Podcasts by The Deal Room
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.
Further podcasts by Joanna Oakey, Aspect Legal
Podcast on the topic Wirtschaft
All episodes
[EP 205] Key Takeaways and Buy Grow Sell Summit highlights with Joanna Oakey&Simon Bedard from 2022-04-11T22:33:49
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 di...
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[EP 204] Podcast Replay: The inside story from an aggregator: how to drive transaction success with Peter Hughes from 2022-03-30T18:00:04
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 ...
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[EP 203] Why doing business‘for good’, is so good for business, with Paul Dunn from 2022-03-16T05:16:32
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 bu...
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[EP 202] Maximising the Value of a Recruitment Business in 2022 from 2022-03-11T04:07:40
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...
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[EP 201] Protecting Your Sale: Cutting-edge insurance in buying and selling businesses from 2022-02-25T03:39:10
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 t...
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[EP 200] Podcast Replay: Conversations at the Coalface: How to grow your business (or practice) through acquisitions from 2022-02-10T00:02:23
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 Men...
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[EP 199] Podcast Replay: Start-Up To $60M–Greg Savage on Fast Growth, Acquisitions, IPOs and Management Buyouts from 2022-02-02T19:00:16
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...
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[EP 198] Tips for buying and selling financial planning practices from 2022-01-26T19:00:47
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. St...
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[EP 197] Podcast Replay: Secrets from the Inside – the top areas of insight from 30 years at the coalface from 2022-01-19T19:00:41
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...
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[EP 196] The top 5 mistakes businesses make selling an accounting practice from 2022-01-10T00:34:53
In this episode, we talk to the Managing Director of Growth Focus, Steven Fine, about the top 5 mistakes businesses make selling an accounting practice. We discuss the key differences in selling a...
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[EP 195] Going From Zero to Small Business Hero part 3 from 2021-12-16T02:43:57
In the final instalment of Going From Zero to Small Business Hero. we return with Mike Davis. In this episode, we discuss Mike’s lessons learned, what qualities you should look for in a deal team a...
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[EP 194] Going From Zero to Small Business Hero part 2 from 2021-11-26T23:16:19
We continue with the second part of this three-part series, where we talk with Mike Davis, a client of Aspect Legal who has been on an interesting journey for the last 41 years. We continue to dril...
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[EP 193] Going From Zero to Small Business Hero part 1 from 2021-11-22T00:53:51
In this three-part series, we talk with one of our clients, Mike Davis. Mike is an Electrical Engineer who has been on an interesting journey for the last 41 years, in growing, buying and selling b...
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[EP 192] How automation tripled my broking business, and how it can triple yours from 2021-11-06T07:19:14
Welcome to another episode of The Deal Room podcast. In this episode, we talk to Steven Fine who is the Managing Director of Growth Focus. We talk all about how you can triple your broking business...
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[EP 191] Podcast Replay: Using Put and Call Options in M&A transactions from 2021-10-15T00:39:02
In this episode of The Deal Room podcast, we feature a replay of one of our most popular podcasts. We discuss using put and call options in M&A transactions. We give a quick overview of what put an...
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[EP 190] Selling and Buying Businesses in a Pandemic Part 2 from 2021-10-08T01:34:34
We return with Part 2 of Selling and Buying Businesses in a Pandemic, with Zoran Sarabaca of Xcllusive Business Brokers. In this final episode, Zoran and our host Joanna Oakey reflect on the foreca...
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[EP 189] Selling and Buying Businesses in a Pandemic Part 1 from 2021-09-30T02:17:35
Welcome to a two-part series of The Deal Room podcast, discussing how to sell businesses during a pandemic. In this first episode, Zoran Sarabaca of Xcllusive Business Brokers and our host, Joanna ...
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[EP 189] Selling and Buying Businesses in a Pandemic Part 1 from 2021-09-30T02:17:35
Welcome to a two-part series of The Deal Room podcast, discussing how to sell businesses during a pandemic. In this first episode, Zoran Sarabaca of Xcllusive Business Brokers and our host, Joanna ...
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[EP 188] How to identify the logical buyer for a business and top tips for an effective sale from 2021-09-02T19:00:24
In this episode of The Deal Room podcast, we talk to Ian Jones (co-owner, founder, and director of Merchant Business Brokers) about how to identify the logical buyer for a business. He and our host...
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[EP 187] How to buy distressed businesses from 2021-08-28T09:06:41
In this episode of The Deal Room, Joshua Taylor (Managing Director of Taylor Insolvency) shares some important insights and warnings when buying a business from a liquidator, administrator, or rece...
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[EP 186] Tax at Exit–tips, traps and the importance of proper planning part 2 from 2021-08-20T05:59:06
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...
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[EP 185] Tax at Exit–tips, traps and the importance of proper planning part 1 from 2021-08-14T19:29:47
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...
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[EP 184] How to save a deal when things go wrong from 2021-08-05T02:02:10
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 Oake...
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[EP 183] The secrets to success in selling businesses part 2 from 2021-07-29T00:45:51
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 set...
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[EP 182] The secrets to success in selling businesses part 1 from 2021-07-22T02:14:40
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 ...
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[EP 181] Winning tactics for business brokers from 2021-07-08T20:00:44
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 target...
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[EP 180] A case study on how to build a business to sell–and other gold nuggets with Kobi Simmat Part 2 from 2021-07-04T13:00:35
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 h...
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[EP 179] A case study on how to build a business to sell–and other gold nuggets with Kobi Simmat Part 1 from 2021-06-26T03:58:12
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 busin...
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[EP 178] Legal Matters to Consider Along the Path to Purchase from 2021-06-18T09:14:37
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 purc...
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[EP 177] Using Shares as a Talent Retention Strategy, and Their Impact to the Business at Exit from 2021-06-04T20:00:09
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.
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[EP 176] Why doing a deal is like “Married at First Sight” from 2021-05-24T06:36:22
In this episode, we have Aspect Legal’s Claire Bibby on board to talk about why doing an M&A deal can be a bit like an episode of Married at First Sight!
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[EP 175] Traps to Avoid When Buying or Selling a Business With Intangible Assets from 2021-05-15T03:39:51
In this episode, we return with our serial guest Robyn Purdy from Aspect Legal, who will talk all about assets, specifically, intangible assets. We sift through some of the common traps when buying...
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[EP 174] The Value of Warranties and Due Diligence For Both Buyers and Sellers from 2021-04-29T04:03:14
In this episode, we talk to Aspect Legal’s very own Claire Bibby about the crossroads between warranties and due diligence. This is such an important topic for both buyers and sellers to understand...
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[EP 173] Finding a buyer: A broker’s secrets to sourcing strategic buyers without ads from 2021-04-22T04:41:54
In this episode, we talk to Steve Finn, Director and Co-Founder of The Finn Group. He and our host Joanna Oakey tackle the secrets of a top broker on how to find a buyer. Theydrill into what strate...
