The Deal Board Podcast Por Andy Cagnetta & JT Tatem arte de portada

The Deal Board

The Deal Board

De: 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 Economía Gestión y Liderazgo Liderazgo
Episodios
  • Why the Right Team Makes or Breaks a Deal

    Why the Right Team Makes or Breaks a Deal
    Mar 25 2026
    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they break down why building the right team is critical when buying or selling a business, and how to find your key players. Tuning in, you'll learn why deals are not a solo act and the key roles every buyer or seller should consider, from internal management to external advisors. The conversation explores how the strength of the team already running the business, also known as management depth, impacts valuation and buyer confidence, and why having the right people in place can make or break a deal. They also walk through the role of a business broker and how brokers help set expectations, price businesses correctly, and guide deals from start to finish. Beyond brokers, they cover the importance of CPAs, attorneys, lenders, and financial advisors, emphasizing the need for experienced, deal-focused professionals. Tune in to learn how the right team can protect value and help you successfully close your next deal! Listing of the Week: A well-established hardscaping and landscaping business in the Chicago area is now available for purchase! Family-owned and operated for over 30 years, this business has been built by the same owner and generates approximately $250,000 in earnings. Priced at $825,000 and supported by a solid base of equipment and a long-standing reputation, this is an excellent opportunity for a buyer to step into a proven operation with room to grow as the owner prepares for retirement. For more information, call Tony Sansone, of Transworld La Grange, at (708) 571-3373 or email tsansone@tworld.com. Deal of the Week: A thriving landscape design and maintenance business in South Shore, Massachusetts, has found the right buyer! With a strong reputation and experienced team, the business attracted a larger local company looking to expand. The buyer was able to seamlessly integrate the operation while retaining staff and minimizing disruption for customers, creating a strong fit for both sides. Another successful transaction for Transworld Boston! To learn more, call Brook Hartnett at (617) 860-4980 or email him at dhartnett@tworld.com. Key Takeaways From This Episode: [00:30] Today's topic: Building the right team. [01:30] Considering the type of business you're buying and its management depth. [04:18] Why you need a business broker during the buying and selling process. [12:05] The role of a CPA in preparing and supporting the deal. [14:15] Selecting the attorneys you'll need, depending on your business. [15:21] Choosing the right lender and understanding financing options. [18:41] Common mistakes to avoid when choosing your team. [20:35] How the right team protects value and keeps deals moving. [21:33] Why you need a financial advisor as a seller. [22:06] Deal of the Week: Brook Hartnett (Transworld Boston) sells a landscape design and maintenance business to a strategic local buyer. [23:49] Listing of the Week: Tony Sansone (Transworld La Grange) is selling a 30-year hardscaping and landscaping business with approximately $250,000 earnings. 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 Tony Sansone #thedealboard #transworldbusinessadvisors #realestate #commercial Quotes: "The first thing is, the broker is going to help set the expectations. The second thing is, they're going to help you set the price." — JT Tatem [0:06:02] "We have found that if the price is off over in excess of about 15%, the business will never sell." — Andrew Cagnetta [0:06:43] "The broker is working very hard to make sure that they find the right buyer to meet with. Because – you're not going to meet with 100 buyers. They're going to filter it down to the ones that they think are the most serious or best fitting, and then set up those meetings." — Andrew Cagnetta [0:10:57] "The broker in the beginning is the quarterback on the whole thing. And if they're doing a good job, they're communicating with the attorney, the CPA, the lender, all through the process. As the buyer and seller, you want to give them permission to do that." — JT Tatem [0:18:26]
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    25 m
  • Hey MR buyer, MRS buyer - DO THIS

