The Deal Board

Andy Cagnetta & JT Tatem
  • 4.9 (103)
  • ENTREPRENEURSHIP
  • UPDATED SEMIMONTHLY

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.

  1. 2D AGO

    10 Mistakes to Avoid When Selling a Business (Part 1)

    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they are sharing advice for anyone selling their business and cautioning sellers against some common mistakes. Our experts are talking us through five of the ten most common mistakes sellers make when selling their businesses. From making sure records are in good order to cleaning up the appearance of the business, this episode is filled with pearls of wisdom for sellers. We even share some stories of our own selling disasters! To hear all this and so much more, be sure to press play now, and stay tuned for part two of this discussion!     Listing of the Week:  Garrick Foy from Transworld Flagstaff & Western Arizona is selling a third-generation construction business that's been around under its current ownership for just under 30 years for $3.25 million. The seller is looking for a really great buyer to take over the family legacy. For more information, call Garrick at (801) 380-5754 or email him gfoy@tworld.com.    Deal of the Week:  Evgeniy Krasowski from Transworld Boston recently sold a bookkeeping company that was in high demand in New England. Evgeniy's challenge was to find the right buyer for this seller who had built a personal relationship with local businesses and wanted the next owner to do the same. This sale wasn't about the price; it was about finding the right fit. For more information, call Evgeniy at (508) 972-7986 or email him at ekrasowski@tworld.com.    Key Takeaways From This Episode:  [00:00] Today's topic: mistakes to avoid as a seller.   [01:47] The importance of getting your books and records in order.   [05:15] Why you need to keep good books and records going forward.   [08:45] The power of 'keeping your eye on the ball'.  [10:43] Why you need to clean your business up when selling.  [14:04] The concept of 'fix it or throw it out!'   [18:52] Deal of the Week: Evgeniy Krasowski (Boston) sold a bookkeeping company in New England to a buyer who was the perfect fit.  [21:43] Listing of the Week: Garrick Roy (Western Arizona) is selling a third-generation construction company for $3.25 million.     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 Tatem  Andrew Cagnetta    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:  "[Taking your foot off the gas] is a major mistake. You've got to, not only keep your foot on the gas, [but also] accelerate. – 'Pedal to the metal', as we said earlier, to keep the business growing." — JT Tatem [0:09:00]  "You've got to run your business like it's not going to sell cause it may not sell." — JT Tatem [0:10:00]  "Take pride in the appearance of [your business] – once you've listed it!" — Andrew Cagnetta [0:13:52]  "[Buyers] are going to want everything they see." — Andrew Cagnetta [0:15:22]

    24 min

  2. JAN 28

    Why Sellers Need a Broker: Back to Basics with Andrew Cagnetta and JT Tatem

    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they get back to the real purpose of this podcast: to educate buyers and sellers. While there's a lot of information out there telling sellers that they don't need a broker, this conversation is here to bust that myth! Join them as they unpack six steps that reveal the true value of having an advisor or a broker on your side. From getting proper evaluation to having a clear, defensible reason for your price, they explore how expert guidance can shape the outcome of a sale. They discuss how to manage confidentiality without killing momentum, why price is not always the most important factor, and how due diligence brings intense scrutiny from buyers, attorneys, and CPAs. Finally, they break down how a broker helps keep deals moving when issues arise, and why, in a complex process, having the right advisor on your side can make all the difference.    Listing of the Week:  Marc Lazarus from Northern New Jersey is selling a 20-year-old security business that is currently doing 12 million toppling revenue. With receivables included in the deal, it is priced at 4.4 million dollars. For more information, call Mark on (201)203-2771 or send him an email at ml@tworld.com.    Deal of the Week:  Andrew Fillman from Transworld Detroit South resolved a conflict between seller and buyer to bring an offer up from $10,000 to $30,000 to bring about the best possible outcome for both parties. For more information, contact Andrew on (248) 565 - 5967 or email him at afillman@tworld.com.     Key Takeaways From This Episode:  [00:30] Why this podcast focuses on explaining why sellers really need a broker.   [02:34] How having an advisor on your side can benefit your sale.   [06:09] Why it is so important to get a proper evaluation and have a defensible reason for your price.   [09:44] Managing confidentiality without killing momentum.  [13:20] Why price is not always the most important factor in a sale.    [15:31] Due diligence, buyer, attorney, and CPA scrutiny.   [19:03] How a broker can keep things moving when issues arise.   [22:21] Deal of the Week: Andrew Fillman resolved a conflict between seller and buyer by bringing the price up from $10,000 to $30,000.   [24:16] Listing of the Week: Marc Lazarus is selling a 20-year-old security business in Northern New Jersey for $4.4 million.     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     #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:  "If you have one buyer, that means the buyer has you." — Andrew Cagnetta and JT Tatem [0:02:15]  "When you've got someone coming to you as the buyer, — you don't know if the offer they're making is a good offer for you or not. You want someone who's going to make sure that you're positioning your business in the market with the price that makes the most sense for you." — JT Tatem [0:07:29]   "Every good deal dies at least three times." — Andrew Cagnetta and JT Tatem [0:20:18]

