Weekly Update #52: The Year One Lessons That Are Reshaping K&D
On this Weekly Update of Trades Talk, Justin White hits the one year mark with a wide angle State of the Industry, plus the four biggest lessons from year one and where the Friday show is headed in season two.
Multiples, margins, organic growth, AI, fuel costs, retention, and a contrarian take on the EOS org chart. The whole landscape industry in 35 minutes.
In this episode, we cover:
The current M&A multiples by EBITDA tier and what is actually getting funded in 2026
Why platform players are compressing recurring revenue pricing, and the only three ways to break out
Why having 9 to 10 direct…
The skinny
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