The Deal Board

Andy Cagnetta & Jessica Fialkovich
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The Deal Board

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.

  1. 12月11日

    IP Valuation: Decoding the Value of Intellectual Property

    Andy and Jessica take a break from The Deal Board Podcast as Calvin Tampubolon and Jonathan Cheung step in as hosts. This week, they speak to Venndigm cofounder Oommen Thomas about the growing importance of intellectual property valuations and specifically, the role of IP valuations in mergers and acquisitions. After defining IP valuation, explaining why it matters, and detailing its role in M&As, Oommen walks us through his approach to IP valuation in M&A transactions. Then, we learn where IP valuations sit in the due diligence process, how valuations are affected by market conditions, common pitfalls to avoid, and how to improve one’s IP value before a merger or acquisition. To end, Oommen implores listeners always to remember the power of perception in big money deals.   Listing of the Week:   Eli Tatem (Western Carolinas) is selling a profitable trucking company with explosive growth potential of over $14 million in revenue annually! The fleet of over 40 modern trucks is well-maintained, ensuring reliable and efficient deliveries nationwide. A strong team of drivers has never been an issue for this company, and The Office Team is tooled up and ready to help the new owner take the company to the next level. For more information, call Eli at (864) 527-5995 or email him at etatem@tworld.com   Deal of the Week:   Brook Hartnett (Boston) sold a storage container leasing business that has been running for 50 years. The seller was willing to let of the company amidst other business opportunities, and the buyer is a first-timer who wants to build his entrepreneurial profile before leaving his current job. For more, call Brook at (631) 965-9073 or email him at dhartnett@tworld.com   Key Points From This Episode:   •    [00:00] Why IP valuation is a hot topic, and why it will remain prevalent for years to come. •    [02:26] Transworld’s Calvin Tampubolon and Jonathan Cheung step in as today’s hosts. •    [03:47] Welcoming Oommen Thomas as he explains who he is and what he does. •    [06:30] Defining intellectual property valuation and unpacking why it matters. •    [09:27] Understanding the role of IP in mergers and acquisitions. •    [11:07] Oommen details his approach to IP valuation in M&A transactions. •    [16:15] The specific IP-related issues that should be addressed in the due diligence phase. •    [18:11] How market conditions affect IP valuations.  •    [21:55] Real-world examples of how intellectual property valuations influence M&A deals. •    [23:45] Common pitfalls to avoid in IP valuations for M&As. •    [27:55] How a business can improve its IP value before pursuing an M&A. •    [29:55] Oommen’s final thought for listeners explores the importance of perception. •    [34:46] Listing of the Week: Eli Tatem (Western Carolinas) is selling a profitable trucking company with explosive growth potential. •    [37:35] Deal of the Week: Brook Hartnett (Boston) sold a storage container leasing business in Massachusetts.   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 at (888) 719-9098  Email us at thedealboard@tworld.com  Calvin Tampubolon Calvin Tampubolon on LinkedIn Call Calvin Tampubolon at (909) 561-6771 or email calvin.tampubolon@exitfactor.com Jonathan Cheung Jonathan Cheung on LinkedIn Call Jonathan Cheung at (626) 864-3369 or email jcheung@tworld.com Oommen Thomas on LinkedIn Call Oommen Thomas at (510) 685-3375 or email OThomas@venndigm.com   Venndigm Project SkillStrong KPMG US | Careers Northeastern University   #thedealboard #transworldbusinessadvisors #realestate #commercial   Quotes:   “[IP valuation] is an essential topic for entrepreneurs, investors, and anyone interested in maximizing the value of their intangible assets.” — Calvin Tampubolon [0:02:37]   “Most people are focused on the number of the valuation, but perhaps more important is the story behind the valuation.” — Oommen Thomas [0:08:12]   “The thing about IP is that its value is not just dependent on the economy. If somebody comes up with an alternate technology that can do what you do much more efficiently, all of a sudden your highly valuable IP that was highly valuable yesterday, is no longer valuable today.” — Oommen Thomas [0:19:57]   “If you don’t do your due diligence, you’re going to pay a price.” — Oommen Thomas [0:24:54]   “Just because you’ve got a patent or just because you’ve established a trade secret doesn’t mean that it’s all yours; you have to actively be engaged in protecting it and realizing value from it.” — Oommen Thomas [0:32:16]

