『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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  • AI and Business Brokerage: How Artificial Intelligence is Changing Deals

    AI and Business Brokerage: How Artificial Intelligence is Changing Deals
    2026/07/31
    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they dive into one of the biggest forces reshaping the M&A landscape: artificial intelligence. From streamlining due diligence and financial analysis to improving business valuations and uncovering growth opportunities, they explore how buyers, sellers, and brokers are already putting AI to work. They also discuss the risks of relying too heavily on automation, why human judgment remains essential in every transaction, and the importance of protecting confidential information when using AI tools. Finally, they examine how businesses across a range of industries can increase their value by using AI to improve efficiency while maintaining the human element that still drives successful deals. Tune in for practical insights into how AI is changing business brokerage and what it means for your next acquisition or exit. Listing of the Week: A medical practice in Lakeland, Florida, is now on the market, offering a unique opportunity for nurse practitioners or young medical residents looking to step away from the corporate healthcare environment. Operated by a nurse practitioner rather than a doctor, the owner currently earns around $70,000 while working part-time. With approximately 50% of revenue generated through cash payments and the remainder coming from well-paying insurance providers, this established practice offers strong income potential. For more information, call Michael Shea at (321) 287-0349 or email him at mike@tworld.com. Deal of the Week: A manufacturer of custom orthotics for dogs has found its new owner! Primarily selling its products online, this niche business generated $500,000 in annual revenue with $150,000 in seller's discretionary earnings (SDE). The business sold in just 60 days from listing to closing for $350,000, with the buyer putting $50,000 down and the remaining $300,000 financed over five years. Another successful transaction that brought together great people for a great outcome. To learn more, call Sherrye Coggiola at (864) 616-4325 or email her at stcogg@tworld.com. Key Takeaways From This Episode: [00:00] Outline of today's topic: How AI is changing the brokerage landscape. [01:38] AI tools that buyers, sellers, and brokers are already using. [03:21] Ways AI is speeding up due diligence and financial analysis. [05:28] Using AI to uncover growth opportunities after an acquisition. [07:37] The growing role of AI in business valuations. [10:29] Deal of the Week: Sherrye Coggiola (Western Carolinas) sold a manufacturer of custom dog orthotics in just 60 days. [11:31] The risks of overreliance on AI and the need for human judgment. [12:46] Protecting confidentiality when using AI during a transaction. [14:13] How AI is increasing the value of businesses that use it effectively. [17:22] Listing of the Week: Michael Shea (Tampa, Florida) is selling a part-time nurse practitioner-run medical practice in Lakeland. 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 Michael Shea Michael Shea Email Michael Shea Phone Sherrye Coggiola Sherrye Coggiola Email Sherrye Coggiola Phone #thedealboard #transworldbusinessadvisors #realestate #commercial Quotes: "AI is actually speeding up diligence and financial analysis too, because it's doing a good job up front and preparing it. And then as a buyer gets that information, they're starting to use those AI tools to be able to analyze the information that they're being given." — JT Tatem [0:03:27] "Using [AI] to help make the business better, obviously then results in a better value for the seller and a better opportunity for the buyer coming in." — JT Tatem [0:09:36] "There are some concerns about confidentiality as well." — Andrew Cagnetta [0:12:47] "[You] can't just go to the free ChatGPT and dump all this confidential information in there." — Andrew Cagnetta [0:12:58]
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    19 分
  • Real Deal Breakdown: Why Transactions Fall Apart

