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 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 etatem@tworld.com
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 dhartnett@tworld.com
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 thedealboard@tworld.com
Call Calvin Tampubolon at (909) 561-6771 or email calvin.tampubolon@exitfactor.com
Call Jonathan Cheung at (626) 864-3369 or email jcheung@tworld.com
Call Oommen Thomas at (510) 685-3375 or email OThomas@venndigm.com
#thedealboard #transworldbusinessadvisors #realestate #commercial
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]