    42 分鐘

  2. 11月27日

    Mental Health in the C-Suite: Mindful Leadership

    Andy and Jessica welcome you to another episode of The Deal Board Podcast. This week, they sat down with Dr. Joe Oravecz to unpack the importance of having adequate mental health protocols in the workplace and more specifically, ensuring that executives stay on top of their mental health. To begin, Joe walks us through the work of the National Alliance on Mental Illness, or NAMI, where he serves as the CEO of their Broward County outfit. Then, we explore some of the challenges that leaders grappling with their mental health face, the financial implications of having poor mental health protocols in the office, the lingering effect of the global pandemic, and the importance of executives leading the mental health charge by example. Lastly, Dr. Joe shares key insights into the process of prioritizing one’s mental health, how to find the right resources, the rewards of having efficient mental health structures in place, and the importance of starting with prevention.   Listing of the Week:   John Fullerton (Omaha South) is selling a custom home improvement production facility. With a proven track record of quality craftsmanship and exceptional service, this well-equipped operation boasts a strong market presence and a loyal customer base. The business offers a turnkey solution with state-of-the-art facilities, a comprehensive range of services, and ample growth potential. This is an excellent opportunity to acquire a profitable and reputable enterprise with a solid foundation and opportunities for expansion. For more information, call John at (402) 213-9945 or email him at jfullerton@tworld.com.   Deal of the Week:   Michael Shea (Tampa and Orlando) just sold a well-run vacation rental company. Having already formed a relationship from operating in similar circles, the seller reached out to Michael and expressed his desire to sell ahead of his impending retirement. Within 24 hours, Michael had 14 (full price!) offers, and the eventual buyer was someone who’d been trying to buy from Michael for about a year. The seller and buyer both relied on Michael’s experience and Transworld’s reputation to get the deal over the line. For more information, call Michael at (321) 287-0349 or email him at mike@tworld.com.   Key Points From This Episode:   •    [00:00] Why today’s episode is vital for all business leaders. •    [04:03] Dr. Joe Oravecz introduces himself and explains what happens at NAMI. •    [10:57] The financial implications of workplaces without mental health support systems. •    [14:30] COVID-19’s lasting effect on the mental health of students entering the workforce. •    [18:23] How helping employees with their mental health struggles will lead to more retention. •    [21:36] Why prioritizing your mental health is a laborious, constant, yet rewarding process. •    [24:19] How leaders can improve mental health protocols in their workplaces.   •    [27:00] Exploring mental health prevention, and why executives need to lead by example. •    [29:18] Where leaders and other employees can find mental health resources. •    [31:44] Key takeaways from today’s conversation. •    [34:56] Listing of the Week: John Fullerton (Omaha South) is selling a well-established custom home improvement production facility. •    [36:48] Deal of the Week: Michael Shea (Tampa and Orlando) sold a wonderful vacation rental company.   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 at (888) 719-9098  Email us at thedealboard@tworld.com  Dr. Joe Oravecz Dr. Joe Oravecz on LinkedIn Dr. Joe Oravecz on Instagram Dr. Joe Oravecz on X NAMI Broward County The 2024 NAMI Workplace Mental Health Poll   #thedealboard #transworldbusinessadvisors #realestate #commercial   Quotes:   “A business can only succeed as far as [its] leader can.” — Jessica Fialkovich [0:01:12]   “It really takes leadership from the top to walk the talk about mental health because if you don’t do it at the top, then your employees and your entire team will not feel safe even talking about it.” — @DrJoeO [0:05:17]   “There’s now more strength behind talking about mental health than there is weakness.” — @DrJoeO [0:20:48]   “For those [who] are thinking about, ‘Well, maybe I should talk to somebody,’ then do it.” — @DrJoeO [0:33:01]   Longer Quotes:   “Just asking the question is progress. — Because of where we are and where mental health is and the whole vernacular and the conversation in society at this time, now’s the time that you actually have permission to ask that [mental health] question of yourself; of your C-suite; of your team, because that will be welcomed.” — @DrJoeO [0:25:24]

