The Deal Board

Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they bring you Part 2 of a conversation about the top 10 things you want to avoid when putting your business on the market. We start by recapping the first five points from the previous episode before diving into the next five. Starting with unpacking how to sell off old inventory, we discuss what it might look like to get it to a workable level. Next, we remind you just how important it is to take home the money, and describe what it means to be a positive seller. Finally, you'll hear our take on getting your business in the box. Join us today for all this and more!    Listing of the Week:  Don Bray, from Transworld Buffalo, is selling a medium-sized daycare center with real estate in the suburbs of Buffalo. It is currently listed with seven offers, and it has just sold for 1.275 million. If you are looking to sell a daycare, reach out to Don on (716) 395-1430 or send him an email on dbray@tworld.com.   Deal of the Week: Justin Pines, based DC, Annapolis & Baltimore North, sold a virtual events and experiences business in just 65 days. It was sold to a business that was acquiring other event companies and adjacent companies who made an offer that beat the others. For more information, find Justin Pines on LinkedIn, call him on (610) 457-7110 or email him at jpines@tworld.com.    Key Takeaways From This Episode:  [00:53] A recap of the key points in the first episode of this two-part series.  [01:45] Why it's important to sell off old inventory or get it to a workable level.  [05:28] Taking home the money.   [07:39] Choosing to be a positive seller.  [10:01] Getting your business in the box.   [17:55] Deal of the Week: Justin Pines, based in DC, Baltimore North, Indianapolis, sold a virtual events and experiences business in just 65 days.  [20:54] Listing of the Week: Don Bray, from Transworld Buffalo, is selling a medium-sized daycare center with real estate in the suburbs of Buffalo.   Links Mentioned in Today's Episode:  The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   United Franchise Group   Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us — (888) 719-9098   Email us thedealboard@tworld.com     #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:    "You have to walk around, and you have to decide what's personal to you and what really doesn't matter to the business [when selling]." — JT Tatem [0:05:54]   "You have to get your business to the point where it makes financial sense to buy it." — JT Tatem [0:11:47]   "You don't want to go to the market if the price is too low and leave money on the table, that doesn't make sense for anybody, and you don't want to go to market with a price that's too high and you don't get buyers to call or you don't get deals done." — Andrew Cagnetta [0:13:18] 

Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they are sharing advice for anyone selling their business and cautioning sellers against some common mistakes. Our experts are talking us through five of the ten most common mistakes sellers make when selling their businesses. From making sure records are in good order to cleaning up the appearance of the business, this episode is filled with pearls of wisdom for sellers. We even share some stories of our own selling disasters! To hear all this and so much more, be sure to press play now, and stay tuned for part two of this discussion!     Listing of the Week:  Garrick Foy from Transworld Flagstaff & Western Arizona is selling a third-generation construction business that's been around under its current ownership for just under 30 years for $3.25 million. The seller is looking for a really great buyer to take over the family legacy. For more information, call Garrick at (801) 380-5754 or email him gfoy@tworld.com.  Deal of the Week:  Evgeniy Krasowski from Transworld Boston recently sold a bookkeeping company that was in high demand in New England. Evgeniy's challenge was to find the right buyer for this seller who had built a personal relationship with local businesses and wanted the next owner to do the same. This sale wasn't about the price; it was about finding the right fit. For more information, call Evgeniy at (508) 972-7986 or email him at ekrasowski@tworld.com.    Key Takeaways From This Episode:  [00:00] Today's topic: mistakes to avoid as a seller.   [01:47] The importance of getting your books and records in order.   [05:15] Why you need to keep good books and records going forward.   [08:45] The power of 'keeping your eye on the ball'.  [10:43] Why you need to clean your business up when selling.  [14:04] The concept of 'fix it or throw it out!'   [18:52] Deal of the Week: Evgeniy Krasowski (Boston) sold a bookkeeping company in New England to a buyer who was the perfect fit.  [21:43] Listing of the Week: Garrick Roy (Western Arizona) is selling a third-generation construction company for $3.25 million.     Links Mentioned in Today's Episode:  The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   United Franchise Group   Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us — (888) 719-9098   Email us thedealboard@tworld.com   JT Tatem  Andrew Cagnetta    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:  "[Taking your foot off the gas] is a major mistake. You've got to, not only keep your foot on the gas, [but also] accelerate. – 'Pedal to the metal', as we said earlier, to keep the business growing." — JT Tatem [0:09:00]  "You've got to run your business like it's not going to sell cause it may not sell." — JT Tatem [0:10:00]  "Take pride in the appearance of [your business] – once you've listed it!" — Andrew Cagnetta [0:13:52]  "[Buyers] are going to want everything they see." — Andrew Cagnetta [0:15:22] 

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. They discuss how to manage confidentiality without killing momentum, why price is not always the most important factor, and how due diligence brings intense scrutiny from buyers, attorneys, and CPAs. Finally, they break down how a broker helps keep deals moving when issues arise, and why, in a complex process, having the right advisor on your side can make all the difference.    Listing of the Week: Marc Lazarus from Northern New Jersey is selling a 20-year-old security business that is currently doing 12 million toppling revenue. With receivables included in the deal, it is priced at 4.4 million dollars. For more information, call Mark on (201)203-2771 or send him an email at ml@tworld.com.  Deal of the Week: Andrew Fillman from Transworld Detroit South resolved a conflict between seller and buyer to bring an offer up from $10,000 to $30,000 to bring about the best possible outcome for both parties. For more information, contact Andrew on (248) 565 - 5967 or email him at afillman@tworld.com.     Key Takeaways From This Episode:  [00:30] Why this podcast focuses on explaining why sellers really need a broker.   [02:34] How having an advisor on your side can benefit your sale.   [06:09] Why it is so important to get a proper evaluation and have a defensible reason for your price.   [09:44] Managing confidentiality without killing momentum.  [13:20] Why price is not always the most important factor in a sale.    [15:31] Due diligence, buyer, attorney, and CPA scrutiny.   [19:03] How a broker can keep things moving when issues arise.   [22:21] Deal of the Week: Andrew Fillman resolved a conflict between seller and buyer by bringing the price up from $10,000 to $30,000.   [24:16] Listing of the Week: Marc Lazarus is selling a 20-year-old security business in Northern New Jersey for $4.4 million.     Links Mentioned in Today's Episode:  The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   United Franchise Group   Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us — (888) 719-9098   Email us thedealboard@tworld.com    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:  "If you have one buyer, that means the buyer has you." — Andrew Cagnetta and JT Tatem [0:02:15]  "When you've got someone coming to you as the buyer, — you don't know if the offer they're making is a good offer for you or not. You want someone who's going to make sure that you're positioning your business in the market with the price that makes the most sense for you." — JT Tatem [0:07:29]   "Every good deal dies at least three times." — Andrew Cagnetta and JT Tatem [0:20:18] 

