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 take a break from The Deal Board Podcast as Calvin Tampubolon and Jonathan Cheung step in as hosts. This week, they speak to Venndigm cofounder Oommen Thomas about the growing importance of intellectual property valuations and specifically, the role of IP valuations in mergers and acquisitions. After defining IP valuation, explaining why it matters, and detailing its role in M&As, Oommen walks us through his approach to IP valuation in M&A transactions. Then, we learn where IP valuations sit in the due diligence process, how valuations are affected by market conditions, common pitfalls to avoid, and how to improve one’s IP value before a merger or acquisition. To end, Oommen implores listeners always to remember the power of perception in big money deals.
Listing of the Week:
Eli Tatem (Western Carolinas) is selling a profitable trucking company with explosive growth potential of over $14 million in revenue annually! The fleet of over 40 modern trucks is well-maintained, ensuring reliable and efficient deliveries nationwide. A strong team of drivers has never been an issue for this company, and The Office Team is tooled up and ready to help the new owner take the company to the next level. For more information, call Eli at (864) 527-5995 or email him at [email protected]
Deal of the Week:
Brook Hartnett (Boston) sold a storage container leasing business that has been running for 50 years. The seller was willing to let of the company amidst other business opportunities, and the buyer is a first-timer who wants to build his entrepreneurial profile before leaving his current job. For more, call Brook at (631) 965-9073 or email him at [email protected]
Key Points From This Episode:
• [00:00] Why IP valuation is a hot topic, and why it will remain prevalent for years to come.
• [02:26] Transworld’s Calvin Tampubolon and Jonathan Cheung step in as today’s hosts.
• [03:47] Welcoming Oommen Thomas as he explains who he is and what he does.
• [06:30] Defining intellectual property valuation and unpacking why it matters.
• [09:27] Understanding the role of IP in mergers and acquisitions.
• [11:07] Oommen details his approach to IP valuation in M&A transactions.
• [16:15] The specific IP-related issues that should be addressed in the due diligence phase.
• [18:11] How market conditions affect IP valuations.
• [21:55] Real-world examples of how intellectual property valuations influence M&A deals.
• [23:45] Common pitfalls to avoid in IP valuations for M&As.
• [27:55] How a business can improve its IP value before pursuing an M&A.
• [29:55] Oommen’s final thought for listeners explores the importance of perception.
• [34:46] Listing of the Week: Eli Tatem (Western Carolinas) is selling a profitable trucking company with explosive growth potential.
• [37:35] Deal of the Week: Brook Hartnett (Boston) sold a storage container leasing business in Massachusetts.
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]
Call Calvin Tampubolon at (909) 561-6771 or email [email protected]
Call Jonathan Cheung at (626) 864-3369 or email [email protected]
Call Oommen Thomas at (510) 685-3375 or email [email protected]
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Quotes:
“[IP valuation] is an essential topic for entrepreneurs, investors, and anyone interested in maximizing the value of their intangible assets.” — Calvin Tampubolon [0:02:37]
“Most people are focused on the number of the valuation, but perhaps more important is the story behind the valuation.” — Oommen Thomas [0:08:12]
“The thing about IP is that its value is not just dependent on the economy. If somebody comes up with an alternate technology that can do what you do much more efficiently, all of a sudden your highly valuable IP that was highly valuable yesterday, is no longer valuable today.” — Oommen Thomas [0:19:57]
“If you don’t do your due diligence, you’re going to pay a price.” — Oommen Thomas [0:24:54]
“Just because you’ve got a patent or just because you’ve established a trade secret doesn’t mean that it’s all yours; you have to actively be engaged in protecting it and realizing value from it.” — Oommen Thomas [0:32:16]