The Deal Board

Transworld Business Advisors welcomes you to another episode of The Deal Board Podcast! This week, Andy and guests dive into the main takeaways from the recent Transworld by the Numbers Conference, where brokers and industry experts shared strategies for building better businesses. In this episode, they welcome Ryan Armstrong, Certified Business Intermediary (CBI), to share practical startup advic...

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 creat...

Welcome to The Deal Board Podcast, Transworld Business Advisors official podcast. This week, they're joined by valuation expert  Ray Skaug of BizProValue , along with Transworld Business Advisors Ryan Armstrong (Phoenix) and Jenn Taylor (West Central Ohio), for a deep dive into how business valuations are made in today ' s market. Moving beyond outdated " multiple of earnings" shortcuts, the conve...

Andy and JT welcome you to another episode of The Deal Board Podcast . This week, they explore the surge of Millennials and Gen Z buying " boring" small businesses (such as sawmills, packaging companies, and HVAC services) as Baby Boomers retire and sell their long-held enterprises. They discuss the shift in generational ownership, the appeal of steady cash-flowing businesses over startups, and ho...

Andy and JT Tatem, President of Transworld Business Advisors, welcome you to another episode of The Deal Board Podcast . This week, they're joined by industry experts to discuss the evolving landscape of buying a business in today's market. They explore the challenges and opportunities buyers face, from increased competition to changing financing options. The conversation covers key strategies for...

Andy and Jessica welcome you to another episode of The Deal Board Podcast . This week, they are joined by Marty Fishman and Tom Milana from Transworld Fort Lauderdale and David Moore from Acclivity Financial to explore how to get deals done. It's a competitive market for buyers right now, and if you have the finances for an all-cash deal, it might just give you the edge; it could even help you get...

Andy welcomes you to another episode of The Deal Board Podcast . This week, they are joined by Ryan Mortenson to interview prolific Broker Linda Boswell. Next, Sam Curcio from Transworld New York interviews the legendary Business Broker and entrepreneur Eric Straus. Join these industry leaders as they discuss two epic business stories and share a wealth of essential advice for people who are just...

Andy and Jessica welcome you to another episode of The Deal Board Podcast . This week, they speak to three guests, Peter Berg, Arthur Beisner, and Phillip Proctor, about their standout case studies regarding the Silver Tsunami – the wave of baby boomer business owners looking to exit. While many expected a mass sell-off, this trend has been happening more gradually, with owners holding on longer d...

Andy and Jessica welcome you to another episode of The Deal Board Podcast. While we often discuss buying, selling, and running businesses, we rarely dive into the day-to-day realities of being a successful business broker and M&A advisor. This week, you'll hear t ips, tales, and industry insights from top Transworld brokers, Dustin Audet, Ryan Mortensen, Julie Barlow, and Taylor Bombadiere. Togeth...

Andy and Jessica welcome you to another episode of The Deal Board Podcast. This week, they sat down with Chris Hurn, President of Community Bankshares, to discuss his insights from the forefront of business banking today. Touching on market trends, we unpack what you can do today to ensure the future sale of your business including the SPA process, financing, and more. Next, Taylor Bombardiere joi...

Andy and Jessica welcome you to another episode of The Deal Board Podcast . This week, you'll hear from two franchisee favorites, Hollie Choe and Jennifer Fox , in their conversation on all things franchising. They start by breaking down the definition of a franchise, what makes it an excellent model, and why buying a franchise is such a popular path for entrepreneurs. Discover everything you need...

Andy and Jessica welcome you to another episode of The Deal Board Podcast. This week, they are once again joined by JT Tatem, President of Transworld Business Advisors, to share the 8 W ' s of Goal-Getting, an actionable system to turn your ambitious goals into achievements! From writing down your intentions to tackling the all-important "work," JT delivers relatable examples and expert tips for e...

