Episodes
268
Oct. 25, 2023
[EP 268] Business Acquisition Masterclass with Jonathan Jay
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 share the A-Z on business sales and acquisitions. Jonathan draws on his experience and shares the key lessons he has learnt including common mistakes f...
267
Oct. 12, 2023
[EP 267] The Current State of Medical & Healthcare Practice Sales – What you need to know as a buyer or seller
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 sales possible in this sector. She dives into the many nuances of the medical industry - the generational changes that are at play, regional vs urban tre...
266
Sept. 28, 2023
[EP 266] State of the Market Series: Manufacturing Industry Deep Dive – What’s Selling, What’s not – and Why..
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 Ferraz David on LinkedIn Check out Argus Business Brokers! Email David [EP 266] State of the Market Series: Manufacturing Industry Deep Dive – What’s Selling, What’s not – and Why.. | Aspect Legal
265
Sept. 20, 2023
[EP 265] The Evolution of Flippa.com and the Power of AI in Matching Buyers
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 practical insights on how they’re using Ai (machine learning) to understand buyer intent, support valuations and generate business descriptions, and imp...
264
Sept. 13, 2023
[EP 264] Ask Me Anything with David Ferraz | Strategies for Handling WIP & Unexpected Stock Valuations in Business Sale Negotiations
[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 fluctuation right before settlement day… a scenario they’ve both seen wreak havoc on a deal. They cover different options they’ve seen used to deal ...
263
Aug. 17, 2023
[EP 263] Navigating Business Transactions: 2023 Market Trends in Business Asset Sales and Share Sales
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 strategies that can be done to protect all parties involved. They also explore the use of “at-risk” components, such as earnouts in deals and their incr...
262
Aug. 10, 2023
[EP 262] The Ins-and-outs of Dental Practice Sales: Insights on selling a dental practice with Carl Burroughs
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 so much in this episode for anyone in the dental sector and related industries - grab your earbuds, tune in and find out how to ensure you’re across ...
261
Aug. 2, 2023
[EP 261] Unlocking Business Value: Understanding Trends, Valuation and the Power of Data with Richard Hemingway
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 with data and trends from Bizstats. Australia’s most comprehensive database of private business sale transactions. Together with host and Managing Partn...
260
July 20, 2023
[EP 260] Podcast Replay: Acquiring a Franchise vs Standard Business? – Key Differences You Need to Know
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 her invaluable insights on what happens in the world of Franchising Deal Rooms. Nicole and Joanna explore the essential distinctions between buying a...
259
July 12, 2023
[EP 259] Ask Me Anything: Asset Sale vs Share Sale – Which is the Best Way to Sell? With Hugo Martin and Harry Notaras
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 is better, share sale or an asset sale? As you might expect, the answer is “it depends” - and Joanna expands on why, including the importance of get...
258
July 6, 2023
[EP 258] Podcast Replay: Going From Zero to Small Business Hero with Mike Davis
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 from 41 years growing, buying and selling businesses. Joanna and Mike chat through his business journey, the reality of starting again and navigating- ...
257
June 29, 2023
[EP 257] What to Expect: The most common questions Small Business Owners’ ask when selling their business
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 going to market. Nigel talks about how it's best to sell your business earlier rather than later, and highlights the need for succession planning. T...
256
June 22, 2023
[EP 256] Niching, Diversification and Everything in between with Dr David Penn
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 continually seeking opportunities is vital for business growth - and why aiming for 100% could be holding you back in the context of innovation. In this thou...
255
June 14, 2023
[EP 255] An unusual acquisition story and the unintended opportunities in growth through acquisition Part 3 (Innovation)
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. Jean talks about his experience in innovation and how he has used it as a foundation for building his business [EP 255] An unusual acquisition stor...
254
June 8, 2023
[EP 254] Ask Me Anything: Should You Ever Push Back Against Your Accountant’s Advice?
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 advice during a business sale or acquisition. We explore the significance of education and expert guidance in business transactions, and the distinct...
253
June 1, 2023
[EP 253] Understanding Success Secrets: Challenges for business owners & the innovative world of business broking
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 approaches adopted by Hugo and Harry in ABS Business Sales, particularly their "Pinot Fridays" podcast. Connect with Hugo and Harry Hugo on LinkedIn Harr...
252
May 24, 2023
[EP 252] Tech & Disruption in the Business Sales Industry: Insights from Bonza Business and Franchise Sales Director Nigel Hall
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 trends he’s seeing, along with some financing challenges and some approaches that buyers can use when dealing with financiers. He really digs into t...
251
May 18, 2023
[EP 251] State of the Market Series: A Dental Industry Spotlight with Carl Burroughs
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 smart tips for sellers, emphasizing the importance of planning ahead, making strategic investments, and considering post-sale benefits. This captivating...
250
May 10, 2023
[EP 250] An unusual acquisition story and the unintended opportunities in growth through acquisition Part 2 (selling 4 businesses)
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, the special takeaways he had from this experience and the importance of systems and processes when selling a business. Connect with Jean-Eric Growth...
249
May 3, 2023
[EP 249] Ask me Anything: Negotiating Warranties, Indemnities, and Choosing the Right Lawyer for Business Sellers with Chris Rolls
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 in reviewing warranties and explains the role transaction liability insurance can play in managing it. Connect with Chris Rolls Chris on LinkedIn Pie...
248
April 26, 2023
[EP 248] The Inside Scoop on Market Trends: How to Secure Financing for Your Next Business Purchase with Nigel
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 providing finance, Nigel shares with us how he’s seen buyers navigate this challenge. Nigel also discusses the importance of buyers being prepared - and you ...
247
April 19, 2023
[EP 247] Insights on QLD Business Broking with REIQ’s CEO Antonia Mercorella Part 2
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 Mercocella Antoinia on LinkedIn Real Estate Institute of Queensland’s (REIQ) Website Connect with our Legal Eagles! Book a Lawyer Now! Visit our Buy Grow Exi...
246
April 12, 2023
[EP 246] Insights on QLD Business Broking with REIQ’s CEO Antonia Mercorella Part 1
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 legislation that governs QLD business brokers and the impact it is likely to have. Connect with Antonia Mercocella Antoinia on LinkedIn Real Estate Instit...
245
April 5, 2023
[EP 245] Entrepreneurship and positioning yourself for M&A success with Chris Rolls Part 2
We are back with serial entrepreneur, Chris Rolls. In part two of our series, we're joined again by Chris Rolls, of PieLAB Venture Partners. Chris shares his insights and experiences on what makes a business valuable to an acquirer, including stable revenue, operational independence, and a strong management team. He also provides valuable tips on recognizing the optimal point to start thinking about selling your business, along with some case studies of successful exits. If you're interested in...