Beyond The Claim with Vince Perri

Welcome back to Beyond the Claim with host Vince Perri, your business broker and exit strategist. Today’s guest is Claudio Vilas, a roofing business broker and owner of The Roofing Biz Broker. We break down exactly how to sell a roofing company for maximum value, what really drives roofing valuation and EBITDA multiples, why private equity loves fragmented blue-collar industries, and how rollups, ESOPs, and the “second bite of the apple” can change your life at exit. Inside, Claudio shares the biggest deal killers he sees in due diligence, how to prepare your books the right way three years before a sale, owner-dependency traps, what to disclose and when, and why telling your management team early can actually de-risk the deal. We also cover customer concentration, the problem with insurance-heavy revenue, and how predictable marketing and sales engines earn better multiples. If you’re in roofing or insurance claims, this is a masterclass on exit planning and M&A strategy. Grab the free “Roofing Exit Readiness Checklist” mentioned in the episode and get serious about value creation starting today. Guest Bio Name: Claudio Vilas Title: Roofing Business Broker, Owner at The Roofing Biz Broker Email: claudio.vilas@theroofingbizbroker.com Website: https://www.theroofingbizbroker.com LinkedIn: https://www.linkedin.com/in/claudiovilas-business-broker/ Instagram: https://www.instagram.com/claudiovilasbb/ Facebook: https://www.facebook.com/claudio.vilas.967 💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm 📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry! https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/ Thank you for being a vital part our Show 🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.com/links-channel =========================== Make sure you check out our new Public Adjuster Handbook and Course 📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook 👨‍💻 Elite Claims 101 Course https://offers.commercialclaimsadvocate.com/claims-101 =========================== SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== 🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/ =========================== 🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters: https://eliteresolutions.com/about-us/ =========================== 👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/ =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs TAGS: #insuranceclaims #publicadjusters #homeowner #insuranceagent #homeownersinsurance #insuranceclaimspecialist #publicadjustersmiami #roofrepair #homeinsuranceagent #freeinspection #publicadjuster #propertyinsurance #haildamage #insuranceclaim #negotiate #homeinsurancequote #roofingcompany #homeinsuranceclaim #homeinspections #fireprotection #waterdamagerestoration #firedamage #homeinsurance #insuranceclaimhelp #insuranceclaims #roofer #waterdamage #publicadjusterflorida #roofdamage #waterleak #publicadjusters #homeinsurancespecialists #adjuster #restorationcompany

Join Vince Perri and Katie Nelson in this engaging discussion, sharing their combined experience and offering valuable business tips. Learn how to sell effectively and implement winning sales strategies, drawing from their 16 years of entrepreneurship. Get ready for actionable business advice and proven sales techniques. Whether you are an entrepreneur, public adjuster, contractor, or small business owner, this episode is packed with sales tips, growth strategies, and mindset shifts that will help you scale your business faster. Guest contact links Website: https://salesuprising.com/ Email: katie@salesuprising.com Facebook: www.facebook.com/salesuprising Instagram: www.instagram.com/salesuprising LinkedIn Company: https://www.linkedin.com/company/salesuprising/ LinkedIn Personal: https://www.linkedin.com/in/thesalescatalyst/ YouTube: https://www.youtube.com/@SalesUpRising Chapters: 00:00:00 Intro and Katie Nelson origin story 00:04:30 Cold calling role play and why sales is the heartbeat of business 00:14:00 Sales framework that scales qualification scripts and repeatable process 00:32:00 Pricing and objections plus what is broken in business coaching and accountability 00:44:00 Hard lessons mindset client wins Disney cruise and self awareness 00:56:00 Building systems fast revenue steps book recs and closing takeaways 💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm 📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry! https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/ Thank you for being a vital part our Show 🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.com/links-channel =========================== Make sure you check out our new Public Adjuster Handbook and Course 📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook 👨‍💻 Elite Claims 101 Course https://offers.commercialclaimsadvocate.com/claims-101 =========================== SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== 🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/ =========================== 🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters: https://eliteresolutions.com/about-us/ =========================== 👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/ =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs TAGS: #SalesMastery #ColdCallingTips #SalesFramework #EntrepreneurMindset #BusinessGrowth2025 #SalesTraining #ScalingYourBusiness #BeyondTheClaim #VincePerri #KatieNelson #SalesCoaching #SalesIsTheHeartbeat #EntrepreneurshipPodcast #BusinessSuccess #ServiceBasedBusiness