    26 min

  3. JAN 14

    Goal Getting for Buyers: Turning Ownership Plans Into Action

    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, Andy and JT focus on what it really takes to become a business buyer in today's market. With more professionals exploring entrepreneurship through acquisition, they revisit the 8 Ws of Goal Getting and apply the framework specifically to buyers looking to move from employment to ownership. JT walks through how to define your goal, clarify your true motivation, anticipate obstacles, and understand the education, advisors, and timeline required to close a deal. The episode also challenges the idea that buying a business is quick or hands-off, emphasizing that success depends on preparation, commitment, and doing the work. If you're considering buying a business and want a clearer path forward, tune in to hear how the 8 Ws can help you move from intention to action!    Listing of the Week:  A long-standing discount carpet, tile, and flooring business with over 50 years of success is available in Greater Cincinnati and Northern Kentucky. The sale includes the real estate, with a fully equipped showroom, warehouse, and office space that support efficient, profitable operations and add long-term investment value. With a strong reputation, established customer base, and trusted vendor relationships, the business offers immediate stability and clear growth opportunities in high-end custom design, commercial contracting, or eco-friendly flooring. For more information, call JT Harp and the team at (513) 725-7283 or email jharp@tworld.com.    Deal of the Week:  A photography business in Winder, Georgia, has successfully closed with a new owner after a long search for the right fit. First listed just before COVID-19, the business faced labor challenges and market uncertainty, leading the seller to pause the sale. Transworld Business Advisors of Lake Lanier stayed committed and ultimately matched the business with a buyer who had the talent to carry it forward. The deal closed in June, and the buyer and seller are already working together with strong synergy. For more information, call David Greeley at (770) 225-2910, extension 701, or email him at dgreeley@tworld.com    Key Takeaways From This Episode:  [00:30] Kicking off 2026 with the 8 Ws of Goal Getting for business buyers.  [02:42] Framing the episode around entrepreneurship through acquisition.  [04:45] The first W: writing your goal in clear, present-tense terms.  [05:44] Two: Defining your "why" and uncovering the real motivation behind ownership.  [07:00] Three: Identifying obstacles that can derail buyers before a deal closes.  [07:46] Four: Skills and education buyers must develop before making an offer.  [08:30] Five: Building the right deal team; advisors, lenders, attorneys, and CPAs.  [09:34] Six: Mapping the steps from search to closing as a structured process.  [10:38] Seven: Setting realistic timelines for financing, underwriting, and closing.  [11:35] Eight: Why buying a business requires sustained effort, focus, and follow-through.  [12:24] Deal of the Week: David Greeley (Lake Lanier, Georgia) closed a long-standing photography business with the right buyer after years of persistence.  [15:29] Listing of the Week: JT Hart (Greater Cincinnati & Northern Kentucky) is selling a 50-year flooring business with real estate included.    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  David Greeley  JT Harp  Legacy Flooring Bus + Real Estate | 50+ Years of Excellence!    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:    "Entrepreneurship through acquisition is a great way to go." — JT Tatem [0:04:00]    "Why do you want to own a business? Is it just because it's the hot thing today, or do you see it as a ticket for building a financial empire for yourself?" — JT Tatem [0:05:46]    "There's a complete deal team that you're going to need to assemble." — JT Tatem [0:09:22]    "This is not for the faint of heart. This is like having another full-time job." — JT Tatem [0:10:12]    "Timelines are essential in helping get the deal across the line." — JT Tatem [0:10:56]

