Joanna Oakey - Podcast Details

Shows

The Deal Room[EP 295] Share Sales, Succession Planning and What is a Whitewash?Discover the essentials of share sales, using shares to support succession, and what on earth is a whitewash? In this episode of The Deal Room Podcast, Joanna Oakey answers key questions on navigating business acquisitions, legal compliance, and RTO transactions.2025-02-2618 min

The Deal Room[EP 293] From Business Valuations to the Reality of “No Money Down” Deals – Your Questions AnsweredLucia Vuong, head of SEEK Business, joins Joanna Oakey to discuss some common questions about business sales and acquisitions, including the variables that can impact business valuations, the emotional aspects of selling, and the necessity of having a well-prepared deal team.2025-02-0500 min

The Deal Room[EP 291] Adapting to Change: Market Insights & The Future of RTOs and Higher Education in AustraliaIn this episode of The Deal Room Podcast, Joanna Oakey sits down with specialist business broker, Travis Latter, to discuss the ever-changing world of Registered Training Organisations (RTOs).2024-12-0329 min

The Deal Room[EP 290] Business Broking Insights: Breaking Barriers – Part 2In this two-part interview, Erin Crawford, buy-side expert, board member and chair-elect of the International Business Brokers Association (IBBA), joins host Joanna Oakey to share her unique insights into business broking, leadership, and the psychology behind successful deals.2024-11-2031 min

The Deal Room[EP 288] Behind the Deal: Business Broking, Buy-Side Strategy and Innovation – Part 1In this two-part interview, Erin Crawford, buy-side expert, board member and chair-elect of the International Business Brokers Association (IBBA), joins host Joanna Oakey to share her unique insights into business broking, leadership, and the psychology behind successful deals.2024-10-2312 min

Talking Law[EP 147] How Business Systems Can Drive Scalability, Stability, and SaleabilityWelcome back to Talking Law - and for our first release of 2024, Joanna Oakey is joined by Alexi Boyd, Lead Consultant, Policy Strategist & Radio Show Host @ Small Biz Matters and former CEO of Council of Small Business Organisation Australia (COSBOA). Alexi is an absolute powerhouse behind small business advocacy in Australia. This conversation is full of insights about the critical importance of advocacy in the small business sector and the impact advisors can have in it - as well as a journey through the processes of policy-making and its direct impact on the day-to-day operations of Australian small businesses. This e...2024-10-1022 min

The Deal Room[EP 286] A Tax Nightmare… Billabong Founder’s $50M tax billJoanna Oakey & Michael Quinn dig into a fascinating case about the founder of Billabong, Gordon Merchant, and his recent $50 million tax bill shock!2024-09-1900 min

The Deal Room[EP 284] Are We In A Buyers Market? The Real Story Behind the Latest Surge in Business Buyer EnquiriesIs it a buyers market? Why has there been a surge in buyer enquiries this year (which doesn’t look to be slowing down any time soon). What’s the story behind the latest trends in technology, labor shortages, and business competitiveness? This week on The Deal Room Podcast, Joanna Oakey is joined by Head of SEEK Business, Lucia Vuong and Judo Bank’s Chief Economic Advisor, Warren Hogan for a two-part episode covering the latest data in business buyer enquiries, what might be driving the enquiry volumes and what this may mean for the market ahead. In this episode, Part 1...2024-08-0700 min

The Deal Room[EP 283] Buy-Side Strategies for Business Expansion: Perspectives for Brokers & BuyersIn this episode of the Deal Room podcast, we’re joined by Dru Morgan, a seasoned business broker with over 25 years of experience in selling businesses across various sectors and regions. Dru and host Joanna Oakey delve into the myriad benefits of scaling through acquisition for both buyers and sellers, highlighting the untapped potential for Australian business brokers to take a more active role in supporting buyers, a practice more common in other parts of the world. Along with innovative practices that have fueled the growth of his brokerage, Morgan Business Sales, Dru provides valuable insights into how focusing on th...2024-07-3127 min

The Deal Room[EP 282] Navigating Franchise Deals: Top Tips & Expert Insights on Buying a FranchiseUnderstand the advantages of buying a franchise with Joanna Oakey and Alan Prasad as they explore insider strategies, tips and why some franchisees buy more than one!2024-07-0200 min

The Deal Room[EP 281] Deal Team Dynamics: How the Right Advice Saved $2 Million in Tax!Joanna Oakey and chartered accountant Charles Yuan share insights on a fascinating case study where although not initially recognised as a critical factor for advice, tax very much became a central part of the deal (and led to a remarkable $2 million in tax savings!). Get your earbuds ready and tune in now!2024-06-2400 min

The Deal Room[EP 280] Franchising Tips, Tricks & Traps: Smart Tips for Selling Your Franchise BusinessThis week on the Deal Room Podcast, host Joanna Oakey takes you on an insightful journey into the dynamic world of franchising and franchise business sales. Whether you're a franchisee aiming to sell, an advisor who works with franchisee or simply curious about the inner workings of franchise operations, this episode is brimming with crucial information that you won't want to miss. So, let's dive in!2024-06-1800 min

The Deal Room[EP 278] The right way to grow and the right time to sell (Part 1)This week on the Deal Room Podcast, Joanna Oakey is joined by a remarkable entrepreneur Kody Thompson. From founding Lightning Sites (on a budget of $250!) to scaling it into a multimillion-dollar business, this story is as inspiring as it is unique. In this episode, Kody shares his journey into entrepreneurship, revealing how his early experiences and values shaped his approach to business, team-building, and ultimately, a successful exit. Kody shares his journey from navigating growth on a shoestring budget, the decision-making process behind his strategic move to subscription-based services, and key skills that have propelled his company to incredible heights...2024-04-1926 min

Talking Law[EP 146] Championing Small Business in Policy Making: Insights from Alexi BoydWelcome back to Talking Law - and for our first release of 2024, Joanna Oakey is joined by Alexi Boyd, Lead Consultant, Policy Strategist & Radio Show Host @ Small Biz Matters and former CEO of Council of Small Business Organisation Australia (COSBOA). Alexi is an absolute powerhouse behind small business advocacy in Australia. This conversation is full of insights about the critical importance of advocacy in the small business sector and the impact advisors can have in it - as well as a journey through the processes of policy-making and its direct impact on the day-to-day operations of Australian small businesses. This e...2024-02-2743 min

