loader from loading.io

Future Proofing your Business: Getting prepared and making the SBA process work for you

The Deal Board

Release Date: 01/30/2025

Why Sellers Need a Broker: Back to Basics with Andrew Cagnetta and JT Tatem show art 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....

info_outline
Goal Getting for Buyers: Turning Ownership Plans Into Action show art 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....

info_outline
15 Years of Franchising: Lessons Learned Building Transworld show art 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...

info_outline
Interest Rates show art 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...

info_outline
Podcasting with Seth Greene show art 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...

info_outline
Government Shutdown Impact on Small Business SBA Loans - What Owners Need to Know show art 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...

info_outline
The Power of Partnership: How Couples Succeed in Business show art 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...

info_outline
AI Marketing Tools with Seth Greene show art 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,...

info_outline
Large M&A Deals show art 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...

info_outline
Deal Challenges and How to Solve Them show art 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_outline
 
More Episodes

Andy and Jessica welcome you to another episode of The Deal Board Podcast. This week, they sat down with Chris Hurn, President of Community Bankshares, to discuss his insights from the forefront of business banking today. Touching on market trends, we unpack what you can do today to ensure the future sale of your business including the SPA process, financing, and more. Next, Taylor Bombardiere joins the episode to get into the finer details of what due diligence is and why it is important. The conversation covers a lot of ground; including bank and buyer sign-off, preparing your business for a sale, and making sure that any potential due diligence issues are resolved even before you hit the market. Join us today to hear all this and more!

 

Listing of the Week:

 

Johnathan Zsittnik sold an electric contractor business to a strategic buyer who had just received his master electrician license. For more information, call Johnathan on (978) 472 4385 or email him at jzsittnik@tworld.com.

 

Deal of the Week:

 

Karl Taft is selling a nostalgic 1950s-style diner in Waco, where delicious scratch-made meals and desserts are served in a charming setting. This beloved establishment holds a liquor license, is supported by a dedicated long-term staff known for exceptional service, and enjoys a prime location just blocks from a popular national tourist attraction. For more information, contact Karl Taft on (817) 677-9988 or via email at ktaft@tworld.com.

Key Points From This Episode:

 

    [00:22] Why the topic of future-proofing your deals is so pertinent.

    [03:05] Chris Hurn’s career journey, analysis of the market today, and predictions for the future.

    [09:05] Portional business sales, profit margins, financing and more.

    [13:09] Insights from business banking and loans at the start of 2025.

    [17:44] The trend towards younger borrowers and tangential growth.

    [18:52] How to prepare for the SPA process.

    [24:00] Taylor Bombardiere on due diligence.

    [28:11] Due diligence from a seller’s perspective.

    [31:50] Listing of the Week: Karl Taft (Dallas Fort Worth) is selling a 1950s style diner.

    [32:30] Deal of the Week: Johnathan Zsittnik sold an electric contractor business

 

Links Mentioned in Today’s Episode:


Taylor Bombardiere

Taylor Bombardiere Email

Chris Hurn on LinkedIn

Chris Hurn Email

Karl Taft
Karl Taft Email

Karl Taft on LinkedIn

Johnathan Zsittnik
Johnathan Zsittnik Email

The Deal Board Podcast 

Subscribe to The Deal Board Podcast YouTube Channel 

The Deal Board on LinkedIn

The Deal Board on Facebook

United Franchise Group 

Transworld Business Advisors 

Transworld on Linkedin 

Transworld on Facebook 

Call us on (888) 719-9098 

Email us at thedealboard@tworld.com 

 

#thedealboard #transworldbusinessadvisors #businessbrokerage #tworld #buyabusiness #sellabusiness

 

Quotes:

 

“I’ve always been a big believer in specializing and not trying to be all things to all people.” —  Chris Hurd [0:14:07]

 

“If you’re thinking of selling your business, it’s really important to have as many of your processes and procedures as systematized as possible” — Chris Hurd [0:20:54]

 

“The main goal for due diligence truly is to get through the end of it and make sure that everything that they’ve found matches up with what they want.” — Taylor Bombardiere [0:26:18]