    18 min

  4. 12/24/2025

    15 Years of Franchising: Lessons Learned Building Transworld

    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, Andy and JT reflect on a major milestone: 15 years of franchising and the journey that took Transworld from a regional firm to a global brand. They walk through the limits of growing on their own, the need for partners with real ownership, and why franchising emerged as the right structure for sustainable expansion. The conversation breaks down what franchising actually requires, from documented systems and training to ongoing support and consistency across markets. Andy and JT also share lessons learned along the way, including early skepticism, defining moments with franchisees, and the importance of continual improvement. For business owners thinking about growth, this episode offers a grounded look at what it takes to scale without losing control. Tune in to hear how long-term vision and shared effort drive lasting growth!    Listing of the Week:  JT Harp, President and CEO of Transworld Business Advisors of Greater Cincinnati and Northern Kentucky, presents a fully outfitted brewery and taproom opportunity in a prime, high-traffic location. This turnkey space offers a complete build-out less than two years old, including a full bar, tap system, professionally designed kitchen, and an audio-visual setup with a private room for events. While no beer is currently brewed on site, the space is ideal for continuing a proven taproom model or introducing a new brand, menu, or concept. With strong area demographics and excellent visibility, this opportunity is ready for an owner with a fresh vision to step in and make it their own. For more information, call JT at (513) 725-7283 or email jharp@tworld.com.    Deal of the Week:  A Boston-area swim school franchise with five operating locations has successfully closed with a new owner. Built around a mission of water safety and swim education, the business attracted wonderful local families. After five years of ownership, the sellers chose to step back to spend more time with their children. The buyer, a local entrepreneur with a shared passion for swimming and water safety, proved to be a great fit. Despite the complexity of franchisor approval and coordinating leases with five pool facilities, the deal crossed the finish line smoothly. To learn more, call Brook Hartnett at (617) 860-4980 or email dhartnett@tworld.com.    Key Takeaways From This Episode:  [01:05] Looking back at the last 15 years of franchising at Transworld.  [03:52] Realizing they lacked the expertise to franchise and needed experienced partners.  [09:25] Why systems, documentation, and manuals are essential to franchising.  [12:00] How franchising helps you improve your processes over time.  [14:27] Reflecting on standout franchise moments over the past 15 years.  [16:54] What it took to grow Transworld into a global brand.  [20:33] Deal of the Week: Brook Hartnett (Boston) closed a five-location swim school franchise focused on water safety.  [23:03] Listing of the Week: A fully outfitted brewery and taproom in a high-traffic location, ready for a new owner's concept.    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  Brook Hartnett  JT Harp  Outfitted Brewery & Taproom Asset Sale – Fully Equipped, Turnkey   #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:  "You need systems. You need something scalable. You need something that's reproducible." — Andrew Cagnetta [0:03:33]  "We realized we really needed someone to help us franchise, and quickly [realized] that franchising was a completely different industry." — Andrew Cagnetta [0:04:00]  "As you begin franchising, over time, you start getting better at your processes, because your franchisees are out there doing it, and they're coming up with another way that you didn't think of." — JT Tatem [0:12:08]  "Business isn't perfect. People aren't perfect. But once you get the systems, and you get everybody following it, it's magic." — Andrew Cagnetta [0:19:21]