    39 分鐘

  3. 11月13日

    Fail Your Way to Fortune: Entrepreneur Stories and Tips

    Andy and Jessica welcome you to another episode of The Deal Board Podcast. This week, they are joined by Damion Lupo, a highly-accomplished author, financial mentor, and host of The Financial Underdogs podcast. Damion believes that winning starts by failing, and today’s conversation begins by unpacking his incredible philosophy before learning about his role as the Chief Investment Officer at FrameTec. Today’s guest also shares valuable information on the easy-to-forget intricacies that led to his astounding success in business, and Taylor Bombardiere of Transworld Colorado steps in with short but powerful advice on how to defeat that niggling imposter syndrome. Thanks for listening!   Listing of the Week:   Matt Friscia is selling a highly profitable and 5-year established ride-share company with over 200 fleet vehicles. With a regular cash flow of over $800,000 and multiple real estate attachments, this is definitely an opportunity worth exploring!  For more information, call Matt Friscia at (708) 328-8800 or email him at lagrange@tworld.com or mfriscia@tworld.com.   Deal of the Week:   Hollie Choe and Jeff Jones sold an established, community-favorite, family-owned online candle and specialty business. It was founded from a passion and love for specialty candle products, and it garnered a relatively large and dedicated Facebook following. The business grew over time with tenured staff in place who were devoted to selling quirky and fun high-quality products, and Hollie and Jeff were able to find the perfect buyer who preserved the legacy of the business. For more information, call Hollie Choe at (541) 920-9026 or email her at hchoe@tworld.com, and speak to Jeff Jones at (541) 920-9026 or email him at jsjones@tworld.com.   Key Points From This Episode:   •    [00:00] We love doing entrepreneurial interviews, and today’s is all about failing forward. •    [02:50] Introducing Damion Lupo and his incredible philosophy about failing to win. •    [07:58] A look at how he manages his role and responsibilities at FrameTec. •    [13:28] Noteworthy tools and strategies from his road to business success. •    [27:12] Listing of the Week: Matt Friscia (Illinois) is selling a highly profitable and 5-year established ride-share company with over 200 fleet vehicles. •    [28:22] Taylor Bombardiere from Colorado shares advice on defeating imposter syndrome. •    [34:51] Deal of the Week: Hollie Choe and Jeff Jones (Oregon) preserved the legacy of a community-loved, family-owned candle specialty business.   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  Damion Lupo Damion Lupo on LinkedIn Damion Lupo on X Damion Lupo on YouTube The Financial Underdogs FrameTec Matt Friscia Taylor Bombardiere Taylor Bombardiere on LinkedIn Hollie Choe Jeff Jones   #thedealboard #transworldbusinessadvisors #realestate #commercial   Quotes:   “What was true is that these are all gifts, all these experiences, these failures, if you will. People think it’s like you win or you fail but actually, you win or you learn.” — @damionlupo [0:05:39]   “When you disconnect from being concerned about the failures and you fall in love with the process, magic happens. That’s the key; you have to have enough failures to where it doesn’t even phase you [anymore].” — @damionlupo [0:07:00]   “One of the key ways to fail is to be doing too many things at once.” — @damionlupo [0:18:01]   “Deeply trusting and loving the process of your impact on the world – that’s where life opens up.” — @damionlupo [0:23:20]   “As long as you’re getting better by one little bit each and every day, that’s a win.” — Taylor Bombardiere [0:29:56]

