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, you’ll hear from two franchisee favorites, Hollie Choe and Jennifer Fox, in their conversation on all things franchising. They start by breaking down the definition of a franchise, what makes it an excellent model, and why buying a franchise is such a popular path for entrepreneurs. Discover everything you need to know to get started, like how to choose the right franchise, the costs associated with buying a franchise, and the legal considerations you need to take into account. To end, Hollie and Jennifer discuss key pitfalls to watch out for, what they wish they had done differently when purchasing their franchises, and why they love being part of a franchise. Tune in now to learn everything you need to know about buying franchising from Hollie and Jennifer!
Listing of the Week:
Jonathan Cheung (North San Gabriel Valley, Beach Cities, and Torrance) and his business partner, Calvin Tampubolon, have Code Ninjas franchises on offer. As the world’s largest STEM for kids franchise, Code Ninjas boasts over 300 locations across the US, Canada, and the UK. Franchisees manage physical centers in retail spaces and can expand by providing classes at schools and community centers. With its strong business model and mission-driven purpose, Code Ninjas presents a unique opportunity for aspiring owners. Jonathan and Calvin will soon list two additional franchises in Los Angeles County. For more information, call Jonathan at (626) 864-3369 or email him at jcheung@tworld.com.
Deal of the Week:
Jonathan Cheung (North San Gabriel Valley, Beach Cities, and Torrance) and his business partner Calvin Tampubolon, recently helped a fellow Code Ninjas franchisee secure a purchase agreement for two centers in LA County. Initially, only one center was listed for sale, but within two months, they reached an agreement with a buyer, including the right of first refusal (ROFR) for the second center. During due diligence, the buyer chose to acquire both centers and three weeks later, a final purchase agreement was signed for both. To learn more, call Jonathan at (626) 864-3369 or email him at jcheung@tworld.com.
Key Points From This Episode:
• [00:23] Introducing today’s guests and topic: Hollie Choe and Jennifer Fox on franchising.
• [02:02] What to expect from today’s conversation on franchising.
• [03:03] The definition of a franchise, and why it’s such a good option.
• [05:07] Jennifer’s experience with Transworld and how franchises support you.
• [07:34] Key steps for preparing to buy a franchise and essential questions to consider.
• [10:41] Cost considerations and fees to be aware of when selecting a franchise.
• [12:08] Why you need to ask how much time you will be putting into your franchise.
• [13:16] What Hollie and Jennifer would have done differently on their franchise journeys.
• [15:17] Legal considerations you need to take into account.
• [17:40] Why being part of a franchise was a great choice for Hollie and Jennifer.
• [20:13] Listing of the Week: Jonathan Cheung (North San Gabriel Valley, Beach Cities, and Torrance) discusses deals involving Code Ninjas franchises.
• [21:38] Deal of the Week: Jonathan Cheung (North San Gabriel Valley, Beach Cities, and Torrance) breaks down the sale of two Code Ninja centers by one owner.
Links Mentioned in Today’s Episode:
Subscribe to The Deal Board Podcast YouTube Channel
Call us on (888) 719-9098
Email us at thedealboard@tworld.com
Hollie Choe
Hollie Choe on LinkedIn
Jennifer Fox
Jennifer Fox on LinkedIn
Call Jonathan Cheung at (626) 864-3369
Call Calvin Tampubolon at (310) 765-1658
#thedealboard #transworldbusinessadvisors #tworld #businessbrokerage
Quotes:
“A franchise is a great option because it has a proven model. There are people that have come before you that have done it and that they have been successful, so they have systems in place to make sure that you can do it right.” — Jennifer Fox [0:03:46]
“What type of business do you want? [Do you want a] service business, do you want a retail business? You really need to understand what you are looking for.” — Jennifer Fox [0:10:11]
“One of our pitfalls was underestimating the cost of the ongoing [operations].” — Hollie Choe [0:13:42]