Business broker Jennifer Fox and attorney Eric Sigman team up to provide a 360-degree view of the current Boston Business for-sale market. From buying and selling to franchising and everything in between, Transaction Talk breaks down the deal process from a business, brokerage, and legal perspective. A resource for business owners, buyers and entrepreneurs, Transaction Talk offers interviews and real-life deal experiences from industry experts and key transaction players.
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Employment Issues for Small Businesses with Todd Bennett
26:50
26:50
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As a business owner, there are foundational concepts of employment law that are important for you to know. During this episode, we are joined by Todd Bennett, from Bennett and Belfort. Specializing in employment law matters for both employers and employees. He joins us to discuss important issues facing business owners as they navigate relationship…
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Employee Benefits: What You Should Think About During the M&A Process with Scott Bostley
28:28
28:28
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28:28
When companies are merged or acquired, the integration of employee benefits can be just as significant as the consolidation of business operations. In this episode, we delve into the critical role of employee benefits in mergers and acquisitions, highlighting the importance for both buyers and sellers. Joining us for this discussion is Scott Bostle…
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We've already discussed franchises here on Transaction Talk, but there's just so much information to cover that we've decided to revisit franchising today (and honestly, we just love talking about it!) So today, we'll be defining what a franchise is, the various franchise options that are available in today's market, and so much more. We are joined…
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Cybersecurity Risks – How They Can Affect Small Businesses
25:31
25:31
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In the world of cybersecurity, breaches are not a matter of if but when. In this episode of Transaction Talk, we discuss the important topic of cybersecurity with a focus on how the risks can impact small and medium-sized businesses. Joining us to unpack this topic is Sean Kline, the CEO of Turbotec, an IT services provider that offers consulting, …
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How to Best Plan a Strategic Family-Owned Company Exit
40:36
40:36
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40:36
Bob Furlong is a seasoned wealth management professional from The Bulfinch Group. With years of experience managing his own family business + his clients’ family businesses, Bob offers a unique perspective on wealth maximization and legacy building. In this episode, Bob reflects on his personal journey through multiple company exits, including one …
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Buying a Business: How Foreign Nationals Can Qualify for an E2 Visa
33:25
33:25
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Shiva Karimi is an Immigration lawyer and Managing Director for McLane Middleton’s Boston Office. She is experienced in navigating complex U.S. Immigration issues and advises businesses on hiring key personnel and helps foreign investors and buyers navigate the purchasing process of a business on U.S. soil. In this episode, Shiva breaks down what i…
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When Do You Need a Business Exit Advisor?
32:00
32:00
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Diane Hartz-Warsoff is the President of Exit Factor of the SLC & Utah County branch. She is focused on helping business owners maximize their company’s value and prepare it for an exit. With over 8 years of experience, Diane shares her wisdom on this week’s podcast and talks about her role as an exit advisor, a business owner’s value to a company, …
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How to Safely Sell and Transition Out of a Family Business
25:58
25:58
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25:58
Join Aaron Fox, Managing Director at Transworld Boston, as he shares his profound insights into the unique challenges and strategies involved in selling or exiting a family business. With personal experience in successfully selling his third-generation family business, Aaron brings a wealth of knowledge to the table. In this episode, he discusses t…
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Make 2024 the Best Year Ever with These Goal-Getting Habits
39:29
39:29
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Join JT Tatem, an experienced franchise owner with Transworld Business Advisors, as he delves into the art of effective goal-setting and goal-getting. Drawing on his extensive experience and lessons learned from mentors like Brian Tracy and Zig Ziglar, JT shares valuable insights on transforming aspirations into tangible results. In this episode, h…
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Important Business Trends Happening in 2024
31:43
31:43
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31:43
Join Andy Cagnetta, CEO of Transworld, as he shares his extensive experience in commercial real estate and business sales. In this episode, Andy reflects on the market changes from 2019 to 2023 and provides his predictions for 2024, including the challenges posed by interest rates and the unprecedented buying power of private equity firms. He discu…