The Deal Room[EP 275] The Devil’s in the Detail: Best Practice in Contracting for Business Brokers, Accountants & AdvisorsIn today’s special episode on The Deal Room Podcast, host Joanna Oakey discusses the essentials of contracts - from what actually classifies as a contract, to the challenges that come from advising on them. She highlights the importance of ensuring you include just the right amount of details in contract, and the risks linked to too much information early in the deal-making stage. Joanna provides her legal insights into the intricacies of heads of agreement documents, stressing the need to include necessary details without exposing parties (or yourself) to undue legal risks. Additionally, she uses employee entitlements and its im...2024-02-2214 min

The Deal Room[EP 274] Unraveling the Intricacies of Medical and Veterinary Practice SalesThis week on the Deal Room Podcast, we are back with another episode from the State of the Market series with Joanna Oakey. Today, we are joined by two industry experts - Paolo Lencioni and Chris Babich, who bring their insights and expertise in veterinary and medical practice businesses to the forefront in this two-part series. While the business models in medical, dental, and veterinary practices may seem similar on the surface, the reality is that they have significant differences that impact operations, valuations, and sales approaches. In this episode, you’ll hear Paolo Lencioni, from APL Accountants sharing his ins...2024-02-0821 min

The Deal Room[EP 272] Jargon Buster: Understanding Term Sheets, MOUs, and MoreIn this special replay of one of our jargon buster episodes, Joanna Oakey clears up some confusion around “Term Sheets” and the many variations that are floating around in the world of business sales and acquisitions. If you have ever wondered what the difference is between an Memorandum of Understanding (“MOU”), Letter of Intent (“LOI”), Term Sheet, Non Binding Indicative Offer (“NBIO”) and where a Heads of Agreement fits into the picture, then listen in to this episode as we break through the jargon, clear up the confusion and dish out a couple of essential tips along the way.2023-12-1100 min

The Deal Room[EP 271] State of the Market Series: Dissecting Motel & Tourism Business Sales and trends in the Hospitality IndustryIn this week’s release of the Deal Room Podcast - we’re back with a State of the Market series episode - where host, Joanna Oakey interviews Jenny Chellew, an expert in the hospitality and tourism industry, and a business broker advising on sales and acquisitions of motels. Jenny highlights the role of occupancy rates, technology and property in the context of tourism and accommodation business sales, and also a number of opportunities for buyers in this sector. She touches on enhancing guest experiences (tip: get rid of your potholes!) and operational efficiency in accommodation businesses. She also digs into...2023-11-1526 min

The Deal Room[EP 270] Financing & Creative Deals: Tips for Getting the Finance You Need for Small Business AcquisitionsIn this special episode of The Deal Room Podcast, our host, Joanna Oakey dives into financing for buying businesses and tips for preparing for finance live with Abhishek Maharaj, Partner and Broker at Winquote SME Finance. In this episode, Abhishek shares some insights from the front line of finance including the current the state of the market in the world of finance for buying businesses, the role preparation plays in successfully securing finance for a business deal, common mistakes and how to avoid them, and also his thoughts on creative financing options available right now - including how buyers can s...2023-11-0817 min

The Deal Room[EP 268] Business Acquisition Masterclass with Jonathan JayWelcome back to another episode of the Deal Room Podcast! On today’s episode, our host Joanna Oakey is joined by one of the most seasoned experts in business sales and acquisitions - Jonathan Jay, founder of the Deal Maker’s Academy (UK). Jonathan has bought and sold 70+ businesses over the years - and in this episode he sits down with Joanna to share the A-Z on business sales and acquisitions. Jonathan draws on his experience and shares the key lessons he has learnt including common mistakes for buyers to watch out for and his thoughts on what makes a succ...2023-10-2527 min

The Deal Room[EP 267] The Current State of Medical & Healthcare Practice Sales – What you need to know as a buyer or sellerWelcome back to the Deal Room Podcast! Today’s episode is part of the State of the Market Series - and host Joanna Oakey is joined by a seasoned expert in medical practice sales, Sally Stuart. Sally shares her insights into the most recent industry trends, including the recent spike in interest in buying and selling, and the different types of sales possible in this sector. She dives into the many nuances of the medical industry - the generational changes that are at play, regional vs urban trends, and younger practitioners coming forward for clinic ownership where practitioners are ready to...2023-10-1228 min

The Deal Room[EP 266] State of the Market Series: Manufacturing Industry Deep Dive – What’s Selling, What’s not – and Why..In this episode of The Deal Room Podcast, host Joanna Oakey is joined by David Ferraz, the Managing Director at Argus Business Brokers and a seasoned expert in manufacturing, print, and wholesale industries. Connect with David Ferraz David on LinkedIn Check out Argus Business Brokers! Email David 2023-09-2829 min

The Deal Room[EP 265] The Evolution of Flippa.com and the Power of AI in Matching BuyersBlake Hutchison, CEO of Flippa.com an online marketplace for online business entrepreneurs, owners and investors joins Joanna Oakey on The Deal Room Podcast, in another Innovation Series episode. He shares the what and how behind Flippa’s Ai algorithm, which is now matching 100,000+ buyers a month (generating $5.5m in deal value). Blake provides practical insights on how they’re using Ai (machine learning) to understand buyer intent, support valuations and generate business descriptions, and importantly, how this is solving a key challenge in the market - buyers losing interest. Connect with Blake Hutchison Blake on LinkedIn Check out Flippa!2023-09-2128 min

The Deal Room[EP 264] Ask Me Anything with David Ferraz | Strategies for Handling WIP & Unexpected Stock Valuations in Business Sale Negotiations[Ask Me Anything - with David Ferraz] In this episode of The Deal Room Podcast, our guest David Ferraz, Managing Director of Argus Business Brokers, asks host Joanna Oakey questions about common scenarios he has seen in Business Sales and Acquisitions. Joanna and David share their take on what happens when there are unexpected stock levels or value fluctuation right before settlement day… a scenario they’ve both seen wreak havoc on a deal. They cover different options they’ve seen used to deal with unanticipated stock scenarios in the contract at settlement. They also dig into the best approach to qua...2023-09-1417 min

The Deal Room[EP 263] Navigating Business Transactions: 2023 Market Trends in Business Asset Sales and Share SalesIn this episode, our host Joanna Oakey answers a few insightful questions from Richard – which leads them to talk about trends in the market related to business asset sales vs share sales. They touch on the shift towards share sales, what they’re seeing in terms of potential challenges and complexities associated with each type of sale, and the strategies that can be done to protect all parties involved. They also explore the use of “at-risk” components, such as earnouts in deals and their increasing prevalence in both larger and smaller transactions. Both Joanna and Richard also emphasise the importance of stayi...2023-08-1817 min