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. The episode also challenges the idea that buying a business is quick or hands-off, emphasizing that success depends on preparation, commitment, and doing the work. If you're considering buying a business and want a clearer path forward, tune in to hear how the 8 Ws can help you move from intention to action!    Listing of the Week:  A long-standing discount carpet, tile, and flooring business with over 50 years of success is available in Greater Cincinnati and Northern Kentucky. The sale includes the real estate, with a fully equipped showroom, warehouse, and office space that support efficient, profitable operations and add long-term investment value. With a strong reputation, established customer base, and trusted vendor relationships, the business offers immediate stability and clear growth opportunities in high-end custom design, commercial contracting, or eco-friendly flooring. For more information, call JT Harp and the team at (513) 725-7283 or email jharp@tworld.com.    Deal of the Week:  A photography business in Winder, Georgia, has successfully closed with a new owner after a long search for the right fit. First listed just before COVID-19, the business faced labor challenges and market uncertainty, leading the seller to pause the sale. Transworld Business Advisors of Lake Lanier stayed committed and ultimately matched the business with a buyer who had the talent to carry it forward. The deal closed in June, and the buyer and seller are already working together with strong synergy. For more information, call David Greeley at (770) 225-2910, extension 701, or email him at dgreeley@tworld.com    Key Takeaways From This Episode:  [00:30] Kicking off 2026 with the 8 Ws of Goal Getting for business buyers.  [02:42] Framing the episode around entrepreneurship through acquisition.  [04:45] The first W: writing your goal in clear, present-tense terms.  [05:44] Two: Defining your "why" and uncovering the real motivation behind ownership.  [07:00] Three: Identifying obstacles that can derail buyers before a deal closes.  [07:46] Four: Skills and education buyers must develop before making an offer.  [08:30] Five: Building the right deal team; advisors, lenders, attorneys, and CPAs.  [09:34] Six: Mapping the steps from search to closing as a structured process.  [10:38] Seven: Setting realistic timelines for financing, underwriting, and closing.  [11:35] Eight: Why buying a business requires sustained effort, focus, and follow-through.  [12:24] Deal of the Week: David Greeley (Lake Lanier, Georgia) closed a long-standing photography business with the right buyer after years of persistence.  [15:29] Listing of the Week: JT Hart (Greater Cincinnati & Northern Kentucky) is selling a 50-year flooring business with real estate included.    Links Mentioned in Today's Episode:    The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   United Franchise Group  Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us — (888) 719-9098   Email us thedealboard@tworld.com  David Greeley  JT Harp  Legacy Flooring Bus + Real Estate | 50+ Years of Excellence!    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:    "Entrepreneurship through acquisition is a great way to go." — JT Tatem [0:04:00]    "Why do you want to own a business? Is it just because it's the hot thing today, or do you see it as a ticket for building a financial empire for yourself?" — JT Tatem [0:05:46]    "There's a complete deal team that you're going to need to assemble." — JT Tatem [0:09:22]    "This is not for the faint of heart. This is like having another full-time job." — JT Tatem [0:10:12]    "Timelines are essential in helping get the deal across the line." — JT Tatem [0:10:56] 

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 share lessons learned along the way, including early skepticism, defining moments with franchisees, and the importance of continual improvement. For business owners thinking about growth, this episode offers a grounded look at what it takes to scale without losing control. Tune in to hear how long-term vision and shared effort drive lasting growth!    Listing of the Week:  JT Harp, President and CEO of Transworld Business Advisors of Greater Cincinnati and Northern Kentucky, presents a fully outfitted brewery and taproom opportunity in a prime, high-traffic location. This turnkey space offers a complete build-out less than two years old, including a full bar, tap system, professionally designed kitchen, and an audio-visual setup with a private room for events. While no beer is currently brewed on site, the space is ideal for continuing a proven taproom model or introducing a new brand, menu, or concept. With strong area demographics and excellent visibility, this opportunity is ready for an owner with a fresh vision to step in and make it their own. For more information, call JT at (513) 725-7283 or email jharp@tworld.com.    Deal of the Week:  A Boston-area swim school franchise with five operating locations has successfully closed with a new owner. Built around a mission of water safety and swim education, the business attracted wonderful local families. After five years of ownership, the sellers chose to step back to spend more time with their children. The buyer, a local entrepreneur with a shared passion for swimming and water safety, proved to be a great fit. Despite the complexity of franchisor approval and coordinating leases with five pool facilities, the deal crossed the finish line smoothly. To learn more, call Brook Hartnett at (617) 860-4980 or email dhartnett@tworld.com.    Key Takeaways From This Episode:  [01:05] Looking back at the last 15 years of franchising at Transworld.  [03:52] Realizing they lacked the expertise to franchise and needed experienced partners.  [09:25] Why systems, documentation, and manuals are essential to franchising.  [12:00] How franchising helps you improve your processes over time.  [14:27] Reflecting on standout franchise moments over the past 15 years.  [16:54] What it took to grow Transworld into a global brand.  [20:33] Deal of the Week: Brook Hartnett (Boston) closed a five-location swim school franchise focused on water safety.  [23:03] Listing of the Week: A fully outfitted brewery and taproom in a high-traffic location, ready for a new owner's concept.    Links Mentioned in Today's Episode:  The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   United Franchise Group   Transworld Business Advisors  Transworld on LinkedIn   Transworld on Facebook   Call us — (888) 719-9098   Email us thedealboard@tworld.com  Brook Hartnett  JT Harp  Outfitted Brewery & Taproom Asset Sale – Fully Equipped, Turnkey   #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:  "You need systems. You need something scalable. You need something that's reproducible." — Andrew Cagnetta [0:03:33]  "We realized we really needed someone to help us franchise, and quickly [realized] that franchising was a completely different industry." — Andrew Cagnetta [0:04:00]  "As you begin franchising, over time, you start getting better at your processes, because your franchisees are out there doing it, and they're coming up with another way that you didn't think of." — JT Tatem [0:12:08]  "Business isn't perfect. People aren't perfect. But once you get the systems, and you get everybody following it, it's magic." — Andrew Cagnetta [0:19:21] 