    25 min

  5. 12/10/2025

    Interest Rates

    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they are discussing all things interest rates. In this episode, you'll hear about the importance of keeping interest rates reasonable, how they have evolved over the last 50 years or so, what they want from global interest rate makers, and more! We delve into the negative impact high interest rates have on businesses before hearing a little bit about Andy and JT's personal experiences with interest rates. Finally, Andy and JT remind us why now is still a great time to borrow money. Thanks for tuning in!    Listing of the Week:  Sam Curcio from Transworld Business Advisors, NY, has a great manufacturing business for sale in Brooklyn. It's been around for over 20 years, they work with great Fortune 500 clients, and the seller is looking to retire. They're doing over $6.5 million in revenue, and there is already a ton of interest in the business. For more information, call Sam at (646) 470-9433 or email him at scurcio@tworld.com.     Deal of the Week:  Bob and Caroline Kelliher from Transworld Business Advisors, Western and Central Washington, recently sold a plumbing HVAC company with cash and seller financing. There were a few challenges with this sale as the seller was quite erratic and eventually ended up in prison, but after some struggles, they managed to sell. For more information, call Caroline at (425) 531-0042 or Bob at (509) 558-7150 or email Bob at bkelliher@tworld.com or Caroline at ckelliher@tworld.com.     Key Takeaways From This Episode:  [00:00] Overview: interest rates and keeping them reasonable.   [01:50] A brief history of our recent interest rate changes.   [07:59] Our big plea to interest rate makers of the world.   [13:59] What happens when interest rates get too high for businesses.   [18:16] Closing remarks from Andy and JT.   [22:59] Deal of the Week: Bob and Caroline Kelliher (Transworld Western and Central Washington) sold a plumbing HVAC company with cash and seller financing.   [29:40] Listing of the Week: Sam Curcio (Transworld NY) is selling a manufacturing business with over 20 years of experience and more than $6.5 million in revenue per year.   Links Mentioned in Today's Episode:  Sam Curcio Listings   Bob Kelliher Listings   Caroline Kelliher Listings   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   Andy Cagnetta on LinkedIn  Andy Cagnetta on X  JT Tatem on LinkedIn   JT Tatem on X    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:  "[Interest rates] affect so many things; from credit card debt to car loans." — @acags [0:09:30]    "Interest rates being too high – certainly puts Main Street at more risk." — @thepromoking_ [0:12:27]    "It's still a great time to borrow money!" — @acags [0:18:16]

    31 min

  6. 11/26/2025

    Podcasting with Seth Greene

    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they are speaking to Seth Greene from Market Domination about all things podcasting! Tuning in, you'll hear all about Seth's passion for podcasting, how to be consistent as a podcaster, some tools you can use to put it together, the value of production companies, and so much more! We delve into how often you should air your show before discussing how to break up topics in your podcast. Finally, Seth tells us all about how you can get in touch with him and his team at Market Domination and how to get hold of his bestselling book, The Ultimate Guide to Growing Your Business with a Podcast. Thanks for listening!    Deal of the Week:  Brook Hartnett from Transworld Business Advisors, Boston recently sold an auto repair shop on the South Shore of Massachusetts. The company had been operating for about 20 years, and the owner was transitioning into retirement. Brook managed to find a buyer with experience in this industry. For more information, call Brook at (617) 860 4980 or email him at dhartnett@tworld.com.    Listing of the Week:  Ryan Armstrong from Transworld Business Advisors, Phoenix. Ryan has a great listing for a large fabrication business with an operations manager and employees on the market for $1.8 million. The land is also available for this listing. For more information, call Ryan at (480) 447 3504 or email him at rarmstrong@tworld.com.      Key Takeaways From This Episode:  [00:00] Overview: the power of podcasting as a lead magnet nowadays.   [07:08] Welcoming Seth Greene and his history of podcasting.   [11:52] Seth shares some tips for how podcasters can be consistent.  [15:28] Some of the tools Seth advises people to use to put podcasts together.  [20:10] The value of having a production company to help with your podcast.   [25:48] How often to air your show and how to organize your topics and episode numbers.   [28:26] Seth tells us about a discount for his book for our listeners   [29:57] Deal of the Week: Brook Hartnett sold  [31:14] Listing of the Week: Ryan Armstrong     Links Mentioned in Today's Episode:  Ryan Armstrong Listings  Brook Hartnett Listings  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   Seth Greene on LinkedIn  Get in touch with Seth  The Ultimate Guide to Growing Your Business with a Podcast  Market Domination  Market Domination Email Address    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:  "[Podcasting] is the fastest growing form of media right now in the country." — Seth Greene [0:08:10]  "I think podcasting is the greatest networking tool ever invented." — Seth Greene [0:20:31]  "I would say, air [your podcast] every single week!" — Seth Greene [0:26:26]