    38 分鐘

  4. 10月23日

    Confidentiality: When To Tell Your Employees You Sold

    Andy and Jessica welcome you to another episode of The Deal Board Podcast. This week, they discuss the complicated issue of confidentiality during the sales process and when to tell your employees that you’re selling the company. Most owners want to do right by their employees when they decide to sell, which is why they might feel compelled to be transparent and include their workers in the selling process. Today they get into why you are actually doing your employees a disservice if you tell them that you’re selling, the upheaval this can cause, and what you should do instead. They also share several war stories of sales that went awry after owners told their employees they were selling, including a drop in value that exceeded three million dollars. Don’t miss this essential conversation on confidentiality, transparency, and how to navigate the sales process! Listing of the Week: Art Warsoff is selling a prominent full-service roofing business in Utah. The business is listed for $1,649,000 and the down payment is $1,484,000. Last year it earned over $600,000 in SDE, and we’re excited to see what next year will bring. The company has been established for over 40 years. Practically everyone in Utah has heard of them, which means the company has done some excellent branding. They also have a full team of people that can handle all sorts of services. For more information call Art at (385) 342-3883 or email him at awarsoff@tworld.com Deal of the Week: Pat Bass tells us how he took a 20-year-old pharmacy to market and successfully procured a qualified buyer. The buyer and seller had an instant connection; another wonderful example of brokers doing good deals for good people. The pharmacy was in a small Ohio town with a population of just over 1700 people. Regardless of the size of your business, or your town, if you’re a business owner and you’re considering selling, let us work for you. For more information call Pat at (614) 265-3933 or email him at pbass@tworld.com Key Points From This Episode:   •    [00:00] An overview of today’s topic: keeping your sale confidential from your employees. •    [01:37] Why confidentiality is important and what to do before the sale. •    [04:50] What to do during the sales process when you’re listed. •    [07:45] Four key things that can happen when you reveal to employees that you’re selling. •    [12:44] How a coaching business went from a three-and-a-half million valuation to selling for $220,000 after telling her leadership team about the sale. •    [14:47] The challenges of selling a family business, and the big risk one pair of owners took when they told their children about the sale. •    [17:52] What happened when the owner of a successful awning business told their primary employee they wanted to sell. •    [19:44] How and when to break the news to your employees that the sale is closed. •    [21:40] Listing of the Week: Art Warsoff (Utah county) is selling a prominent full-service roofing business in Utah. [23:14] Deal of the Week: Pat Bass (West Central Ohio) tells us about finding the perfect buyer for a beautiful small-town pharmacy in Ohio.   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 Exit Factor Art Warsoff Pat Bass   #thedealboard #transworldbusinessadvisors #realestate #commercial   Quotes:   “Early departure is probably the number one negative effect we see with revealing the sale process.” — @jessfialkovich [0:08:38]   “The employees are probably going to be revered by the new owner, be celebrated, maybe even get promotions and salary raises. Don't tell them now. It will lead to people leaving, and we've seen it [happen], unfortunately.” — @acags [0:08:49] “I don't know why it happens like this, but anybody that tells their employees before the sale causes major disruption. – [But] I have never seen a major disruption or a mass exodus once the deal has already been done.” — @acags [0:10:54]

    28 分鐘

  5. 10月9日

    Transworld’s USA Pickleball Sponsorship: Serving Up Good Deals for Good People

    Andy and Jessica welcome you to another episode of The Deal Board Podcast. This week, they speak to author Erin McHugh about the USA’s hottest sport: pickleball! In this fun and unusual episode, they dive into all things pickleball, including Transworld’s sponsorship of its official governing body, USA Pickleball, and find out what made Erin so obsessed with it that she wrote a book about it! You’ll also learn more about the rules of this challenging and inclusive sport, how to get started with buying pickleball equipment, and where Erin sees the sport going in the future. Finally, the “pickleball evangelist” herself shares some words of wisdom for anyone who wants to pick up a pickleball paddle. Thanks for tuning in!   Listing of the Week:   Charles Daucourt presents a wonderful opportunity to own an incredible premier outdoor lighting company in Hampton Roads, Virginia. This business has been a household name in the Hampton Roads community for over 20 years! With a revenue of $1 million, this listing offers the buyer an amazing asking price of just $850,000. This is truly a great deal! For more information, email Charles at cdaucourt@tworld.com or call him at (757) 231-6557.   Deal of the Week:   Charles Daucourt recently sold a kitchen and bath business with three locations. In September 2023, the seller was not ready to sell but in January 2024, he called Charles back and signed with him. It took about eight months to sell the business for $2 million and it is doing $4 million in revenue. Charles found the perfect local buyer and used a mixture of SBA loans and seller financing to secure this opportunity. To learn more, email Charles at cdaucourt@tworld.com or call him at (757) 231-6557.   Key Points From This Episode:   •    [00:00] An overview of today’s topic: Transworld’s USA Pickleball sponsorship. •    [03:37] Some highlights from our interview with author, Erin McHugh. •    [04:09] Deal of the Week: Charles Daucourt (Richmond, Virginia) sold a multi-location kitchen and bath business to the perfect local buyer. •    [05:42] Listing of the Week: Charles Daucourt (Richmond, Virginia) is selling a household-name outdoor lighting business in Hampton Roads. •    [06:51] Welcoming "pickleball evangelist,” Erin McHugh to the show. •    [07:59] What made her write her book, Pickleball is Life, and how often she plays.  •    [12:34] The extensive rules in this fun and challenging sport. •    [15:36] Erin’s advice for buying equipment to start playing pickleball. •    [19:11] Her predictions for the future of pickleball. •    [23:16] Words of wisdom for anyone wanting to get started!   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  USA Pickleball Charles Daucourt Erin McHugh on LinkedIn Erin McHugh on Instagram Pickleball is Life: The Complete Guide to Feeding Your Obsession   #thedealboard #transworldbusinessadvisors #realestate #commercial   Quotes:   “If you look around, you’ll see parents with their kids playing [pickleball] all the time. It’s become a real family sport.” — Erin McHugh [0:10:42]   “[Pickleball is] very competitive, but it’s full of laughs!” — Erin McHugh [0:13:56]   “Get out there and play [pickleball]! Find a friend, find anybody who plays!” — Erin McHugh [0:23:20]