How to Build a Virtual Assistant (Ultimate Guide) with Cole Kline Are you interested in learning how to build a virtual assistant business from scratch, even with no experience? This ultimate guide will walk you through the entire process, from getting started to providing top-notch virtual assistant services to clients. We'll cover the essential virtual assistant tools and training you need to succeed, as well as how to set up a professional home office setup. Whether you're looking to start a freelancing career or simply want to explore work from home jobs with no experience, this video is perfect for you. By the end of this tutorial, you'll know exactly how to become a virtual assistant and start working from the comfort of your own home. So, if you're ready to take the first step towards a successful virtual assistant career, keep watching! Chapters: 00:00 Intro and Cole’s background 03:00 Climbing Kilimanjaro and Everest Base Camp 08:00 Building and scaling Hope Public Adjusters 15:00 Why he transitioned out of public adjusting 21:00 The 5.2M claim and tipping point moment 27:00 The power of block scheduling and systems 36:00 How Edge Virtual Assistants is disrupting the VA model 45:00 Training SOPs and scaling roofing and PA firms 50:00 Final thoughts and lessons for entrepreneurs Guest Contact Links Website: https://edgevirtualassistants.com Email: info@edgevirtualassistants.com Phone: 317-416-0028 💎 This episode is sponsored by The Farber Law Firm. Visit Farber at https://bit.ly/thefarberlawfirm 📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry! https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/ Thank you for being a vital part our Show 🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.com/links-channel =========================== Make sure you check out our new Public Adjuster Handbook and Course 📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook 👨‍💻 Elite Claims 101 Course https://offers.commercialclaimsadvocate.com/claims-101 =========================== SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== 🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/ =========================== 🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters: https://eliteresolutions.com/about-us/ =========================== 👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/ =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs

Christian Bonnier reveals how he built ListKit into a $600K/month lead generation business using cold email, personal branding, and viral content. If you’ve ever wondered how to get consistent B2B leads, scale a coaching business, or grow your personal brand online, this episode is packed with actionable insights. We break down: ✔ The cold email framework that actually gets replies ✔ How to avoid spam filters and increase deliverability ✔ The secret behind viral TikTok & Instagram content ✔ Building a $600K/month business in just 5 years ✔ Coaching vs software: where the real leverage is Whether you’re a business owner, coach, or entrepreneur looking to scale, this conversation with Christian shows you how to use outbound marketing + personal branding to dominate your industry.

Restaurant margins are razor thin, often just 3 to 4 percent. In this episode, Brady Lowe of Taste Network reveals why most restaurants fail, how to design unforgettable customer experiences, and how AI in hospitality must evolve without losing human connection. Brady has spent more than 20 years building a 20 city culinary empire, paying over 1.2 million dollars directly to farmers, and helping brands like Formula 1 and luxury hotels create events that guests never forget. From experiential marketing to relationship equity, he shares insights every business owner can apply to scale smarter, strengthen client loyalty, and turn passion into predictable profits. If you are a restaurant owner, entrepreneur, or small business leader, this conversation is packed with lessons on restaurant profitability, customer experience design, and integrating AI in ways that enhance connection instead of replacing it. 🔥 What you will learn in this episode: • Why most restaurants fail and the truth about 3–4 percent net restaurant margins • How to build experiences that customers remember forever • The power of storytelling in business growth • Brady’s 3 Question AI Reflection Ritual for teams • How to balance passion, predictability, and profits 👥 Guest: Brady Lowe, Founder of Taste Network Website: https://tastenetwork.com/ Instagram: https://instagram.com/bradylowe75 Twitter X: https://x.com/tastenetwork YouTube: https://www.youtube.com/@taste-network 💎 This episode is sponsored by The Farber Law Firm. Visit Farber at https://bit.ly/thefarberlawfirm Chapters 00:00:00 Why real connection still matters in the age of AI 00:06:23 Why most restaurants fail and the truth about margins 00:16:18 How to design unforgettable customer experiences 00:34:40 What is relationship equity and why it drives loyalty 00:39:28 How AI in hospitality can help without replacing people 00:54:03 Passion, predictability, and the path to profits 📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry! https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/ Thank you for being a vital part our Show 🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.com/links-channel =========================== Make sure you check out our new Public Adjuster Handbook and Course 📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook 👨‍💻 Elite Claims 101 Course https://offers.commercialclaimsadvocate.com/claims-101 =========================== SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== 🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/ =========================== 🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters: https://eliteresolutions.com/about-us/ =========================== 👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/ =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs TAGS:#RestaurantMargins #CustomerExperience #AIinHospitality #SmallBusinessGrowth #BeyondTheClaim

