The Deal Room

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.

In 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).

In this podcast replay, we talk with one of our clients, Peter Hughes from Kikada Lane Dental, to bring you a different take on aggregation models, and the “real story” of being in the middle of a transaction. Kikada Lane is a dental aggregator created to disrupt the industry. And in this episode, we dive deeply into a discussion about aggregations, the creation of a unique model, and the acquisition process as a whole.

In 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.

In 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 of a recruitment business and planning for exit.

This week, we are joined by our expert panel from our very own Aspect SME Insurance division, Meena Wahi, Angus Marshall and Joe Perrett who are specialists in Transaction Liability Insurance. In this episode, we discuss our first-to-market SME and Micro M&A Insurance product that provides unique protection for sellers of businesses in Australia. We also delve into what this specific insurance covers, why insurance is important in an M&A transaction and how it is relevant in the Australian market. This episode is a must-listen for both business buyers, sellers and advisors.

In 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 grow.

In this episode of The Deal Room podcast, we feature a replay of one of our most listened to podcast episodes. Today’s replay is an episode with Greg Savage of The Savage Truth. Greg is one of the most influential people in the Australian recruitment industry with a wealth of experience in understanding building businesses, as well as M&A activity.

In 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.

In this episode of The Deal Room podcast, we feature a replay of one of our most downloaded podcasts. In this episode, we talk to Allan McKeown, the founder and CEO of Prosperity Advisers Group who at the time of this initial recording celebrated 30 years of business. In this episode, we talk about secrets from the Inside – the top areas of insight from 30 years at the coalface. This is actually the 1st half of a two-part series, our discussion will not only be based on Allan’s 30 years of experience in dealing with clients but also based on the multiple acquisitions that his own accounting firm had been involved in.