Why Sellers Need a Broker: Back to Basics 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 get back to the real purpose of this podcast: to educate buyers and sellers. While there’s a lot of information out there telling sellers that they don’t need a broker, this conversation is here to bust that myth! Join them as they unpack six steps that reveal the true value of having an advisor or a broker on your side. From getting proper evaluation to having a clear, defensible reason for your price, they explore how expert guidance can shape the outcome of a sale....
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Goal Getting for Buyers: Turning Ownership Plans Into Action
The Deal Board
Andy and JT welcome you to another episode of The Deal Board Podcast. This week, Andy and JT focus on what it really takes to become a business buyer in today’s market. With more professionals exploring entrepreneurship through acquisition, they revisit the 8 Ws of Goal Getting and apply the framework specifically to buyers looking to move from employment to ownership. JT walks through how to define your goal, clarify your true motivation, anticipate obstacles, and understand the education, advisors, and timeline required to close a deal....
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15 Years of Franchising: Lessons Learned Building Transworld
The Deal Board
Andy and JT welcome you to another episode of The Deal Board Podcast. This week, Andy and JT reflect on a major milestone: 15 years of franchising and the journey that took Transworld from a regional firm to a global brand. They walk through the limits of growing on their own, the need for partners with real ownership, and why franchising emerged as the right structure for sustainable expansion. The conversation breaks down what franchising actually requires, from documented systems and training to ongoing support and consistency across markets. Andy and JT also...
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Interest Rates
The Deal Board
Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they are discussing all things interest rates. In this episode, you’ll hear about the importance of keeping interest rates reasonable, how they have evolved over the last 50 years or so, what they want from global interest rate makers, and more! We delve into the negative impact high interest rates have on businesses before hearing a little bit about Andy and JT’s personal experiences with interest rates. Finally, Andy and JT remind us why now is still a great time to...
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Podcasting with Seth Greene
The Deal Board
Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they are speaking to Seth Greene from Market Domination about all things podcasting! Tuning in, you’ll hear all about Seth’s passion for podcasting, how to be consistent as a podcaster, some tools you can use to put it together, the value of production companies, and so much more! We delve into how often you should air your show before discussing how to break up topics in your podcast. Finally, Seth tells us all about how you can get in touch with him and his...
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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...
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 jfullerton@tworld.com.
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 mike@tworld.com.
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 thedealboard@tworld.com
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]