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[EP 172 ] Evaluating and Maximising Acquisitions in the Medical, Dental, and Allied Health Practices Part 2 from 2021-04-15T04:21:12
Continuing our two-part interview with Ami, in this second and last episode, we drill into acquisitions for medical, dental, and allied health practices. Our host Joanna Oakey and guest Ami Assigal...
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[EP 171] Evaluating and Maximising Acquisitions in the Medical, Dental, and Allied Health Practices Part 1 from 2021-04-10T22:55:43
In this 2-part series, we have onboard Ami Assigal of Marketing Practices talking about conducting due diligence in acquisitions, evaluating a practice, and building a business plan for maximising ...
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[EP 170] Common issues for vets: going into (or acquiring) a business with someone else from 2021-04-01T04:53:17
In this episode, we talk to Simon Bedard of Exit Advisory about the various reasons why business owners can often be disappointed at exit. We see business owners day in and day out and it's devasta...
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[EP 169] Dos and Don’ts in Dealing With Disappointing Deals from 2021-03-25T02:13:59
In this episode, we talk to Simon Bedard of Exit Advisory about the various reasons why business owners can often be disappointed at exit. We see business owners day in and day out and it's devasta...
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[EP 168] Tips and Tricks with Shareholders Agreements from 2021-03-11T01:21:46
Today, we have on board Aspect Legal’s very own Claire Bibby to talk about the importance of having shareholders’ agreements, some of the most common issues that we've seen around them, and the mo...
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[EP 167] Lessons learnt from doing deals in the time of COVID, and what the future looks like for mid-market M&A from 2021-03-05T07:35:23
In this episode, we talk about the acquisition of shares in a private company and the main things to consider when you are buying only a parcel of shares instead of the whole company. We have on bo...
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[EP 166] Buying shares in a private company–the things to consider from 2021-02-18T19:30:37
In this episode, we talk about the acquisition of shares in a private company and the main things to consider when you are buying only a parcel of shares instead of the whole company. We have on bo...
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[EP 165] Understanding IP ownership traps in exits and acquisition from 2021-02-11T21:55:15
In this episode, we are talking all about understanding Intellectual Property (IP) ownership traps in exits and acquisitions. If IP forms a significant component of the value of the organization th...
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[EP 164] The inside story from an aggregator: how to drive transaction success part 2 from 2021-01-28T01:50:48
In this 2 part series, we talk with one of our clients, Peter Hughes from Kikada Lane Dental, to bring you the real story of being in the middle of a transaction –and Discussing a different take on...
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[EP 163] The inside story from an aggregator: how to drive transaction success part 1 from 2021-01-20T19:00:28
In this 2 part series, 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 t...
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[EP 162] Acquiring Medical and Allied Health Practices–building the post-acquisition marketing plan from 2021-01-13T19:00:24
In this episode, we talk all about building a post-acquisition marketing plan when acquiring Medical and Allied Health Practices. To dig into this topic we have onboard Michelle Tayler, the founder...
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[EP 161] Tips and traps in Selling (or Buying) an Accounting Practice Part 2 from 2020-12-31T19:00:52
In this second half of our two-part series about the tips and traps in Selling (or Buying) an Accounting Practice, we continue our discussion with Mark Attard of Xcllusive Business Sales, and take ...
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[EP 160] Tips and traps in Selling (or Buying) an Accounting Practice Part 1 from 2020-12-21T19:00:11
Welcome to another wonderful two-part series where we talk to Mark Attard from Xcllusive Business Sales talking all about the tips and traps in Selling (or Buying) an Accounting Practice. We look a...
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[EP 159] Term Sheets, MOUs, LOIs and more. What’s the difference? And what to look out for! from 2020-12-02T23:51:16
In this episode, we clear up some confusion around the commonly used “Term Sheet” and its many variations. If you have ever wondered what the difference is between an MOU, LOI, Term Sheet, NBIO or ...
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[EP 158] The Truth About Building and Selling Your Business from 2020-11-29T20:47:26
In this episode, we talk to Tina Tower, a recipient of multiple business awards including Australian Telstra Young Business Woman of the Year, all about her experience in starting, growing, licensi...
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[EP 157] Market trends in sales and acquisitions activity for small business from 2020-11-20T04:51:19
In this episode, we talk to the fabulous Mary Tamvakologos of Anybusiness all about the current market trends in sales and acquisitions in the small business sector. Mary, along with our host Joann...
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[EP 156] The top legal tips in selling a franchise from 2020-11-12T02:35:02
In this episode, Aspect Legal’s Executive Counsel, Nicole Segal comes back to talk all about the top legal tips in selling a franchise. If you are someone who is trying to sell or even thinking abo...
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[EP 155] Medical Practices–it’s more than just the numbers from 2020-11-05T06:04:19
In this episode, we talk to Larry Green of Xcllusive Business Sales all about Medical Practices and why it's more than just the numbers that count. Larry, together with our host Joanna Oakey, discu...
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[EP 154] Why procurement should have a seat at the table in any acquisition from 2020-10-29T01:52:09
In this episode, we talk to Jonathan Dutton, an independent management consultant with experience on both sides of the negotiating table - procurement and sales. In this podcast we discuss why invo...
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[EP 153] Getting Ready for the Golden Age of Business Brokerage from 2020-10-23T03:54:15
In this episode, we discuss how business brokers can effectively market their agency or listing and get ready for the golden age of business brokerage together with Alex Izsak, CEO of BBMS Media ("...
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[EP 152] The top legal tips when buying a franchise from 2020-10-18T19:00:17
In this episode of The Deal Room Podcast, we talk to Aspect Legal’s Executive Counsel, Nicole Segal. Nicole together with our host Joanna Oakey will be drilling into the top legal tips when buying ...
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[EP 151] The Path to Purchase for aspiring owners of medical, dental and allied health practices from 2020-10-06T22:26:25
In this episode, we talk to the fabulous Sally Stuart from LINK Business Broking New South Wales about Path to Purchase, an enriching virtual summit for aspiring practice owners. Sally shares some ...
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[EP 150] Growth Through Acquisition Series–Strategic Considerations from 2020-09-24T01:47:01
Today we are talking with Richard Osmann, the principal of Provanedge Advising and Consulting, on strategic considerations when using acquisition as your growth strategy. This episode is perfect fo...
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[EP 149] How to beat the odds and make your acquisition a success from 2020-09-18T06:09:44
This episode continues the discussion with Marc Johnstone on beating the odds and making your acquisition a success. We look at what a business should look for when acquiring and hear Marc’s 3 impo...
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[EP 148] Why 3 out of 4 acquisitions fail from 2020-09-10T03:56:07
It may seem like the odds are stacked against you if 3 out of 4 acquisitions fail, but in this episode we take a closer look into acquiring for growth. With the help of Marc Johnstone of Shirlaws G...