    Real Deal Breakdown: Why Transactions Fall Apart
    2026/07/17
    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they break down the real reasons business transactions fall apart and what buyers, sellers, and advisors can do to avoid them. They discuss how unrealistic expectations can create problems before a transaction even begins, and why the marketplace ultimately determines a business's value. Andy and JT explore what happens when financials do not hold up during due diligence and how small inconsistencies can create bigger doubts. They also discuss why clear communication is essential to maintaining momentum and the issues that can slowly erode buyer confidence and derail a deal. Tune in to learn how preparation, communication, and realistic expectations can help keep a deal moving toward the finish line. Listing of the Week: Eric Straus of Transworld NY shares a virtual events business that can be operated from anywhere. The company provides remote team-building experiences for distributed workforces, including activities like cake pop decorating sessions hosted over Zoom. The business was started during COVID, has continued to grow, and is generating approximately $1.1 million in revenue with around $450,000 in seller's discretionary earnings. The asking price is $1.3 million, including inventory. For more information, call Eric at (917) 719-5920 or email him at estraus@tworld.com Deal of the Week: Eli Tatem of Transworld Western Carolinas shares the sale of a machine shop that had been operating for around 20 years. The seller had originally worked for the founder before buying the business himself and running it for about nine years. The buyer was a husband-and-wife engineering team with relevant industry contacts and the ability to grow the company through existing manufacturing relationships. The deal closed at around $250,000 with the help of an SBA loan through a local Greenville-area lender. For more information, call Eli at (864) 527-5995 or email him at etatem@tworld.com Key Takeaways From This Episode: [00:00] Outline of today's topic: why business deals can fall apart. [01:19] Learn how unrealistic expectations can hurt a deal. [04:02] Hear how expectations around timelines create problems. [05:45] Understand why financial inconsistencies can damage buyer trust. [08:22] Discover why communication is essential to keeping deals alive. [10:29] Why sellers should prepare key documents before making an offer. [12:33] Listing of the Week: Eric Straus (Transworld NY) is selling a growing virtual events business with strong margins and location flexibility. [14:27] Explore why owner dependency can become a major red flag for buyers. [17:37] Uncover how decision fatigue and emotion can affect buyers and sellers. [22:09] Deal of the Week: Eli Tatem (Transworld Western Carolinas) sold a long-running machine shop to a husband-and-wife engineering team. 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  Eli Tatem at Transworld Western Carolinas Eli Tatem Email Eli Tatem Phone Eric Straus at Transworld NY Eric Straus Email Eric Straus Phone
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    25 分
  • Selling Your Business Without a Broker: Pros, Cons, & Steps in the Process

    Selling Your Business Without a Broker: Pros, Cons, & Steps in the Process
    2026/06/22
    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they explore what happens when a business owner tries to sell their business without a broker and why saving on commission can come with real costs. They discuss how selling a business can quickly become a second full-time job, why owners need to keep running the business during the sale process, and how taking your eye off operations can reduce value before the deal is even done. Andy and JT also break down some of the biggest risks sellers face when going it alone, mispricing pitfalls to avoid, when to share confidential financials, how to vet buyers, and how to navigate last-minute retrades. They explain how brokers help protect confidentiality, manage buyer requests, maintain deal momentum, and keep sellers focused through a transaction. Tune in to learn why selling a business may be possible without a broker, but rarely advisable when your largest asset and next chapter are on the line. Listing of the Week: Mike Shea from Transworld Tampa presents a pizza parlor in Tampa Bay's Pinellas County. This local franchise brand has a strong community reputation and consistently generates around $980,000 to $990,000 in revenue. The business is positioned as a strong opportunity for a family operator, with an attractive plaza location, high road frontage, ample parking, some sit-down capacity, and takeout accounting for most sales. For more information, contact Mike Shea at mike@tworld.com or call him at (321) 287-0349 Deal of the Week: Ryan Mortensen from Transworld Austin-Waco shares the sale of Rotten Apple, a land-clearing and excavation company with a strong referral-based reputation. The seller started the business after working as a rancher and building demand for excavation, road-building, pond-making, mulching, and land-clearing services across Texas. The business went to market at $3.1 million and was sold to a retired military buyer in Austin who wanted an outdoor, community-focused business with long-term family potential. The deal took 10 months to close overall, moved from letter of intent to closing in about 48 days, and was financed through an SBA loan with Bankwell. For more information, contact Ryan Mortensen at rmortensen@tworld.com or call him at (817) 290-5664. Key Takeaways From This Episode: [00:00] Discover why selling without a broker can cost more than it saves. [02:05] Learn why owners need to keep running the business during a sale. [02:47] Explore how overpricing and unvetted buyers can stop a deal before it starts. [07:30] Deal of the Week: Ryan Mortensen sold Rotten Apple, a Texas excavation business, to a retired military buyer through an SBA-financed deal. [10:36] Find out why confidentiality is one of the biggest reasons to use a broker. [13:15] Understand how due diligence can become a second full-time job. [14:42] Hear why experience and stamina matter when getting a deal to closing. [17:03] Listing of the Week: Mike Shea presents a Tampa Bay pizza parlor with strong local revenue, takeout sales, and family-operator potential. [17:54] Final takeaways and closing comments. 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  Mike Shea at Transworld Tampa Mike Shea Email Ryan Mortensen at Transworld Austin-Waco Ryan Mortensen Email #thedealboard #transworldbusinessadvisors #realestate #commercial Quotes: "The most important thing you can do whilst owning your business is keep running it." — Andrew Cagnetta [0:02:05] "One of the number one reasons businesses do not sell is because they don't know how to price it." — Andrew Cagnetta [0:
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    19 分
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