『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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  • Financial Clarity: Building a Strong Business Through Better Visibility

    Financial Clarity: Building a Strong Business Through Better Visibility
    2026/09/18
    JT welcomes you to another episode of The Deal Board Podcast. This week, he is joined by Kayon Graham, founder of K. Graham Accounting & Advisory, LLC, to explore why financial clarity is essential for running, growing, and eventually selling a business. With years of experience in accounting, auditing, and compliance, Kayon explains how organized records and tailored financial reporting help owners understand what their numbers really mean. The conversation covers separating personal and business finances, looking beyond the bank balance, and budgeting for the full cost of hiring. JT and Kayon also discuss recording business loans, preparing clean books for buyer due diligence, and building a strong reputation ahead of a future sale. They unpack why breaking down revenue and costs by product or service can reveal underperforming areas and help owners focus on what is profitable. Tune in to learn how better financial visibility can support smarter decisions and build long-term business value! Listing of the Week: JT Harp from Transworld Greater Cincinnati and Northern Kentucky presents an established pizza and food service brand with solid in-store revenues, a loyal customer base, and a flexible licensing model. Designed for convenience stores, gas stations, retail locations, and other non-traditional venues, the licensing program offers room to expand an already proven concept. With repeat business, an established growth foundation, and no franchise fees, this turnkey opportunity could suit an experienced operator, an investor, or a strategic partner ready to scale the brand. For more information, call JT Harp at (513) 725-7283 or email him at jharp@tworld.com. Deal of the Week: Tony Padavich from Transworld Reno shares the sale of a property management company with approximately 120 doors under management. The seller had built strong local relationships and was ready to move on to something new. The listing attracted an offer by the second day, two more on day three, and ultimately around five or six offers, prompting a bidding window. The transaction closed within two weeks, with Tony reporting a sale price of at least $600,000, subject to a month-end recalculation based on 21 times the monthly management fees. A fast-moving deal and a happy outcome for the seller! For more information, call Tony Padavich at (775) 301-1425 or email him at tonyp@tworld.com. Key Takeaways From This Episode: [00:30] Introducing Kayon Graham and her background in accounting and compliance. [03:59] Learn how bookkeeping and tailored financial reports help owners get financial clarity. [05:57] Discover why separating personal and business finances is essential. [08:21] Understand why a bank balance does not tell the full financial story. [11:20] Listing of the Week: JT Harp presents an established pizza and food service brand with a flexible licensing model and room to grow. [13:43] Find out how to know when to bring in an accounting professional. [14:30] Advice for tracking expenses, receivables, loans, and tax obligations. [17:10] Typical loans that businesses have and where they appear in financial reporting. [20:09] Explore the importance of addressing liabilities and outstanding debt. [23:06] Preparing for a future sale and what buyers look for when reviewing financial records. [26:53] Kayon shares her approach to building long-term value for clients. [28:56] Why revenue and cost of goods help reveal margins for each product or service. [31:12] Hear why a professional outside perspective can help owners plan their next steps. [33:30] How to connect with Kayon and explore her accounting and advisory services. [34:52] Deal of the Week: Tony Padavich sells a Reno property management company within two weeks for a reported minimum of $600,000, with a final price recalculation pending. 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  Kayon Graham Kayon Graham on LinkedIn JT Harp Tony Padavich #thedealboard #transworldbusinessadvisors #realestate #commercial Quotes: "When you have a clear financial picture, you can make better decisions." — Kayon Graham [0:08:29] "[Tracking financials] is a combination of looking at what's going on [now], and looking ahead." — Kayon Graham [0:15:02] "When the financial information is broken down to such a detailed level, you can actually see what's going on." — Kayon Graham [0:30:10]
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    37 分
  • SBA Financing with Live Oak Bank

