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The Deal Board

The Deal Board

著者： Andy Cagnetta & Jessica Fialkovich
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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 Jessica Fialkovich, 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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  • Across the Table: Market Pulse & Q1 Recap from Transworld Brokers Nationwide

    Across the Table: Market Pulse & Q1 Recap from Transworld Brokers Nationwide
    2025/05/21
    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 ...
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    34 分
  • Beyond the Multiple: How Business Valuations are Made

    Beyond the Multiple: How Business Valuations are Made
    2025/05/07
    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 conversation explores how BizProValue’s cloud-based platform empowers brokers to analyze up to five years of tax returns in seconds, produce standardized, accurate reports, and present data in a way that builds trust with buyers, sellers, and lenders alike. Tuning in, you’ll learn how automation streamlines due diligence, how forecasting tools can help buyers plan for growth, and why precision and transparency are key to closing deals. If you want to discover what truly drives business value (and how to present it with confidence), this episode is packed with practical tools and expert insight you won’t want to miss! Listing of the Week: Taylor Bombardiere is selling a well-known café and bakery in one of Denver’s most desirable neighborhoods. This established business offers a full menu of fresh pastries, coffee, deli items, and breakfast sandwiches, with over a decade of steady growth. With $165,000 in seller’s discretionary earnings and a listing price of $375,000, this opportunity is ideal for an aspiring café owner or an operator looking to expand their portfolio. For more information, contact Taylor at 303-519-7578 or taylorb@tworld.com. Deal of the Week: Jenna Roesch and Jeff Konieczko from Transworld Business Advisors in Ontario recently closed the sale of a family-owned plastics manufacturing and distribution company. Specializing in custom molds made from PET and PC materials, the company had been operating successfully for over 12 years, serving industries from pharmaceuticals to personal care. The deal involved a smooth transition with the retiring founder and the son remaining involved post-sale, reflecting a win-win outcome for all parties. For inquiries, contact the Transworld Business Advisors Ontario office at 909-552-7003, or email Jeff at jeffk@tworld.com or Jenna at jroesch@tworld.com. Key Points From This Episode: • [01:40] Insight into BizProValue’s unique approach and platform features. • [03:40] Ryan explains how standardized evaluations improve accuracy. • [04:22] Jenn’s take on how automation simplifies agent workflows. • [05:25] Benefits of real-time, dynamic data analysis for responsive decision-making. • [07:57] The impact of buyers being more educated: transparency matters! • [09:24] Why lenders prefer cloud-based tools over Excel worksheets. • [11:06] The power of AI-driven uploads and data organization. • [13:01] Ways that faster due diligence builds repeat buyer confidence. • [15:42] A case study of when poor data caused a deal to fall apart. • [17:37] Using valuations to manage seller expectations. • [18:47] Growing demand for tools that clarify value in uncertain times. • [20:40] How trust in the numbers builds trust in deals. • [21:27] A message to baby boomers: understand the true value of your business. • [23:21] How BizBuyValue can help buyers forecast success and focus strategy. • [24:58] Your free 21-day BizProValue trial and training opportunities. • [27:11] Listing of the Week: Taylor Bombardiere (Transworld Dallas Fort Worth Central) is selling a popular café and bakery with $165K cashflow. • [28:37] Deal of the Week: Jenna Roesch and Jeff Konieczko (Transworld Ontario, CA) closed a family-owned plastics manufacturing business sale. 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 Ray Skaug on LinkedIn Email Ray at ray@bizprovalue.com BizProValue Jenn Taylor Call Jenn on 614-265-3933 Email Jenn at jenn.taylor@tworld.com Ryan Armstrong Call Ryan on 480-447-3504 Email Ryan at rarmstrong@tworld.com Taylor Bombardiere Jenn Armstrong Jenna Roesch Jeff Konieczko #thedealboard #transworldbusinessadvisors #realestate #commercial Quotes: “As times change, your information and analysis needs to change. – To be able to do that very quickly gives power to a broker. The broker who has that power and responsiveness is head and shoulders above somebody who's trying to crank out something by hand in an Excel workbook.” — Ray Skaug [0:07:36] “That's how you get to a million dollars in revenue with less stress and more success: by automating data collection.” — Ray Skaug [0:12:...
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    34 分
  • What Buyers are Buying: Boring Businesses

