Government Shutdown Impact on Small Business SBA Loans - What Owners Need to Know
The Deal Board
Andy and JT welcome you to another episode of The Deal Board Podcast. In this special ‘government shutdown’ edition, Andy sit down with a panel of Transworld leaders — Aaron Fox (Boston, MA), Samuel Curcio (Manhattan, NY), Scott Hislop (Minnesota), Diane Hartz Warsoff (Utah), and Johnathan Choe (Ohio / Los Angeles / Oregon) — to break down how the SBA loan portal shutdown impacts business buyers and sellers. The group explains why lenders cannot fund without an SBA loan number, how IRS pulls and other federal services create delays, and what end‑of‑year timing means for...
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The Power of Partnership: How Couples Succeed in Business
The Deal Board
Andy and JT welcome you to another episode of The Deal Board Podcast. This week, Andy sits down with Bob and Caroline Kelliher of Transworld Business Advisors of Western and Central Washington to explore what it’s really like to run a business as a couple. From running a 10,000-square-foot party supply store and later expanding to multiple locations, to teaching at Le Cordon Bleu and now helping entrepreneurs buy and sell companies through Transworld, the Kellihers have turned decades of shared experience into a thriving partnership. They discuss how they divide responsibilities, balance...
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AI Marketing Tools with Seth Greene
The Deal Board
Andy and JT welcome you to another episode of The Deal Board Podcast. This week, Andy sits down with return guest, Seth Greene, from Market Domination, to discuss a powerful lead-generation tool that helps business owners turn their content into qualified leads. Seth explains how his “Unlimited Leads for Life” software automates hours of manual prospecting: analyzing profiles, starting conversations, and nurturing relationships across multiple platforms without losing the human touch. He shares practical tips for using LinkedIn more effectively, how AI can support authentic outreach,...
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Large M&A Deals
The Deal Board
Andy and JT welcome you to another episode of The Deal Board Podcast. This week, Andy speaks with Andrew Bab of Debevoise & Plimpton about the high-stakes world of healthcare mergers and acquisitions. From billion-dollar deal structures and the teams required to execute them, to the common reasons major transactions fall apart, Andy and Andrew unpack the complexity behind large-scale deals. They also explore how private equity’s “dry powder” — the trillions of dollars firms keep in reserve to deploy into future deals — and the rise of AI-driven healthcare solutions are shaping...
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Deal Challenges and How to Solve Them
The Deal Board
Andy and JT welcome you to another episode of The Deal Board Podcast. This week, we are joined by Eric Straus and Sam Curcio from Transworld Advisors Manhattan to discuss deal challenges and how to overcome them, live from New York’s Theorist Podcast Studios. We reiterate why remembering the letters TKD is important, discuss the biggest underestimation of the deal process, why having the right tools is essential, and why ultimately hiring a professional can help you take your deal across the finish line. For more insights and advice on ensuring deal progression and success, be sure to tune...
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Top 5 Deal Killers with Andrew Cagnetta and JT Tatem
The Deal Board
Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they are unpacking the deal killers that have the potential to stand between you and the dream of selling your business. Starting with the financials, we unpack the practicalities of good record-keeping before moving on to the realities of outgrowing your people. Next, we dive into the crucial role of up-to-date technology to support your business operations and explore the complex topic of pricing your business appropriately. Lastly, we discuss how to build a deal team that truly works for you. Join us as we...
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Report on Marketplace with Andrew Cagnetta and JT Tatem
The Deal Board
How long does it take to sell a business, and what’s the right price to make it happen? Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they dig into the latest numbers shaping the business brokerage market. They unpack Transworld’s record-breaking 2024 results, explore how deal multiples vary by earnings, and explain why correct pricing is the key to avoiding expired listings. During the conversation, they also discuss the influence of baby boomer retirements, the power of co-brokerage, and how buyer behavior is evolving in today’s market. Looking...
