The Deal Room

By Joanna Oakey, Aspect Legal

What's The Deal Room about?

Welcome to Australia’s First and Only Mergers and Acquisitions podcast! Discover best practices from industry advisors and businesses that are involved in sale and acquisitions activity. Get educated about the the trends, challenges and issues that impact the business sale and acquisitions environment.

Download our free app to listen on your phone

The Deal Room episodes:

04.19.2024
[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...
04.17.2024
[EP 277] The Systemised Exit: The Impact of Systems on Business Sales
This week on the Deal Room Podcast, we're thrilled to have Dave Jenyns, the mastermind behind "Systemology," joining us to share his expertise in the realm of business systemisation. At first glance, the concept of implementing systems and processes in your...
03.27.2024
[EP 277] The Systemised Exit: The Impact of Systems on Business Sales
This week on the Deal Room Podcast, we're thrilled to have Dave Jenyns, the mastermind behind "Systemology," joining us to share his expertise in the realm of business systemisation. At first glance, the concept of implementing systems and processes in your...
03.07.2024
[EP 276] Unraveling the Intricacies of Medical and Veterinary Practice Sales
This week on the Deal Room Podcast, we are back with part 2 of our State of the Market series with Paolo Lencioni and Chris Babich, two healthcare experts who bring their insights and expertise in veterinary and medical practice...
02.22.2024
[EP 275] The Devil’s in the Detail: Best Practice in Contracting for Business Brokers, Accountants & Advisors
In 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...
02.08.2024
[EP 274] Unraveling the Intricacies of Medical and Veterinary Practice Sales
This 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...
02.01.2024
[EP 273] Innovating Success: Dr. David Penn’s Journey from Dentistry to Business Mastery
In this episode of The Deal Room Podcast, we sit down with Dr. David Penn, a trailblazer in both the dental industry and the business world. Dr. Penn shares his unique journey from dentist to founder of $95million empire with...
12.11.2023
[EP 272] Jargon Buster: Understanding Term Sheets, MOUs, and More
In 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...
11.15.2023
[EP 271] State of the Market Series: Dissecting Motel & Tourism Business Sales and trends in the Hospitality Industry
In 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...
11.08.2023
[EP 270] Financing & Creative Deals: Tips for Getting the Finance You Need for Small Business Acquisitions
In 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...
11.03.2023
[EP 269] AI, Tech & Automation Trends: Opportunities in business broking & will it replace lawyers?
In this special episode of The Deal Room Podcast, recorded live at the 2023 AIBB national conference, Aron Rubulis and Matt Ensing join Joanna to dive into the fascinating world of AI in business broking. They share market trends they're...
10.25.2023
[EP 268] Business Acquisition Masterclass with Jonathan Jay
Welcome 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...
10.12.2023
[EP 267] The Current State of Medical & Healthcare Practice Sales – What you need to know as a buyer or seller
Welcome 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...
09.28.2023
[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...
09.21.2023
[EP 265] The Evolution of Flippa.com and the Power of AI in Matching Buyers
Blake 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...
09.14.2023
[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...
08.18.2023
[EP 263] Navigating Business Transactions: 2023 Market Trends in Business Asset Sales and Share Sales
In 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...
08.11.2023
[EP 262] The Ins-and-outs of Dental Practice Sales: Insights on selling a dental practice with Carl Burroughs
Carl 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...
08.03.2023
[EP 261] Unlocking Business Value: Understanding Trends, Valuation and the Power of Data with Richard Hemingway
This 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...
07.20.2023
[EP 260] Podcast Replay: Acquiring a Franchise vs Standard Business? – Key Differences You Need to Know
Welcome 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...
07.13.2023
[EP 259] Ask Me Anything: Asset Sale vs Share Sale – Which is the Best Way to Sell? With Hugo Martin and Harry Notaras
In 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...
07.07.2023
[EP 258] Podcast Replay: Going From Zero to Small Business Hero with Mike Davis
This week, we bring you a Podcast Replay, one of the best episodes from our archives. In this week's replay, we present Episode 193: Going From Zero to Small Business Hero, Part 1 of our three-part series. We revisit our discussion...
06.30.2023
[EP 257] What to Expect: The most common questions Small Business Owners’ ask when selling their business
In 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...
06.23.2023
[EP 256] Niching, Diversification and Everything in between with Dr David Penn
Join 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...
06.15.2023
[EP 255] An unusual acquisition story and the unintended opportunities in growth through acquisition Part 3 (Innovation)
This episode of The Deal Room is another episode for our innovation series, a series of podcasts that focuses on the topic of innovation in business sales and acquisitions. Innovation is absolutely critical to any business, but particularly to the...