Andy and Jessica take a break from The Deal Board Podcast as Calvin Tampubolon and Jonathan Cheung step in as hosts. This week, they speak to Venndigm cofounder Oommen Thomas about the growing importance of intellectual property valuations and specifically, the role of IP valuations in mergers and acquisitions. After defining IP valuation, explaining why it matters, and detailing its role in M&As,...

Andy and Jessica welcome you to another episode of The Deal Board Podcast . This week, they sat down with Dr. Joe Oravecz to unpack the importance of having adequate mental health protocols in the workplace and more specifically, ensuring that executives stay on top of their mental health. To begin, Joe walks us through the work of the National Alliance on Mental Illness, or NAMI, where he serves...

Andy and Jessica welcome you to another episode of The Deal Board Podcast . This week, they are joined by Damion Lupo, a highly-accomplished author, financial mentor, and host of The Financial Underdogs podcast. Damion believes that winning starts by failing, and today's conversation begins by unpacking his incredible philosophy before learning about his role as the Chief Investment Officer at Fra...

Andy and Jessica welcome you to another episode of The Deal Board Podcast . This week, they discuss the complicated issue of confidentiality during the sales process and when to tell your employees that you're selling the company. Most owners want to do right by their employees when they decide to sell, which is why they might feel compelled to be transparent and include their workers in the selli...

Andy and Jessica welcome you to another episode of The Deal Board Podcast . This week, they speak to author Erin McHugh about the USA's hottest sport: pickleball! In this fun and unusual episode, they dive into all things pickleball, including Transworld's sponsorship of its official governing body, USA Pickleball, and find out what made Erin so obsessed with it that she wrote a book about it! You...

Andy and Jessica dive back into a critical and timely subject: SBA funding and how it can help fuel business acquisitions. With a lineup of expert guests, they break down the most effective SBA funding programs currently available and address common misunderstandings about how the SBA supports small businesses. Hear practical insights from industry professionals like Ken Lowy of Newtek; who highli...

Andy and Jessica welcome you to another episode of The Deal Board Podcast . This week, they dive into the often-overlooked but critical topic of business insurance. While it may seem dry and even dull, having the right insurance policies in place is essential for business owners looking to protect themselves from unexpected risks. As the business landscape continues to evolve with new challenges;...

Andy and Jessica welcome you to another episode of The Deal Board Podcast . This week, they continue their Back to the Basics of Business Sales series focused on the core principles of making successful and profitable business deals while debunking persistent myths in the brokerage and M&A world. In Part 1, we addressed certain myths about buying businesses, and today, we're discussing selling myt...

Andy and Jessica welcome you to another episode of The Deal Board Podcast . This week features part one of a two-part series, focusing on the fundamentals of making solid, profitable business deals and debunking persistent myths within the industry. For part one of the conversation, you'll learn all about the basics of buying businesses while part two is dedicated to the art of selling. Tune in fo...

Andy and Jessica welcome you to another episode of The Deal Board Podcast . This week, they unpack the mindset and strategies needed to tackle the many challenges entrepreneurs face. In today's conversation, Andy and Jessica share personal examples of hardship, what they learned from their experiences, and how they were able to succeed despite the obstacles. They also discuss their motivations for...

Andy and Jessica welcome you to another episode of The Deal Board Podcast . This week, they dive deep into the world of franchise opportunities and guide you through the process of purchasing your first one. They discuss how buying an existing franchise can help you save time and money on your investment, the significant benefits of acquiring a franchise with strong brand recognition, and essentia...

Andy and Jessica welcome you to another episode of The Deal Board Podcast . This week, they are celebrating the professionals who play a vital role in safeguarding our economy: business brokers! In honor of National Business Broker's Appreciation Day in May, they interviewed top experts in the field to uncover the key attributes that define the best in the industry. Join them as they delve into th...

Andy and Jessica welcome you to another episode of The Deal Board Podcast . This week, they are giving you an update on buyers. Following Andy's recent visit to the IBBA show, he confirms that the market is thriving and speaks to 14 attendees about the buying trends they are currently observing. Tune in to hear on-the-ground perspectives from brokers who are making waves in the industry today. We...