The Deal Room[EP 262] The Ins-and-outs of Dental Practice Sales: Insights on selling a dental practice with Carl BurroughsCarl and our host Joanna Oakey talk through earnouts in the context of dental practice sales and the absolute importance of understanding the structure and terms of earnout agreements. They also dive into how the evolving market landscape impacts buyer dynamics and why early preparation is crucial for smoother transactions in this sector. There is so much in this episode for anyone in the dental sector and related industries - grab your earbuds, tune in and find out how to ensure you’re across what makes successful transactions and what you should be focusing on now, to maximise your practice wh...2023-08-1124 min

The Deal Room[EP 261] Unlocking Business Value: Understanding Trends, Valuation and the Power of Data with Richard HemingwayThis episode of The Deal Room Podcast features Richard Hemingway, Chair of the Bizstats committee Richard has a wealth of experience in the business sales and acquisitions industry - he’s involved in a range of businesses and with more than 30 years in CFO roles, including Australia, Asia, and NZ markets. In this discussion, Richard provides us with data and trends from Bizstats. Australia’s most comprehensive database of private business sale transactions. Together with host and Managing Partner of Aspect Legal, Joanna Oakey, Richard talks about the rise in the average turnover of businesses sold in the last six mont...2023-08-0330 min

The Deal Room[EP 260] Podcast Replay: Acquiring a Franchise vs Standard Business? – Key Differences You Need to KnowWelcome back to The Deal Room Podcast! In this special replay episode, we dive deep into some of the key differences you need to know when considering acquiring a franchise vs standard business. Our guest, Nicole Segal, Special Counsel at Aspect Legal and absolute guru on working with Franchisees and Franchisors, joins host Joanna Oakey to provide her invaluable insights on what happens in the world of Franchising Deal Rooms. Nicole and Joanna explore the essential distinctions between buying a franchise and a standard business, shed light on the advantages of each approach to acquiring a business. They delve into...2023-07-2020 min

The Deal Room[EP 259] Ask Me Anything: Asset Sale vs Share Sale – Which is the Best Way to Sell? With Hugo Martin and Harry NotarasIn this short sharp episode of The Deal Room Podcast we have an Ask Me Anything episode with guests, Hugo Martin and Harry Notaras, certified business brokers and registered business valuators at ABS Business Sales. The roles are reversed in this insightful episode, Hugo and Harry ask host Joanna Oakey her thoughts on a very common question - which is better, share sale or an asset sale? As you might expect, the answer is “it depends” - and Joanna expands on why, including the importance of getting the right tax advice at the right time, the need for effective strategies to...2023-07-1310 min

The Deal Room[EP 257] What to Expect: The most common questions Small Business Owners’ ask when selling their businessIn this episode of The Deal Room Podcast, our host Joanna Oakey speaks with Nigel Hall, Director of Bonza Business and Franchise Sales about some of the most common questions small business owners have when selling their business. They discuss considerations that should be given to current market conditions and the importance of being prepared when going to market. Nigel talks about how it's best to sell your business earlier rather than later, and highlights the need for succession planning. They also discuss costs and the time it takes to sell a business as well as what can affect timeframes...2023-06-3018 min

The Deal Room[EP 256] Niching, Diversification and Everything in between with Dr David PennJoin our host Joanna Oakey as she interviews Dr David Penn, Dentist, Innovator and Entrepreneur. In this episode of The Deal Room Podcast, Dr Penn, shares his expertise on niche testing and the importance of taking calculated risks in business. He shares his thoughts on the power of focusing on a specific niche versus diversification, why continually seeking opportunities is vital for business growth - and why aiming for 100% could be holding you back in the context of innovation. In this thought-provoking episode, Dr Penn emphasises that achieving perfection is not the goal. Instead, he encourages listeners to embrace risk...2023-06-2326 min

The Deal Room[EP 254] Ask Me Anything: Should You Ever Push Back Against Your Accountant’s Advice?In this Ask Me Anything episode of The Deal Room Podcast, we dive into the topic of business sale advice and the role that accountants play in the process with our guest, Nigel Hall, Director of Bonza Business and Franchise Sales. Nigel and our host, Joanna Oakey explore some of the common pitfalls that arise when relying solely on an accountant's advice during a business sale or acquisition. We explore the significance of education and expert guidance in business transactions, and the distinction between general accounting and specialised knowledge in business sales and acquisition. We also dive into the topic...2023-06-0917 min

The Deal Room[EP 253] Understanding Success Secrets: Challenges for business owners & the innovative world of business brokingIn this episode, our host Joanna Oakey is joined by two special guests, Hugo Martin and Harry Notaras, who are both certified business brokers and registered business valuators at ABS Business Sales. Initially, we planned to discuss the state of the market, but the conversation takes an interesting turn as they delve into the unique marketing approaches adopted by Hugo and Harry in ABS Business Sales, particularly their "Pinot Fridays" podcast. Connect with Hugo and Harry Hugo on LinkedIn Harry on LinkedIn Pinot Fridays in Youtube ABS Business Sales 2023-06-0231 min

The Deal Room[EP 251] State of the Market Series: A Dental Industry Spotlight with Carl BurroughsThis week, host of The Deal Room Podcast, Joanna Oakey, teams up with special guest Carl Burroughs, a serial entrepreneur with more than 20 years of experience in the dental industry. This episode is a must for buyers and sellers in the health and dental sectors alike. Together, they delve into the high demand for dental practices, Carl provides smart tips for sellers, emphasizing the importance of planning ahead, making strategic investments, and considering post-sale benefits. This captivating conversation showcases Carl's expertise and passion for the dentistry sector and insights that will leave you inspired and eager for more! Tune in...2023-05-1923 min

Talking Law[EP 145] The Critical Role of Shareholder Agreements Part 2In this episode, Joanna Oakey and guest Simon Bedard, Founder and CEO of Exit Advisory Group, continue their discussion on Shareholder Agreements and the critical role they play in business - particularly businesses in the SME space. They emphasise the dangers of relying on templates and some of the things you’ll want to cover when working with a commercial lawyer to ensure the agreement is structured appropriately. This episode highlights the significance of timing and early drafting of Shareholder Agreements to minimise future issues, along with keyman insurance and the role it can play in navigating this tricky area of...2023-05-1615 min

The Deal Room[EP 249] Ask me Anything: Negotiating Warranties, Indemnities, and Choosing the Right Lawyer for Business Sellers with Chris RollsIn this episode, we dive deep into the world of selling businesses and provide valuable insights for sellers (and business brokers) who are negotiating warranties and indemnities. Together with special guest Chris Rolls Managing Director of PieLAB Capital, host Joanna Oakey shares some sage advice on how to navigate the overwhelming risk involved in reviewing warranties and explains the role transaction liability insurance can play in managing it. Connect with Chris Rolls Chris on LinkedIn PieLAB Capital Connect with our Legal Eagles! Book a Lawyer Now! Visit our Buy Grow Exit website Send us an Ask me anything question! Relevant...2023-05-0312 min