06.08.2023
[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...
06.01.2023
[EP 253] Understanding Success Secrets: Challenges for business owners & the innovative world of business broking
In 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...
05.24.2023
[EP 252] Tech & Disruption in the Business Sales Industry: Insights from Bonza Business and Franchise Sales Director Nigel Hall
In this episode of The Deal Room Podcast we chat with Nigel Hall, the Director of Bonza Business and Franchise Sales. Nigel, has been involved in four exits and 22 transactions and is an angel investor in multiple early-stage biotechs,...
05.19.2023
[EP 251] State of the Market Series: A Dental Industry Spotlight with Carl Burroughs
This 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...
05.10.2023
[EP 250] An unusual acquisition story and the unintended opportunities in growth through acquisition Part 2 (selling 4 businesses)
In this episode, we bring you part two of our three-part series - with Jean-Eric Plamondon, a serial entrepreneur based in Canada. In part two of “An unusual acquisition story and the unintended opportunities in growth through acquisition”, Jean-Eric...
05.03.2023
[EP 249] Ask me Anything: Negotiating Warranties, Indemnities, and Choosing the Right Lawyer for Business Sellers with Chris Rolls
In 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...
04.26.2023
[EP 248] The Inside Scoop on Market Trends: How to Secure Financing for Your Next Business Purchase with Nigel
In 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...
04.19.2023
[EP 247] Insights on QLD Business Broking with REIQ’s CEO Antonia Mercorella Part 2
We are back with the Real Estate Institute of Queensland's CEO, Antonia Mercorella for the second and final part of our two-part series on the exciting world of business broking. In part one, we explored the latest trends and changes...
04.12.2023
[EP 246] Insights on QLD Business Broking with REIQ’s CEO Antonia Mercorella Part 1
We have another exciting two-part series on the world of business and business broking! We're thrilled to be joined by the Real Estate Institute of Queensland's CEO, Antonia Mercorella, to chat through the latest trends and changes in the QLD...
04.05.2023
[EP 245] Entrepreneurship and positioning yourself for M&A success with Chris Rolls Part 2
We are back with serial entrepreneur, Chris Rolls. In part two of our series, we're joined again by Chris Rolls, of PieLAB Venture Partners. Chris shares his insights and experiences on what makes a business valuable to an acquirer, including...
03.29.2023
[EP 244] Entrepreneurship and positioning yourself for M&A success with Chris Rolls Part 1
What 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...
03.22.2023
[EP 243] Ask Me Anything: Working with Buyers & Common Business Owner Struggles when Selling
For 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...
03.15.2023
[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...
03.09.2023
[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...
03.01.2023
[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...
02.22.2023
[EP 239] Ask Me Anything: Employee contracts, choosing your deal team + ensuring legal protection doesn’t kill your deal
In 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...
02.15.2023
[EP 238 ] An unusual acquisition story and the unintended opportunities in growth through acquisition Part 1 (An unusual journey)
We have a three-part series for you. In this episode, Part One, we talk to serial entrepreneur, Jean-Eric Plamondon from Canada. Jean takes us through his unusual journey through acquisition and the unintended opportunities he found in growth through acquisition....
02.09.2023
[EP237] What is Happening in the Business for Sale Marketplace
In this episode of The Deal Room Podcast, we speak to the fabulous Vanessa Lovie, the Managing Director of Bsale.com.au. Over 20 years, Vanessa and her team at Bsale have been connecting buyers and sellers, and keeping the industry across...
02.01.2023
[EP236] Current Trends in Medical Practice Sales – an industry expert panel
In 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...
01.18.2023
[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...
01.04.2023
[EP 234] Inside Australian business broking – The evolution of business broking in and across Australia Part 2
Part 2 of our series on the evolution of business broking in Australia sees us return to our discussion with Max Kurz and Mike Smith, the founding fathers of the Australian Institute of Business Brokers (AIBB). We touch on the...
12.21.2022
[EP 233] Inside Australian business broking – The evolution of business broking in and across Australia Part 1
This 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...
12.21.2022
[SPECIAL] The Deal Room Podcast wishes you a Merry Christmas
We’ll be hanging up our headphones for a few weeks of downtime over the summer break. We just wanted to say thank you to all of you who listen and to all our fabulous guests - We loved our discussions...
12.07.2022
[EP 232] Creative ideas in business broking – innovating through challenges
We 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...
11.23.2022
[EP 231] Ask Me Anything – What is the best way to approach emotions in negotiations? with Farzin Hesari
We 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...

What's The Deal Room about?