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[EP 147] The mistakes NOT to make when selling your business–a seller’s story from 2020-09-02T12:31:55
In this episode, we discuss a real life case of a business sale gone wrong and look at the common mistakes made when selling a business, with Marcus Nicholls of Business Couples Success who shares ...
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[EP 146] 6 steps to increasing the multiplier of your business from 2020-08-20T02:28:08
Today we dive into part one of a three-part series on the multiplier in a business and how increasing this can produce exponential business growth. We look at the first of the 6 steps to build valu...
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[EP 145] Sales and acquisitions of Gyms–a fitness industry focus, with Clifford Forster from 2020-08-13T03:18:26
In this episode, we talk with Clifford Forster of Universal Business Brokers about the sales and acquisition process within the fitness industry. Clifford and Joanna consider the factors involved w...
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[EP 144] The evolution of AIBB, the Australian Institute of Business brokers, and industry opportunities from 2020-08-06T03:07:53
Today we discuss the evolution and benefits of the AIBB - Australian Institute of Business Brokers. We talk with Tony Latessa of Latessa Business Sales and the National Chairperson of AIBB. We revi...
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[EP 143] Why business acquisition is a killer growth strategy Part 2 from 2020-07-30T03:35:22
Welcome to the second and last half of our two-part series all about the powerful opportunities available for businesses in using mergers or acquisitions to deliver years (or decades) of growth in...
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[EP 142] Why business acquisition is a killer growth strategy Part 1 from 2020-07-24T01:10:47
The power of acquisitions in adding years of growth in a single signature is widely understood by large corporations, who consistently use M&A and bolt on acquisitions to grow. But opportunities fo...
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[EP 141] How strong systems and processes lead to great deals from 2020-07-07T00:30:05
Clifford Forster of Universal Business Brokers has a prolific business sale brokerage, and in this episode shares with us his knowledge and expertise in business sales compiled from his last 2 deca...
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[EP 140] All about Bizstats–statistics for business valuations from 2020-06-26T07:16:59
The Bizstats database is designed for Business Brokers, Business Valuers, Accountants, and Finance Institutions. There have been a number of online business valuing databases established providing ...
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[EP 139] A clear view of the risks and opportunities after COVID from 2020-06-17T20:00:08
In this episode, we discuss the serious risks right now for businesses in this new economic environment. We are joined by the fabulous Rod Hore of HHMC Global to discuss the opportunities from the ...
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[EP 138] Buying and selling a business during COVID: The Buyer, Seller and Legal Perspective from 2020-06-11T23:45:40
It's a panel fight! With buyers, sellers and lawyers in the room, we take a look at the current COVID market and the impact it is having on acquiring and selling businesses.
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[EP 137] “What? My business has no value?”–Turn your unsaleable business into a business with value at exit–Part 2 from 2020-06-03T23:23:22
Join us as we continue our discussion with Glen Carlson on how to turn an unsaleable business into a business with value at that point of exit.
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[EP 136] “What? My business has no value?”–Turn your unsaleable business into a business with value at exit–Part 1 from 2020-05-27T20:00:55
Today we talked with the co-founder of Dent Global, Glen Carlson about the moment a business owner realises after spending years building a multimillion-dollar business, it had no value at sale. Tu...
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[EP 135] The serious traps in financing share acquisitions, with Robert Pacella from 2020-05-20T23:19:03
In this episode, we talk with Aspect Legal's very own Robert Pacella about the traps in financing share acquisitions. We discover the common mistakes, the less obvious traps and gain an understandi...
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[EP 134] M&A in Mature Industries–the Print Industry Case Study–Part 2 from 2020-05-13T21:00:29
We now reach the second part of our series with Stephen Edwards and Steven Stucci of Transworld North Sydney. We continue our discussion of business sales and acquisitions in the print industry rem...
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[EP 133] M&A in Mature Industries–the Print Industry Case Study–Part 1 from 2020-05-06T21:00:41
Welcome to another awesome two-part series of The Deal Room where we talk with Stephen Edwards and Steven Stucci of Transworld North Sydney. Along with host Joanna Oakey, Stephen and Steven provide...
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[EP 132] The current state of the SME business sales market and buyer demand from 2020-05-03T01:15:02
In this episode with Zoran Sarabaca of Xcllusive Business Sales, we discuss the results of a recent survey on the state of the SME business sales market and a perhaps surprising recent uptick in bu...
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[EP 131] Foreign investments, the FIRB approval process and changes in the face of COVID from 2020-04-21T02:28:48
The COVID-19 pandemic has prompted stronger screening of foreign investment across the globe, so in this episode we have onboard Jo Wright from our very own Aspect Legal, to discuss the important c...
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[EP 130] Where to now in the face of COVID? from 2020-04-11T08:43:48
With the major hit on the global economy due to the coronavirus, merger and acquisition activity has come to a halt. So for business owners who are planning to sell now or in the near future where ...
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[EP 129] A new tool for assessing sale readiness, with Mark Ostryn from 2020-03-31T04:19:07
In this episode, we talk to Mark Ostryn the Director of Strategic Transactions. Mark works in the food&beverage, health&beauty, and technology space to make businesses more valuable before he takes...
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[EP 128] Conversations at the Coalface: Why how you deal with staff can make or break a deal from 2020-03-16T23:11:05
This week we have another ‘Conversations at the coalface’ episode where our guests have been inside one or multiple acquisitions or exits so they can share a different perspective to the usual one ...
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[EP 127] Current Market Trends–SME Business Sales in Melbourne from 2020-03-10T02:50:33
In today’s discussion with Denise Hall, we look at some of the market trends that clients of Xcllusive Business Sales have in both strong and struggling industries. We also touch on business owners...
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[EP 126] Growing your business through joint ventures and acquisitions–Part 2 from 2020-03-03T02:31:37
We are back talking to Edward Chan from Chan&Naylor Accountants. Ed regularly contributes to many widely read magazines and publications across Australia and speaks on Best Practice Methodologies t...
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[EP 125] Growing your business through joint ventures and acquisitions–Part 1 from 2020-02-26T03:56:26
In this two-part series, we welcome back one of our favourites, Edward Chan, the Co-founder of Chan&Naylor Accountants. Ed is recognised as one of Australia’s foremost authorities on tax and proper...
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[EP 124] Valuations and M&A in the vet industry–Part 2 from 2020-02-18T02:49:43
Welcome back to the second part of our discussion with Anne and Paolo Lencioni on valuations, mergers, and acquisitions in the vet industry. As previously mentioned both Anne and Paolo are highly s...
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[EP 123] Valuations and M&A in the vet industry–Part 1 from 2020-02-10T22:12:46
Today we speak to Anne and Paolo Lencioni, Founders of APL Accountants. Anne and Paolo are not only experts in accounting but they were both veterinary surgeons prior to becoming accountants. Our d...