The Deal Room[EP 248] The Inside Scoop on Market Trends: How to Secure Financing for Your Next Business Purchase with NigelIn this episode of The Deal Room Podcast, host Joanna Oakey talks to Nigel Hall, Director of Bonza Business and Franchise Sales about market trends and financing options for buyers. Despite recent rate rises, Nigel reports record numbers of transactions completed in the market. However, there is now more caution from buyers due to banks not providing finance, Nigel shares with us how he’s seen buyers navigate this challenge. Nigel also discusses the importance of buyers being prepared - and you should expect to be asked for when seeking financing in the current climate. Connect with Nigel Hall Nigel on...2023-04-2619 min

Talking Law[EP 144] The Critical Role of Shareholder Agreements Part 1In this episode, which is part of our Shareholders’ Agreements series, we interview Simon Bedard, the Founder and CEO of Exit Advisory Group, to discuss the critical role of Shareholder Agreements in business deals. Our host, Joanna Oakey, and Simon delve into the significance of Shareholder Agreements from both commercial and legal standpoints. They provide a comprehensive roadmap for creating a Shareholder Agreement that serves as a valuable guide for the future of your business. This discussion is particularly relevant to accountants as they play a crucial role in advising their clients on the financial implications of Shareholder Agreements.2023-04-0417 min

The Deal Room[EP 244] Entrepreneurship and positioning yourself for M&A success with Chris Rolls Part 1What does it take to become a successful entrepreneur? Join us in this two-part series of The Deal Room Podcast as Chris Rolls, Managing Partner at PieLAB Capital, shares hard-won wisdom from his entrepreneurial journey. He and host, commercial lawyer Joanna Oakey, talk through business sales and acquisitions, how to start and invest in businesses, as well as approach entrepreneurship with purpose. In part one of this series, Chris Rolls, a serial entrepreneur, shares his early business experience and some lessons learned early on in his business career. He emphasises the importance of good advisers for mergers and acquisitions and...2023-03-2924 min

The Deal Room[EP 243] Ask Me Anything: Working with Buyers & Common Business Owner Struggles when SellingFor this, The Deal Room Podcast episode we have another Ask Me Anything session, this time with the founder of BSale, Vanessa Lovie. Vanessa recently talked about innovations in the broking industry and the main ways to gain enquiries (check out Episode ###). Vanessa asked what the biggest struggle is when selling a business and also about the importance of Due Diligence - one of the biggest steps in a seller’s exit. Our Ask Me Anything sessions are where our host, Joanna Oakey answers your questions, these are the questions that have been provided by you as the listeners or al...2023-03-2213 min

The Deal Room[EP 242] The Importance of Shareholder Agreements (Part 2)Welcome to the second half of our Shareholder Agreements series. Today, we return with Simon Bedard, the Founder and CEO of Exit Advisory Group. In this episode, we continue our discussion on Shareholders' Agreements. Our host, Joanna Oakey and guest Simon Bedard highlight the critical role of Shareholder Agreements in navigating disagreements and exits. In this episode, we also emphasise the dangers of relying on templates and the need to work with a commercial lawyer to ensure your agreement is structured appropriately. They also touch on timing, keyman insurance and how drafting a Shareholder Agreement as soon as possible minimises...2023-03-1515 min

The Deal Room[EP 241] The Importance of Shareholder Agreements (Part 1)In this episode, part of a series we’ll be doing on Shareholders Agreements, we speak to Simon Bedard, the Founder and CEO of Exit Advisory. Simon along with our host Joanna Oakey talk about Shareholder Agreements and discuss the importance of Shareholder Agreements in the context of business deals. Simon and host, Joanna Oakey, soundboard different opportunities for including shares in your contracts and then touch on the importance of both commercial and legal aspects. They also chat through how to set up a roadmap for using shares in the future of your business and (as always) a few gr...2023-03-0917 min

Talking Law[EP 143] Why Shareholders Agreements are essential for Business OwnersDiscover how and why a Shareholders Agreement is critical to your business's success (and what can go wrong if you continue without one) with expert insights from our host, Joanna Oakey. Joanna, a seasoned Commercial lawyer, shares a wealth of knowledge on the critical role of the Shareholders' Agreement in the business including when to establish a shareholders agreement, the key elements it should include, and how it can facilitate decision-making and expectations among shareholders.2023-03-0617 min

The Deal Room[EP 240] Business Sale or Share Sale: Which Best fits your position?Joanna Oakey, Commercial Lawyer, and Host of The Deal Room Podcast share her insights on business sales vs. share sales with real-life examples of business owners navigating their exit pathway, in this new episode. Visit the Buy Grow Exit website Did you enjoy this solo podcast? Tell us what you want us to talk about next Connect with our Legal Eagles! Book a Lawyer Now!2023-03-0111 min

The Deal Room[EP 239] Ask Me Anything: Employee contracts, choosing your deal team + ensuring legal protection doesn’t kill your dealIn this episode, our host Joanna Oakey has an Ask Me Anything session with Glen Carlson of Dent Global. Joanna and Glen discuss employee contracts, the right deal team for negotiations and how to balance ultimate protection with the needs of a business owner to make the sale successful. Connect with Glen Carlson Dent Global Questionaire and Scroecard Quiz Buy Grow Exit Connect with our Legal Eagles! Book a Lawyer Now! Send us an Ask me anything question!2023-02-2217 min

The Deal Room[EP236] Current Trends in Medical Practice Sales – an industry expert panelIn this episode, we feature a recent discussion on what’s happening in M&A within the medical space. Joanna Oakey chats with AIBB members, Sally Stuart, Chris Babich and Larry Green, business brokers with a wealth of knowledge on current trends in medical practice sales and acquisitions. Together they discuss the recent wave of baby boomers retiring - will it continue? They also share small practice owners' take on industry issues (including government support). Our guests also share with us their tips for ensuring any succession plan is achievable. Connect with Sally Stuart Connect with Chris Babich Connect with La...2023-02-0113 min

Talking Law[EP 142] Podcast Replay: Insurance Hacks For SMEs with Meena WahiIn this episode, we revisit our discussion with Meena Wahi the Director of Aspect SME Insurance. Meena and our host, Joanna Oakey discuss what makes Aspect SME Insurance different from other types of insurance and also run through the distinct types of insurance that are available for businesses. In this discussion, they also drill into a few relevant case studies that show the dos and don’ts of SME insurance. Connect with Meena Wahi Aspect SME Insurance Connect with our Legal Eagles! Book a Lawyer Now! Relevant Episodes: [EP 125] Insurance Hacks For SMEs Part 1 [EP 126] Insurance Hacks For SMEs Part 2 2023-01-2520 min

