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 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 [email protected] or [email protected].
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 [email protected], and speak to Jeff Jones at (541) 920-9026 or email him at [email protected].
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 [email protected]
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]