『The Deal Board』のカバーアート

The Deal Board

The Deal Board

著者： Andy Cagnetta & JT Tatem
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The Deal Board podcast is a place for small business owners and entrepreneurs to learn the best way sell a business or buy a business. Business Exit Experts, Andy Cagnetta and JT Tatem, lead discussions with expert business brokers, M&A professionals, and entrepreneurs that have sold a business or bought a business. Whether you are looking to learn how to sell a business, information on business valuation, or how to buy a business – The Deal Board gives you the behind the scenes of the entire mergers and acquisitions world.All rights reserved, Transworld Business Advisors マネジメント・リーダーシップ リーダーシップ 経済学
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  • Why Owners Should Common-Size Their Financials

    Why Owners Should Common-Size Their Financials
    2026/06/08
    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they talk about why business owners should common-size their financials and use percentages, benchmarks, and trends to better understand how their business is performing. They explain why buyers are not just looking at revenue, but also at margins, cost of goods sold, labor costs, operating expenses, and long-term profitability trends. Andy and JT discuss how common sizing can make financials easier to understand, how owners can compare their business to industry benchmarks, and why sellers should review their numbers regularly rather than waiting until they are ready to sell. They also explore how tools like QuickBooks, industry databases, and artificial intelligence can help owners spot problem areas, model improvements, and prepare stronger financial packages for buyers. Tune in to learn how clearer financials can build buyer confidence, support a stronger valuation, and help owners position their business for a better sale. Listing of the Week: JT Harp from Transworld Cincinnati presents a rare towing and recovery business in the Midwest with more than $3.5 million in top-tier tow trucks, heavy recovery rigs, and specialty equipment. The business has diverse revenue streams across light, medium, and heavy-duty towing, accident recovery, and truck and equipment leasing. With longstanding contracts, an experienced team, steady inbound leads from commercial and municipal sources, and strong asset value, this turnkey opportunity offers built-in stability and room for continued growth. For more information, contact JT Harp at jharp@tworld.com or call him at (513) 725-728 Deal of the Week: Alpesh "AJ" Jayswal from Transworld St. Charles shares a deal where he helped a seller secure an additional $550,000 after negotiations stalled. The seller's husband passed away during negotiations, and the buyer reduced the offer from $2.8 million to $1.8 million because of concerns around the transition. After reviewing the financials and completing a valuation, AJ advised the seller not to accept the reduced offer and stepped in to help negotiate. After several calls with the international buyer, including working through a language barrier and an interpreter, AJ helped raise the final price to $2.35 million and earned a success fee based on the additional value created. For more information, contact Alpesh "AJ" Jayswal at ajayswal@tworld.com or call him at (630) 544-0611. Key Takeaways From This Episode: [00:00] What common-sizing is and why it is important when selling a business. [01:30] Learn why percentages, benchmarks, and trends are essential. [03:58] Discover how inflation, tariffs, and labor costs can affect margins. [06:34] Listing of the Week: JT Harp presents a Midwest towing and recovery business with strong assets, diverse revenue, and turnkey growth potential. [08:51] Understand why buyers focus on margins, not just top-line revenue. [11:57] Find out why quarterly financial reviews help owners spot problems earlier. [14:02] Explore how AI tools can help owners identify pricing and margin opportunities. [15:05] Unpack how common sizing can build buyer confidence before a sale. [16:21] Deal of the Week: Alpesh "AJ" Jayswal helped a seller increase a stalled deal by $550,000 after stepping in to negotiate with an international buyer. [21:04] Andrew and JT's final takeaways. 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  Alpesh "AJ" Jayswal JT Harp QuickBooks Online | Intuit #thedealboard #transworldbusinessadvisors #realestate #commercial Quotes:
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    22 分
  • How Sellers Can Pre-Qualify Their Business for an SBA Loan

    How Sellers Can Pre-Qualify Their Business for an SBA Loan
    2026/05/18
    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they explore why sellers should prequalify their businesses for Small Business Administration (SBA) financing before taking them to market. They discuss how prequalification can make a listing more attractive to buyers, why lenders want to see clean and current financials, and what sellers need to prepare before approaching a bank. Andy and JT also explain what a pre-screening letter does and does not guarantee, and why the buyer still needs to qualify based on credit, experience, available down payment, citizenship, and ability to operate the business. They delve into the importance of tax returns, profit and loss statements, balance sheets, seller's discretionary earnings, addbacks, business summaries, and transparency. They also explain how SBA-style preparation can still help sellers in markets outside the United States, even where government-backed small-business lending is unavailable. Tune in to learn how the right preparation can make your business easier to finance, market, and get across the finish line. Listing of the Week: JT Harp from Transworld Cincinnati presents a thriving commercial glass contracting company with a strong reputation for precision, reliability, and craftsmanship. The company specializes in high-end glazing, storefronts, and complete glass systems for major regional projects. With skilled crews, long-term client relationships, and established systems, this turnkey opportunity is positioned for continued profitability and growth. For more information, call JT on (513) 725-7283 or email him at jharp@tworld.com. Deal of the Week: Chris "Chip" Redmond from Transworld Orlando shares the recent sale of a cell phone repair store to a buyer who was already a repair technician. The seller was semi-absentee and lived out of state, so the buyer's hands-on technical experience created an opportunity to reduce employee costs and improve profitability. The deal included a lease assignment rather than an extension, which means the buyer will need to revisit the lease when the current term expires. For more information, call Chris (Chip) Redmond at (407) 326-6990 or email him at chrisredmond@tworld.com. Key Takeaways From This Episode: [00:30] Introduction and what listeners can expect from today's show. [01:19] Discover why a prequalification is essential when selling a business. [04:29] Learn how pre-screened listings help clarify down payment and loan structure. [05:43] Find out why banks rely on three years of tax returns for cash flow. [07:49] The importance of current financials, balance sheets, and profit and loss statements. [08:28] How discretionary earnings and EBITDA apply to different types of business buyers. [09:51] Explore why documented addbacks and expenses need to be explained. [11:53] Deal of the Week: Chris "Chip" Redmond from Transworld Orlando sold a cell phone repair store to a buyer with repair technician experience. [13:49] Understand why messy bookkeeping can make SBA financing harder. [16:07] Whether it is worth hiring outside bookkeeping for your financials. [17:45] Get a breakdown of what buyers need to qualify for SBA financing. [19:52] Hear how partners and guarantees can affect closing a deal. [21:06] Uncover why SBA-style preparation helps sellers in any market. [22:54] Listing of the Week: JT Harp from Transworld Cincinnati presents a commercial glass contracting company with skilled crews, long-term client relationships, and strong growth potential. [24:06] Closing comments and final takeaways. 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  LoanBud Chris "Chip" Redmond JT Harp #thedealboard #transworldbusinessadvisors #realestate #commercial Quotes: "I think a [prequalification] helps the buyers understand that this is financing ready." — Andrew Cagnetta [0:02:57] "The banks –
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    25 分
  • Business Owners and Divorce: Protecting Value and Avoiding Costly Mistakes with Kelly Lise Murray