The Deal Room[EP 235] Ask Me Anything: How do you adjust for staff entitlements (fairly)? And broker best practices.For this The Deal Room Podcast episode we have another Ask Me Anything session. In this episode, our host Joanna Oakey has an Ask Me Anything session with Cameron Ryan of Xcllusive Business Brokers - who recently helped us dive into the topic of EBITDAC (if you’re not sure what that is check Episode 227). Joanna and Cameron discuss staff entitlements, contracts and best practices brokers can do and/or provide to make a transaction more seamless and successful. Our Ask Me Anything sessions are where our host, Joanna Oakey answers your questions, these are the questions that have been pr...2023-01-1818 min

Talking Law[EP 141] Podcast Replay: What to do when the business goes bad: navigating tough discussions with a liquidatorIn today’s Podcast Replay, we revisit our discussion with Joshua Taylor, the Managing Director of Taylor Insolvency. He and host, Joanna Oakey, dig into what you need to do when you or your clients find their business is in financial distress. Josh shares a number of real stories and lessons learned from them as well as insights into the insolvency process that are relevant and invaluable to everyone involved— from Directors Accountants & Solicitors to Creditors, Employees, and Customers.2023-01-1133 min

The Deal Room[EP 233] Inside Australian business broking – The evolution of business broking in and across Australia Part 1This week we have another exciting two-part series of the deal room featuring two gentlemen who could be dubbed the ‘founding fathers’ of the Australian Institute of Business Brokers (AIBB), Max Kurz and Mike Smith. Max and Mike with our host Joanna Oakey reflect on the fascinating changes they have seen in the broking industry and its processes, from the time they first stepped into the industry to the present day. They drill into how AIBB was formed, the significance of education and training for the evolution of business broking and changes to the remuneration model's over time. [EP 233] Inside Aust...2022-12-2132 min

The Deal Room[EP 232] Creative ideas in business broking – innovating through challengesWe have another episode of our innovation series. This time we have Keiran James, a registered Business Valuer and the Co-founder of Businesssales.com.au, talking about some of the big issues he identified in the business broking industry and the innovative ways they’ve been dealt with. Keiran and our host Joanna Oakey also dig into some of the fears on the side of business brokers as they're driving deals forward and how Keiran and his team used innovative approaches to overcome them. Connect with Keiran James BusinessSales.com.au Book a Lawyer Now!2022-12-0724 min

The Dave Kittle ShowExiting: The Ultimate Guide to Using Your Practice as a Wealth-Creation Vehicle with Joanna OakeyYou've worked hard to build a successful practice, and now it's time for the payoff. You want the freedom to do what you love when you want, where you want it. But how do you get there? How will you unload your private practice that will create wealth and maximize your retirement position?This week's The Dave Kittle Show episode, Dave Kittle will be joined by Joanna Oakey. Joanna has wide experience working with a large and diverse portfolio of organizations in the areas of mergers and acquisitions, contract law, procurement, commercial law, and branding. She has...2022-11-3034 min

Talking Law[EP 140] Managing Supply Chains and Contracts in a DownturnIn this episode, we talk to Aspect Legal’s Special Counsel, Mark Gardiner. Mark joins our host Joanna Oakey to talk about what business owners and their teams should be looking out for when managing suppliers and supply contracts in a downturn. They drill into a few risk factors and warning signs to look out for in this area, the importance of PPSR and how to deal with customers with signs of insolvency. Mark also shares a few tips and pointers on the best way to deal with these situations.2022-11-2824 min

The Deal Room[EP 231] Ask Me Anything – What is the best way to approach emotions in negotiations? with Farzin HesariWe have another Ask Me Anything episode for you this week! Farzin Hesari of LINK Business Brokers - asks our host Joanna Oakey two juicy questions. Joanna’s response captures the best way to approach emotions in negotiations and the importance of committing to your process, plus a little on daring to think differently. Connect with Farzin Hesari [EP 228] Innovation and Disruption in Business Broking Send us an Ask me anything question! Book a Lawyer Now!2022-11-2315 min

Talking Law[EP 139] Business basics from a legal perspective with Joanna OakeyIn this week’s Talking Law episode we are sharing our discussion with Business Growth Strategist, Athin Cassiotis. Athin is the host of a fabulous podcast called The Business Growth Show, and kindly featured our host Joanna Oakey as one of his guests - the discussion was really insightful so we thought we’d share it with you too! Joanna and Athin talked about the top legal mistakes businesses make, how to protect the value of your business, what to negotiate when selling our business, key considerations for IP, plus much, much more!2022-11-1841 min

The Deal Room[EP 230] BUY GROW EXIT: The Ultimate Guide to Using Business as a Wealth-Creation VehicleIn this week’s Fireside Chat episode, we talk to Glen Carlson the co-founder of Dent Global and the Key Person of Influence Accelerator. Glen shares his take on the newly released book Buy Grow Exit written by our host Joanna Oakey. Along with some insightful sneak peeks from the book, he shares how this book was very relevant to where DENT is now. Joanna also talks us through what pushed her to write BUY GROW EXIT and how she wanted this book to be a guide book for business owners - where they can easily understand the principles behind dr...2022-11-0917 min

The Deal Room[EP 229] Acquiring a franchise vs standard business? – key differences you need to knowIn this episode of The Deal Room Podcast, we speak with Nicole Segal, Special Counsel at Aspect Legal. Nicole, with our host Joanna Oakey, drills into the difference between acquiring a franchise vs standard business. They talk about the key benefits of doing this, the critical parts of a franchise agreement and also touch on the Franchising Code of Conduct and its very recent changes. Connect with Nicole Segal Book a Lawyer Now!2022-10-1919 min

Talking Law[EP 136] Business Behaviour: Using Behavioural Science in BusinessIn this episode of Talking Law, we speak with the fabulous Bri Williams. Bri is the Managing Director and Behavioural Specialis at People Patterns, and host of the wonderful video series, Talking Talks. Today’s discussion features Bri and our host Joanna Oakey discussing the top three reasons why people don't do what you want them to, the rules of letters and emails and how behavioural science can affect pricing. To dive deeply into how behavioural science can amplify your approach to business, tune in now.2022-10-0427 min

The Deal Room[EP 227] What the heck is EBITDAC? The brand new acronym in business salesToday we have on the show, Cameron Ryan from Xcllusive Business Brokers talking about an interesting new term - EBITDAC. What is EBITDAC you say…? Cameron and our host Joanna Oakey dig into this concept and how it may be relevant to you and your business. Connect with Cameron Ryan Book a Lawyer Now!2022-09-2819 min

