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…

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 business might seem like a straightforward activity and part of business operations or busine…

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 businesses to the forefront. Picking up where they left off - the conversation delves into differences in valuations, ear…

Welcome 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…

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 you include just the right amount of details in contract, and the risks linked to too much informatio…

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 insights and expertise in veterinary and medical practice businesses to the forefront in this two-part series. While the business …

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 Southern Cross Dental Labs. Dr. Penn discusses his innovative approach to the dental industry, including his strategy for ov…

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 what the difference is between an Memorandum of Understanding (“MOU”), Letter of Intent (“LOI”), Term Shee…

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 advising on sales and acquisitions of motels. Jenny highlights the role of occupancy rates, technology and property in th…

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 some insights from the front line of finance including the current the state of the market in t…

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 seeing with their broker clients and how AI is being adopted in their marketing and general business practices.T…

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 (UK). Jonathan has bought and sold 70+ businesses over the years - and in this episode he sits down with Joanna to sh…

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 most recent industry trends, including the recent spike in interest in buying and selling, and the different types of sale…

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 FerrazDavid on LinkedInCheck out Argus Business Brokers!Email DavidBy Joanna Oakey, Aspect Legal

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 now matching 100,000+ buyers a month (generating $5.5m in deal value). Blake provides pr…

[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…

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 sales, what they’re seeing in terms of potential challenges and complexities associated with each type of sale, and the str…

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 dynamics and why early preparation is crucial for smoother transactions in this sector. There is …

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 30 years in CFO roles, including Australia, Asia, and NZ markets. In this discussion, Richard provides us wit…

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 Aspect Legal and absolute guru on working with Franchisees and Franchisors, joins host Joanna Oakey to provide …

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 insightful episode, Hugo and Harry ask host Joanna Oakey her thoughts on a very common question - which …

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 with business owner, Mike Davis, an electrical engineer. He shares his learnings, challenges and moments of triumph fro…

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 considerations that should be given to current market conditions and the importance of being prepared when…

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 shares his thoughts on the power of focusing on a specific niche versus diversification, why continuall…

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 business broking industry – which has such an impact on people’s lives as they buy and sell businesses…

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 …

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 the market, but the conversation takes an interesting turn as they delve into the unique marketing appro…

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, nanotech, and IT businesses. He shares his thoughts about what's happening in business sales and acquisitions, the…

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 in the health and dental sectors alike. Together, they delve into the high demand for dental practices, Carl provides sm…

In 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 c…

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 talks us through selling a business (or four). We talked about the story behind his business sales,…

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 Oakey shares some sage advice on how to navigate the overwhelming risk involved i…

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 completed in the market. However, there is now more caution from buyers due to banks not providi…

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 in the industry. Make sure you check the show notes for a link back if you missed it. Connect with Antonia Mercocell…

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 business sales and acquisitions industry. We also take a quick look at some of the recent changes to legisl…

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 r…

In 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. Th…

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,…

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 impo…

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 …

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 differen…

Discover 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 …

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 websiteDid you enjoy this solo podcast? Tell us what you want us to talk about nextConnect with our Legal Eagles…

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 CarlsonDent GlobalQuestionaire and Scroecard …

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 dur…

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 lis…

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 retirin…

In 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 relev…

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 entitlemen…

In 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…