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 borrow money. Thanks for tuning in!    Listing of the Week:  Sam Curcio from Transworld Business Advisors, NY, has a great manufacturing business for sale in Brooklyn. It's been around for over 20 years, they work with great Fortune 500 clients, and the seller is looking to retire. They're doing over $6.5 million in revenue, and there is already a ton of interest in the business. For more information, call Sam at (646) 470-9433 or email him at scurcio@tworld.com.    Deal of the Week:  Bob and Caroline Kelliher from Transworld Business Advisors, Western and Central Washington, recently sold a plumbing HVAC company with cash and seller financing. There were a few challenges with this sale as the seller was quite erratic and eventually ended up in prison, but after some struggles, they managed to sell. For more information, call Caroline at (425) 531-0042 or Bob at (509) 558-7150 or email Bob at bkelliher@tworld.com or Caroline at ckelliher@tworld.com.     Key Takeaways From This Episode:  [00:00] Overview: interest rates and keeping them reasonable.   [01:50] A brief history of our recent interest rate changes.   [07:59] Our big plea to interest rate makers of the world.   [13:59] What happens when interest rates get too high for businesses.   [18:16] Closing remarks from Andy and JT.   [22:59] Deal of the Week: Bob and Caroline Kelliher (Transworld Western and Central Washington) sold a plumbing HVAC company with cash and seller financing.   [29:40] Listing of the Week: Sam Curcio (Transworld NY) is selling a manufacturing business with over 20 years of experience and more than $6.5 million in revenue per year.   Links Mentioned in Today's Episode:  Sam Curcio Listings   Bob Kelliher Listings   Caroline Kelliher Listings   The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   United Franchise Group   Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us — (888) 719-9098   Email us thedealboard@tworld.com   Andy Cagnetta on LinkedIn  Andy Cagnetta on X  JT Tatem on LinkedIn   JT Tatem on X    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:  "[Interest rates] affect so many things; from credit card debt to car loans." — @acags [0:09:30]    "Interest rates being too high – certainly puts Main Street at more risk." — @thepromoking_ [0:12:27]    "It's still a great time to borrow money!" — @acags [0:18:16] 

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 team at Market Domination and how to get hold of his bestselling book, The Ultimate Guide to Growing Your Business with a Podcast. Thanks for listening!    Deal of the Week:  Brook Hartnett from Transworld Business Advisors, Boston recently sold an auto repair shop on the South Shore of Massachusetts. The company had been operating for about 20 years, and the owner was transitioning into retirement. Brook managed to find a buyer with experience in this industry. For more information, call Brook at (617) 860 4980 or email him at dhartnett@tworld.com.    Listing of the Week:  Ryan Armstrong from Transworld Business Advisors, Phoenix. Ryan has a great listing for a large fabrication business with an operations manager and employees on the market for $1.8 million. The land is also available for this listing. For more information, call Ryan at (480) 447 3504 or email him at rarmstrong@tworld.com.      Key Takeaways From This Episode:  [00:00] Overview: the power of podcasting as a lead magnet nowadays.   [07:08] Welcoming Seth Greene and his history of podcasting.   [11:52] Seth shares some tips for how podcasters can be consistent.  [15:28] Some of the tools Seth advises people to use to put podcasts together.  [20:10] The value of having a production company to help with your podcast.   [25:48] How often to air your show and how to organize your topics and episode numbers.   [28:26] Seth tells us about a discount for his book for our listeners   [29:57] Deal of the Week: Brook Hartnett sold  [31:14] Listing of the Week: Ryan Armstrong     Links Mentioned in Today's Episode:  Ryan Armstrong Listings  Brook Hartnett Listings  The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   United Franchise Group   Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us — (888) 719-9098   Email us thedealboard@tworld.com   Seth Greene on LinkedIn  Get in touch with Seth  The Ultimate Guide to Growing Your Business with a Podcast  Market Domination  Market Domination Email Address    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:  "[Podcasting] is the fastest growing form of media right now in the country." — Seth Greene [0:08:10]  "I think podcasting is the greatest networking tool ever invented." — Seth Greene [0:20:31]  "I would say, air [your podcast] every single week!" — Seth Greene [0:26:26] 

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 underwriting, leases, and re‑approvals. They also share real-world stories, discuss their concerns around companies with government contracts, and explore why some people expect a week of 'chaos' when systems reopen. Finally, the panel offers practical steps owners can take to keep documents current, push legal work forward, and ways to contact their representatives to help stop the closure. Tune in for a clear look at what is happening in the market right now and what owners need to do to keep deals on track.    Listing of the Week:  Addison Goldin, from Transworld Business Advisors of Fort Lauderdale, presents a long‑running sign shop in Miami, a classic 'baby‑boomer' business opportunity. The company has been operating for over 35 years with a stable team and approximately $150,000 in owner's earnings (SDE). The asking price is $360,000 and includes a bucket truck, production equipment, and robust franchisor training and support. The seller is willing to provide meaningful transition support and is open to solid seller financing; the business could qualify for SBA financing. For more information, contact Addison at (954) 289-2115 or agoldin@tworld.com.   Deal of the Week:   Chris Redmond, from Transworld Business Advisors of Orlando, closed the sale of a commercial cleaning company. The business had lost a major client (nearly 90% of revenue) last year, but the seller rebuilt accounts, enabling a successful exit. The deal involved an E‑2 visa buyer relocating to the Orlando area, a co‑broker arrangement with a local BBF broker, and a cash transaction. The sellers are heading to Philadelphia to spend more time with family. For more information, contact Chris at (407) 326-6990 or chrisredmond@tworld.com.    Key Takeaways From This Episode:  [00:00] Overview: the federal government shutdown and its impact on SBA-backed deals.   [03:40] Why banks cannot fund without a number from the portal since its closure.   [06:01] Complications around lease timing and the risk of deals rolling past year‑end.  [07:36] Unpack the impact of the inevitable 'week of chaos' when systems reopen.   [08:55] Issues around tax returns and why banks will not accept returns from the seller.   [10:22] Explore why many deals could slide a week or two and still close without issues.   [12:41] Find out about the unintended consequences of the closure on loans.   [13:26] Findings from an SBA report on the amount and implications of loans on standby.  [14:28] Hear practical solutions to help small business owners navigate the closure.  [17:55] Deal of the Week: Chris Redmond (Orlando) sold a commercial cleaning company to an E‑2 visa buyer with cash and co-brokered.  [19:08] Listing of the Week: Addison Goldin (Fort Lauderdale) is selling a Miami sign shop, which includes franchise training and seller support.     Links Mentioned in Today's Episode:  The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   United Franchise Group   Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us — (888) 719-9098   Email us thedealboard@tworld.com   Aaron Fox  Samuel Curcio  Scott Hislop  Diane Hartz Warsoff  Johnathan Choe  The Small Business Administration (SBA)  'SBA Releases State-Level Analysis of Shutdown Impact on Small Business Lending'  Addison Goldin  Addison Goldin on LinkedIn  Chris Redmond    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:    "I think the biggest part that's scaring us is now we're getting into a situation where we can't get what we need to close. And – there's some major implications on these deals if they roll over into 2026 instead of closing in December." — Aaron Fox [0:06:56]    "If it would come to an end next week, there's probably a week of chaos with an SBA, just with the mass amount of volume of inquiries that they're going to get, but then they expect it to settle down." — Scott Hislop [0:08:07]    "I think we're going to start seeing more impact [on] businesses that are using resources like small business development centers that are funded through the SBA." — Diane Hartz Warsoff [0:09:52]    "The SBA did release a report of how many loans and total value [are] essentially on standby, and they're estimating over 4800 loans have been put on standby, which would equate to about $2.5 billion that was not distributed to small businesses." — Samuel Curcio [0:13:27] 

