Future Proofing your Business: Getting prepared and making the SBA process work for you
Release Date: 01/30/2025
Government Shutdown Impact on Small Business SBA Loans - What Owners Need to Know
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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
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AI Marketing Tools with Seth Greene
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Large M&A Deals
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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
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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
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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
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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
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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 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:
Johnathan Zsittnik
Johnathan Zsittnik Email
Subscribe to The Deal Board Podcast YouTube Channel
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]