    Business Owners and Divorce: Protecting Value and Avoiding Costly Mistakes with Kelly Lise Murray
    2026/05/08
    JT welcomes you to another episode of The Deal Board Podcast. This week, JT is joined by Kelly Lise Murray to unpack what happens when divorce intersects with business ownership. With decades of experience in family law and wealth disputes, Kelly explains why valuation in a divorce is rarely straightforward and often depends on the quality and balance of evidence presented. The conversation explores how courts approach business value differently from the open market, why relying on incomplete or one-sided information can shape outcomes, and how legal strategy, timing, and documentation all play a critical role. JT and Kelly also discuss the risks of letting disputes drag on, the cost of litigation versus early agreement, and why selling the business can sometimes provide the clearest path forward. They close with practical advice for business owners facing divorce, from cleaning up financials to treating the process like a business transaction. Tune in to learn how to protect value and navigate one of the most complex scenarios a business owner can face! Listing of the Week: Chris "Chip" Redmond (Central Florida) is offering a Book of Business in the healthcare insurance space, built on recurring revenue from Medicare Advantage plans. The business is driven by established relationships with major carriers, including United, Humana, Freedom, and Aetna, with 2025 figures verified directly from 1099s provided by the insurance companies. Listed at $415,000, this opportunity is well-suited for an insurance agent or agency looking to expand its footprint in the Central Florida market with reliable, repeat income. For more information, call Chris (Chip) Redmond at (407) 326-6990 or email him at chrisredmon@tworld.com Deal of the Week: A 20+ year-old management consulting business with recurring revenue and nationwide clients has successfully sold for $2.2 million. Listed by Marty Fishman of Transworld Business Advisors, the business generated strong interest, with hundreds of NDAs and multiple offers. An initial deal with a private equity buyer fell through during extended due diligence after attempts to renegotiate. After returning to market, the seller found the right fit in an independent buyer whose full-price offer aligned with expectations. Following another intensive due diligence and SBA process, the deal closed successfully, supported by a strong buyer-seller relationship and the seller's commitment to a smooth transition. For more information, call Marty Fishman at (754) 224-3134 or email mfishman@tworld.com Key Takeaways From This Episode: [00:29] Introducing Kelly Lise Murray and today's focus on divorce and business ownership. [02:25] How to ensure a smooth business transition during a divorce. [04:20] Real-world case example highlighting the cost of getting it wrong the first time. [06:43] Reflections on the high divorce rates in the US, especially among older couples. [08:37] How valuation is approached during divorce, either through mediation or courts. [10:25] The critical role of documentation and presenting strong, balanced valuation evidence. [14:26] Why it's best to agree with your spouse on valuation in court and sell if you can. [18:33] Strategic considerations when one or both spouses are active in the business. [23:54] How valuation evidence, like tax returns, is scrutinized during divorce proceedings. [26:17] The importance of timing, mediation, and early agreement in reducing costs. [28:36] Practical steps for business owners, including cleaning up financials. [32:41] The role of prenuptial and postnuptial agreements in protecting business assets. [34:03] Final advice on seeking legal guidance and preparing to defend business value. [35:53] Details on how to get in touch with Kelly and her podcast Wealth Litigated. [37:18] Deal of the Week: Marty Fishman (Fort Lauderdale) sells a 20+ year-old management consulting business for $2.2M after a complex process. [39:31] Listing of the Week: Chris "Chip" Redmond (Central Florida) is selling a Medicare Advantage–driven insurance book of business with recurring revenue, listed at $415,000. 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 Kelly Lise Murray on LinkedIn Wealth Litigated Marty Fishman Insurance Agency Book of Business for Sale – Health Care Chris "Chip" Redmond #thedealboard #transworldbusinessadvisors #realestate #commercial Quotes: "When you're selling, you're trying to find that one buyer. When you're divorcing, you have extra eyes on those ...
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    41 分
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