    24 分鐘

  6. 9月25日

    SBA Basics and Updates: Funding for Business Acquisitions

    Andy and Jessica dive back into a critical and timely subject: SBA funding and how it can help fuel business acquisitions. With a lineup of expert guests, they break down the most effective SBA funding programs currently available and address common misunderstandings about how the SBA supports small businesses. Hear practical insights from industry professionals like Ken Lowy of Newtek; who highlights cutting-edge business tools, and John Wahl of Live Oak Bank: who shares an overview of the bank’s specialized lending services. Additionally, Ami Kassar of MultiFunding explores what the future holds for small business funding, and Robin Washienko of Huntington Bank discusses the current small business landscape. Join us to equip yourself with essential knowledge for securing SBA loans, improving your funding options, and fostering success in your small business. Tune in now!   Listing of the Week:   JT Tatem presents a great opportunity to own a popular sports bar in a high-traffic location. This sports bar has built a loyal customer base known for its vibrant atmosphere and dedicated clientele. This profitable business offers excellent growth potential for an experienced operator or an investor looking to break into the hospitality industry. For more information, email JT at jttatem@tworld.com or call him at (864) 315-8998.   Deal of the Week:   Jeff Petersen (East Texas) closed a deal on a profitable metal building contractor located in Angelina County, Texas. This construction business, listed at $3.3 million with real estate included, had earnings of $537,527 and was sold with a $3 million down payment. Jeff’s expertise helped both the buyer and seller navigate the complexities of the transaction, leading to a win-win outcome for both parties. To learn more, email Jeff at jpetersen@tworld.com or call him at (903) 422-6818.   Key Points From This Episode:   •    [00:00] Introduction and overview of today’s topic: SBA loans. •    [01:15] Why the SBA is an invaluable resource for small businesses. •    [01:40] Common misconceptions about the SBA’s money-loaning capabilities. •    [03:09] Learn about the top three SBA funding programs currently available. •    [08:08] Ken Lowy unpacks Newtek's innovative business tools and services. •    [11:08] John Wahl provides an overview of Live Oak Bank’s offerings. •    [13:27] Listing of the Week: JT Tatem is selling a legendary sports bar in Upstate, South Carolina. •    [15:44] Discover the benefits of SBA-guaranteed loans for small businesses. •    [20:41] Explore why working with an experienced SBA lending partner is vital. •    [22:44] Ami Kassar provides insights on the future of funding for small businesses. •    [25:33] Robin Washienko talks about the small business landscape in Huntington. •    [28:00] Deal of the Week: Jeff Petersen sold a profitable metal building contractor in Angelina County, Texas, with real estate included. •    [31:37] The minimum requirements to be eligible for SBA program support. •    [34:56] Final important takeaways and closing comments.   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 on X Jessica Fialkovich on X JT Tatem Jeff Petersen Small Business Administration (SBA) Ken Lowy on LinkedIn NewtekOne Call NewtekOne on (212) 356- 9500 John Wahl on LinkedIn Call John on (303) 551 4453 Email John Wahl Live Oak Bank Ami Kassar on LinkedIn MultiFunding Robin Washienko on LinkedIn Huntington National Bank   #thedealboard #transworldbusinessadvisors #realestate #commercial   Quotes:   “We would not have capital for small businesses in America without the SBA.” — @jessfialkovich [0:01:31]   “The nice thing about the SBA is [that] it is one of the few government programs that pays for itself.” — @acags [0:07:05]   “There is enough friction in the world, so [Newtek] wants to bring less friction for businesses.” — Ken Lowy [0:10:39]   “One of the SBA’s purposes is to really protect and educate business owners.” — @jessfialkovich [0:17:26]   “[Huntington National Bank] feels [that] it is really important to help all small businesses achieve their goals.” — Robin Washienko [0:26:31]   “It is so important to work with a bank that is really well qualified in SBA lending.” — @jessfialkovich [0:35:23]

