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 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 “no-money-down” deals. Tune in to learn how this generational shift is reshaping the business-for-sale landscape (and how you can get in on the action)!
Listing of the Week:
Taylor Bombardiere presents a rare opportunity to acquire a thriving specialty retail business just 30 to 40 minutes outside of downtown Denver. This established business features two high-performing divisions: one focused on fine jewelry and the other on antique and premium firearms. Generating $357,000 in annual cash flow, it’s listed at $1.2 million, with the real estate also available for $1.8 million. With little to no competition within a 10-mile radius and a prime high-traffic location, the business enjoys strong community support and a reputation for excellence. For more information, contact Taylor at (303) 519-7578 or [email protected].
Deal of the Week:
Jenn Armstrong and Philip Handke celebrate the successful sale of a nail salon in Scottsdale, Arizona, Phil’s second nail salon deal in just six months. This back-to-back success highlights the strong demand for well-run, service-based businesses in the Phoenix metro area. While the sale prices remain undisclosed, this latest deal showcases Transworld’s ability to match quality first-time buyers with thriving local businesses. To learn more, contact Phil at (480) 390-7916, [email protected], or find him on LinkedIn!
Key Points From This Episode:
• [00:45] How Boomers are flooding the market with small businesses for sale as they retire.
• [03:28] Why Millennials and Gen Z are stepping up as buyers in record numbers.
• [06:52] The shift from startup culture to buying boring businesses for cash flow and stability.
• [08:09] Misconceptions about “zero money down” deals and seller financing.
• [08:59] Buying an existing business versus launching a new one.
• [09:25] The scalability and tech-savviness younger buyers bring to legacy operations.
• [11:30] Why successful deals depend on strong relationships between buyer and seller.
• [14:19] Reasons that sellers are more likely to choose prepared, personable buyers.
• [19:12] The importance of being picky about who you take business-buying advice from.
• [20:46] Real-world examples of boring businesses for sale, from sawmills to spray foam, towing, medical supplies, recycling, and more!
• [27:55] Listing of the Week: Taylor Bombardiere (Transworld Dallas Fort Worth Central) is selling a specialty retail biz near Denver, offering fine jewelry, collectible firearms, and optional real estate.
• [29:27] Deal of the Week: Jenn Armstrong and Philip Handke (Transworld Phoenix) celebrate the sale of Phil’s second nail salon deal in just six months!
Links Mentioned in Today’s Episode:
Subscribe to The Deal Board Podcast YouTube Channel
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Email us at [email protected]
Forrester's ‘The State Of Business Buying, 2024’ Report
‘Making It Work: In Search of a Boring Business’
#thedealboard #transworldbusinessadvisors #businesssales #businessexit
Quotes:
“[Millennials] are coming into the market fast and furious, saying, ‘What can I acquire? [Where] can I start?' But there's a whole wave of education online that says, don't start [from scratch]. Buy a cash-flowing business, a boring cash-flowing business.” — JT Tatem [0:03:14]
“[Buying] a business is a much less risky proposition than starting a new business and maybe even getting a job.” — Andy Cagnetta [0:09:04]
“[Interact with the seller] face to face, have a conversation, shake their hand. – There are businesses that get sold sight unseen, – [but] most businesses, you don't buy that way.” — JT Tatem [0:12:41]
“There's tons of boring businesses out there that you can buy.” — Andy Cagnetta [0:25:49]