The Shocking Truth About AI in Marketing That Small Business Owners Need to Know - Beyond The Claim with Victoria Shepherd AI is rewriting the rules of marketing and most small business owners have no idea what just happened. In this episode of Beyond The Claim, Vince Perri sits down with Victoria Shepherd (CEO of Welcome Place Marketing) to reveal the shocking truth about AI, Google AI Overviews, and why your old marketing playbook no longer works. If your website traffic dipped or your ads stopped converting, this conversation will show you the new blueprint. Learn how to use AI tools the right way, why LinkedIn personal pages outperform company pages, and how to build trust signals that drive leads and revenue. What you will learn: • How Google AI Overviews are destroying traffic and what to do about it • Why trust signals (reviews, bios, FAQs) are more powerful than keywords • The LinkedIn strategy that actually creates new business • How to repurpose YouTube and blog content into a full funnel • The future of digital marketing and why your website is no longer enough Guest links: Website: https://www.welcomeplacemarketing.com/ LinkedIn: https://www.linkedin.com/in/victorialshepherd/ Instagram: https://www.instagram.com/tallchickvic/ X: https://x.com/tallchickvic 💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm 📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry! https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/ Thank you for being a vital part our Show 🧡 TAGS: #insuranceclaims #publicadjusters #homeowner #insuranceagent #homeownersinsurance #insuranceclaimspecialist #publicadjustersmiami #roofrepair #homeinsuranceagent #freeinspection #publicadjuster #propertyinsurance #haildamage #insuranceclaim #negotiate #homeinsurancequote #roofingcompany #homeinsuranceclaim #homeinspections #fireprotection #waterdamagerestoration #firedamage #homeinsurance #insuranceclaimhelp #insuranceclaims #roofer #waterdamage #publicadjusterflorida #roofdamage #waterleak #publicadjusters #homeinsurancespecialists #adjuster #restorationcompany

In this engaging conversation, Tyler Graves, founder of ReadyStays Furnished Housing, shares insights on transforming a stagnant business into a thriving national player. He discusses the pivotal role of stoic discipline and resilience in leadership. Tyler reveals effective sales strategies that benefit both landlords and displaced families, and how lessons from setbacks can lead to growth. His journey emphasizes building strong relationships and systems, providing valuable takeaways for aspiring entrepreneurs looking to scale their ventures.

Kelsey Daingerfield, founder of The Virtual Integrator and The Pocket COO, is a strategic leader helping entrepreneurs build scalable businesses. She discusses how to break free from daily chaos by implementing effective SOPs and clear processes. Kelsey also explores the importance of distinguishing between visionary and integrator roles, and how operational clarity can significantly boost business valuation. Plus, she shares insights on leveraging AI to enhance productivity and streamline operations, making it easier for entrepreneurs to step back from their companies.

