The Deal Room

In 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.

For most business owners their most valuable asset is their business - but how do you maximise the value you can extract out of your business at exit? One often overlooked area is the impact of tax. So in this 2 part series, we are focussing squarely on the subject of tax - and what you need to know to end up with the most in your pocket.

In 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.

Today’s episode is the second and final episode discussing the Secrets to Success in Selling Businesses with Nikki Katz. This time, we dig into the gaps in the market, discuss the importance of setting up a system for sale and drill into common mistakes of sellers when they put a business up for sale. Nikki also shares some great insights she has gained into the industry and gives us a bit of a peek into her future plans.

Welcome 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 a business.

In 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.

Today’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.

Welcome 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.

In this episode, we talk to Sally Stuart of LINK Business Broking New South Wales and Michelle Tayler of Marketing Practices talking about the legal process involved when you’re on the path to purchase of medical, dental or allied health business.

In this episode, we talk to Rod Hore of HHMC Global all about using shares as a talent retention strategy in professional service businesses and how this can impact a business at its point of exit.