins, Jason and Jeremy Julio, sit down with the founder of Shift New Jersey to uncover how a simple idea turned into a statewide service helping thousands — and ultimately, a multi-million-dollar acquisition. Dan shares how he launched Shift with no business experience, survived losing his investors just six months in, and scaled the company to 40+ employees and over a thousand clients served each month. He opens up about leadership lessons from the front lines — building systems, hiring for personality over experience, and surrounding himself with mentors who kept him grounded through growth. Now serving as Director of Organizational Effectiveness for the company that acquired Shift, Dan reflects on what it takes to balance impact with income — and why sometimes the right move isn’t to double down, but to step back.