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[EP 122] The People Project–maximise the value of your most valuable asset from 2020-02-03T23:06:38
In this episode, we talk to the Managing Director of BCI Business Brokers Tony Arena. During his 30 years, Tony has sold or supervised the sale of over 1,000 businesses and today he discusses his b...
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[EP 121] Conversations at the Coalface: How to grow your business (or practice) through acquisitions, with Ed Chan–Part 2 from 2020-01-27T22:36:17
Welcome to the second half of ‘Conversations at the Coalface’ where Edward Chan discusses how to grow your business through acquisitions. Join us as Joanna and Ed discuss the risk areas when buying...
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[EP 120] Conversations at the Coalface: How to grow your business (or practice) through acquisitions, with Ed Chan–Part 1 from 2020-01-16T22:42:08
Today we talk to Edward Chan the co-founder of Chan&Naylor Accountants&Wize Mentoring for accountants. Ed provides such great insight into growing your business through mergers and acquisitions tha...
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[EP 119] Top Legal and Tax tips for accountants dealing with clients selling (or acquiring) a business Part 2 from 2020-01-07T01:54:27
Welcome to the second part of legal and tax tips for accountants dealing with clients selling or acquiring a business with guest speaker Peter Bembrick. As mentioned in part one Peter is a tax part...
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[EP 118] Top Legal and Tax tips for accountants dealing with clients selling (or acquiring) a business Part 1 from 2019-12-17T22:27:38
Welcome to the first of a two-part series full of legal and tax tips for accountants dealing with clients selling or acquiring a business. Peter Bembrick, a tax partner at HLB Mann Judd Sydney has ...
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[EP 117] Moving from Employee to Business Buyer from 2019-12-08T11:52:43
In this episode we talk to Hunter Leonard, the founder of Silver&Wise an organisation helping mature individuals looking to buy their first business at 40 and beyond. Hunter is also the author of t...
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[EP 116] Secrets from the Inside–the top areas of insight from 30 years at the coalface, with Allan McKeown Part 2 from 2019-11-27T20:33:15
Welcome to the second half of our discussion with the founder and CEO of Prosperity Advisers Group - Allan McKeown. This episode drills into due diligence, discusses the role of advisors and provid...
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[EP 115] Secrets from the Inside–the top areas of insight from 30 years at the coalface, with Allan McKeown Part 1 from 2019-11-18T02:09:33
In this episode we talk to Allan McKeown, the founder and CEO of Prosperity Advisers Group who celebrate 30 years of business this year. Today we talk about secrets from the Inside - the top areas ...
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[EP 114] My $700k walk to the filing cabinet the first time I was sued as a business agent from 2019-11-07T19:00:36
In this episode, we spoke to the Managing Director of BCI Business Brokers, Tony Arena. Tony provides some great case studies and advice to brokers, owners, and buyers in relation to protecting the...
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[EP 113] A case study in how to drive growth in enterprise value–and achieve a 12x multiple! from 2019-10-29T01:25:49
In today’s episode we talk to Michael Field, the Sydney-based partner in EvettField Partners about changing the focus of business to pave the way to increasing enterprise value, to lead to a more e...
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[EP 112] Creating a Business Value That Is Priceless from 2019-10-22T07:35:26
In today’s episode we talk to Jonathan Dutton of JD Consultancy about the key strategies in driving value for your business using a real-world case study. We consider some of the mistakes businesse...
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[EP 111] Living through the issues of integration in M&A from 2019-10-17T05:15:30
In today’s episode we talk to Mark Vigors about his insights from sitting on the inside of an organisation involved in a merger, and in particular, the tricky issue of integration.Mark recounts hi...
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[EP 110] Financial Modelling for Business Insight and Decision Making (Part 2) from 2019-10-07T23:31:08
The concept of financial modelling and its impact in business decisions is often neglected in business enterprises. In the final part of this two-part series, we continue our discussion with Lanc...
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[EP 109] Financial Modelling for Business Insight and Decision Making (Part 1) from 2019-09-30T22:45:09
In Part 1 of this two-part series, we discuss financial modelling for business insight and decision making with our guests Mark Vigors and Lance Rubin from BGC Consultants. We look at how financial...
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[EP 108] The Art of Developing Deep Client Relationships–and how this makes you a better broker (or advisor) from 2019-09-24T03:33:22
In today’s episode we talk with Matthew Grech, the owner and director of SME Business Sales about the art of developing deep client relationships. In particular, we discuss how developing these dee...
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[EP 107] Why EVERYTHING other than The Price Makes or Breaks a Deal (Part 2) from 2019-09-18T04:32:19
In our second half of “Why EVERYTHING other than The Price Makes or Breaks a Deal”, we continue our discussion with Director of Quinn M&A, Stephen Groves about the different matters that buyers and...
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[EP 106] Why EVERYTHING other than The Price Makes or Breaks a Deal (Part 1) from 2019-09-11T02:37:32
Today’s episode is part one of a two-part series where we are talking to Stephen Groves, who is a director at Quinn M&A, and who deals with mid-market transactions in sales, mergers&acquisition, a...
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[EP 105] Mentored–Mark Bouris’ play into business sales&acquisitions from 2019-09-02T20:00:46
Today we are talking with Mark Bouris – the very well known Executive Chairman of publicly-listed Yellow Brick Road, who has himself been involved in a number of large business sales (and part sale...
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[EP 104] Beware of personal guarantees from 2019-08-26T23:07:17
If you’re a business owner, it’s likely that at one time or another you’ve been asked to provide a personal guarantee to a contract. But just because it’s asked, doesn’t mean it’s required. Here’s ...
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[EP 103] The M&A opportunity for SME from 2019-08-19T23:52:06
In today’s episode, we talk to Jeremy Harbour of The Unity Group of Companies about how M&A can be a key strategy in driving growth for SMEs. Tune in as we draw from Jeremy’s multiple M&A experienc...
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[EP 102] The Power of Advisors in Alignment–Brokers and Lawyers Working Together from 2019-08-13T03:59:23
In today’s episode we have our expert panel, Matthew Grech from SME Business Sales and Aspect Legal’s very own Fiona Yiend and Joanna Oakey. Today our panel really drills and digs into the importan...
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[EP 101] How to Exit Elegantly from 2019-08-05T21:00:22
Selling your business can be a really stressful process. Many unprepared business owners break under all the pressure and it can get pretty ugly. But it doesn’t have to be that way. Fiona Yiend, th...
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[EP 100] The Centenary Episode: Where we’ve been, and where we are going in the next 100 from 2019-07-29T21:00:36
It’s been two years since we launched our first episode back in August 2017, and now we’re thrilled to welcome you to our 100th episode on The Deal Room Podcast! To celebrate this milestone, we too...
