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 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]