Roll-up playbook: buy companies not running the playbook and install it

Wilson frames the roll-up thesis as buying companies that aren't running his operating playbook, installing it, and growing them - having doubled two of three acquired businesses in the first month.

“we have a playbook and the playbook works. We spent years doing it, we took the business from 10 to 30 million organically, no acquisitions, like it works. And we've gone and acquired these three businesses this year. And we've doubled two of them in the first month, like the playbook works.”

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