    What Buyers are Buying: Boring Businesses
    2025/04/23
    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 how younger buyers are using technology to modernize legacy operations. The conversation also covers the importance of relationship-building during business transitions and debunks common myths around “no-money-down” deals. Tune in to learn how this generational shift is reshaping the business-for-sale landscape (and how you can get in on the action)! Listing of the Week: Taylor Bombardiere presents a rare opportunity to acquire a thriving specialty retail business just 30 to 40 minutes outside of downtown Denver. This established business features two high-performing divisions: one focused on fine jewelry and the other on antique and premium firearms. Generating $357,000 in annual cash flow, it’s listed at $1.2 million, with the real estate also available for $1.8 million. With little to no competition within a 10-mile radius and a prime high-traffic location, the business enjoys strong community support and a reputation for excellence. For more information, contact Taylor at (303) 519-7578 or taylorb@tworld.com. Deal of the Week: Jenn Armstrong and Philip Handke celebrate the successful sale of a nail salon in Scottsdale, Arizona, Phil’s second nail salon deal in just six months. This back-to-back success highlights the strong demand for well-run, service-based businesses in the Phoenix metro area. While the sale prices remain undisclosed, this latest deal showcases Transworld’s ability to match quality first-time buyers with thriving local businesses. To learn more, contact Phil at (480) 390-7916, phandke@tworld.com, or find him on LinkedIn! Key Points From This Episode: • [00:45] How Boomers are flooding the market with small businesses for sale as they retire. • [03:28] Why Millennials and Gen Z are stepping up as buyers in record numbers. • [06:52] The shift from startup culture to buying boring businesses for cash flow and stability. • [08:09] Misconceptions about “zero money down” deals and seller financing. • [08:59] Buying an existing business versus launching a new one. • [09:25] The scalability and tech-savviness younger buyers bring to legacy operations. • [11:30] Why successful deals depend on strong relationships between buyer and seller. • [14:19] Reasons that sellers are more likely to choose prepared, personable buyers. • [19:12] The importance of being picky about who you take business-buying advice from. • [20:46] Real-world examples of boring businesses for sale, from sawmills to spray foam, towing, medical supplies, recycling, and more! • [27:55] Listing of the Week: Taylor Bombardiere (Transworld Dallas Fort Worth Central) is selling a specialty retail biz near Denver, offering fine jewelry, collectible firearms, and optional real estate. • [29:27] Deal of the Week: Jenn Armstrong and Philip Handke (Transworld Phoenix) celebrate the sale of Phil’s second nail salon deal in just six months! 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 JT Tatem Forrester's ‘The State Of Business Buying, 2024’ Report BizBuySell Insight Report ‘Making It Work: In Search of a Boring Business’ Taylor Bombardiere Jenn Armstrong Philip Handke Philip Handke on LinkedIn #thedealboard #transworldbusinessadvisors #businesssales #businessexit Quotes: “[Millennials] are coming into the market fast and furious, saying, ‘What can I acquire? [Where] can I start?' But there's a whole wave of education online that says, don't start [from scratch]. Buy a cash-flowing business, a boring cash-flowing business.” — JT Tatem [0:03:14] “[Buying] a business is a much less risky proposition than starting a new business and maybe even getting a job.” — Andy Cagnetta [0:09:04] “[Interact with the seller] face to face, have a conversation, shake their hand. – There are businesses that get sold sight unseen, – [but] most businesses, you don't buy that way.” — JT Tatem [0:12:41] “There's tons of boring businesses out there that you can buy.” — Andy Cagnetta [0:25:49]
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    33 分

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