Capital-intensive home-service niches (septic, drain) eyed as more attractive than crowded plumbing/HVAC

The hosts note that most acquirers chase plumbing and HVAC, but they see opportunity in less-pursued, asset-heavy home-service niches like septic and drain, partly because high CapEx creates a moat.

“a lot of people I think are interested in, you know, plumbing or HVAC and people because of the capital requirements tend to shy away from things like septic or drain.”

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