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 sat down with Dr. Joe Oravecz to unpack the importance of having adequate mental health protocols in the workplace and more specifically, ensuring that executives stay on top of their mental health. To begin, Joe walks us through the work of the National Alliance on Mental Illness, or NAMI, where he serves as the CEO of their Broward County outfit. Then, we explore some of the challenges that leaders grappling with their mental health face, the financial implications of having poor mental health protocols in the office, the lingering effect of the global pandemic, and the importance of executives leading the mental health charge by example. Lastly, Dr. Joe shares key insights into the process of prioritizing one’s mental health, how to find the right resources, the rewards of having efficient mental health structures in place, and the importance of starting with prevention.
Listing of the Week:
John Fullerton (Omaha South) is selling a custom home improvement production facility. With a proven track record of quality craftsmanship and exceptional service, this well-equipped operation boasts a strong market presence and a loyal customer base. The business offers a turnkey solution with state-of-the-art facilities, a comprehensive range of services, and ample growth potential. This is an excellent opportunity to acquire a profitable and reputable enterprise with a solid foundation and opportunities for expansion. For more information, call John at (402) 213-9945 or email him at [email protected].
Deal of the Week:
Michael Shea (Tampa and Orlando) just sold a well-run vacation rental company. Having already formed a relationship from operating in similar circles, the seller reached out to Michael and expressed his desire to sell ahead of his impending retirement. Within 24 hours, Michael had 14 (full price!) offers, and the eventual buyer was someone who’d been trying to buy from Michael for about a year. The seller and buyer both relied on Michael’s experience and Transworld’s reputation to get the deal over the line. For more information, call Michael at (321) 287-0349 or email him at [email protected].
Key Points From This Episode:
• [00:00] Why today’s episode is vital for all business leaders.
• [04:03] Dr. Joe Oravecz introduces himself and explains what happens at NAMI.
• [10:57] The financial implications of workplaces without mental health support systems.
• [14:30] COVID-19’s lasting effect on the mental health of students entering the workforce.
• [18:23] How helping employees with their mental health struggles will lead to more retention.
• [21:36] Why prioritizing your mental health is a laborious, constant, yet rewarding process.
• [24:19] How leaders can improve mental health protocols in their workplaces.
• [27:00] Exploring mental health prevention, and why executives need to lead by example.
• [29:18] Where leaders and other employees can find mental health resources.
• [31:44] Key takeaways from today’s conversation.
• [34:56] Listing of the Week: John Fullerton (Omaha South) is selling a well-established custom home improvement production facility.
• [36:48] Deal of the Week: Michael Shea (Tampa and Orlando) sold a wonderful vacation rental company.
Links Mentioned in Today’s Episode:
Subscribe to The Deal Board Podcast YouTube Channel
Call us at (888) 719-9098
Email us at [email protected]
The 2024 NAMI Workplace Mental Health Poll
#thedealboard #transworldbusinessadvisors #realestate #commercial
Quotes:
“A business can only succeed as far as [its] leader can.” — Jessica Fialkovich [0:01:12]
“It really takes leadership from the top to walk the talk about mental health because if you don’t do it at the top, then your employees and your entire team will not feel safe even talking about it.” — @DrJoeO [0:05:17]
“There’s now more strength behind talking about mental health than there is weakness.” — @DrJoeO [0:20:48]
“For those [who] are thinking about, ‘Well, maybe I should talk to somebody,’ then do it.” — @DrJoeO [0:33:01]
Longer Quotes:
“Just asking the question is progress. — Because of where we are and where mental health is and the whole vernacular and the conversation in society at this time, now’s the time that you actually have permission to ask that [mental health] question of yourself; of your C-suite; of your team, because that will be welcomed.” — @DrJoeO [0:25:24]