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 home and work life, and why mutual respect and clear communication keep both their marriage and ventures strong. Tune in for an honest, funny, and heartfelt look at partnership in work and in life!    Listing of the Week:  JT Harp, President and CEO of Transworld Business Advisors of Greater Cincinnati and Northern Kentucky, presents a legacy bakery that's been a beloved community staple for decades. Known for its loyal customer base and strong brand equity, this turnkey operation includes retail, wholesale, catering, and optional real estate. With infrastructure, staff, and supplier relationships already in place, it's ready for a new owner to grow and modernize. For more information, contact JT at (513) 725-7283 or jharp@tworld.com    Deal of the Week:  A cozy three-room inn in historic Roslyn, Washington, famously known as the filming location for Northern Exposure, has been sold again! Once a 19th-century dental office, the property was first sold after Bob and Caroline Kelliher met the buyers by chance at a local pub. This time, a local pastor and his family purchased the inn, eager to run a small, community-focused business. With multiple offers and plenty of local interest, it sold above asking with cash and seller financing. To learn more, call Bob at (509) 558-7150 or Caroline at (425) 531-0042, or email them at bkelliher@tworld.com or ckelliher@tworld.com.    Key Takeaways From This Episode:    [00:30] Introducing today's guest topic: What it's really like to run a business as a couple with Bob and Caroline Kelliher.  [03:11] How they met while working together, began their first venture, and divided their roles.  [05:46] Expanding to multiple locations, launching "Sweet Caroline's" bakery, and teaching their kids entrepreneurship.  [06:24] Their years working apart: Caroline's near-decade teaching at Le Cordon Bleu and Bob's time working in Las Vegas.  [07:06] How they started working together again: finding their next chapter together with Transworld, and how they divide their roles.  [10:34] Their top advice for couples in business: define roles and leave emotion out.  [11:45] Why they view entrepreneurship as a lifestyle, not just a career.  [13:41] Deal of the Week: Bob and Caroline Kelliher (Western & Central Washington) sold a historic three-room inn in Roslyn, WA, to a local pastor and his family.  [17:08] Listing of the Week: JT Harp (Cincinnati, Northern Kentucky) is selling a long-standing community bakery with a strong brand and loyal customers.    Links Mentioned in Today's Episode:  The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   United Franchise Group   Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us — (888) 719-9098  Email us thedealboard@tworld.com   Bob Kelliher  Bob Kelliher email  Call Bob at (509) 558-7150  Caroline Kelliher  Caroline Kelliher email  Call Caroline at (425) 531-0042  JT Harp  Legacy Bakery with Decades of Success – Real Estate Option    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:    "I'd say, leave the emotion out and focus on the goal — the common goal." — Caroline Kelliher [0:10:42]    "I don't think all husbands and wives can pull this off, but if you can, it's amazing. It's definitely worth trying." — Bob Kelliher [0:10:52]    "We are of service in a way. I love the job so much because I'm helping people get to retirement. I'm helping that first-time business owner own their own business. I remember when I did that, it was the most amazing thing." — Bob Kelliher [0:12:00]    "I think everybody should own their own company at some point. And if it doesn't work out, you will learn so much from it that you'll be a better person for whatever you do in the future." — Bob Kelliher [0:12:15] 

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, and why so many professionals are missing opportunities by not leveraging their existing networks. Seth also highlights creative ways the tool is being used for fundraising and charitable campaigns, proving its potential beyond traditional sales. Tune in to learn how to leverage your network, automate smarter, and build genuine connections that drive real results!    Listing of the Week:   A 100-year-old irrigation company in the Chicago area is now available through Matt Friscia of Transworld Business Advisors of La Grange. This long-established, union-based business serves both residential and commercial clients, including several downtown rooftop accounts. With steady earnings, a strong reputation, and a skilled team in place, it offers a rare chance to own a proven, profitable operation. The asking price is around $600,000, with solid six-figure earnings. To see all their listings, visit tworld.com/lagrange or contact Matt at (708) 328-8886 or mfriscia@tworld.com    Deal of the Week:  A thriving IV hydration franchise on the Gulf Coast has sold in a $1.1 million deal, just six months after opening! The seller, a nurse who launched the business to quick success, chose to sell so she could focus on starting a family. Despite the short operating history, Bill Kleinschrodt of Transworld Business Advisors of the Gulf Coast secured SBA financing, proving that profitable young businesses can sell fast with the right support. Backed by strong lender relationships across Alabama, Mississippi, and Louisiana, Bill and his team got the deal done. To get in touch with Bill, email gulfcoast@tworld.com or phone (251) 237-1030.    Key Takeaways From This Episode:   [00:30] Introducing return guest, Seth Greene, and today's episode topics.  [02:13] A breakdown of Seth's new lead-generation tool that automatically turns content and social media connections into qualified leads.  [08:16] Seth's automated lead generation pipelines for multiple businesses.  [08:54] Your guide to building four core flows for connecting on social media.  [10:20] The ideal candidates for Seth's lead generation tool.  [10:52] How the software delivers leads to you.  [12:04] Privacy, public data, and why social networks are ideal for this kind of outreach.  [13:55] How Seth's software uses relationship-based communication to break through to recipients at scale.  [17:06] Seth's contact details and how to get a Deal Board discount for his services.  [18:41] Bill Kleinschrodt (Gulf Coast) sold a thriving IV hydration franchise in a $1.1M SBA-financed deal.  [20:27] Matt Friscia (La Grange) is selling a 100-year-old, union-based irrigation company in Chicago.  Links Mentioned in Today's Episode:    The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   United Franchise Group   Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us — (888) 719-9098   Email us thedealboard@tworld.com   Seth Greene on LinkedIn  Market Domination LLC  Unlimited Leads for Life  Bill Kleinschrodt  Matt Friscia  Profitable $1M+ Landscape Irrigation Company - $200k SDE    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:    "[The prospecting] worked, but it was a lot of time-consuming, manual labor, and obviously the more successful I got, the quicker I ran out of time." — Seth Greene [0:04:41]    "We built software that does the same thing [and does the labor for you]. You will literally watch your mouse move on the screen." — Seth Greene [0:06:10]    "We now literally have 1000s of users running this software every single day." — Seth Greene [0:08:18 "If you, or your competitors, are running paid social media advertising, like Facebook [or] LinkedIn ads, – I could go put this on their ad and say, 'Give me everybody who interacted with their ad and put them into my software.'" — Seth Greene [0:12:12] 