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Celebrating 200 Episodes: The Story, The Stats, The Success
The Deal Board
Andy and Jessica welcome you to another episode of The Deal Board Podcast. This week, they celebrate a major milestone in The Deal Board’s journey: its 200th episode! They reflect on launching the podcast back in 2018, share exciting stats (including over 50,000 downloads and more than 20,000 YouTube views), and discuss the evolution of business brokerage over the years. From pandemic pivots and global expansion to generational shifts and the rise of Exit Factor, this episode honors the Deal Board community and marks a bittersweet farewell for Jessica as co-host, who is focusing on Exit...
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From the Ground Up: Selling Construction Businesses
The Deal Board
Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they take a deep dive into one of Transworld’s hottest segments: construction. From small trade businesses to large-scale infrastructure firms, construction companies are a consistent force in the market and, as you’ll discover from this conversation, they’re ripe for sale. Tune in to find out what makes them so appealing to buyers, the common challenges of selling them, and how Transworld brokers can help you navigate complex deals to deliver successful outcomes! Listing of...
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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...
info_outlineAndy and Jessica welcome you to another episode of The Deal Board Podcast. This week, they are joined by Damion Lupo, a highly-accomplished author, financial mentor, and host of The Financial Underdogs podcast. Damion believes that winning starts by failing, and today’s conversation begins by unpacking his incredible philosophy before learning about his role as the Chief Investment Officer at FrameTec. Today’s guest also shares valuable information on the easy-to-forget intricacies that led to his astounding success in business, and Taylor Bombardiere of Transworld Colorado steps in with short but powerful advice on how to defeat that niggling imposter syndrome. Thanks for listening!
Listing of the Week:
Matt Friscia is selling a highly profitable and 5-year established ride-share company with over 200 fleet vehicles. With a regular cash flow of over $800,000 and multiple real estate attachments, this is definitely an opportunity worth exploring! For more information, call Matt Friscia at (708) 328-8800 or email him at lagrange@tworld.com or mfriscia@tworld.com.
Deal of the Week:
Hollie Choe and Jeff Jones sold an established, community-favorite, family-owned online candle and specialty business. It was founded from a passion and love for specialty candle products, and it garnered a relatively large and dedicated Facebook following. The business grew over time with tenured staff in place who were devoted to selling quirky and fun high-quality products, and Hollie and Jeff were able to find the perfect buyer who preserved the legacy of the business. For more information, call Hollie Choe at (541) 920-9026 or email her at hchoe@tworld.com, and speak to Jeff Jones at (541) 920-9026 or email him at jsjones@tworld.com.
Key Points From This Episode:
• [00:00] We love doing entrepreneurial interviews, and today’s is all about failing forward.
• [02:50] Introducing Damion Lupo and his incredible philosophy about failing to win.
• [07:58] A look at how he manages his role and responsibilities at FrameTec.
• [13:28] Noteworthy tools and strategies from his road to business success.
• [27:12] Listing of the Week: Matt Friscia (Illinois) is selling a highly profitable and 5-year established ride-share company with over 200 fleet vehicles.
• [28:22] Taylor Bombardiere from Colorado shares advice on defeating imposter syndrome.
• [34:51] Deal of the Week: Hollie Choe and Jeff Jones (Oregon) preserved the legacy of a community-loved, family-owned candle specialty business.
Links Mentioned in Today’s Episode:
Subscribe to The Deal Board Podcast YouTube Channel
Call us on (888) 719-9098
Email us at thedealboard@tworld.com
Taylor Bombardiere on LinkedIn
#thedealboard #transworldbusinessadvisors #realestate #commercial
Quotes:
“What was true is that these are all gifts, all these experiences, these failures, if you will. People think it’s like you win or you fail but actually, you win or you learn.” — @damionlupo [0:05:39]
“When you disconnect from being concerned about the failures and you fall in love with the process, magic happens. That’s the key; you have to have enough failures to where it doesn’t even phase you [anymore].” — @damionlupo [0:07:00]
“One of the key ways to fail is to be doing too many things at once.” — @damionlupo [0:18:01]
“Deeply trusting and loving the process of your impact on the world – that’s where life opens up.” — @damionlupo [0:23:20]
“As long as you’re getting better by one little bit each and every day, that’s a win.” — Taylor Bombardiere [0:29:56]