Jonathan Cheung serves as a Managing Director at Transworld M&A Advisors and Exit Factor, where he guides Main Street and lower middle-market business owners through the intricate process of selling their companies. His professional mission is deeply rooted in personal history; having seen his own family’s businesses shutter rather than sell, he is dedicated to helping founders preserve their legacies and protect their employees through thoughtful transaction strategies. By combining valuation expertise with genuine care, Jonathan ensures that the companies owners have spent decades building continue to thrive long after they step away.
With over 20 years of experience, Jonathan brings a disciplined, data-driven approach to every engagement. His career began at KPMG performing valuations for Fortune 500 clients, followed by advising private equity firms at Altman Solon and managing a $500M portfolio at McKesson. As a CFA charterholder and UC Berkeley alumnus, he blends high-level financial rigor with the firsthand empathy of an entrepreneur who has founded and operated ventures in SaaS, manufacturing, and franchising. This unique "operator’s perspective" allows Jonathan to maximize value for his clients while meticulously preserving their life’s work.
IN THIS EPISODE YOU'LL LEARN:
- That a strategic exit plan preserves both business value and the legacy you’ve built.
- How to position your company to attract the right buyers and maximize offers.
- Why understanding business valuation early drives smarter decisions and higher returns.
- That thoughtful preparation mitigates risks and ensures smoother ownership transitions.
- How to balance financial outcomes with the well-being of employees and customers.
- Why timing and market insight are critical for successful business sales.
- That hands-on operational experience enhances negotiation leverage and deal strategy.
- How private equity and lower middle-market approaches differ in exit planning.
- Why many businesses fail to capture value without structured exit guidance.
- That integrating data-driven analysis with personal insight leads to optimal outcomes.
about the show
Next Level CEO is a high-impact business educational series hosted by Daymond John, designed to spotlight the world’s most elite and insightful entrepreneurs.
In each episode, Daymond’s handpicked expert CEOs, founders, and industry leaders who’ve built powerful brands, scaled successfully, and led with vision, share their story and expertise. From disruptive startups to billion-dollar empires, Next Level CEO gives viewers a front-row seat to the real strategies, mindset shifts, and leadership moves behind business excellence.
This is what works.
It’s a rare look inside the minds of those who’ve actually built something that lasts.
Whether you’re an entrepreneur looking to grow, a business owner ready to level up, or a leader who’s hungry to learn from the best, Next Level CEO delivers the playbook from those who’ve already won.
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