TRANSACTION TALK
Welcome to the Transaction Talk guest directory, a space to celebrate and connect with the leaders, innovators, and experts who have shared their insights on the show. Here you’ll find our featured guests, their areas of expertise, and how to reach them. Whether you’re looking for fresh perspectives, potential collaborators, or industry contacts, this page makes it easy to keep the conversation going beyond the mic.​​
Aaron Fox - Managing Director, Transworld
Email: aaron@tworld.com
Phone: 781-773-8922
Episodes: Selling Your Business - Who Do You Need On Your Team Part 1: Business Broker , How to Safely Sell and Transition Out of a Family Business
Andy Cagnetta - CEO, Transworld Business Advisors
Email: ac@tworld.com
Bill Luce - Senior Business Advisor, Transworld Business Advisors
Email: wluce@tworld.com
Episode: Mastering the Art of the Deal - Negotiation Tactics for Business Owners​
Bob Furlong - The Bulfinch Group
Email: bobfurlong@bulfinchgroup.com
Phone: 781-292-3265
Episode: How to Best Plan a Strategic Family-Owned Company Exit
Brook Hartnett - Broker, Transworld Boston
Email: bhartnett@tworld.com
Phone: 631-965-9073
Episode: Broker Tales - A Deep Dive into Entrepreneurship and Brokerage
Caleb Powers - Vice President, Peartree Partners
Email: cpowers@usboston.com
Episode: Tax Free Exits? Understanding Section 1202 Qualified Business Stock
Cindy Runge - Family Law Attorney, Peridot Family Law
Email: cynthia@peridotfamilylaw.com
Phone: 617-221-3702
Dana Hall - Franchise Consultant, FranNet
Episode: Franchise Fundamentals - What Makes a Successful Franchise Investment
Dave Killen - CRE Broker, LandVest
Phone: 508-451-0020
David Crowley - Founder, Social Capital Inc. (SCI)
Episode: Cultivating Connections - Building Stronger Communities with SCI
Greg Giacopelli - VP of Business Banking Relationship Management, Eastern Bank
Email: g.giacopelli@easternbank.com
Phone: 781-231-4897
Greg Mohr - Franchise Maven
Email: greg@franchisemaven.com
Phone: 361-772-6401
Episode: Franchising Part 2
Hollie Choe - Business Broker & Certified Exit Planning Advisor, Transworld Business Advisors
Email: hchoe@tworld.com
Phone: 541-920-9026
Episode: When is the Right Time to Sell?
James Connors - Managing Partner, Boston Partners Wealth Management
Email: jconnors@bpwmteam.com
Phone: 978-689-6995
Episode: Selling Your Business - Who Do You Need On Your Team? Part 2: Financial Advisor
Jeff Starr - General Manager, Supporting Strategies
Email: jstarr@supportingstrategies.com
Episode: How to Keep Good Books and Records in Your Business
Jennifer McKay - Senior Loan Advisor, Live Oak Bank
Email: jennifer.mckay@liveoak.bank
Phone: 508-244-2309
Jeremy Stevenson - Founder, iBridge Global Partners
Email: jstevenson@ibridgeglobalpartners.com
Episode: Fixing the Family Business Before You Sell, Scale, or Step Out
JT Tatem - Franchise Owner, Transworld Business Advisors
Email: jttatem@tworld.com
Episode: Make 2024 the Best Year Ever with These Goal Setting Habits
Kathleen Kelly - SVP SBA Relationship Manager, Webster Bank
Email: katkelly@websterbank.com
Phone: 617-416-6567
Mary McCooe - Corporate & Benefits Lawyer, Maselan & Jones
Email: mmccooe@maselanjones.com
Phone: 617-310-6567
Episode: Understanding ESOPs - Tax Benefits, Structure, and Strategy
Matthew Allison - Partner, Citrin Cooperman
Email: mallison@citrincooperman.com
Episode: The Importance of a Quality of Earnings Report During Due Diligence
Megan Kearney - Entrepreneur, Franchisee, & Partner at Exit Factor
Email: megan.kearney@exitfactor.com
Michael Lake - Franchise Owner, Signarama
Episode: A Buyers Perspective - How to Buy an Established Business and Franchise
Neil Cohen - Estate Planning Attorney, RS Law LLP
Email: ncohen@rslawma.com
Phone: 781-246-2525 ext. 241
Robert Gorton - CPA & Founder, Gorton & Company
Email: bobg@gortoncpa.com
Phone: 978-705-4400
Episode: Let's Talk About Taxes - How to Prepare Your Business and Taxes as Cleanly as Possible
Russ Stein - Corporate Attorney, Ruberto, Israel & Weiner
Email: rns@riw.com
Phone: 617-570-3529
Episode: Selling Your Business - Who Do You Need on Your Team? Part 4: Mergers & Acquisitions Attorney
Sarah Grossman - CBI Principal, BayState Business Brokers
Email: Sarah@Baystatebusinessbroker.com
Phone: 617-562-5700
Episode: Selling Financing - How to Best Navigate The Complex World of Financing
Scott Sagan - CPA, LGA
Email: ssagan@lga.cpa
Phone: 781-569-4732
Episode: Selling Your Business - Who Do You Need on Your Team? Part 3: CPA
Scott Bostley - Founder & Managing Partner, Benefit Strategy Partners (BSP)
Email: scott.bostley@bspmail.net
Phone: 617-686-9566
Episode: Employee Benefits - What You Should Think About in the M&A Process
Sean Kline - CEO, Turbotec
Email: seank@turbotekcomputer.com
Phone: 603-296-4845
Episode: Cyber Security Risks - How They Can Affect Small Businesses
Shiva Karimi - Immigration Lawyer & Managing Director, McLane Middleton
Email: shiva.karimi@mclane.com
Phone: 617-523-7937
Episode: Buying a Business - How Foreign Nationals Can Qualify for an E2 Visa
Todd Bennett - Attorney, Bennett and Belfort