The Deal Room

The Deal Room

By Joanna Oakey, Aspect LegalBusinessEntrepreneurshipMarketing
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The Deal Room episodes

  • [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 stable revenue, operational independence, and a strong management team.
    He also provides valuable tips on recognizing the optimal point to start thinking about selling your business, along with some case studies of successful exits. If you're interested in entrepreneurship and building successful companies, this is a must-listen episode.
    Connect with Chris Rolls
    Chris on Linkedin
    Visit the PieLab website
    Connect with our Legal Eagles! Book a Lawyer Now!
    Visit the Buy Grow Exit website
    Relevant episodes
    [EP 245] Entrepreneurship and positioning yourself for M&A success with Chris Rolls Part 1
    25 min
  • [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 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 discusses his move from accounting to real estate. Chris also shares insights on starting and investing in businesses, and how to approach entrepreneurship with the end in mind.
    Connect with Chris Rolls
    Chris on Linkedin
    Visit the PieLab website
    Connect with our Legal Eagles! Book a Lawyer Now!
    Visit the Buy Grow Exit website
    25 min
  • [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 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 along the way in our day-to-day practice. If you would like to submit a question that you’d like us to answer, then please send it to us at [email protected].
    14 min
  • [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 future issues, along with examples from their respective businesses.
    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!
    Relevant Episodes
    Talking Law [EP 143] Why Shareholders Agreements are essential for Business Owners
    The Deal Room [EP 241] The Importance of Shareholder Agreements Part 1
    16 min
  • [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 great stories from Simon’s personal experience in this area.
    18 min
  • [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!
    12 min
  • [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 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!
    18 min
  • [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. Jean also shares why he went through multiple acquisitions and the lessons learned during them.
    Connect with Jean-Eric
    Growth Strategy CA
    Connect with our Legal Eagles! Book a Lawyer Now!
    33 min
  • [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 news. Vanessa's dedication to small business and marketing has seen her team assist thousands of clients to list their businesses for sale in Australia.
    33 min
  • [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 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 Larry Green
    The Australian Institute of Business Brokers (AIBB)
    Connect with our Legal Eagles! Book a Lawyer Now!
    Relevant Episodes
    [EP 217] What you need to know about selling your medical practice
    [EP 178] Legal Matters to Consider Along the Path to Purchase
    [EP 151] The Path to Purchase for aspiring owners of medical, dental and allied health practices
    14 min

About The Deal Room

From the publisher's feed

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…

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