    SBA Financing with Live Oak Bank
    2026/08/26
    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they sit down with Tammy Roberts and John Wahl from Live Oak Bank to discuss all things SBA financing. Tuning in, you'll hear all about the most important things for sellers to know about prequalification for SBA financing, the benefits of prequalification, how a buyer's experience comes into play, and more! You'll be reminded that not all SBA lenders are created equal, and hear from our expert guests how you can find a good Preferred Lender. From the different criteria lenders have, to the prescreening for SBA financing, to the actual role of the SBA, this episode touches on it all. To learn more about the nuances of SBA financing, be sure to press play now! Listing of the Week: A Spinal Implant Manufacturing Business/Technology Company, including four patents and 510(k) FDA compliance, is on the market in Texas for $1,600,000. The owner is willing to stay on for a few months as a consultant, and the business is relocatable. This deal includes over $500,000 in inventory. Linda is looking for offers from strategic buyers who have access to spine surgeons. For more information, call Linda Boswell at (817) 755-1026 or email her at lboswell@tworld.com. Deal of the Week: T. Patel bought a restaurant called The Bistro at St. Augustine Airport. With a background in hospitality, this gem was one Mr. Patel could not resist. The restaurant can seat 85 pax, and the new chef is creating a new special every week. For more information, call Richard Murray at (904) 903-2388 or email him at rmurray@tworld.com. Key Takeaways From This Episode: [00:00] Introducing today's guests and topic. [01:24] How to educate sellers on prequalification for SBA financing. [06:36] How Live Oak Bank considers add-backs with SBA financing. [08:49] Why prequalification for SBA financing is beneficial. [10:39] When they consider the buyer's experience. [11:58] The benefit of selling a portion of a business through SBA financing. [13:24] Listing of the Week: Linda Boswell (Dallas/Fort Worth Central) is selling a Spinal Implant Manufacturing Business/Technology Company in Texas for $1,600,000. [15:59] What makes for a Preferred SBA Lender and how to recognize a good one. [22:29] Why all lenders have different criteria and how prescreening works. [25:35] Deal of the Week: Richard Murray (Jacksonville) sold The Bistro Restaurant located at St. Augustine Airport to entrepreneur T. Patel in cash. [29:21] Important factors for sellers to understand when applying for SBA prescreening. [31:12] How they evaluate seller/buyer salary and 'rainy day' funds during prequalification. 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  Tammy Roberts on LinkedIn John Wahl on LinkedIn Live Oak Bank #thedealboard #transworldbusinessadvisors #realestate #commercial Quotes: "My top request from sellers in order to
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    35 分
  • What Makes Buyers Walk Away from a Deal

    What Makes Buyers Walk Away from a Deal
    2026/08/12
    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they examine why buyers may walk away from a business even when the numbers look strong. They break down five common concerns: a business that depends too heavily on its owner, limited or unclear growth opportunities, operational risks, seller behavior that weakens trust, and a deal that no longer fits the buyer's personal goals. Andy and JT explain how undocumented processes, aging systems, key-employee dependence, capacity constraints, poor disclosure, and repeated renegotiation can make an otherwise attractive business feel too risky. They also discuss why buyers can become overwhelmed by the work involved and how a formal offer and escrow deposit can create stronger commitment than a letter of intent alone. Tune in to learn what buyers are assessing beyond the financials and how sellers can reduce uncertainty, preserve trust, and keep a promising deal moving toward closing. Listing of the Week: JT Harp from Transworld Cincinnati presents an established textile rental and sales company that has served commercial clients for more than 20 years. The company supports healthcare and hospitality businesses, schools, wellness centers, and other professional organizations, earning a strong reputation through dependable service and lasting customer relationships. With experienced employees, proven systems, a loyal customer base, and predictable revenue, this opportunity gives a new owner a stable foundation and room to expand into new markets or services. For more information, contact JT at (513) 725-7283 or email him at jharp@tworld.com. Deal of the Week: Taslim Machado from Transworld Detroit South shares the sale of a 24-year-old legacy laundromat in Wayne County, Michigan. The business was listed in November and closed in June, following a lengthy process shaped by the family's emotional transition and the buyer's financing needs. An early offer did not move forward because the sellers wanted an all-cash transaction and were not open to seller financing. The eventual buyer remained interested from November through closing, while Taslim helped manage expectations and bridge the gap between the sellers' legacy and the buyer's plans. For more information, contact Taslim at (248) 295-2722 or email her at tmachado@tworld.com. Key Takeaways From This Episode: [00:30] Today's topic: five reasons buyers walk away even when the numbers are strong. [01:26] Discover why owner dependence can make a business difficult to sell. [02:34] Learn how limited growth prospects and capacity constraints affect buyer interest. [05:03] Listing of the Week: JT Harp presents an established textile rental and sales company with predictable revenue and room to grow. [06:35] Explore what creates operational risk and weakens trust with the buyer. [09:58] Understand why buyers get cold feet when the commitment becomes real. [11:23] Hear how a formal offer and escrow deposit can strengthen buyer commitment. [11:59] Deal of the Week: Taslim Machado sold a 24-year-old Wayne County laundromat after managing financing and an emotional transition. 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 Harp Taslim Machado #thedealboard #transworldbusinessadvisors #realestate #commercial Quotes: "The buyer needs to see steady growth, a growth story, and/or a future opportunity." — JT Tatem [0:02:50] "Buyers aren't only looking at what the business has done, they're looking for that growth opportunity." — JT Tatem [0:03:55] "As an agent and an advisor, when you are dealing with a buyer and a seller, you want to get a commitment in the form of an asset purchase agreement
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    15 分
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