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[EP 099] Conversations at the Coalface: Using acquisition as a growth strategy, and the $1M mistake (Part 2) from 2019-07-22T21:00:30
Welcome to the final half of our two-part series with serial entrepreneur Sarah Riegelhuth of Grow My Team. Find out how her mistakes from multiple business exits changed the way she now approaches...
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[EP 098] Conversations at the Coalface: Using acquisition as a growth strategy, and the $1M mistake (Part 1) from 2019-07-15T21:00:12
Interested in learning more about the concept of growth through acquisition? This serial entrepreneur talks to us about her experience in acquiring, growing and selling multiple businesses includin...
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[EP 097] Tax considerations in a sale: How choices leading up to exit can make a massive difference to tax outcomes from 2019-07-08T21:00:42
So, you've decided to sell your business. Now you must consider how to structure the sale in the most tax effective way. If you're not careful, you might end up with less than half of the purchase ...
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[EP 096] How buying an online business can help you quit your day job from 2019-07-01T21:00:53
He wanted to travel the world and make money online, so he did. Join us on this episode as we speak with Jaryd Krause, founder of Buying Online Businesses, as he shares his story of how buying micr...
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[EP 095] How my personal experience in buying a business made me a better accountant and advisor from 2019-06-24T22:00:22
There’s nothing like walking in the shoes of our clients, to make us better advisors. In this episode, Greg Will, the principal of the accounting practice Armstrong Dawson, talks about how his pers...
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[EP 094] When you should consider buying a franchise from 2019-06-17T20:00:33
Buying a franchise business? Before you make that purchase, it’s important to know all the basic steps involved in the acquisition process in order to make it work for you. Learn all about it from ...
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[EP 093] The broker turned entrepreneur, who drove a 6x return from acquisition to exit from 2019-06-10T20:00:40
Mark purchased an underperforming business, build it up and sold it four years later for six times return on his initial investment, then went travelling. Want to know how he did it? Listen to his ...
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[EP 092] The Secret to an $830 Million Exit from 2019-06-03T20:00:23
Ever wondered what an $830M exit might feel like? Tune in to this week’s episode where we delve into the themes of hard work, success and business as we chat with Charles Fairlie about Ted Egan and...
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[EP 091] Why 80% of businesses sell at the wrong time and what to do about it from 2019-05-27T20:00:47
How do you know when it's time to sell the business? There’s no hard and fast rule in getting this right, but there are many things you can do to avoid selling at the wrong time. Learn more about t...
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[EP 090] Prepping for Sale from a Legal Perspective Part 3: Protecting Assets from 2019-05-20T20:00:02
To get the best price when selling your business, it's super important to lock in the value of your assets early on. But how do you do that? Find out by listening to this third instalment to our th...
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[EP 089] The Inside Scoop on the AIBB 2019 Conference from 2019-05-14T06:53:29
If you’re a business broker or an advisor working in the M&A space, this episode is for you! This episode gives you a preview of topics that will be covered at the business broking event of the yea...
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[EP 088] Prepping for Sale from a Legal Perspective Part 2: Protecting Value from 2019-05-07T06:55:56
Welcome to part 2 of the three-part series about the legal elements for preparing a business for sale with our resident expert Fiona Yiend, the Head of M&A Services at Aspect Legal. This week, we f...
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[EP 087] The Ins and Outs of Employee Share Plans, and how they can help in gearing up for Exit, with Craig West from 2019-04-30T06:21:46
In this episode Joanna talks to our return guest Craig West of Succession Plus where they talk all about Employee Share Plans. Employee Share Plans have been shown to improve organizational perform...
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[EP 086] Preparing for Sale from a Legal Perspective Part 1: Protecting People from 2019-04-22T20:19:27
Welcome to part 1 of a three-part series about the legal elements for preparing a business for sale with our resident expert Fiona Yiend, the Head of M&A Services at Aspect Legal. In this episode, ...
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[EP 085] Business Sales Revolving Around a Team from 2019-04-16T09:05:30
On this episode of The Deal Room, Joanna Oakey talks once again to Simon Clatworthy - the founder of Start Your Earn-Out Now and take on the subject of selling a business that is not necessarily tr...
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[EP 084] Tips on Exit Planning and how to get businesses to start with the end in mind, with Craig West from 2019-04-09T07:09:11
Believe it or not, it pays to think about your exit strategy early in the business cycle. Listen in and learn all about the most common mistakes owners make in this area from author and strategic a...
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[EP 083] Business buying agents: Acquiring businesses as a growth strategy from 2019-03-26T03:22:13
Mergers and acquisitions are a popular growth strategy for companies looking to expand into new markets or territories, gain a competitive edge, or acquire new technologies and skill sets. This app...
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[EP 082] Understanding Earn-Outs from 2019-03-18T19:00:12
Although earn-outs are a common part of many acquisitions, there can be a lot of confusion (and concern) about their operation. In this episode Joanna talks to Simon Clatworthy – the founder of Sta...
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[EP 081] Business buying agents: Should you consider one for your next big play? from 2019-03-13T07:00:39
In Australia, we are used to Sellers engaging a professional to help them sell the business and source a pool of buyers. But increasingly, we’re now also seeing buyers looks for professional assist...
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[EP 080] Strategic remuneration – What does it have to do with your business? from 2019-03-05T06:11:49
Few organisations apply anywhere near as much scrutiny to remuneration programmes as they do to even relatively minor capital expenditure proposals. In this episode, we drill into the importance of...
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[EP 079] Straight from the CEO: A different approach to dealmaking from 2019-02-25T19:00:11
Today we hear straight from the CEO of a corporate advisory firm with a unique approach to M&A transactions. Find out why anonymity is a big part of their MO, and how their non-traditional view of ...
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[EP 078] Tips for sellers: Business sale lessons you don’t want to learn the hard way from 2019-02-18T23:22:52
In dealmaking (and in life), much of the knowledge we gain is learned the hard way. But if you can learn the lessons from others who have done it before you, you can free yourself from the pains of...
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[EP 077] The ABC’s of Dealmaking in the Childcare Services Sector from 2019-02-13T09:52:46
Today we take a specialised look into merger and acquisition activities within Australia’s booming childcare services sector with industry expert Liam Hennessy. Together we’ll explore opportunities...
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[EP 076] Working Together to Seal the Deal from 2019-01-31T03:53:54
To get the best results when selling your business, you’ll need to enlist the aid of qualified professionals. In this episode, we’ll drill into the importance of establishing a trusted team to hand...
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[EP 075] An Entrepreneur’s Exit: What happens after the sale? from 2019-01-26T05:37:05
Ever wondered what life might be like after selling your business? In this episode, serial entrepreneur Chris Mentzel walks us through his own experience after selling his first startup. He offers ...