The Deal Room[EP 226] How to negotiate in difficult situations and with difficult personalities using Behavioural Science with Bri WilliamsIn this episode of The Deal Room Podcast, we talk to Bri Williams, a Behavioural Specialist and the Managing Director of People Patterns. Bri and our host Joanna Oakey drill into how to negotiate in difficult situations and deal with difficult personalities to ultimately get the deal done. They discuss why Behavioural Science can be used in this context and share tips on how to deal with different types of people. They have a detailed discussion about DISC profiles, how to recognise emotion in a deal and how to move the deal forward without getting caught up in emotions that...2022-09-2129 min

The Deal Room[EP 224] The relevance of business grants in acquisitions – top tips for buyersIn this episode of The Deal Room podcast, we talk about the ins and outs of grants in relation to the SME sector and the acquisition of businesses with the CEO and Founder of GrantReady, Adrian Spencer. Adrian has more than 18 years of experience in the grants space, and together with our host Joanna Oakey, he drills into the grants process including a roadmap that people can follow to ensure they can be effective in finding and securing grants. He also gives us a quick rundown of the top things buyers should be thinking about in relation to business grants...2022-09-0821 min

The Deal Room[EP 220] Entering into a new commercial lease – what buyers and sellers should knowIn this episode of The Deal Room Podcast, we speak with Mark Gardiner from our very own Aspect Legal. Mark, along with our host Joanna Oakey, talk with us about what we should be considering when entering into a new lease. Now, this was an episode that we featured on our sister podcast Talking Law, however, we thought it was great for The Deal Room too because all of the considerations when entering into a new lease are exactly the sorts of considerations that a buyer should be thinking when doing their due diligence. And of course, anything that a...2022-08-1125 min

The Deal Room[EP 219] Finding creative solutions to selling a businessIn this episode of The Deal Room Podcast, we talk to Roy Levy of Core Business Brokers. Roy and our host Joanna Oakey discuss some creative approaches to finding the right deal between a buyer and seller. Roy also shares a fabulous story of how creativity in deal structuring can create incredible long-term results. View the complete show notes for this episode Connect with Roy Levy Contact our Legal Eagles!2022-08-0423 min

The Deal Room[EP 214] From Small Business to a $16m sale – Start ups, Acquisitions, Growth and Exits with Matt Alderton Part 2Welcome to Part Two of our three-part series with Matt Alderton, business growth expert and Founder of BX Networking. In Part One, we talked about Matt's early experiences building Subway franchises, cafes and video stores. In this episode, we discuss how owning and building these small businesses has contributed to his next move, starting an online payroll & rostering business, Integrated Workforce Solutions. We also dig into how to use employee share schemes and arrangements to increase employee retention, the lessons learnt from selling to a public company, and key differences in selling to a public company versus a private buyer. W...2022-07-0132 min

The Deal Room[EP 212] Selling a business in 2022 – Market TrendsToday we are talking to Roy Levy from Core Business Brokers about what he is seeing in the business M&A landscape right now - a topic that is always very popular. Roy is a Corporate Advisor, specialising in business divestments, mergers and acquisitions in the SME and mid-tier markets across Australia and New Zealand. In this episode, Roy and our host Joanna Oakey discuss the state of the market in particular where the opportunities are. We also discuss a few best practice tips in selling and buying a business based on these recent market trends.2022-06-2322 min

Talking Law[EP 132] Webinar Debrief: Are You Ready to Get a Grip on Your Business? With Kerry BoultonToday we speak to Kerry Boulton of Exit Strategy Group. Kerry and our host Joanna Oakey recently recorded a webinar together talking all about the E O S system, how to apply it to your business, how it can help arm your business for growth and how it can help you build for a future exit. We also touch on how the tools within the system can also assist you if you are evaluating a business to acquire. In this episode of Talking Law, we run through and answer some very significant questions that came out of the webinar.2022-06-2037 min

The Deal Room[EP 211] Ask Me Anything with Joanna OakeyIn today’s The Deal Room Podcast episode we have something a little bit different. This is our new, very first Ask Me Anything session, where our host, Joanna Oakey answers your questions, these are the questions that have been provided by you as the listeners or along the way in our day-to-day practice. So today, she'll be running through a Q&A of sorts for this session and we will be integrating these into our podcast from time to time as well. Quick questions...While I’ve got your questions and of course, What are your thoughts on… questions too. D...2022-06-1613 min

The Deal Room[EP 206] Getting Tax Right at Exit (and what can go wrong if you don’t.)In this episode, Chartered Accountant Nigel D’souza from ADX Accountants joins us to talk about common red flags when planning to sell your business - including some insightful warnings about the timing of a sale and windows to access concessions. Together, our host Joanna Oakey and Nigel drill into the importance of planning effectively and offer some practical steps to help avoid getting tax wrong when it comes time to exit.2022-04-2843 min

Talking Law[EP 129] What’s Next for Construction? – a post-pandemic look at what construction businesses & suppliers should have in their contracts Part 1In this episode, Aspect Legal's Jelena Milanovic talks us through the general impacts of the pandemic on the construction industry, in particular pricing and construction contracts. Jelena along with our host Joanna Oakey also drills into how supply chain shortages, pricing pressures and now natural disasters, are likely to impact the sector from a legal perspective. Importantly, we cover what construction businesses and suppliers can do to protect themselves from uncertainty.2022-04-2719 min

The Deal Room[EP 205] Key Takeaways and Buy Grow Sell Summit highlights with Joanna Oakey & Simon BedardIn this episode of The Deal Room Podcast, Joanna Oakey catches up with fellow Summit Co-Host Simon Bedard of Exit Advisory. Now that the ‘Summit dust’ has settled, Simon & Jo take some time out to discuss the highlights of the recent Buy Grow Sell Summit. This is a great episode for anyone that attended and wants a reminder of the highlights, and also for anyone who didn't have the chance to attend and wants to access the replays that are now available (or just get a sneak peek at what they missed).2022-04-1250 min

Talking Law[EP 128] How to grow in a way that works for you – Talking Law with Kobi SimmatIn this episode, we talk to Kobi Simmat of Best Practice Biz about buying, growing, exiting and doing so in a way that gives value to your business. Kobi, together with our host Joanna Oakey, also shares the steps business owners need to take to create a business that works for you individually.2022-03-2223 min

Talking Law[EP 127] Why doing business ‘for good’, is so good for businessIn today's episode, we talk to the legendary Paul Dunn from B1G1 on why the movement of business for good, is so good for business. He and our host Joanna Oakey look at how some businesses are building a culture of giving, how B1G1 was established and how this ties in with the need to identify your purpose.2022-03-1748 min

