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 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 valuation. Whether you're a nonprofit leader, a board member, or a buyer looking into mission-driven entities, this episode is packed with valuable insights!
Listing of the Week:
Eric Straus (New York) is selling a virtual events business that specializes in team-building experiences for remote sales teams. The company ships cooking kits to participants nationwide or globally, then hosts live chef-led Zoom sessions for group cooking events. With about $1.5 million in revenue and $500K in seller’s discretionary earnings, the business grew rapidly during COVID and continues to perform well with minimal marketing, mostly through word of mouth. The asking price is $1.4 million with some seller financing available. For this and other opportunities, email Eric at estraus@tworld.com or call him at (917) 719-5920.
Deal of the Week:
Andres Ghersi (South and West Texas) closed a surprising deal on a niche spiritual business specializing in selling healing rocks and providing Reiki massages. Despite initial doubts about its marketability, the business was profitable and sold for $80,000 to a devoted client already familiar with its offerings. This sale highlights the value of targeting passionate customers within a unique market. For more information, contact Andres at aghersi@tworld.com or call him at (832) 507-6522.
Key Points From This Episode:
• [01:29] The myth that nonprofits can’t be sold.
• [02:44] Common ways that boards can block or stall deals.
• [05:44] Key legal and governance considerations for nonprofit sales.
• [06:37] Using an external facilitator to resolve conflicts and guide sale discussions.
• [08:12] Replacing ineffective chairs to refocus and energize boards.
• [09:45] Strategies to align board members with the mission, strategy, and sale.
• [12:15] Guidelines for building a skilled, diverse board that isn't resistant to change.
• [16:00] How creative deals can maximize returns and ease transitions.
• [18:35] Listing of the Week: Eric Straus is selling a thriving virtual team-building events business with $1.5M revenue and strong growth potential.
• [20:05] Deal of the Week: Andres Ghersi sold a profitable spiritual healing business focused on Reiki and healing rocks for $80,000.
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
Call Alan on 954-558-8058
Email Alan at kaye@tworld.com
#thedealboard #transworldbusinessadvisors #businesssales #businessexit
Quotes:
“Warning signs that a board is now dysfunctional [are] there's frequent infighting, there’s a lack of unified vision, [and] there’s overstepping operational boundaries.” — @acags [0:04:07]
“People don't realize that it's the board that makes the decisions for the organization, it's not the individuals. You have to have the right type of people that are going to support it and that are going to further the goals of the organization.” — Alan Kaye [0:09:33]
“One of the hardest things about serving on a nonprofit board – is its members are leaders in themselves. – When you get a bunch of leaders in a room, they don't like to follow a lot. Having those skills of being able to mediate and being able to negotiate is very important.” — @acags [0:15:01]