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[EP 074] What I wish I knew before selling my first startup, with serial entrepreneur Chris Mentzel from 2019-01-14T19:00:23
Chris Mentzel launched his first business with nothing but a business idea and a lot of gumption. He then grew this business and sold it for twice the amount he had initially dreamed of as his idea...
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[EP 073] The Who, What and Why of AIBB: the Australian Institute of Business Brokers from 2019-01-07T19:00:58
Ever heard of AIBB? In this episode, we talk about the Australian Institute of Business Brokers - who they are, what they do, and why you should consider being one of their members or partners. To ...
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[EP 072] The Price is (not always) Right! Problems with pricing business for sale from 2018-12-31T19:00:28
Have you ever disagreed with your client or advisor on the price that they think a business is worth? You’re not alone. So join in on our discussion with Zoran Sabaraca of Xcllusive Business Sales ...
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[EP 071] From Startup to IPO: What we can learn from Xero’s story from 2018-12-17T19:00:44
Today we get an inside take on Xero’s journey as a publicly listed tech startup from its former country manager, Wayne Schmidt. In this episode, we’ll examine the listing process and how an IPO str...
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[EP 070] Current trends in buyer motives: Mark Ostryn of Strategic Transactions explains from 2018-12-10T19:00:35
Want to know how businesses are valued at sale? Find out by listening in to this episode with the trends man, Mark Ostryn of Strategic Transactions, where we talk about the statistics around key fa...
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[EP 069] Business Exits: Achieving Maximum Results with Minimum fuss (Part 2) from 2018-12-04T00:30:15
Welcome to the second half of our two-part series with business exit advisor Koos Kruger. In this episode, we will drill into a number of moving factors that need to be considered when using this a...
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[EP 068] Business Exits: Achieving Maximum Results with Minimum fuss (Part 1) from 2018-11-29T05:07:33
Business Exit advisor Koos Kruger of Business Companion maps out a unique approach to business exit planning where business owners progressively step out of the business within a five-year window. ...
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[EP 067] What the Tech? Startups, IPOs and how and when to Exit from 2018-11-19T19:00:20
Are early exits good for tech startups? Listen in to our discussion with industry specialist Oscar Jones of Copperstone Capital as we talk about the importance of increasing the number and quality ...
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[EP 066] Market Matters: M&A Market Update in the Recruitment Sector from 2018-11-12T19:00:32
Rod Hore of HHMC Global joins us again on The Deal Room to talk about their latest M&A market update in the recruitment sector — the trends, drivers, strategies and issues that impact recruitment c...
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[EP 065] Fail to Plan, Plan to Fail: Managing your wealth before and after a business sale from 2018-11-05T19:00:46
Today we discuss the importance of having a wealth management plan before and after a business sale transaction, with our guest Michael Massey of Koda Capital. In this episode, we also talk about t...
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[EP 064] Exits for Tech Startups: what it looks like and why it needs to be considered sooner from 2018-10-29T19:00:22
Today we are joined by Oscar Jones of Copperstone Capital to talk about issues in the tech startup ecosystem, and we drill into why founders ought to seriously consider their exit sooner rather tha...
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[EP 063] Financial Due Diligence 101 (An overview of the basics) from 2018-10-22T19:00:16
In this episode, we take a quick run through the area of financial due diligence with Luke Malone from Prosperity Advisors. We cover some of the terminology in this space, and many of the issues t...
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[EP 062] Legal Due Diligence in Larger (or Higher Risk) Transactions from 2018-10-15T19:00:30
Today we go through the areas we consider during legal due diligence for a business acquisition, particularly in the context of a higher risk or larger value transaction.
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[EP 061] Legal Due Diligence in Smaller (or Lower Risk) Transactions from 2018-10-08T19:00:09
In this episode, we run you through the sorts of things we would be looking at during legal due diligence in an acquisition of a business, particularly in the context of a lower risk or smaller val...
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[EP 060] 5 Steps to Preparing a Business for Sale (And getting more money out of it in the process!) from 2018-10-01T20:00:25
In this episode we are talking to business exit expert Stuart Goodfellow of Small Business Big Exit to walk us through his simple 5-step process to preparing a business for sale, and getting more m...
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[EP 059] Lessons from a serial startup entrepreneur on starting, building and selling businesses (Part 2) from 2018-09-25T20:00:59
Welcome to the second half of our 2-part series with Paolo Lencioni of APL Accountants. In this episode, we go through 4 lessons that Paolo offers to entrepreneurs who are thinking of starting a bu...
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[EP 058] Lessons from a serial startup entrepreneur on starting, building and selling businesses (Part 1) from 2018-09-24T20:00:11
Today we are joined by serial startup entrepreneur Paolo Lencioni - the director, senior accountant and software project manager at APL Accountants. Together Paolo and I talk about the lessons he h...
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[EP 057] The leasing timeline and considerations in business sales from 2018-09-17T20:00:53
Issues relating to property lease is a common reason for delays in mergers and acquisitions transaction. In this episode, we hope to help parties in a business sale avoid these leasing issues and u...
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[EP 056] How emotions can impact the business sale process from 2018-09-10T20:00:08
We reach out to Peter Diaz, who is a workplace psychology and mental health expert, and together we explore the wide range of emotions associated with selling a business and offer some helpful tips...
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[EP 055] Using Put and Call Options in M&A transactions from 2018-09-03T20:00:28
Put and call options are a useful way of allowing parties to enter into an agreement to sell or acquire shares of a business at a future date. In this episode, we’ll give you a quick overview of wh...
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[EP 054] What to look for when choosing advisors for your business sale, with serial entrepreneur Neil Asher (Part 2) from 2018-08-27T20:00:31
To continue our interview with Neil, today we drill into his encounters with accountants and brokers in the M&A space. We have great tips on what business owners ought to look for when choosing the...
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[EP 053] How clever marketing can drive a top dollar business sale, with serial entrepreneur Neil Asher (Part 1) from 2018-08-20T20:00:51
We talk to serial entrepreneur Neil Asher about some of the businesses that he built and sold, the lessons he learned from each sale, and the clever approach that got him top dollar for his most su...
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[EP 052] 6 Things you can do to speed up your business sale (A Legal Perspective) from 2018-08-13T20:00:12
Here are 6 things you can do to help speed up your business sale transaction.
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[EP 051] M&A across the sea with Joey Walters (A Canadian Perspective) from 2018-08-06T20:00:22
Today we are jumping across the ocean and talking to Joey Walters from HRPrenuer in Canada to talk about the Canadian landscape and the M&A environment for mid-market and SMEs.
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[EP 050] 8 Traps that are slowing down your business sale (A Legal Perspective) from 2018-07-30T20:00:44
Welcome to the first half of another 2-part series with our resident mergers and acquisitions expert Elizabeth Lee. In this episode, we run you through the top 8 reasons why some deals take longer ...
