Inside Exit Factor: Real Insights from the Franchise That Scales Businesses
The Deal Board
Andy and Jessica welcome you to another episode of The Deal Board Podcast. This week, Andy sits down with Jessica and business exit strategist Kelly Chess to explore the fast-growing Exit Factor franchise. They dive into how Exit Factor helps business owners increase valuation, clean up financials, and develop exit strategies that maximize returns. Kelly also highlights the importance of clean financials, documentation, and having a coach to guide long-term planning. With over 90 territories sold in just 18 months, Exit Factor is quickly becoming a go-to for entrepreneurs...
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Selling Non-Profits and Board Issues
The Deal Board
Andy and Transworld Managing Director, Alan Kaye, welcome you to another episode of The Deal Board Podcast. This week, they dive into the complexities of selling nonprofit organizations and the governance issues that often complicate these transactions. With more nonprofits looking to transition ownership or restructure, understanding how boards operate (and sometimes obstruct) these deals is more critical than ever. Andy and Alan break down how nonprofit sales differ from for-profit deals, common red flags with board members, and what buyers need to know about compliance, asset transfers, and...
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Business by the Numbers: Top Takeaways and Tactical Tips
The Deal Board
Transworld Business Advisors welcomes you to another episode of The Deal Board Podcast! This week, Andy and guests dive into the main takeaways from the recent Transworld by the Numbers Conference, where brokers and industry experts shared strategies for building better businesses. In this episode, they welcome Ryan Armstrong, Certified Business Intermediary (CBI), to share practical startup advice for new entrepreneurs. Taylor Bombardiere, Business Broker with Transworld Colorado, also joins the show to discuss how brokers and business owners can request client reviews to strengthen their...
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Across the Table: Market Pulse & Q1 Recap from Transworld Brokers Nationwide
The Deal Board
Andy and Jessica welcome you to another episode of The Deal Board Podcast. This week, they check in with Transworld brokers from across the U.S. to get a pulse on the market as Q2 2025 kicks off. Guests Rupesh Bharad, Sam Curcio, Matt Friscia, Scott Hislop, Bill Kleinschrodt, and Johnathan Choe share updates from their regions, highlighting rising buyer demand, increased seller activity, and creative deal structures becoming more common. They also discuss SBA lending shifts, tariff concerns, and why strong financials matter more than ever. This week’s Listing of the Week features a...
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Beyond the Multiple: How Business Valuations are Made
The Deal Board
Welcome to The Deal Board Podcast, Transworld Business Advisors official podcast. This week, they’re joined by valuation expert of , along with Transworld Business Advisors (Phoenix) and (West Central Ohio), for a deep dive into how business valuations are made in today’s market. Moving beyond outdated “multiple of earnings” shortcuts, the conversation explores how BizProValue’s cloud-based platform empowers brokers to analyze up to five years of tax returns in seconds, produce standardized, accurate reports, and present data in a way that builds trust with buyers, sellers,...
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What Buyers are Buying: Boring Businesses
The Deal Board
Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they explore the surge of Millennials and Gen Z buying “boring” small businesses (such as sawmills, packaging companies, and HVAC services) as Baby Boomers retire and sell their long-held enterprises. They discuss the shift in generational ownership, the appeal of steady cash-flowing businesses over startups, and how younger buyers are using technology to modernize legacy operations. The conversation also covers the importance of relationship-building during business transitions and debunks common myths around...
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Buying a Business Today: Navigating the Modern Marketplace
The Deal Board
Andy and JT Tatem, President of Transworld Business Advisors, welcome you to another episode of The Deal Board Podcast. This week, they’re joined by industry experts to discuss the evolving landscape of buying a business in today's market. They explore the challenges and opportunities buyers face, from increased competition to changing financing options. The conversation covers key strategies for leveraging SBA loans, how economic downturns can create ideal buying conditions, the benefits of franchising as a business acquisition strategy, and the importance of choosing the right business...
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Getting Deals Done: All Cash or SBA - A Deep Dive into Your Options
The Deal Board
Andy and Jessica welcome you to another episode of The Deal Board Podcast. This week, they are joined by Marty Fishman and Tom Milana from Transworld Fort Lauderdale and David Moore from Acclivity Financial to explore how to get deals done. It’s a competitive market for buyers right now, and if you have the finances for an all-cash deal, it might just give you the edge; it could even help you get a discount on your purchase! Tuning in, you’ll hear about two successful cash deals, one for a FedEx route in Miami and another for a garbage shoot repair and maintenance business. Discover the...