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 the future of the industry. Tune in for an insider's view of what it takes to get big deals across the finish line and where opportunities are emerging in healthcare M&A!    Listing of the Week:  Rally de Leon, broker with Transworld Business Advisors of Raleigh, presents a premier cabinet refinishing franchise in a prime market. The down payment is priced at $149,900, and the business generates nearly $500,000 in sales with $85,000 in SDE last year. Because the current owners live two hours away, growth has been limited, but with local leadership, revenue could easily double. For more information, call Rally at (919) 602-0355 or email rdeleon@tworld.com   Deal of the Week: Alexander Woo, broker with Transworld Business Advisors of Orange County, closed his first transaction: a long-standing hair salon. Though the business wasn't profitable, the seller needed a quick exit before relocating abroad. By repositioning it as a cost-effective alternative to starting a new salon, Alex secured a buyer within three months and closed escrow in two more. The buyer gained a ready-to-operate salon at a fraction of startup costs, while the seller moved stress-free. For more information, call Alexander at (714) 923-1222 or email awoo@tworld.com    Key Takeaways From This Episode:   [00:30] An overview of today's topic: Large M&A deals.  [03:00] Introducing Andrew Bab and his path from investment banking to law and healthcare M&A.  [07:04] The current state of healthcare and M&A amid market uncertainty, regulation, and healthcare antitrust hurdles.  [09:55] Impact of increased interest rates and private equity's $2–3 trillion in "dry powder".  [12:17] Why large deals require extensive legal, banking, and accounting teams.  [16:19] Deal timelines: negotiation, signing, and regulatory approvals.  [17:40] Common reasons deals collapse, including valuation disputes and antitrust concerns.  [20:26] The impact of AI-driven solutions on healthcare M&A deals.  [22:35] Challenges in healthcare, from staffing shortages to drug pricing pressures.  [26:14] Deal of the Week: Alexander Woo (Orange County) sold a long-standing hair salon to a buyer who wanted an affordable way to enter the business before the seller's move abroad.  [29:20] Listing of the Week: Rally De Leon (Raleigh) is selling a premier cabinet refacing franchise in a booming market with strong sales and growth potential.    Links Mentioned in Today's Episode:  The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   United Franchise Group   Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us — (888) 719-9098   Email us thedealboard@tworld.com   Andrew Bab Andrew Bab on LinkedIn Alexander Woo Email Alexander Woo Call Alexander Woo — (714) 923-1222  Rally de Leon Email Rally de Leon Call Rally de Leon — (919) 602-0355 Premier Cabinet Refinishing Franchise in Prime Market #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:  "One of the headwinds for healthcare now is growing regulation. One of the areas that Trump is not relaxing [is] in antitrust [and] healthcare." — Andrew Bab [0:08:01]    "One reason deals die is a lack of agreement on the valuation of a certain aspect of the company." — Andrew Bab [0:17:45]  "I think that they will be investing more in AI driven healthcare technologies. No question. Both in drug discovery [and] in the pharma space." — Andrew Bab [0:20:33]    Longer Quotes: "You can get to a point where the antitrust authorities are signaling you that [they're going to give] you a second request. A second request is a multi million dollar process, because you've got to basically give every piece of paper that exists to the antitrust authorities. — So many people don't want to go through that, and they build into their agreements an ability to get out of the deal in that case." — Andrew Bab [0:19:35] 

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 into our conversation today!    Listing of the Week:   Matt Manavi from Transworld San Diego Central is selling a Telehealth-Enabled weight loss company with recurring revenue. It's very profitable and scalable, addressing patients nationwide.  For more information, call Matt at (714) 923-1222 700 or email him at mmanavi@tworld.com.    Deal of the Week:   Eric Straus from Transworld New York sold a fashion brand with impeccable speed and efficiency for a young mother who needed a quick exit. They priced it very aggressively and appropriately, and eventually sold it to a father for his daughter-in-law. For more information, call Eric at (917) 719-5920 or email him at estraus@tworld.com.    Key Takeaways From This Episode:  [00:40] How to overcome deal challenges and keep the process moving along.  [01:50] Remembering these three letters: TKD (time kills deals!)  [03:10] Introduction to today's guests, Eric Straus and Sam Curcio from New York.  [03:28] The biggest underestimation of the deal process.  [04:20] Sam shares a recent deal they had challenges with.  [05:55] The importance of having the right tools to apply.  [07:00] Why hiring a professional can be essential to take your deal across the finish line.  [11:20] Talking bluntly and having someone to get everyone else in line.    [14:25] How New York deals compares with the rest of the country.  [16:00] Top tips for people going through a deal.  [19:08] Deal of the Week: Eric Straus from Transworld Advisors of Manhattan sold a fashion brand with impeccable speed and efficiency for a mother who needed a quick exit.  [20:35] Listing of the Week: Matt Manavi from Transworld Business Brokers of Orange County, California, is selling a weight-loss company with Telehealth Medicine.    Links Mentioned in Today's Episode:  The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   United Franchise Group   Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us — (888) 719-9098   Email us thedealboard@tworld.com   Eric Straus Transworld  Eric Straus on LinkedIn  Eric Straus Phone (917) 719-5920  Sam Curcio on LinkedIn  Sam Curcio Transworld  Sam Curcio Phone (646) 470-9433  Theorist Podcast Studios NY    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:    "No deal goes smoothly. If you spend any time in this world, you'll realize that every deal has hair on it. You're dealing with people and people have personalities and it's a very emotional process." — Sam Curcio [0:03:55]    "A broker's job is not about finding the buyer. A broker's job is about getting a deal across the finish line." — Eric Straus [0:06:03]    "There's no question that hiring a good broker is worth the investment to help with the process. It's not an easy process, it's an emotional process — and having someone who's done it hundreds and hundreds of times obviously, is going to be beneficial." — Eric Straus [0:06:40] 

