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The Deal Room
Joanna Oakey, Aspect Legal
300 episodes
1 week ago
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.
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Entrepreneurship
Business,
Marketing
RSS
All content for The Deal Room is the property of Joanna Oakey, Aspect Legal and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Entrepreneurship
Business,
Marketing
Episodes (20/300)
The Deal Room
[EP 304] The Exit Playbook: How to Sell Without Regret – Part 2
In this second part of our episode with Sally Stuart, Nouha Mohtadi, and Sabrina Xia— Host Joanna Oakey continues the conversation with three of LINK Business’ top business brokers . This time, the focus is on deal strategy and practical advice for business owners looking to sell.
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1 week ago
20 minutes 18 seconds

The Deal Room
[EP 303] Inside the Minds of 3 Top Business Brokers
Three award-winning female business brokers, Sally Stuart, Nouha Mohtadi, and Sabrina Xia, share how their strengths in empathy, strategy, and communication are reshaping SME business sales in a traditionally male-led industry.
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1 month ago
21 minutes 28 seconds

The Deal Room
[EP 302] The Hidden Pitfalls of DIY Sales (and What to Do Instead)
In Part 2 of this two-part series, The Deal Room Podcast welcomes back Matthew Newton from Bonza Business & Franchise Sales to unpack what really drives deals across the finish line.
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2 months ago
31 minutes 2 seconds

The Deal Room
[EP 301] Beyond the Numbers: The Human Side of Selling a Small Business
In this episode of The Deal Room Podcast, host Joanna Oakey sits down with Matthew Newton of Bonza Business & Franchise Sales to get his take on the powerful (and often misunderstood) world of small business exits.
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2 months ago
25 minutes 17 seconds

The Deal Room
[EP 300] Red Flags or Deal Leverage? What Buyers Need to Know – Part 2
In Part 2 of this 2 part Episode (our 300th episode of The Deal Room Podcast), Joanna Oakey, along with SEEK Business’ Alex Gilchrist, and valuations expert Brett Goodyer unpack red flags buyers should watch for—essential listening for buyers, brokers, and advisors navigating SME transactions with confidence and clarity.
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3 months ago
21 minutes 32 seconds

The Deal Room
[EP 299] Avoiding the Lemon: Smarter Business Buying Strategies
In this episode of The Deal Room Podcast, Joanna Oakey speaks with Brett Goodyer and Alex Gilchrist about avoiding common buyer traps in business purchases.
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4 months ago
29 minutes 50 seconds

The Deal Room
[EP 298] Earnouts vs. Equity Retention Part 2: Working Capital, Valuations & Offshoring
This episode dives into the critical role of financial clean-up before you’re ready to sell—covering common misconceptions about working capital, valuation gaps and the impact of cultural misalignment— with Joanna Oakey and Rod Hore.
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6 months ago
24 minutes 46 seconds

The Deal Room
[EP 297] Earnouts vs. Equity Retention: Valuations, Performance and Strategic Decisions
Performance trends, strategies for business owners, Covid's impact, and exploring earnouts versus equity retention. They also discuss understanding business valuation strategies for maximising value
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7 months ago
21 minutes 52 seconds

The Deal Room
[EP 296] A Fresh Look at Risk & Protection: Reviewing Risk in the Business Sale Process
Explore the pre-sale, transaction, and post-sale phases of business sales with key insights on risk mitigation, warranties, restraints, and contracts in this AI-powered episode of The Deal Room Podcast.
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8 months ago
24 minutes 6 seconds

The Deal Room
[EP 295] Share Sales, Succession Planning and What is a Whitewash?
Discover the essentials of share sales, using shares to support succession, and what on earth is a whitewash? In this episode of The Deal Room Podcast, Joanna Oakey answers key questions on navigating business acquisitions, legal compliance, and RTO transactions.
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8 months ago
18 minutes 55 seconds

The Deal Room
[EP 294] What’s love got to do with it?
Joanna explores tales of running and selling the acclaimed printing business Digital Press - how Theo Pettaras sold a business, and gained a wife in the same day. He also shares incredible insights into how he’s transitioned from a business owner into a successful career in business broking.
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9 months ago

The Deal Room
[EP 293] From Business Valuations to the Reality of “No Money Down” Deals – Your Questions Answered
Lucia Vuong, head of SEEK Business, joins Joanna Oakey to discuss some common questions about business sales and acquisitions, including the variables that can impact business valuations, the emotional aspects of selling, and the necessity of having a well-prepared deal team.
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9 months ago

The Deal Room
[EP 292] Shareholder Loans: Why Timing Is Everything in Share Sales
This episode covers shareholder loans the critical role of financial clean-up BEFORE you’re ready to business sale. Timing, shareholder loans (Division 7A Loans), net asset adjustments and tax implications are all discussed in a down to earth way, with Kezah Alicantre
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10 months ago
21 minutes 10 seconds

The Deal Room
[EP 291] Adapting to Change: Market Insights & The Future of RTOs and Higher Education in Australia
In this episode of The Deal Room Podcast, Joanna Oakey sits down with specialist business broker, Travis Latter, to discuss the ever-changing world of Registered Training Organisations (RTOs).
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11 months ago
29 minutes 38 seconds

The Deal Room
[EP 290] Business Broking Insights: Breaking Barriers – Part 2
In this two-part interview, Erin Crawford, buy-side expert, board member and chair-elect of the International Business Brokers Association (IBBA), joins host Joanna Oakey to share her unique insights into business broking, leadership, and the psychology behind successful deals.
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12 months ago
31 minutes 47 seconds

The Deal Room
[EP 289] Navigating Employee Agreements During a Business Sale & Deal Team Assembly Tips
Discover Leanne Faulkner’s key lessons on exit strategies, leveraging relationships, and preparing for a successful trade sale. This episode of The Deal Room Podcast reveals how she navigated negotiation challenges and maximised her business value with strategic planning and the right IP protections.
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1 year ago
12 minutes 57 seconds

The Deal Room
[EP 288] Behind the Deal: Business Broking, Buy-Side Strategy and Innovation – Part 1
In this two-part interview, Erin Crawford, buy-side expert, board member and chair-elect of the International Business Brokers Association (IBBA), joins host Joanna Oakey to share her unique insights into business broking, leadership, and the psychology behind successful deals.
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1 year ago
12 minutes 59 seconds

The Deal Room
[EP 287] The Blueprint for a Successful Trade Sale: Insights from Leanne Faulkner
Discover Leanne Faulkner’s key lessons on exit strategies, leveraging relationships, and preparing for a successful trade sale. This episode of The Deal Room Podcast reveals how she navigated negotiation challenges and maximised her business value with strategic planning and the right IP protections.
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1 year ago
29 minutes 23 seconds

The Deal Room
[EP 286] A Tax Nightmare… Billabong Founder’s $50M tax bill
Joanna Oakey & Michael Quinn dig into a fascinating case about the founder of Billabong, Gordon Merchant, and his recent $50 million tax bill shock!
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1 year ago

The Deal Room
[EP 285] Are We In A Buyers Market? The Real Story Behind the Latest Surge in Business Buyer Enquiries (Part 2)
Is it a buyers market? Why has there been a surge in buyer enquiries this year? Tune in to find out what the latest data in business buyer enquiries is telling us.
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1 year ago
29 minutes 22 seconds

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.