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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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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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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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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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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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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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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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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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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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 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 Factor and her new show, How I Sold. It also highlights The Deal Board’s growing educational impact, international reach, and exciting future under new leadership!
Listing of the Week:
Thomas Milana (South Florida) is selling a well-established 20-year-old HVAC company with $6.7M in annual revenue and $600,000 in discretionary earnings. Asking price is $2.1M. The business handles both residential and commercial retrofits and is in high demand. For more information, contact Thomas at (561) 702-6867 or email tom@tworld.com
Key Points From This Episode:
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[00:35] Reflecting on how it all started at an IBBA conference in New Orleans in 2018.
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[02:32] Celebrating 50,000+ downloads and 20,000+ YouTube views.
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[03:31] How the pandemic became a catalyst for growth in business brokerage.
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[04:50] Early discussions on the “seller tsunami” trend.
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[05:46] Millennials and Gen X shifting from corporate careers to business ownership
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[06:55] The rise of exit planning as a strategic business phase.
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[08:02] Global expansion and how the podcast resonates internationally.
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[10:22] The podcast’s influence on business buyers, sellers, and industry professionals.
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[12:26] New voices and guest hosts from across the Transworld network.
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[13:32] Shifting co-host duties as Jessica focuses on Exit Factor and How I Sold.
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[15:54] The podcast's future as a growing industry resource.
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[18:36] How loyal listeners use the podcast as a training tool and deal-saving resource.
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[22:23] Keeping up with trends, laws, financing, and the seller wave.
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[26:43] Deal of the Week: Joe Strickland (Lakeland, FL) closes on a Port St. Lucie daycare.
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[28:51] Listing of the Week: Thomas Milana (South Florida) is selling a $6.7M revenue HVAC company in South Florida.
Links Mentioned in Today’s Episode:
Subscribe to The Deal Board Podcast YouTube Channel
Call us — (888) 719-9098
Email us thedealboard@tworld.com
Call Joe — (863) 559-7381
Email Joe — hjoe@tworld.com
Call Thomas — (561) 702-6867
Email Thomas — tom@tworld.com
#thedealboard #transworldbusinessadvisors #realestate #commercial
Quotes:
“We won't claim that we made buying businesses cool, but maybe we had some small part in the education process.” — @jessfialkovich [0:06:26]
“The podcast is a metaphor for business. – The podcast is building and it's accelerating on that J curve upwards. It's how businesses and industry are, too. Transworld and the business brokerage industry are just taking off.” — @jessfialkovich [0:16:42]
“Businesses need good support. The beauty of Exit Factor is that Transworld can give you that support when you've decided to sell.” — @acags [0:17:01]
“An educated consumer is our best customer.” — @acags [0:22:58]