    33 min

  7. 11/12/2025

    Government Shutdown Impact on Small Business SBA Loans - What Owners Need to Know

    Andy and JT welcome you to another episode of The Deal Board Podcast. In this special 'government shutdown' edition, Andy sit down with a panel of Transworld leaders — Aaron Fox (Boston, MA), Samuel Curcio (Manhattan, NY), Scott Hislop (Minnesota), Diane Hartz Warsoff (Utah), and Johnathan Choe (Ohio / Los Angeles / Oregon) — to break down how the SBA loan portal shutdown impacts business buyers and sellers. The group explains why lenders cannot fund without an SBA loan number, how IRS pulls and other federal services create delays, and what end‑of‑year timing means for underwriting, leases, and re‑approvals. They also share real-world stories, discuss their concerns around companies with government contracts, and explore why some people expect a week of 'chaos' when systems reopen. Finally, the panel offers practical steps owners can take to keep documents current, push legal work forward, and ways to contact their representatives to help stop the closure. Tune in for a clear look at what is happening in the market right now and what owners need to do to keep deals on track.    Listing of the Week:  Addison Goldin, from Transworld Business Advisors of Fort Lauderdale, presents a long‑running sign shop in Miami, a classic 'baby‑boomer' business opportunity. The company has been operating for over 35 years with a stable team and approximately $150,000 in owner's earnings (SDE). The asking price is $360,000 and includes a bucket truck, production equipment, and robust franchisor training and support. The seller is willing to provide meaningful transition support and is open to solid seller financing; the business could qualify for SBA financing. For more information, contact Addison at (954) 289-2115 or agoldin@tworld.com.     Deal of the Week:   Chris Redmond, from Transworld Business Advisors of Orlando, closed the sale of a commercial cleaning company. The business had lost a major client (nearly 90% of revenue) last year, but the seller rebuilt accounts, enabling a successful exit. The deal involved an E‑2 visa buyer relocating to the Orlando area, a co‑broker arrangement with a local BBF broker, and a cash transaction. The sellers are heading to Philadelphia to spend more time with family. For more information, contact Chris at (407) 326-6990 or chrisredmond@tworld.com.    Key Takeaways From This Episode:  [00:00] Overview: the federal government shutdown and its impact on SBA-backed deals.   [03:40] Why banks cannot fund without a number from the portal since its closure.   [06:01] Complications around lease timing and the risk of deals rolling past year‑end.  [07:36] Unpack the impact of the inevitable 'week of chaos' when systems reopen.   [08:55] Issues around tax returns and why banks will not accept returns from the seller.   [10:22] Explore why many deals could slide a week or two and still close without issues.   [12:41] Find out about the unintended consequences of the closure on loans.   [13:26] Findings from an SBA report on the amount and implications of loans on standby.  [14:28] Hear practical solutions to help small business owners navigate the closure.  [17:55] Deal of the Week: Chris Redmond (Orlando) sold a commercial cleaning company to an E‑2 visa buyer with cash and co-brokered.  [19:08] Listing of the Week: Addison Goldin (Fort Lauderdale) is selling a Miami sign shop, which includes franchise training and seller support.     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   Aaron Fox  Samuel Curcio  Scott Hislop  Diane Hartz Warsoff  Johnathan Choe  The Small Business Administration (SBA)  'SBA Releases State-Level Analysis of Shutdown Impact on Small Business Lending'  Addison Goldin  Addison Goldin on LinkedIn  Chris Redmond    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:    "I think the biggest part that's scaring us is now we're getting into a situation where we can't get what we need to close. And – there's some major implications on these deals if they roll over into 2026 instead of closing in December." — Aaron Fox [0:06:56]    "If it would come to an end next week, there's probably a week of chaos with an SBA, just with the mass amount of volume of inquiries that they're going to get, but then they expect it to settle down." — Scott Hislop [0:08:07]    "I think we're going to start seeing more impact [on] businesses that are using resources like small business development centers that are funded through the SBA." — Diane Hartz Warsoff [0:09:52]    "The SBA did release a report of how many loans and total value [are] essentially on standby, and they're estimating over 4800 loans have been put on standby, which would equate to about $2.5 billion that was not distributed to small businesses." — Samuel Curcio [0:13:27]