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[EP 049] Think Tank: New Ideas in business broking, and deal making from 2018-07-23T20:00:42
Today we take a look at the issues with the traditional transactional model of business broking with our guest John Fitzgerald of Your Enterprise Strategy and Link Business. In this episode, John a...
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[EP 048] What impact does GDPR have on sale and purchase of business transactions? from 2018-07-16T20:00:50
The General Data Protection Regulation or GDPR is an EU legislation dealing with the collection, storage handling and transfer of personal information which came into effect on the 25th of May 2018...
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[EP 047] Buying, Selling and Merging Accounting Practices from 2018-07-09T20:00:47
Today we zoom in on how accounting practices are bought, sold and merged. Joining us to talk about this topic is Kev Ryan of United, who is an accountant turned entrepreneur who is now in the busin...
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[EP 046] Quick Tips: Simple steps to getting legally prepared before a sale from 2018-07-02T20:00:21
This quick tips episode is all about giving you simple steps to get your business sale-ready from a legal perspective.
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[EP 045] The Future of M&A–and how to be a disruptor in the broking industry from 2018-06-25T20:00:38
Welcome back to part two of our special series on the future of the business sales and acquisitions industry with business futurist an innovation expert Craig Rispin of the Future Trends Group. Tod...
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[EP 044] The Future of M&A–and how advisors can get future ready from 2018-06-18T20:00:09
Today’s episode is first half hour of our new and exciting 2-part series, where we take a good look at the future of M&A with business futurist and innovation expert, Craig Rispin of the Future Tr...
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[EP 043] Quick Tips: The differences between a share sale, business sale and asset sale from 2018-06-11T20:00:20
In this Quick Tips session, we quickly investigate the differences between share sales, asset sales, and business sales. It is certainly one of those areas that can create issues when sellers, buye...
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[EP 042] How To Prepare A Trade Business For Sale from 2018-06-04T20:00:12
Today we talk about the concept of preparing a trade business or trade-based business for sale, and by trade business we refer here to small to medium sized businesses that provide skilled trade-b...
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[EP 041] Quick Tips: Brand Protection Issues Before Sale from 2018-05-28T20:00:18
Today’s episode is all about brand protection issues prior to a business sale. In order to talk informatively about this, we brought back our resident trademarks expert Grace Yi of Aspect Legal.
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[EP 040] What’s Broken In The Broking Industry? from 2018-05-21T20:00:11
Joining us today is Simon Bedard, the founder and CEO of Exit Advisory Group. In this episode, Simon and I cover some really interesting topics about the remuneration model in business broking and ...
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[EP 039] Franchising 101–Buying, Selling and Everything in Between from 2018-05-14T19:00:03
Today we hone in on the franchise business model. To help us do that, we brought back Martin Lo Surdo of Amplify Business to walk us through the sorts of questions that both potential franchisors a...
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[EP 038] The Risk Of Misrepresentation Allegation In A Sale And Purchase Of Business from 2018-05-07T19:00:58
Today we talk about the element of misrepresentation and how it can potentially occur in the sale and purchase of a business and how it can hold risks for both buyers and sellers. To give depth to ...
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[EP 037] 8 Ways to Exit Your Business from 2018-04-30T19:00:51
We’re bringing back on the show Kerry Boulton, the CEO and founder of The Exit Strategy Group, to talk about the pros and cons of eight different types of business exit channels.
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[EP 036] How To Sell A Niche Business from 2018-04-23T19:00:40
Joining us for this episode is Martin Lo Surdo of Amplify Business. In this episode, we talk about Martin’s history as a business owner, and draw insights from his experience in growing and selling...
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[EP 035] Coming Full Circle–The Joys Of Retirement After The Business Sale, with Sam De Longis from 2018-04-16T19:00:35
To close our series with Sam, let’s talk about the joys of coming full circle in the business cycle. We ask Sam about his post-sale reflections and what retirement life is like for him.
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[EP 034] My Business Sale Story, with Sam De Longis from 2018-04-09T19:00:31
In this episode, Sam talks about some of the fundamentals that we hear again and again and again. The importance of looking at your business from a buyer's perspective and the importance of selling...
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[EP 033] How To Grow A Business And Retire On Your Own Terms, with Sam De Longis from 2018-04-02T19:00:29
Today we have the first of a 3 part series, where we dissect the growth and sale of an IT consulting business. In this episode, we talk in depth with Sam De Longis, the man who built this business ...
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[EP 032] Kerry Boulton on Management Buyouts and Having an Exit Plan from 2018-03-26T22:48:17
In this episode, we talk to Kerry Boulton, the CEO and Founder of The Exit Strategy Group. We drill into the elements that Kerry has learned in her career both buying and selling businesses and now...
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[EP 031] How Not To Join The M&A Failure Club: The Common Mistakes And How To Avoid Them (Part 2) from 2018-03-19T20:00:35
Welcome to the final half hour of our 2-part series with Toby Tester where we run through some common mistakes that unwittingly get you into the M&A failure club, and this is a club that you certai...
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[EP 030] How Not To Join The M&A Failure Club: The Common Mistakes And How To Avoid Them (Part 1) from 2018-03-12T20:00:03
We start another interesting 2-part series today as we discuss some common mistakes in the M&A space. To help us do that, we have with us on the show Toby Tester from Beyond the Deal.
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[EP 029] Start Up To $60M–Greg Savage on Fast Growth, Acquisitions, IPOs and Management Buyouts (Part 2) from 2018-03-05T21:00:16
We continue our conversation with Greg Savage and dig deeper into his coalface experience in engineering a management buy out and some key concepts he has learned in the M&A space.
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[EP 028] Start Up To $60M–Greg Savage on Fast Growth, Acquisitions, IPOs and Management Buyouts (Part 1) from 2018-02-26T21:00
For the next two weeks, we have on the show Greg Savage of The Savage Truth who brings to us a wealth of experience in understanding building businesses as well as M&A activity.
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[EP 027] On Your Terms: The Commercial and Legal Elements of Preparing a Business for Sale (Part 2) from 2018-02-20T04:27:58
We get into the content of Andrew’s book and talk about the usual suspects for business sale disappointments and go through some key considerations when preparing to sell your business. And finally...
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[EP 026] On Your Terms: The Commercial and Legal Elements of Preparing a Business for Sale (Part 1) from 2018-02-12T23:59:32
Today’s episode is part one of an exciting two-part series with Andrew Cassin of Acquisiti. In this episode, we talk about the story behind Andrew’s book “On Your Terms” - which is a great read for...
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[EP 025] Mid-market M&A Activity in Review–What It Means for You (Part 2) from 2018-02-05T22:09:44
This episode is part two of an exciting two-part series with Mark Ostryn of Strategic Transactions. Mark runs us through his checklist of considerations that businesses ought to prepare or consider...