    Hey MR buyer, MRS buyer - DO THIS
    Mar 11 2026
    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they break down what serious buyers need to do before pursuing a business acquisition in a competitive market. They explain how buyers can position themselves to move quickly when the right opportunity arises, the steps for defining your search criteria, why understanding your role as an owner is key, and how to prepare effectively to work with brokers. They also cover how to present professionally to sellers, why a clean asset purchase agreement can be more effective than a vague letter of intent, and how the right lenders, attorneys, and advisers can help keep a deal moving toward a successful closing. Tune in to learn how to stand out as a credible buyer and improve your chances of getting the right deal. Listing of the Week: This week's Listing of the Week is a sensor manufacturing business represented by Johnathan Choe of Transworld Oregon Central. The business generates approximately $4,500,000 in revenue, has strong gross margins, and produces around $1,000,000 in annual net income depending on the year. It is a consistent business and is expected to go to market soon on a bid basis. For more information, contact Johnathan at jchoe@tworld.com or call (541) 213-0234. Deal of the Week: This week's Deal of the Week is a molecular testing lab in Central Florida represented by Chris Redmond of Transworld Orlando. The business sold for $575,000, and the buyers saw value in the lab's billing setup, certifications, testing capabilities, and equipment, even though it was non-operational at the time of sale. The sellers are moving on to manufacture products for the medical industry, while the buyers plan to bring the lab back to life and resume billing immediately as part of their medical growth plans. For more information, contact Chris at credmond@tworld.com or call (407) 326-6990. Key Takeaways From This Episode: [00:30] Introduction to today's topic and what listeners can expect. [01:37] Learn about the importance of defining a clear buy box. [03:12] Explore the typical criteria that buyers should consider. [06:40] Hear about the common mistakes buyers often make. [10:34] Discover why geography, industry fit, and costs are essential aspects. [12:20] Find out how to show sellers you are serious about buying. [13:12] Advice for working with brokers to get access to the best deals. [18:03] Understand why sellers need to trust the buyers they are working with. [19:33] Uncover the secret to preparing an offer that closes the deal. [21:11] Why structure, the team, and due diligence are vital. [26:20] How to navigate a deal quickly and effectively from offer to closing. [28:36] Deal of the Week: Chris Redmond (Transworld Orlando) sold a molecular testing lab in Central Florida. [29:32] Listing of the Week: Johnathan Choe (Transworld Oregon Central) sold a promising sensor manufacturing business. 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: "I think one of the mistakes that buyers sometimes make is thinking that they're not going to have to work." — Andrew Cagnetta [0:06:47
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    32 m
  • 10 Mistakes to Avoid When Selling a Business: Part 2

    10 Mistakes to Avoid When Selling a Business: Part 2
    Feb 25 2026
    Andy and JT welcome you to another episode of The Deal Board Podcast. This week, they bring you Part 2 of a conversation about the top 10 things you want to avoid when putting your business on the market. We start by recapping the first five points from the previous episode before diving into the next five. Starting with unpacking how to sell off old inventory, we discuss what it might look like to get it to a workable level. Next, we remind you just how important it is to take home the money, and describe what it means to be a positive seller. Finally, you'll hear our take on getting your business in the box. Join us today for all this and more! Listing of the Week: Don Bray, from Transworld Buffalo, is selling a medium-sized daycare center with real estate in the suburbs of Buffalo. It is currently listed with seven offers, and it has just sold for 1.275 million. If you are looking to sell a daycare, reach out to Don on (716) 395-1430 or send him an email on dbray@tworld.com. Deal of the Week: Justin Pines, based DC, Annapolis & Baltimore North, sold a virtual events and experiences business in just 65 days. It was sold to a business that was acquiring other event companies and adjacent companies who made an offer that beat the others. For more information, find Justin Pines on LinkedIn, call him on (610) 457-7110 or email him at jpines@tworld.com. Key Takeaways From This Episode: [00:53] A recap of the key points in the first episode of this two-part series. [01:45] Why it's important to sell off old inventory or get it to a workable level. [05:28] Taking home the money. [07:39] Choosing to be a positive seller. [10:01] Getting your business in the box. [17:55] Deal of the Week: Justin Pines, based in DC, Baltimore North, Indianapolis, sold a virtual events and experiences business in just 65 days. [20:54] Listing of the Week: Don Bray, from Transworld Buffalo, is selling a medium-sized daycare center with real estate in the suburbs of Buffalo. 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: "You have to walk around, and you have to decide what's personal to you and what really doesn't matter to the business [when selling]." — JT Tatem [0:05:54] "You have to get your business to the point where it makes financial sense to buy it." — JT Tatem [0:11:47] "You don't want to go to the market if the price is too low and leave money on the table, that doesn't make sense for anybody, and you don't want to go to market with a price that's too high and you don't get buyers to call or you don't get deals done." — Andrew Cagnetta [0:13:18]
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    23 m
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