The Deal Room[EP 203] Why doing business ‘for good’, is so good for business, with Paul DunnIn today's episode, we talk to the legendary Paul Dunn from B1G1 on why the movement of business for good, is so good for business. He and our host Joanna Oakey look at how some businesses are building a culture of giving, how B1G1 was established and how this ties in with the need to identify your purpose.2022-03-1649 min

The Deal Room[EP 202] Maximising the Value of a Recruitment Business in 2022In this episode, we talk to one of our favourite serial guests, Rod Hore of HHMC Global. Today we delve into hot new trends & how to maximise the value of a recruitment business in 2022. The pandemic period has significantly changed the business environment for all businesses, including not least the recruitment industry. Owners and managers need to revise their focus if they are to grow and create value in 2022. Rod and our host Joanna Oakey talk niche strategy, talent attraction, compliance and the rising costs that face the industry. This is a must-listen episode for tips on maximising the value o...2022-03-1138 min

The Deal Room[EP 200] Podcast Replay: Conversations at the Coalface: How to grow your business (or practice) through acquisitionsIn this episode of The Deal Room podcast, we feature a replay of one of our most loved podcast episodes. We have brought in one of our serial guests, Edward Chan of Chan & Naylor Accountants & Wize Mentoring for accountants. Ed provides such great insight into growing your business through mergers and acquisitions and in this episode he and our host Joanna Oakey discuss ways to grow your business through mergers & acquisitions, the risks that this can create, and how best to avoid those risks. This series is valuable listening particularly if you are running a business you are looking to...2022-02-1022 min

The Deal Room[EP 198] Tips for buying and selling financial planning practicesIn this episode, we talk to Steven Fine who is the Managing Director of Growth Focus. Today, we are talking all about the top considerations when buying and selling financial planning practices. Steve along with our host Joanna Oakey drill into the changes in the financial planning industry, discuss a few case studies on different aspects of this area and give you some top tips and takeaways.2022-01-2629 min

Talking Law[EP 125] Insurance Hacks For SMEs Part 1This week’s Talking Law podcast is the first of a two-part series with Meena Wahi, where we talk all about the newest member of the Aspect Group of Companies: Aspect SME Insurance. In this first episode, Meena and our host, Joanna Oakey, share why they started this new business, the power of integrating legal and insurance services, and how insurance plays an important part in risk management for a business. Don’t miss the second part of this series on the common mistakes that SMEs make when dealing with insurance and discuss real cases studies.2021-10-1931 min

The Deal Room[EP 190] Selling and Buying Businesses in a Pandemic Part 2We return with Part 2 of Selling and Buying Businesses in a Pandemic, with Zoran Sarabaca of Xcllusive Business Brokers. In this final episode, Zoran and our host Joanna Oakey reflect on the forecasts they made a year ago in terms of where they thought the market was and where they thought it was going. They discuss the things that they got right and those that they got wrong! They then do a bit of crystal ball gazing and discuss what they think the short and long term future looks like in the market of buying and selling businesses.2021-10-0825 min

The Deal Room[EP 189] Selling and Buying Businesses in a Pandemic Part 1Welcome to a two-part series of The Deal Room podcast, discussing how to sell businesses during a pandemic. In this first episode, Zoran Sarabaca of Xcllusive Business Brokers and our host, Joanna Oakey, drill into the current market trends, how much activity is going on at the moment, and what the impact of COVID has been on business valuations. They also talked about innovation in selling businesses during this pandemic as well as other practical issues.2021-09-3034 min

The Deal Room[EP 188] How to identify the logical buyer for a business and top tips for an effective saleIn this episode of The Deal Room podcast, we talk to Ian Jones (co-owner, founder, and director of Merchant Business Brokers) about how to identify the logical buyer for a business. He and our host Joanna Oakey also share top tips for negotiating an effective sale, the importance of understanding the buyer and they then also examine ten critical steps for a successful business sale.2021-09-0200 min

The Deal Room[EP 186] Tax at Exit – tips, traps and the importance of proper planning part 2In part 2, Paula and our host Joanna Oakey share stories from the coalface - where tax planning has led to excellent tax outcomes (often ending in zero tax), and also stories where the lack of tax planning has resulted in unhappy tax outcomes. We also dig into an area of common confusion - the difference between selling shares and selling the business out of the shares. If you are interested in maximising the cash in your pocket from the sale of your business, this is one episode you can’t afford to miss.2021-08-2030 min

The Deal Room[EP 184] How to save a deal when things go wrongIn this episode of The Deal Room, we speak with Ian Jones (co-owner, founder, and director of Merchant Business Brokers) about how to save a deal when things go wrong. Ian and our host, Joanna Oakey, run through the important things to take note of in order to bring deals back from the brink. They dissect the importance of motivation in a deal, the value of trust and respect between the parties involved, how to establish effective communication, and how to avoid deal fatigue.2021-08-0531 min

The Deal Room[EP 182] The secrets to success in selling businesses part 1Welcome to another great two-part series, this time with the fabulous Nikki Katz. Nikki and our host Joanna Oakey discuss the secrets to successfully selling businesses. Nikki takes us through her journey of selling her previous businesses in the UK and then settling in Australia, where she was awarded the REIA Australia National Business Broker of the Year Award for 3 years in a row. She shares with us the lessons she has learned along the way in relation to the tricky task of business sale, the benefits of niching, and the most important things to take note of when selling...2021-07-2230 min

Talking Law[EP 123] What to do when the business goes bad: navigating tough discussions with a liquidatorIn this episode, Joshua Taylor (Managing Director of Taylor Insolvency) and our host Joanna Oakey talk about what you need to do when you or your clients find their business in financial distress. Josh shares a number of real anecdotes and lessons learned from them. Joshua’s company, Taylor Insolvency, helps stakeholders in the insolvency process — from Directors to Individuals, Accountants, Solicitors, Creditors, Employees, and Customers. They aim to make liquidations as simple as possible in order to help businesses through tough times to happier times.2021-07-1433 min

The Deal Room[EP 181] Winning tactics for business brokersIn this episode, Brian Wilson of Aro Software and our host Joanna Oakey share effective tactics for business brokers in winning clients and finding buyers. They examine how to achieve better targeting, how to use systems best, and communication strategies. They also share a handful of tips that are being used in the market right now.2021-07-0823 min