    21 min

  8. 10/29/2025

    The Power of Partnership: How Couples Succeed in Business

    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, Andy sits down with Bob and Caroline Kelliher of Transworld Business Advisors of Western and Central Washington to explore what it's really like to run a business as a couple. From running a 10,000-square-foot party supply store and later expanding to multiple locations, to teaching at Le Cordon Bleu and now helping entrepreneurs buy and sell companies through Transworld, the Kellihers have turned decades of shared experience into a thriving partnership. They discuss how they divide responsibilities, balance home and work life, and why mutual respect and clear communication keep both their marriage and ventures strong. Tune in for an honest, funny, and heartfelt look at partnership in work and in life!    Listing of the Week:  JT Harp, President and CEO of Transworld Business Advisors of Greater Cincinnati and Northern Kentucky, presents a legacy bakery that's been a beloved community staple for decades. Known for its loyal customer base and strong brand equity, this turnkey operation includes retail, wholesale, catering, and optional real estate. With infrastructure, staff, and supplier relationships already in place, it's ready for a new owner to grow and modernize. For more information, contact JT at (513) 725-7283 or jharp@tworld.com    Deal of the Week:  A cozy three-room inn in historic Roslyn, Washington, famously known as the filming location for Northern Exposure, has been sold again! Once a 19th-century dental office, the property was first sold after Bob and Caroline Kelliher met the buyers by chance at a local pub. This time, a local pastor and his family purchased the inn, eager to run a small, community-focused business. With multiple offers and plenty of local interest, it sold above asking with cash and seller financing. To learn more, call Bob at (509) 558-7150 or Caroline at (425) 531-0042, or email them at bkelliher@tworld.com or ckelliher@tworld.com.    Key Takeaways From This Episode:    [00:30] Introducing today's guest topic: What it's really like to run a business as a couple with Bob and Caroline Kelliher.  [03:11] How they met while working together, began their first venture, and divided their roles.  [05:46] Expanding to multiple locations, launching "Sweet Caroline's" bakery, and teaching their kids entrepreneurship.  [06:24] Their years working apart: Caroline's near-decade teaching at Le Cordon Bleu and Bob's time working in Las Vegas.  [07:06] How they started working together again: finding their next chapter together with Transworld, and how they divide their roles.  [10:34] Their top advice for couples in business: define roles and leave emotion out.  [11:45] Why they view entrepreneurship as a lifestyle, not just a career.  [13:41] Deal of the Week: Bob and Caroline Kelliher (Western & Central Washington) sold a historic three-room inn in Roslyn, WA, to a local pastor and his family.  [17:08] Listing of the Week: JT Harp (Cincinnati, Northern Kentucky) is selling a long-standing community bakery with a strong brand and loyal customers.    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   Bob Kelliher  Bob Kelliher email  Call Bob at (509) 558-7150  Caroline Kelliher  Caroline Kelliher email  Call Caroline at (425) 531-0042  JT Harp  Legacy Bakery with Decades of Success – Real Estate Option    #thedealboard #transworldbusinessadvisors #realestate #commercial    Quotes:    "I'd say, leave the emotion out and focus on the goal — the common goal." — Caroline Kelliher [0:10:42]    "I don't think all husbands and wives can pull this off, but if you can, it's amazing. It's definitely worth trying." — Bob Kelliher [0:10:52]    "We are of service in a way. I love the job so much because I'm helping people get to retirement. I'm helping that first-time business owner own their own business. I remember when I did that, it was the most amazing thing." — Bob Kelliher [0:12:00]    "I think everybody should own their own company at some point. And if it doesn't work out, you will learn so much from it that you'll be a better person for whatever you do in the future." — Bob Kelliher [0:12:15]

    19 min
See All (213)

4.9
out of 5
103 Ratings

About

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.

Information

  • Creator
    Andy Cagnetta & JT Tatem
  • Years Active
    2018 - 2026
  • Episodes
    213
  • Rating
    Clean
  • Copyright
    © All rights reserved, Transworld Business Advisors
  • Show Website
    The Deal Board

You Might Also Like