    37 分鐘

  7. 9月11日

    Insurance Policies You May Need: A Necessary Tool for Your Business

    Andy and Jessica welcome you to another episode of The Deal Board Podcast. This week, they dive into the often-overlooked but critical topic of business insurance. While it may seem dry and even dull, having the right insurance policies in place is essential for business owners looking to protect themselves from unexpected risks. As the business landscape continues to evolve with new challenges; from data breaches to remote work and more, being adequately insured is more important than ever! In this episode, Andy and Jessica share 12 (and a half) different kinds of business insurance to consider, practical advice for assessing your protection needs, and tips for working with brokers to craft a tailored plan that fits your specific business requirements. You’ll also hear from industry experts at the recent 2024 World Expo, hosted by our United Franchise Group (UFG) family, who offer invaluable guidance on navigating the complex world of business insurance. Whether you're preparing to sell, expand, or simply safeguard your assets, this episode is a must-listen for all business owners! Listing of the Week: Rupesh Bharad is selling a highly profitable home healthcare business generating $11 million in annual revenue with a team of over 160 providers across multiple states. With an EBITDA just shy of $1 million, this business offers the right buyer incredible value at the asking price of only $3 million! If you're interested in this fantastic opportunity, get in touch with Rupesh at (804) 835-6363 or email him at rupesh@tworld.com. Deal of the Week: Shayan Manavi recently completed a heartwarming transaction involving a beloved dry-cleaning business in Dana Point, California. Securing escrow in just two months, Shayan helped the owners retire and return to Korea after 21 successful years in business. That's what we call brokering the American dream! To find out more about Shayan’s exceptional service, call him at (949) 257-5871 or email him at smanavi@tworld.com. Key Points From This Episode: •    [00:23] Introducing today’s topic: why insurance is a necessary tool for your business. •    [03:07] Kicking off with general liability insurance: what it is and why it’s so important. •    [04:17] The scope of commercial property insurance and the need for a reliable agent. •    [05:42] How workers’ comp insurance protects both employees and employers. •    [07:58] Businesses that should evaluate the need for commercial vehicle insurance. •    [08:57] Health insurance requirements and how you can save some money. •    [10:54] The need for professional liability (E&O) insurance in today’s litigious environment. •    [12:39] Listing of the Week: Rupesh Bharad (Richmond, VA) is selling a highly profitable, multi-state home healthcare business generating $11 million in annual revenue with a team of over 160 providers across multiple states •    [14:02] Deal of the Week: Shayan Manavi (Orange, CA) sold a beloved dry cleaning company in Dana Point, California, enabling the owners to retire and return to Korea after 21 successful years in business. •    [16:35] How D&O insurance shields directors and senior management from financial losses. •    [18:15] The rising importance of cyber insurance as businesses face ever-evolving threats. •    [19:56] Ways business interruption insurance can support you during unforeseen closures. •    [22:02] Essential insurance for businesses that rely on specialized machinery or equipment. •    [23:05] Why product liability and excess liability insurance are crucial for certain businesses. •    [24:44] How reps and warranties insurance safeguards buyers and sellers during M&A. •    [28:37] Hear from insurance experts Bilal Khan, Joe Perrett, and Michael Drath!   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 on X Jessica Fialkovich on X United Franchise Group (UFG) CFC Insurance Bilal Khan on LinkedIn Joe Perrett on LinkedIn BBI Insurance Corp Michael Drath on LinkedIn Call Michael on (954) 873-7997 or email him at michael@bizbuyinsure.com   #thedealboard #transworldbusinessadvisors #realestate #commercial   Quotes:   “A lot of times, your [insurance] agent can be your advocate when you have to eventually collect on a claim.” — @acags [0:02:37]   “If you’re in certain industries like – roofing [or] anything in construction, workers’ comp management is so important.” — @jessfialkovich [0:07:21]   “Cyber incidents change [from] year to year. [Cyber insurance] is not only a necessity, but it’s [also] really important to understand your policy, what it covers, and what it doesn't.” — @jessfialkovich [0:18:29]   “At some point, you have to look at your total insurance costs and see what you need to be protected from and what you’re willing to risk.” — @jessfialkovich [0:21:52]   “If you buy a business, [insurance] is going to be a necessary expense that you’re going to have year after year. You have to make sure you’re protected.” — @acags [0:27:49]