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 lift the lid on each of these topics, sharing some pearls of wisdom to help you keep the deal dream alive!     Listing of the Week: Frank Curcio of Transworld New York is selling a boutique clothing shop in the Hudson Valley that is close to mass transport and has plenty of parking. It is perfect for anybody with an eye for fashion and invites visitors to spend extra time browsing. For more information, call Frank at (845) 288-4733 or email him at fcurcio@tworld.com.   Deal of the Week: DOTW - Ryan Armstrong   Ryan Armstrong from Transworld Advisors of Phoenix sold a frame shop in a small town to a buyer who moved the business to a larger city and merged it with an antique furniture store. If you have a tough deal to sell, contact Ryan at (480) 447-3504 or rarmstrong@tworld.com.    Key Takeaways From This Episode:   [00:40] How deal killers can crush your dream of selling your business.  [01:38] Three ways to have good books and records.  [08:17] What to look for when you want to know if your business has outgrown its people.   [10:22] The role of relevant and up-to-date technology.   [12:41] Why it is crucial to price your business appropriately.   [15:55] Understanding the importance of having the right team.  [18:10] Selecting the right deal team from Transworld.  [19:56] Deal of the Week: Ryan Armstrong from Transworld Advisors of Phoenix sold a frame shop in a small town to a buyer who moved the business to a larger city and merged it with an antique furniture store.   [21:31] Listing of the Week: Frank Curcio (New York) is selling a boutique clothing shop in the Hudson Valley.    Links Mentioned in Today's Episode:  The 3 Most Common Deal Killers  The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   United Franchise Group   Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us — (888) 719-9098   Email us thedealboard@tworld.com     #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:   "Don't ruin your dreams of selling your business!" — Andrew Cagnetta [0:1:17]    "When you're an intermediary or you're going in and talking to that seller, you're probably going to have to carry some paper." — JT Tatem [0:13:44]    "Pricing it right just brings it to market. We always say that you don't want to price it so low that you leave money on the table — that's not good for you as the seller, and you don't want to price it so high that nobody calls." — Andrew Cagnetta [0:15:02] 

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 ahead, Andy and JT share why 2025 is off to a strong start and why the second half of the year could be even better. Tune in and discover the data, trends, and strategies you need to navigate the market with confidence.  Deal of the Week:  Wayne Blease's sale of a diversified events business featuring two event centers, a chapel, a restaurant with catering, multiple B&Bs, and a fully built Western town. The business included over four acres of real estate. Sold for over $3M after a two-year search for the right buyer to preserve the seller's legacy. For more information, call Wayne at (713) 201-2346 or email him at wblease@tworld.com.   Listing of the Week #1:  Rupesh Bharad shares an exciting opportunity on a 75-year-old, high-end blinds and window treatment business with $750K in bottom-line earnings. Listed for $2.4M, with the option to purchase the real estate for an additional $1.6M. SBA financing options are available, making this a strong opportunity for buyers looking for a legacy business with real estate income potential. For more information, call Rupesh at (804) 835-6363 or email him at rupesh@tworld.com.    Listing of the Week #2:  Rupesh Bharad is selling a 21-year-old, relocatable art and display business with $200K–$250K in bottom-line earnings. The sale is bank-financeable and listed for under three times its earnings. The business is also suitable for operation from any location. For more information, call Rupesh at (804) 835-6363 or email him at rupesh@tworld.com.    Key Takeaways From This Episode:  [00:00] Introduction and what listeners can expect from this episode.  [01:03] Celebrate success as Andy and JT announce $1B in transactions for 2024.  [02:09] How generational shifts are creating a surge in business sales worldwide.  [03:39] Why understanding the marketplace is key and what businesses often get wrong.  [06:13] Find out why small businesses are still the backbone of the economy.  [07:27] Trends in sellers owning business real estate and keeping it for rental income.  [08:25] Why opening the market enhances seller outcomes and speeds up sales.  [10:47] How stats guide strategies at Transworld and what drives multiples.   [14:40] Navigating pricing when selling and the common mistakes sellers make.  [17:36] Learn why sales can take several months and the danger of "testing the waters."  [19:47] Projections for 2025 and why buyers must act quickly in today's market.  [22:13] Deal of the Week: Wayne Blease talks about selling a Western-themed events business with multiple revenue streams.  [24:26] Listing of the Week #1: Rupesh Bharad tells us about a 75-year-old window treatment business with an optional real estate purchase.  [27:30] Listing of the Week #2: Rupesh Bharad is selling a relocatable art and display business with strong earnings and bank financing available.    Links Mentioned in Today's Episode:    The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   United Franchise Group   Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us — (888) 719-9098   Email us thedealboard@tworld.com   Florida Business Brokers  Wayne Blease  Rupesh Bharad    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:    "One of the deal killers is just [that] people don't understand the marketplace." — @acags [0:04:22]  "The seller, when they hire, they don't care where the buyer comes from." — JT Tatem [0:09:29]  "[Transworld] always [says] that the quality and quantity of earnings will drive multiples." — @acags [0:12:03]  "Businesses are not going to be overpriced because people don't like to negotiate anymore." — @acags [0:16:24] 