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[EP 024] Mid-market M&A Activity in Review–What It Means for You (Part 1) from 2018-01-30T10:19:21
Welcome to a fascinating two-part series with Mark Ostryn, the CEO of Strategic Transactions. Mark and his team track all of the reported mid-market mergers and acquisition activity that occurs wit...
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[EP 023] Brand and Communication Strategies for Mergers and Acquisitions from 2018-01-23T04:42:52
Sophie Bartho of Brandswell joins us on this episode as we take a good look at the valuable role of brand and communication in making a merger or acquisition work most effectively.
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[EP 022] How to Avoid Business Sale Disappointment from 2018-01-19T00:48:33
Today, we’re re-publishing another past episode which went missing on iTunes shortly after we released it. Last October, Jon Hemming of Unity Management shared great insights about avoiding busines...
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[EP 021] Five Top Tips to Get Your Business Sale-Ready for Medium to Large Service-based Businesses from 2018-01-15T19:00:50
Last September, we released an exciting two-part series with Rod Hore of HHMC Global, where we discussed Rod’s top tips on how to prepare your business for sale. Unfortunately, part 2 of this serie...
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[EP 020] Conversations at the CoalFace: Using Acquisition as a Growth Strategy (Part 2) from 2017-12-21T01:02:56
This is part 2 of Conversations at the Coalface with Dean Tavener of Lifestyle Financial Services. In this episode, we have a number of helpful tips and insights for sellers as we take a deeper loo...
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[EP 019] Conversations at the CoalFace: Using Acquisition as a Growth Strategy (Part 1) from 2017-12-12T00:45:42
Welcome to our very first Conversations at the Coalface! In this episode, we talk to Dean Tavener, Head of Operations at Lifestyle Financial Services. Hear his point of view as the person having to...
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[EP 018] What impact will Brexit, Trump and the Asian markets have on the Australian M&A market from 2017-12-05T00:59:05
Rod Hore of HHMC takes us around the world for an analysis on how our domestic markets might likely be affected by the geopolitical events in Europe, the United States and Asia.
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[EP 017] How an innovative approach brought a seller $500k more than expected, in record time from 2017-11-27T19:00:03
David Biddle of Brilliant Businesses joins us to share how he built and sold his business in record time, for double the valuation that he was initially given.
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[EP 016] Case Alert! Issues in Entering into a Conditional Business Sale Agreement from 2017-11-20T20:00:29
A recent case highlights the underlying risks with termination rights in relation to the right to undertake due diligence for a business sale and purchase transaction. We have some really strong wa...
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[EP 015] Tips from a Seller on How to Achieve a Great Sale with James Schramko, SuperFastBusiness from 2017-11-13T19:00:18
In this episode, we talk about business sales from the seller's perspective. James Schramko of SuperFastBusiness.com walked us through many of the elements that were relevant to him as he built and...
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[EP 014] The Risks in Using Heads of Agreements and How to Keep Safe with Elizabeth Lee from 2017-11-06T18:00:39
Elizabeth Lee joins us again to talk about the kinds of documents that set out the commercial terms between parties and the extent to which these are legally binding. These documents are called man...
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[EP 013] Spotlight on Sales with Denise Hall, Business Broker from 2017-10-30T18:00:46
From vendor to broker, Denise Hall trod a unique path to her role now as business value analyst, exit strategist and broker. In this episode Denise shares the things she wishes she had known when s...
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[EP 012] Earn-out Arrangements: The Tips, the traps and everything in between with Elizabeth Lee from 2017-10-23T18:00:12
Elizabeth Lee joins us again to talk about earn out arrangements in the sales and acquisitions space - the risks, controls, and other considerations. This episode is for both business purchasers an...
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[EP 011] Today we learn, tomorrow we earn with Richard Hayward, HHMC from 2017-10-16T18:00:31
Make your business more valuable at sale with these five key tips from mergers and acquisitions expert Richard Hayward of HHMC Global. In this episode, we’ll help you identify where you stand right...
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[EP 010] Promised the World, Delivered an Atlas: Handling (and avoiding) Business Sale Disappointments with Jon Hemming from 2017-10-09T11:36:21
Jon Hemming shares helpful insights for businesses looking to sell, brokers dealing with high sale value expectations, and accountants handling businesses gearing up for sale.
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[EP 009] The Language of Leasing: What You Need to Know in any Business Sale Transaction with Elizabeth Lee from 2017-10-02T19:00:45
Elizabeth Lee joins us again for another exciting area of the business sale or purchase process - Property Leasing! We talk about why it's important to check property leases and other key considera...
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[EP 008] Rise of the (Super) Models Part 2: How Financial Modelling Can Benefit Your Business with Michael Hutchens from 2017-09-25T22:45:57
Michael Hutchens continues our two-part series and goes into detail about the ways in which financial modelling helps businesses plan for the future. We discuss the benefits and some action items t...
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[EP 007] Rise of the (Super) Models Part 1: How Financial Modelling Can Benefit Your Business with Michael Hutchens from 2017-09-19T00:55:38
Welcome to the amazing world of financial modelling! This is the first episode of a special two-part series with Michael Hutchens of Modano. Learn about his software and the nuances of financial mo...
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[EP 006] Nail the Sale Part 2: Preparing your Business for Sale with Rod Hore, HHMC from 2017-09-11T02:41:38
Welcome to part 2 of our back-to-back series on preparing your business for sale with Rod Hore of HHMC. In this episode, we focus on medium and large businesses, how to identify them and the top fi...
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[EP 005] Nail the Sale Part 1: Preparing your Business for Sale with Rod Hore, HHMC from 2017-09-04T23:00:05
In this episode Rod Hore of HHMC joins us as we talk about preparing small service businesses for sale. We talk about challenges in selling, options available, deal structure and a number of other ...
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[EP 004] Sale of the Century: Legal Tips To Prime Your Business For Market from 2017-08-15T01:38:36
Elizabeth Lee, who heads up our Commercial Law and Acquisitions Division at Aspect Legal, talks about the legal elements in preparing for the sale of the business for owners and managers of busines...
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[EP 003] Setting the Stage Part 2 : Important Lessons From Recent Cases from 2017-08-14T12:34:23
To complete our three-part podcast launch series, we identify important reminders for purchasers and their advisers in the area of misleading and deceptive conduct, employment issues, and reasonabl...
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[EP 002] Setting the Stage Part 1 : Important Lessons From Recent Cases from 2017-08-14T11:20:58
In this episode, we run through an overview of the 2016 cases that hit the courts relating to misleading and deceptive conduct in a business sale and discuss the important lessons for sellers, thei...
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[EP 001] Welcome to The Deal Room podcast from 2017-07-02T22:49:31
Welcome to The Deal Room podcast. I'm Joanna Oakey, and this is our very first episode. I'm really excited! I love the area of business sale. It's fascinating, fast moving and often action packed.
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