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Franchise Fundamentals: What Makes a Successful Franchise Investment
37:34
37:34
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37:34
Dana Hall is a seasoned franchise consultant with 20 years of experience in the industry. With a background that includes diverse roles at Panera Bread and Wendy’s Company, Dana offers valuable insights for both first-time buyers and seasoned entrepreneurs. In this episode, he delves into what makes a successful franchise owner, and the role of a f…
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Let’s Talk About Taxes: How to Prep Your Business & Taxes as Cleanly as Possible
30:13
30:13
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30:13
Robert (Bob) Gorton is a CPA and Founder of Gorton & Company. He has over 30 years of experience providing accounting and tax services to a diverse client base. In today’s episode, he shares what business owners need to be aware of when it comes to end-of-the-year tax planning to make sure their tax returns and claims go as smoothly as possible. He…
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A Buyer’s Perspective: How to Buy an Established Business and Franchise
39:56
39:56
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Jennifer and Eric interview Michael Lake, the new franchise owner of Signarama Framingham, MA, a large-chain supplier of custom-made signs, banners, and decals. Michael is an accomplished Emmy® Award-winning media executive with over 20 years of experience. Prior to purchasing this business, he worked at ESPN for over 22 years. In this episode, Mic…
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Selling Financing: How to Best Navigate The Complex World of Financing With Sarah Grossman
30:29
30:29
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30:29
Jennifer and Eric talk with Sarah Grossman, a CBI Principal at BayState Business Brokers. Sarah has worked with both Jennifer and Eric on a number of client projects. She has over 15 years of experience and is very knowledgeable about her field and is excited to share with you how businesses get bought and sold. On this week’s podcast, you’ll learn…
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SBA Lending: Do I Qualify for an SBA Loan? With Kathleen Kelly and Greg Giacopelli
48:53
48:53
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Jennifer and Eric talk with Kathleen Kelly and Greg Giacopelli to get a full understanding of SBA loans and when it makes sense for business owners to apply for one. Kathleen is an SVP SBA Relationship Manager at Webster Bank and Greg is the VP of Business Banking Relationship Management at Eastern Bank. There are a number of considerations and rul…
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Business Owner Testimonial: How Do I Sell My Business? With Scott Giles
37:21
37:21
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Your hosts Jennifer and Eric welcome Scott Giles onto the show. Scott recently sold his business, ScoreBuilders, and worked directly with Jennifer and Eric during the selling process. In this episode, he shares some real-life examples of what the sale process was like, key learnings he experienced, and some unexpected challenges he experienced when…
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Selling Your Business – Who Do You Need on Your Team: Part 4 – Mergers & Acquisitions Attorney
42:09
42:09
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42:09
Transaction Talk welcomes you to the fourth and final episode of a four-part series that details what business owners need to know about selling their businesses. Your hosts Jennifer and Eric interview Russ Stein, a Mergers & Acquisitions Attorney with more than 30 years of experience working as a lawyer and shareholder at Ruberto, Israel & Weiner,…
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Selling Your Business – Who Do You Need on Your Team: Part 3 – Certified Public Accountant
35:01
35:01
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35:01
Transaction Talk welcomes you to the third episode of a four-part series that details what business owners need to know about selling their businesses. Your hosts Jennifer and Eric interview Scott Sagan, a CPA with over 30 years of experience in accounting, auditing, taxation, and more. Scott shares from a CPA perspective how business owners can ma…
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Selling Your Business – Who Do You Need on Your Team: Part 2 – Financial Advisor
34:58
34:58
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Transaction Talk welcomes you to the second episode of a four-part series that details what business owners need to know about selling their businesses. Your hosts Jennifer and Eric interview the Managing Partner of Boston Partners Wealth Management, James Connors, to discuss the important role a financial advisor plays in the sale of a business. T…
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Selling Your Business – Who Do You Need on Your Team: Part 1 – Business Broker
52:41
52:41
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When it comes to selling your business, there can be a lot of unknown factors that many first-time sellers might not be aware of or even think about. It’s critical to have the right team on your side to help you through the sale of your business and to make sure you’re getting the best deal available to you. Transaction Talk welcomes you to their f…
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