Beyond The Claim Podcast #022 - Featuring Domino and Nikki Blackheart In this episode of Beyond The Claim, Vince Perri sits down with professional wrestling champions and entrepreneurs Domino and Nikki Blackheart to uncover the surprising parallels between wrestling, branding, marketing, and business growth. From dominating the ring to mastering personal branding, they share: - How to build an authentic personal brand that attracts real opportunities - Why consistency beats talent in both sports and business - The mental health strategies they use to stay sharp under pressure - Lessons from going viral and using that momentum for business growth - How to merge multiple career paths into one powerful personal brand Whether you are in business, wrestling, or just looking for real-world inspiration, this conversation will push you to challenge yourself, follow your passions, and practice the pause when needed. Connect with the guests: Domino (Adrian Castro) – Instagram: https://www.instagram.com/dominoccw/ Nikki Blackheart – Instagram: https://www.instagram.com/nikkiblackheart/ Adrian Castro – Instagram: https://www.instagram.com/adrianc31_/ More connections and resources: Coastal Championship Wrestling – Instagram: https://www.instagram.com/ccwalivetv/ Union Beer Store – Instagram: https://www.instagram.com/unionbeerstore/ Panolos – Instagram: https://www.instagram.com/_panolos_/ Support Mental Health – NAMI Walks: https://www.namiwalks.org/home?notification=error&key=text_noparticipant Watch CCW Live – YouTube: https://www.youtube.com/watch?v=QPA9sl_oGgc 💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm 📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry! https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/ Thank you for being a vital part our Show 🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.commercialclaimsadvocate.com/all-channel =========================== Make sure you check out our new Public Adjuster Handbook and Course 📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook 👨‍💻 Elite Claims 101 Course https://offers.commercialclaimsadvocate.com/claims-101 =========================== SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== TAGS: #insuranceclaims #publicadjusters #homeowner #insuranceagent #homeownersinsurance #insuranceclaimspecialist #publicadjustersmiami #roofrepair #homeinsuranceagent #freeinspection #publicadjuster #propertyinsurance #haildamage #insuranceclaim #negotiate #homeinsurancequote #roofingcompany #homeinsuranceclaim #homeinspections #fireprotection #waterdamagerestoration #firedamage #homeinsurance #insuranceclaimhelp #insuranceclaims #roofer #waterdamage #publicadjusterflorida #roofdamage #waterleak #publicadjusters #homeinsurancespecialists #adjuster #restorationcompany

Beyond The Claim Podcast #021 - Featuring Mikey Lucas In this episode of Beyond The Claim, Vince Perri sits down with Mikey Lucas, a door-to-door sales veteran turned private equity entrepreneur. Mikey built and exited a multimillion dollar solar company and went on to drive over 180 million dollars in solar deals before founding American Energy Fund. We go deep into what it means to build real wealth, how to lead with purpose, and how to invest like a billionaire. Mikey shares raw insights from addiction recovery to boardroom strategy, covering faith, mindset, AI, systems, and financial legacy. What you’ll learn: - How to shift from scarcity to abundance - The mindset required to play the long game - Private equity explained in simple terms - Leveraging AI for scale and creativity - Mikey’s Billionaire Profit Blueprint and how to use it Connect with Mikey: Website: mikeylucas.com Instagram: instagram.com/mikeylucas LinkedIn: linkedin.com/in/mikey-lucas YouTube: youtube.com/channel/UCCN-yH_pgqyXYmKZ4rJyfAg Twitter X: twitter.com/Mikey_lucas1 Facebook: facebook.com/mikeylucas21 💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm 📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry! https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/ Thank you for being a vital part of the Commercial Claims Show 🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.commercialclaimsadvocate.com/all-channel ========================== ► ConvertKit - Setting up automated email sequences is as easy as a few clicks, saving you time - https://partners.convertkit.com/4stizcw0fs56 ► iink - Use promo code "Vince" for 100% off your activation fee! Signup Page - https://partner.iink.com/vince ► Mat Mulholland Builders Institute - Where excellence meets education in the fields of restoration and construction. - https://signup.buildingexperts.institute/enroll-3606?am_id=vince8194 ► Here are all of the tools, gear, and books you'll need to be successful in your public adjuster business: https://www.amazon.com/shop/commercialclaimsshow =========================== Make sure you check out our new Public Adjuster Handbook and Course 📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook 👨‍💻 Elite Claims 101 Course https://offers.commercialclaimsadvocate.com/claims-101 =========================== SOCIAL MEDIA: https://www.facebook.com/CommercialClaimsAdvocate/ https://www.linkedin.com/in/commercialclaimsadvocate/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@commercialclaimsadvocate =========================== 🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/ =========================== 🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters: https://eliteresolutions.com/about-us/ =========================== 👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/ =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs TAGS: #insuranceclaims #publicadjusters #homeowner #insuranceagent #homeownersinsurance #insuranceclaimspecialist #publicadjustersmiami #roofrepair #homeinsuranceagent #freeinspection #publicadjuster #propertyinsurance #haildamage #insuranceclaim #negotiate #homeinsurancequote #roofingcompany #homeinsuranceclaim #homeinspections #fireprotection #waterdamagerestoration #firedamage #homeinsurance #insuranceclaimhelp #insuranceclaims #roofer #waterdamage #publicadjusterflorida #roofdamage #waterleak #publicadjusters #homeinsurancespecialists #adjuster #restorationcompany