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Broker to Broker: Part 2 – Wisdom for the Entrepreneurial Journey
The Deal Board
Andy welcomes you to another episode of The Deal Board Podcast. This week, they are joined by Ryan Mortenson to interview prolific Broker Linda Boswell. Next, Sam Curcio from Transworld New York interviews the legendary Business Broker and entrepreneur Eric Straus. Join these industry leaders as they discuss two epic business stories and share a wealth of essential advice for people who are just getting started on their entrepreneurial journeys. From Linda’s love of drop letters and the essential quality she attributes her success to, to Eric’s early experiences of entrepreneurship and the...
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Silver Tsunami: Boomer Exit Case Studies & Opportunities for the Next Generation
The Deal Board
Andy and Jessica welcome you to another episode of The Deal Board Podcast. This week, they speak to three guests, Peter Berg, Arthur Beisner, and Phillip Proctor, about their standout case studies regarding the Silver Tsunami – the wave of baby boomer business owners looking to exit. While many expected a mass sell-off, this trend has been happening more gradually, with owners holding on longer due to factors like high earnings and strong personal ties. Their conversation covers three compelling case studies: a PhD’s 40-year-old business, a CPA firm, and a $7M in revenue HVAC business....
info_outlineAndy and Jessica dive back into a critical and timely subject: SBA funding and how it can help fuel business acquisitions. With a lineup of expert guests, they break down the most effective SBA funding programs currently available and address common misunderstandings about how the SBA supports small businesses. Hear practical insights from industry professionals like Ken Lowy of Newtek; who highlights cutting-edge business tools, and John Wahl of Live Oak Bank: who shares an overview of the bank’s specialized lending services. Additionally, Ami Kassar of MultiFunding explores what the future holds for small business funding, and Robin Washienko of Huntington Bank discusses the current small business landscape. Join us to equip yourself with essential knowledge for securing SBA loans, improving your funding options, and fostering success in your small business. Tune in now!
Listing of the Week:
JT Tatem presents a great opportunity to own a popular sports bar in a high-traffic location. This sports bar has built a loyal customer base known for its vibrant atmosphere and dedicated clientele. This profitable business offers excellent growth potential for an experienced operator or an investor looking to break into the hospitality industry. For more information, email JT at [email protected] or call him at (864) 315-8998.
Deal of the Week:
Jeff Petersen (East Texas) closed a deal on a profitable metal building contractor located in Angelina County, Texas. This construction business, listed at $3.3 million with real estate included, had earnings of $537,527 and was sold with a $3 million down payment. Jeff’s expertise helped both the buyer and seller navigate the complexities of the transaction, leading to a win-win outcome for both parties. To learn more, email Jeff at [email protected] or call him at (903) 422-6818.
Key Points From This Episode:
• [00:00] Introduction and overview of today’s topic: SBA loans.
• [01:15] Why the SBA is an invaluable resource for small businesses.
• [01:40] Common misconceptions about the SBA’s money-loaning capabilities.
• [03:09] Learn about the top three SBA funding programs currently available.
• [08:08] Ken Lowy unpacks Newtek's innovative business tools and services.
• [11:08] John Wahl provides an overview of Live Oak Bank’s offerings.
• [13:27] Listing of the Week: JT Tatem is selling a legendary sports bar in Upstate, South Carolina.
• [15:44] Discover the benefits of SBA-guaranteed loans for small businesses.
• [20:41] Explore why working with an experienced SBA lending partner is vital.
• [22:44] Ami Kassar provides insights on the future of funding for small businesses.
• [25:33] Robin Washienko talks about the small business landscape in Huntington.
• [28:00] Deal of the Week: Jeff Petersen sold a profitable metal building contractor in Angelina County, Texas, with real estate included.
• [31:37] The minimum requirements to be eligible for SBA program support.
• [34:56] Final important takeaways and closing comments.
Links Mentioned in Today’s Episode:
Subscribe to The Deal Board Podcast YouTube Channel
Call us on (888) 719-9098
Email us at [email protected]
Small Business Administration (SBA)
Call NewtekOne on (212) 356- 9500
Call John on (303) 551 4453
#thedealboard #transworldbusinessadvisors #realestate #commercial
Quotes:
“We would not have capital for small businesses in America without the SBA.” — @jessfialkovich [0:01:31]
“The nice thing about the SBA is [that] it is one of the few government programs that pays for itself.” — @acags [0:07:05]
“There is enough friction in the world, so [Newtek] wants to bring less friction for businesses.” — Ken Lowy [0:10:39]
“One of the SBA’s purposes is to really protect and educate business owners.” — @jessfialkovich [0:17:26]
“[Huntington National Bank] feels [that] it is really important to help all small businesses achieve their goals.” — Robin Washienko [0:26:31]
“It is so important to work with a bank that is really well qualified in SBA lending.” — @jessfialkovich [0:35:23]