Download our free app to listen on your phone

The Deal Room episodes:

[EP 278] The right way to grow and the right time to sell (Part 1)

[EP 277] The Systemised Exit: The Impact of Systems on Business Sales

[EP 277] The Systemised Exit: The Impact of Systems on Business Sales

[EP 276] Unraveling the Intricacies of Medical and Veterinary Practice Sales

[EP 275] The Devil’s in the Detail: Best Practice in Contracting for Business Brokers, Accountants & Advisors

[EP 274] Unraveling the Intricacies of Medical and Veterinary Practice Sales

[EP 273] Innovating Success: Dr. David Penn’s Journey from Dentistry to Business Mastery

[EP 272] Jargon Buster: Understanding Term Sheets, MOUs, and More

[EP 271] State of the Market Series: Dissecting Motel & Tourism Business Sales and trends in the Hospitality Industry

[EP 270] Financing & Creative Deals: Tips for Getting the Finance You Need for Small Business Acquisitions

[EP 269] AI, Tech & Automation Trends: Opportunities in business broking & will it replace lawyers?

[EP 268] Business Acquisition Masterclass with Jonathan Jay

[EP 267] The Current State of Medical & Healthcare Practice Sales – What you need to know as a buyer or seller

[EP 266] State of the Market Series: Manufacturing Industry Deep Dive – What’s Selling, What’s not – and Why..

[EP 265] The Evolution of Flippa.com and the Power of AI in Matching Buyers

[EP 264] Ask Me Anything with David Ferraz | Strategies for Handling WIP & Unexpected Stock Valuations in Business Sale Negotiations

[EP 263] Navigating Business Transactions: 2023 Market Trends in Business Asset Sales and Share Sales

[EP 262] The Ins-and-outs of Dental Practice Sales: Insights on selling a dental practice with Carl Burroughs

[EP 261] Unlocking Business Value: Understanding Trends, Valuation and the Power of Data with Richard Hemingway

[EP 260] Podcast Replay: Acquiring a Franchise vs Standard Business? – Key Differences You Need to Know

[EP 259] Ask Me Anything: Asset Sale vs Share Sale – Which is the Best Way to Sell? With Hugo Martin and Harry Notaras

[EP 258] Podcast Replay: Going From Zero to Small Business Hero with Mike Davis

[EP 257] What to Expect: The most common questions Small Business Owners’ ask when selling their business

[EP 256] Niching, Diversification and Everything in between with Dr David Penn

[EP 255] An unusual acquisition story and the unintended opportunities in growth through acquisition Part 3 (Innovation)

[EP 254] Ask Me Anything: Should You Ever Push Back Against Your Accountant’s Advice?

[EP 253] Understanding Success Secrets: Challenges for business owners & the innovative world of business broking

[EP 252] Tech & Disruption in the Business Sales Industry: Insights from Bonza Business and Franchise Sales Director Nigel Hall

[EP 251] State of the Market Series: A Dental Industry Spotlight with Carl Burroughs

[EP 250] An unusual acquisition story and the unintended opportunities in growth through acquisition Part 2 (selling 4 businesses)

[EP 249] Ask me Anything: Negotiating Warranties, Indemnities, and Choosing the Right Lawyer for Business Sellers with Chris Rolls

[EP 248] The Inside Scoop on Market Trends: How to Secure Financing for Your Next Business Purchase with Nigel

[EP 247] Insights on QLD Business Broking with REIQ’s CEO Antonia Mercorella Part 2

[EP 246] Insights on QLD Business Broking with REIQ’s CEO Antonia Mercorella Part 1

[EP 245] Entrepreneurship and positioning yourself for M&A success with Chris Rolls Part 2

[EP 244] Entrepreneurship and positioning yourself for M&A success with Chris Rolls Part 1

[EP 243] Ask Me Anything: Working with Buyers & Common Business Owner Struggles when Selling

[EP 242] The Importance of Shareholder Agreements (Part 2)

[EP 241] The Importance of Shareholder Agreements (Part 1)

[EP 240] Business Sale or Share Sale: Which Best fits your position?

[EP 239] Ask Me Anything: Employee contracts, choosing your deal team + ensuring legal protection doesn’t kill your deal

[EP 238 ] An unusual acquisition story and the unintended opportunities in growth through acquisition Part 1 (An unusual journey)

[EP237] What is Happening in the Business for Sale Marketplace

[EP236] Current Trends in Medical Practice Sales – an industry expert panel

[EP 235] Ask Me Anything: How do you adjust for staff entitlements (fairly)? And broker best practices.

[EP 234] Inside Australian business broking – The evolution of business broking in and across Australia Part 2

[EP 233] Inside Australian business broking – The evolution of business broking in and across Australia Part 1

[SPECIAL] The Deal Room Podcast wishes you a Merry Christmas

[EP 232] Creative ideas in business broking – innovating through challenges

[EP 231] Ask Me Anything – What is the best way to approach emotions in negotiations? with Farzin Hesari