The Deal Room[EP 180] A case study on how to build a business to sell – and other gold nuggets with Kobi Simmat Part 2Today’s episode is part two of a great two-part series with Kobi Simmat of Best Practices Biz, who so graciously shares his own experiences and insights from building his own business, as well as his clients’ businesses. This time, Kobi and our host Joanna Oakey dig into the pillars of growing a business’s sale value. They talk about how you can find trending industries and run through the benefits of adding new products and services to your client base. Lastly, Kobi shares his top 3 takeaway tips for businesses to grow and succeed.2021-07-0427 min

The Deal Room[EP 179] A case study on how to build a business to sell – and other gold nuggets with Kobi Simmat Part 1Welcome to part one of a valuable two-part series with the founder and CEO of Best Practice Biz, Kobi Simmat. Kobi and our host Joanna Oakey discuss the very important topic of how to build a business up for sale, by using Kobi’s own business as an example of how it can be done.2021-06-2627 min

The Deal Room[EP 173] Finding a buyer: A broker’s secrets to sourcing strategic buyers without adsIn this episode, we talk to Steve Finn, Director and Co-Founder of The Finn Group. He and our host Joanna Oakey tackle the secrets of a top broker on how to find a buyer. They drill into what strategic buyers are and why sellers should focus on them. They also discuss the need for a huge volume of prospective buyers, as well as tips on getting strategic buyers — even without advertising.2021-04-2237 min

The Deal Room[EP 172 ] Evaluating and Maximising Acquisitions in the Medical, Dental, and Allied Health Practices Part 2Continuing our two-part interview with Ami, in this second and last episode, we drill into acquisitions for medical, dental, and allied health practices. Our host Joanna Oakey and guest Ami Assigal dig into building a business plan to maximise value after acquisition as well as ‘KP-EYEs’ and their value to a business. They also talk about the benefits of working with practices that have multiple sites and tackle Green Field Investment versus Acquisitions.2021-04-1520 min

The Deal Room[EP 170] Common issues for vets: going into (or acquiring) a business with someone elseIn this episode, we talk to Paolo Lencioni from APL Accountants about the most common issues that occur when going into business with someone in the vet industry, and how to deal with those. Today’s podcast episode is directed specifically to businesses in the veterinary industry. Paolo and our host Joanna Oakey drill into the different business structures that you can use and the risks of not having the right agreements. They also discuss the importance of shareholder agreements when it comes to going into business with a partner, and the things that need to be covered in them. Th...2021-04-011h 04

The Deal Room[EP 161] Tips and traps in Selling (or Buying) an Accounting Practice Part 2In this second half of our two-part series about the tips and traps in Selling (or Buying) an Accounting Practice, we continue our discussion with Mark Attard of Xcllusive Business Sales, and take a look at the current market conditions before and during COVID. We also drive into the valuation impacts of a client base (and the difference in valuation between business clients versus individual returns). Mark along with our host Joanna Oakey then end the discussion with some final tips and takeaways that you can follow to be one step ahead when selling or buying an accounting practice.2020-12-3122 min

The Deal Room[EP 157] Market trends in sales and acquisitions activity for small businessIn this episode, we talk to the fabulous Mary Tamvakologos of Anybusiness all about the current market trends in sales and acquisitions in the small business sector. Mary, along with our host Joanna Oakey, drill into where the most traffic comes from on the Anybusiness website (that advertises small businesses for sale) and the reasons for some recent changes in traffic to drill into that all-important question - Is it still possible to market and sell your business during this peculiar time?2020-11-2032 min

The Deal Room[EP 155] Medical Practices – it’s more than just the numbersIn this episode, we talk to Larry Green of Xcllusive Business Sales all about Medical Practices and why it's more than just the numbers that count. Larry, together with our host Joanna Oakey, discuss how selling medical practices shouldn’t be rushed! We also discuss buyer profiles, case study examples and important action tips relating to this process.2020-11-0540 min

The Deal Room[EP 152] The top legal tips when buying a franchiseIn this episode of The Deal Room Podcast, we talk to Aspect Legal’s Executive Counsel, Nicole Segal. Nicole together with our host Joanna Oakey will be drilling into the top legal tips when buying a franchise.2020-10-1824 min

The Deal Room[EP 143] Why business acquisition is a killer growth strategy Part 2Welcome to the second and last half of our two-part series all about the powerful opportunities available for businesses in using mergers or acquisitions to deliver years (or decades) of growth in one deal, and why it is such a killer growth strategy. We continue this discussion with our expert panel : Simon Bedard of Exit Advisory, Nick Wormald of Grow Capital and Aspect Legal’s very own, Joanna Oakey.2020-07-3021 min

The Deal Room[EP 142] Why business acquisition is a killer growth strategy Part 1The power of acquisitions in adding years of growth in a single signature is widely understood by large corporations, who consistently use M&A and bolt on acquisitions to grow. But opportunities for SMEs and mid market businesses in using this strategy for growth are a far lesser known secret. This week, we welcome you to an amazing two-part series with our guests Nick Wormald of Grow Capital and Simon Bedard of Exit Advisory. Our guests together with our host Joanna Oakey look at the powerful opportunities available for businesses in using mergers or acquisitions to deliver years (or decades...2020-07-2426 min

The Deal Room[EP 133] M&A in Mature Industries – the Print Industry Case Study – Part 1Welcome to another awesome two-part series of The Deal Room where we talk with Stephen Edwards and Steven Stucci of Transworld North Sydney. Along with host Joanna Oakey, Stephen and Steven provide us with an overview of business sales and acquisitions in the print industry. But don’t fear if you are not part of the print industry as a lot of what we cover is relevant across markets, particularly in relation to mature industries and how to sell a mature business. This is an interesting and insightful episode where our guests provide some case studies examples and tips on ma...2020-05-0628 min

The Deal Room[EP 102] The Power of Advisors in Alignment – Brokers and Lawyers Working TogetherIn today’s episode we have our expert panel, Matthew Grech from SME Business Sales and Aspect Legal’s very own Fiona Yiend and Joanna Oakey. Today our panel really drills and digs into the importance of brokers and lawyers working together.2019-08-1333 min

The Deal Room[EP 085] Business Sales Revolving Around a TeamOn this episode of The Deal Room, Joanna Oakey talks once again to Simon Clatworthy - the founder of Start Your Earn-Out Now and take on the subject of selling a business that is not necessarily traditional asset based but instead, revolves around a team. They explore various cases in this area, innovative ways of structuring a sale in this type of environment and drill into the importance of early preparations in time of exit.2019-04-1624 min

The Deal Room[EP 001] Welcome to The Deal Room podcastWelcome to The Deal Room podcast. I'm Joanna Oakey, and this is our very first episode. I'm really excited! I love the area of business sale. It's fascinating, fast moving and often action packed.2017-07-0305 min