    33 分鐘

  8. 8月28日

    Back to the Basics of Business Sales: Part 2

    Andy and Jessica welcome you to another episode of The Deal Board Podcast. This week, they continue their Back to the Basics of Business Sales series focused on the core principles of making successful and profitable business deals while debunking persistent myths in the brokerage and M&A world. In Part 1, we addressed certain myths about buying businesses, and today, we’re discussing selling myths. Join us as we uncover the truth about business valuation, explore why business succession plans often fall short, emphasize the importance of keeping your business sale confidential and consulting with expert advisors, explain why a one-size-fits-all approach to listing your business just doesn't work, and much more. Don’t miss out on these expert insights that will equip you with the knowledge to confidently navigate your business sale and avoid costly mistakes. To transform your selling strategy, tune in today!   Listing of the Week:   Ryan Armstrong is selling a specialty contracting and distribution company in Phoenix for $5.9 million, plus an additional $4.75 million in land. This established B2B contractor excels in a niche market, offering custom solutions for diverse commercial and industrial needs. For more details about this confidential listing, which presents a unique investment opportunity in a profitable market segment with significant growth potential, email Ryan at rarmstrong@tworld.com or call him on his mobile at (760) 802-7945.   Deal of the Week:   Rupesh Bharad recently closed a challenging two-state truck stop deal that involved multiple licenses and franchises, including real estate licenses, liquor licenses, two Hardee’s franchises, an auto sales business, and a mom-and-pop restaurant, all under one transaction! To learn more, contact Rupesh by calling him at (804) 835-6363 or emailing him at rupesh@tworld.com.   Key Points From This Episode:   •    [00:22] What to expect from Part 2 of the Back to the Basics of Business Sales series. •    [01:28] Why you won’t get multiple times your earnings for your small business. •    [04:15] The essential role of comprehensive, up-to-date financial documentation. •    [07:08] Common reasons why even the best-planned business successions fail. •    [09:32] Fear of change and the importance of keeping your business sale confidential. •    [12:02] How to implement a multi-faceted approach to listing your business. •    [15:07] Listing of the Week: Ryan Armstrong (Phoenix) is selling an established B2B contractor with a strong presence in a niche market. •    [16:40] Deal of the Week: Rupesh Bharad (Richmond, VA) closed a challenging two-state truck stop deal involving 20 different licenses, two franchises, and more! •    [19:18] Stock versus asset sales: what the difference is and why it’s important. •    [21:32] Dispelling the myth that you can easily replace a partner to buy their shares. •    [23:48] Why your business might be unique, but the process of selling it isn’t. •    [26:32] The value of having a skilled team of advisors to guide you through the deal. •    [28:48] Reasons that business valuation is an art, not a science.   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 on X Jessica Fialkovich on X Exit Factor   #thedealboard #transworldbusinessadvisors #realestate #commercial   Quotes:   “There are a lot of business selling myths. A lot of business owners come to us with preconceived notions of what they think they’re going to get for their business, how the process works, [and] how quickly it will sell.” — @acags [0:00:41]   “People will make detrimental decisions to your business when they have a fear of change in place.” — @jessfialkovich [0:10:46]   “The good news is every business is different, but what we’ve seen year after year in talking about [pricing and the transfer of businesses is that] things are so similar. It follows a formula for pricing the business. It follows a process for selling the business.” — @acags [0:24:35]   “A valuation is a moving target. [What] everyone is trying to do is to create – a range of value for your company at a specific period in time.” — @jessfialkovich [0:30:06]

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簡介

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.

資訊

  • 創作者
    Andy Cagnetta & Jessica Fialkovich
  • 活躍年代
    2018年 - 2024年
  • 集數
    150
  • 年齡分級
    兒少適宜
  • 版權
    © All rights reserved, Transworld Business Advisors
  • 節目網站
    The Deal Board

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