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...
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Top 5 Deal Killers 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 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
How long does it take to sell a business, and what’s the right price to make it happen? Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they dig into the latest numbers shaping the business brokerage market. They unpack Transworld’s record-breaking 2024 results, explore how deal multiples vary by earnings, and explain why correct pricing is the key to avoiding expired listings. During the conversation, they also discuss the influence of baby boomer retirements, the power of co-brokerage, and how buyer behavior is evolving in today’s market. Looking...
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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
Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they take a deep dive into one of Transworld’s hottest segments: construction. From small trade businesses to large-scale infrastructure firms, construction companies are a consistent force in the market and, as you’ll discover from this conversation, they’re ripe for sale. Tune in to find out what makes them so appealing to buyers, the common challenges of selling them, and how Transworld brokers can help you navigate complex deals to deliver successful outcomes! Listing of...
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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_outlineTransworld 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 online presence. They also talk with Jenn Armstrong of Transworld Phoenix as she breaks down one of the biggest misconceptions among business owners and explains why proactive planning is key to a successful exit. They also talk to JT Tatem of Transworld Business Advisors, who shares leadership insights and the three business leaders he would most like to have lunch with. This episode also features Listing of the Week from Ray Ives of Transworld Schaumburg, showcasing an exceptional opportunity in the fleet repair and heavy machinery sector. Finally, Deal of the Week spotlights a cross-border success, as Henry Ziff of Transworld UK discusses his recent sale of a lift maintenance business to a leading private equity group. Join the conversation to discover tips and expert advice to help you grow, manage, and successfully exit your business. Tune in now!
Listing of the Week:
Ray Ives presents an exciting opportunity to acquire a well-established fleet repair and heavy machinery business in Schaumburg. The company has been serving a diverse and loyal client base for over 25 years and generates over $1 million in annual discretionary earnings. With tenured employees, a reputation for quality service, and real estate included in the $5.5 million listing price, this opportunity is ideal for a strategic buyer. For more information, contact Ray Ives at (630) 743-9988 or email rives@tworld.com.
Deal of the Week:
Henry Ziff recently closed the sale of a UK-based lift maintenance business to a mid-market private equity group focused on technical compliance rollups. This international deal, valued in the mid single-digit million pound range, was structured as a retirement sale for three founding brothers, with two remaining on board for the transition. The sale demonstrates Transworld’s ability to conduct global buyer searches and deliver strong outcomes for clients. Thinking of buying or selling a business? Contact Henry Ziff at +44 203 911 1059 or email hziff@tworld.com.
Key Points From This Episode:
• [00:00] Introduction to today’s guests and what listeners can expect from the episode.
• [06:56] Ryan explains how founders can scale smartly and why tracking KPIs is critical.
• [08:31] Taylor’s best practices for requesting client reviews and building an online presence.
• [13:57] Listing of the Week: Ray Ives is selling a well-established fleet repair and heavy machinery business in Schaumburg.
• [15:16] Jenn uncovers the biggest misconceptions business owners have about selling.
• [17:21] Discover JT’s leadership lessons and the three business leaders he admires.
• [19:20] Deal of the Week: Henry Ziff recently closed the sale of a UK-based lift maintenance business to a mid-market private equity group.
• [21:00] Closing comments and how to reach out to Transworld Business Advisors.
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
Email Taylor Bombardiere at taylorb@tworld.com
Traction: Get a Grip on Your Business
#thedealboard #transworldbusinessadvisors #realestate #commercial
Quotes:
“I always think that the biggest impediment to people’s success is paralysis by analysis.” — Andy Cagnetta [0:04:25]
“[The business was] successful once we shrunk – down [our focus] a little bit.” — Ryan Armstrong [0:08:13]
“The first thing that most people do when they – [are] figuring out if they are going to buy or sell a business is Google.” — Taylor Bombardiere [0:08:58]
“Make sure you have all the right people in place [before you sell].” — Jenn Armstrong [0:16:54]
“People is what runs your business.” — JT Tatem [0:18:51]