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 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:  [00:35] Reflecting on how it all started at an IBBA conference in New Orleans in 2018.  [02:32] Celebrating 50,000+ downloads and 20,000+ YouTube views.  [03:31] How the pandemic became a catalyst for growth in business brokerage.  [04:50] Early discussions on the "seller tsunami" trend.  [05:46] Millennials and Gen X shifting from corporate careers to business ownership  [06:55] The rise of exit planning as a strategic business phase.  [08:02] Global expansion and how the podcast resonates internationally.  [10:22] The podcast's influence on business buyers, sellers, and industry professionals.  [12:26] New voices and guest hosts from across the Transworld network.  [13:32] Shifting co-host duties as Jessica focuses on Exit Factor and How I Sold.  [15:54] The podcast's future as a growing industry resource.  [18:36] How loyal listeners use the podcast as a training tool and deal-saving resource.  [22:23] Keeping up with trends, laws, financing, and the seller wave.  [26:43] Deal of the Week: Joe Strickland (Lakeland, FL) closes on a Port St. Lucie daycare.  [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:  The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   United Franchise Group   Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us — (888) 719-9098   Email us thedealboard@tworld.com   Andy Cagnetta  Andy Cagnetta on X  Jessica Fialkovich  Jessica Fialkovich on X  Exit Factor  How I Sold Podcast  International Business Brokers Association (IBBA)  United Franchise Group (UFG)  JT Tatem  Joe Strickland  Call Joe — (863) 559-7381 Email Joe — hjoe@tworld.com  Thomas Milana  Call Thomas — (561) 702-6867  Email Thomas — tom@tworld.com  'Get Cool Profits and Add-On This HVAC Opportunity'    #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] 

  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 the Week:  Thomas Milana (Transworld Fort Lauderdale) is selling a well-established, 20-year-old HVAC business in South Florida. With $6.7 million in annual revenue and $600,000 in discretionary earnings, the company specializes in both residential and high-demand commercial retrofits. The asking price is $2.1 million. It includes rolling stock and a strong reputation in the market. For more information, call Thomas at (561) 702-6867 or email tom@tworld.com.    Deal of the Week:  Dan Tomlin (Transworld Jacksonville) closed a $2.4 million deal for a construction management company specializing in high-end owner's rep services. The seller had stringent buyer criteria, leading to a highly selective process with over 40 prospects considered. The eventual buyer, a Navy veteran with shipbuilding experience, was a perfect fit. Creative financing and a working capital structure helped seal the deal. Contact Dan at (904) 800-7355 or email dantomlin@tworld.com.    Key Points From This Episode:    [00:24] Why construction is Transworld's #2 sector by volume and #1 by total dollars.  [02:17] How demand stays strong across residential, commercial, and infrastructure.  [03:47] 4M+ US construction-related businesses, many owned by retiring baby boomers.  [04:50] High-demand specialty trades like HVAC, plumbing, and electrical.  [06:14] Customer concentration and licensing as key deal considerations.  [08:35] Earnouts and seller transitions to ease buyer concerns and improve deal terms.  [10:38] Common industry challenges: seasonality, economic cycles, and cash flow variability.  [12:55] Reasons that work-in-progress and working capital must be carefully calculated.  [14:35] The value of confidentiality and an experienced agent to screen unqualified buyers.  [16:52] Scalable, financeable businesses, with strong buyer interest and high ROI potential.  [18:28] How even small, unsophisticated firms can sell well with strong buyer upside.  [20:45] Listing of the Week: Tom Milana is selling a $6.7M HVAC company in Florida.   [22:14] Deal of the Week: Dan Tomlin sold a construction management firm for $2.4 million.    Links Mentioned in Today's Episode:  The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   The Deal Board on LinkedIn  The Deal Board on Facebook  United Franchise Group   Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us on (888) 719-9098   Email us at thedealboard@tworld.com   Andy Cagnetta  Andy Cagnetta on X  JT Tatem  Thomas Milana  Get Cool Profits and Add-On This HVAC Opportunity  Dan Tomlin    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:    "[The construction industry] is almost 5% of the US GDP, and it's the second largest segment that we sell – But as far as dollars are concerned, it is by far the biggest thing." — @acags [0:03:16]    "If you do have a construction business, both work-in-progress and working capital will have to be not only addressed, but included." — @acags [0:13:32]    "It's tough to control the confidentiality piece. You want a Transworld agent – who [does] all the vetting of the buyers up front and then only bringing those who are suited for that particular purchase – to the seller, and protecting the seller from an onslaught of inquiries." — JT Tatem   [0:15:09]    "[Construction] is an industry that's not going away. It's consistent. It performs year after year after year. There may be some [seasonal highs and lows], but it's never going to stop." — JT Tatem [0:16:31] 

  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 looking to build and sell smarter. To learn how to turn your business into a more valuable, sellable asset, tune in today!    Listing of the Week:   AJ Ramsey (Eastern North Carolina) is selling a high-volume commercial roofing business serving top national production builders. The business generates $24M in revenue with $1.6M in earnings. For more information, call AJ at (919) 325-6611 or email ajramsey@tworld.com.    Deal of the Week:  Guillermo Birmingham (Richmond, VA) sold a struggling kebab restaurant that was transformed by new ownership into a thriving Mexican eatery doing $2.2M in revenue in its first year. Guillermo even helped the buyer secure licenses and create buzz that packed the place on opening day. To learn more, call Guillermo at (202) 410-1555 or email gbirmingham@tworld.com.    Key Points From This Episode:    [00:54] How Exit Factor has expanded to 22 states and 93 territories in under two years.  [02:31] Helping business owners uncover untapped value in their operations.  [03:00] Coaching and accountability as a cornerstone of Exit Factor's process.  [04:08] Leveraging market data to boost value and monetize hidden opportunities.  [06:48] Exit Factor's 62-point qualitative assessment explained.  [08:33] Addressing sellers' post-exit identity and long-term goals.  [11:06] Optimizing profit, operations, and team structure ahead of the sale.  [11:57] Why clean financials are non-negotiable for serious buyers.  [13:06] Ideal timeline: one to five years for a strong, well-documented exit.  [17:25] Coaching as a mirror to break bad habits and unlock potential.  [18:30] Listing of the Week: AJ Ramsey is selling a $24M commercial roofing business in the Southeast  [19:52] Deal of the Week: Guillermo Birmingham sold a local kebab house that became a $2.2M Mexican restaurant success.    Links Mentioned in Today's Episode:   The Deal Board Podcast   Subscribe to The Deal Board Podcast YouTube Channel   The Deal Board on LinkedIn  The Deal Board on Facebook  United Franchise Group   Transworld Business Advisors   Transworld on LinkedIn   Transworld on Facebook   Call us on (888) 719-9098   Email us at thedealboard@tworld.com   Jessica Fialkovich on X  Kelly Chess on LinkedIn  Email Kelly at kelly.chess@exitfactor.com  Call Kelly on (954) 495-2775  Exit Factor  AJ Ramsey  Listing: Large, Award-Winning, SE US Commercial Roofing Contractor  Guillermo Birmingham    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:    "A great entrepreneur is creative. They're always trying different things. What we've been able to do with Exit Factor, with the sister relationship with Transworld, [is that] we actually know the formula to unlock value, whereas a lot of business owners don't." — @jessfialkovich [0:03:35]    "[Exit Factor works] with people who aren't quite ready to sell yet. It might be [3 to 5 years], and we can develop a relationship with them. We can get to know them and what their goals are, not only valuation-wise, but what comes after the sale. That's an important piece of it." — Kelly Chess [0:08:07]    "[Going] through this process to learn what it's like to value your business – brings a whole other level to the way that [business owners make] decisions moving forward and the kind of strategies that they're bringing in." — Kelly Chess [0:16:12] 

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 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:   The Deal Board Podcast  Subscribe to The Deal Board Podcast YouTube Channel  The Deal Board on LinkedIn The Deal Board on Facebook United Franchise Group  Transworld Business Advisors  Transworld on LinkedIn  Transworld on Facebook  Call us on (888) 719-9098  Email us at thedealboard@tworld.com  Andy Cagnetta Andy Cagnetta on X Alan Kaye Alan Kaye on LinkedIn Call Alan on 954-558-8058 Email Alan at kaye@tworld.com Eric Straus Andres Ghersi   #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]  

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 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:   The Deal Board Podcast  Subscribe to The Deal Board Podcast YouTube Channel  The Deal Board on LinkedIn The Deal Board on Facebook United Franchise Group  Transworld Business Advisors  Transworld on LinkedIn  Transworld on Facebook  Call us on (888) 719-9098  Email us at thedealboard@tworld.com  Ryan Armstrong Taylor Bombardiere Email Taylor Bombardiere at taylorb@tworld.com Jenn Armstrong JT Tatem Exit Factor Exit Planning Institute Exit Planning Summit Traction: Get a Grip on Your Business Eat That Frog! Ray Ives Henry Ziff   #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]

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 long-established screen print shop in Florida, and the Deal of the Week spotlights the sale of four med spas to a local entrepreneur. Tune in for expert insights, trends to watch, and actionable advice for buyers and sellers alike!   Listing of the Week: This Fort Lauderdale screen print shop has been serving individuals and businesses for over 20 years, offering specialty services for flat, round, and irregular surfaces, often on rush orders. The sale comes with over $100,000 in equipment. Annual revenue is approximately $200,000, with $30,000 in discretionary earnings. It is listed at $150,000. The owner is retiring and seeks a cash buyer. For more information, contact Jake Tobin at (954) 999-2233 or jtobin@tworld.com for more info. Deal of the Week:   A local entrepreneur in Virginia acquired four med spa locations for $1,2 million, despite not being from the industry. The deal closed with 75% SBA financing, a 10% seller note, and 10% down from the buyer. The seller will stay on for 90–180 days to support the transition. Thanks to creative structuring and a strong team effort by Andy Shah, Neil Gulati, and Rupesh Bharad, this deal was a win for both sides. To learn more, call Rupesh at (804) 835-6363 or email rupesh@tworld.com. Key Points From This Episode:   •    [00:23] Introducing today's guests from across the US: Rupesh Bharad, Sam Curcio, Matt Friscia, Scott Hislop, Bill Kleinschrodt, and Johnathan Choe. •    [02:50] Q1 feedback from our guests on buyer and seller activity in their respective regions. •    [03:49] Johnathan Choe on the uptick in activity on the West Coast. •    [04:35] Scott's observations, including a 21% increase in buyer activity during Q1. •    [05:36] Bill's report on growth trends in the Deep South post-COVID. •    [07:33] Matt's insights on Q1 trends in Chicago and manufacturing in the Midwest. •    [08:33] Sam Curcio on why it's an excellent time to do business in New York. •    [09:33] Rupesh's insights from the Washington, DC and West Virginia area. •    [11:19] Reflections and analysis of Q1 trends from across the US. •    [13:09] What our guests expect to see in Q2 and Q3 of 2025. •    [22:18] Parting words of advice to buyers and sellers for the rest of 2025. •    [29:02] Listing of the Week: Jake Tobin (Fort Lauderdale) is selling a long-established screen print shop with specialty capabilities and over $100,000 in equipment. •    [30:52] Deal of the Week: Rupesh Barard (Richmond, Virginia) sold four med spa locations to a local entrepreneur in a creatively structured $1,2 million deal.   Links Mentioned in Today's Episode:   The Deal Board Podcast  Subscribe to The Deal Board Podcast YouTube Channel  The Deal Board on LinkedIn The Deal Board on Facebook United Franchise Group  Transworld Business Advisors  Transworld on LinkedIn  Transworld on Facebook  Call us on (888) 719-9098  Email us at thedealboard@tworld.com  Sam Curcio Matt FrisciaScott Hislop Bill Kleinschrodt Johnathan ChoeJake TobinJake Tobin emailCall Jake Tobin on (954) 999-2233Rupesh Bharad Rupesh Bharad emailCall Rupesh Bharad on (804) 835-6363 Andy ShahNeil Gulati   #thedealboard #transworldbusinessadvisors #realestate #commercial   Quotes: "For buyer activity [in] our first quarter, we're 21% higher than we were a year ago in the first quarter." — Scott Hislop [0:05:18]   "I always tell agents [to] be creative. Try to help transition corporate people and show them [the] right business." — Rupesh Bharad [0:10:37]   "Not every business is going to be perfect. It's going to have some warts on it. If it was perfect, it probably wouldn't be for sale right now. " — Matt Friscia [0:22:57] "For our sellers out there: prepare. The more prepared you are, the better chance you're going to have to sell your business, and for a higher value. That's a big thing that we see across a lot of our deals, is that the owners that are prepped have higher value exits that happen faster." — Sam Curcio [0:23:12] "We do a lot with [first-time buyers]. We have to be able to guide them in a way that puts them in the right spot [at] the right time but also educate them to make sure that when their guts [are] churning and they know that's the one for them that [they are] ready to act quick and not delay." — Bill Kleinschrodt [0:23:52] "There is such an asymmetric understanding of what it takes to buy and sell a business, and if you're doing it for the first time on either side, you're learning as you go. You need a good broker who's experienced and who can get the job done." — Johnathan Choe [0:25:57]