Episodes

In this episode, we speak to Zoran Sarabaca of Xcllusive Business Sales about the trends we are seeing right now in the M&A market. We've had Zoran on the show in the past to share his insights on trends, including March 2020 - just when the COVID pandemic kicked in. It’s great to have Zoran back for a deep dive into where the M&A market is sitting right now for buyers, sellers, business owners and brokers and where it might be heading next. [EP 221] Market Trends with Zoran Sarabaca | Aspect L...

In this episode of The Deal Room Podcast, we speak with Mark Gardiner from our very own Aspect Legal. Mark, along with our host Joanna Oakey, talk with us about what we should be considering when entering into a new lease. Now, this was an episode that we featured on our sister podcast Talking Law, however, we thought it was great for The Deal Room too because all of the considerations when entering into a new lease are exactly the sorts of considerations that a buyer should be thinking when doi...

In this episode of The Deal Room Podcast, we talk to Roy Levy of Core Business Brokers. Roy and our host Joanna Oakey discuss some creative approaches to finding the right deal between a buyer and seller. Roy also shares a fabulous story of how creativity in deal structuring can create incredible long-term results. View the complete show notes for this episode Connect with Roy Levy Contact our Legal Eagles! [EP 219] Finding creative solutions to selling a business | Aspect Legal

What do you need to know about leases when buying or selling? Mark Gardiner from our very own Aspect Legal covers the answer and a range of tips and traps in lease assignment in this episode of The Deal Room Podcast. Whether you’re a buyer or considering a business sale, this episode, covers key elements you need to understand on both sides of the transaction to ensure that you've dealt with lease assignments properly. View the complete show notes for this episode Book a 15-min FREE initial con...

In this episode of The Deal Room Podcast we speak to the heavily awarded broker, Sally Stuart of LINK Business Broking. Sally is a specialist health broker and only works in the health space., working with business owners in GP, Dental, Allied Health, Aged Care and NDIS businesses. In this episode, Sally and Joanna drill into how business owners can maximise their value at exit when selling a medical practice. Sally shares stories from her experience on issues buyers & sellers face as they gear ...

In this episode of The Deal Room Podcast, we speak to business broker, Ian Jones from Merchant Business Brokers. Today, however, Ian is not wearing his Merchant Business Brokers cap - the other cap that he wears so comfortably is that of the President of the Australian Institute of Business Brokers, otherwise known as AIBB. Check out the Event Details for the 2022 AIBB National Conference: 2022 AIBB National Conference - Innovation: Innovate through positive change View the complete show notes...

This is our third and last part of this three-part series with Matt Alderton, business growth expert and founder of BX Networking. In this episode of The Deal Room podcast, Matt talks us through how to build a business by learning from the past. He discusses his current business and international expansion, and some of the most important learnings he's now implemented in this new business. We also have a rapid-fire question session with him, where we compare owning a franchise to other types of ...

Welcome to Part Two of our three-part series with Matt Alderton, business growth expert and Founder of BX Networking. In Part One, we talked about Matt's early experiences building Subway franchises, cafes and video stores. In this episode, we discuss how owning and building these small businesses has contributed to his next move, starting an online payroll & rostering business, Integrated Workforce Solutions. We also dig into how to use employee share schemes and arrangements to increase employ...

Business Growth Expert and founder of BX Networking, Matt Alderton joins us for this episode of The Deal Room Podcast, the first part of a three-part series. We talk through his business journey to date including, a franchise business that he bought and started from Greenfield sites, his video businesses and his own cafe brand. We look at lease negotiations, the importance of exit preparations and Matt’s learnings from running these businesses along the way. [EP 213] From Small Business to a $1...

Today we are talking to Roy Levy from Core Business Brokers about what he is seeing in the business M&A landscape right now - a topic that is always very popular. Roy is a Corporate Advisor, specialising in business divestments, mergers and acquisitions in the SME and mid-tier markets across Australia and New Zealand. In this episode, Roy and our host Joanna Oakey discuss the state of the market in particular where the opportunities are. We also discuss a few best practice tips in selling and bu...

In today’s The Deal Room Podcast episode we have something a little bit different. This is our new, very first Ask Me Anything session, where our host, Joanna Oakey answers your questions, these are the questions that have been provided by you as the listeners or along the way in our day-to-day practice. So today, she'll be running through a Q&A of sorts for this session and we will be integrating these into our podcast from time to time as well. Quick questions...While I’ve got your questions a...

We are back with the second half of our two-part series with Brendan Campbell, Director of the Business Services and Taxation Group of Prosperity Advisers Group in Brisbane. In this episode, we drill into the accounting and financial perspectives of buying a medical practice. Brendan shares key considerations for anyone looking at acquiring or exiting a medical practice, and legal elements that come into play during a transaction. Join us for this very valuable listen. [EP 210] Buying or Sellin...

When you opt for an acquisition or exit strategy in the medical profession - what are the key considerations? What does your accountant wish you knew? Today we have the first of a two-part series, all about buying and selling a medical practice. Brendan Campbell, Director of Prosperity Advisers Group joins us today to share his thoughts on this very topic. In this episode, we're not only talking about the financial and accounting elements of selling a medical practice but we also cover where leg...

In this episode of The Deal Room podcast, we feature a replay of an episode where we talk to Exit Strategist and CEO of The Exit Strategy Group, Kerry Boulton. This discussion really drills into the elements that Kerry has learned throughout her career both in buying and selling businesses and now as an adviser to business owners planning and preparing for exit. [EP 208] Podcast Replay: Kerry Boulton on Management Buyouts and Having an Exit Plan | Aspect Legal

Today we are joined by Paula Tallon, Tax Director at Prosperity Advisors group. Together, Paula & Joanna run through traps in deal term sheets that are too detailed, and what to think about when you're preparing your Heads of Agreement or commercial term sheet documents. [EP 207] Trap alert: Watch out for these mistakes in Terms Sheets and Heads of Agreement | Aspect Legal

In this episode, Chartered Accountant Nigel D’souza from ADX Accountants joins us to talk about common red flags when planning to sell your business - including some insightful warnings about the timing of a sale and windows to access concessions. Together, our host Joanna Oakey and Nigel drill into the importance of planning effectively and offer some practical steps to help avoid getting tax wrong when it comes time to exit. [EP 206] Getting Tax Right at Exit (and what can go wrong if you don...

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 discuss the highlights of the recent Buy Grow Sell Summit. This is a great episode for anyone that attended and wants a reminder of the highlights, and also for anyone who didn't have the chance to attend and wants to access the replays that are now available (or just get a sneak peek at what they miss...

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 transaction. Kikada Lane is a dental aggregator created to disrupt the industry. And in this episode, we dive deeply into a discussion about aggregations, the creation of a unique model, and the acquisition process as a whole. [EP 204] Podcast Replay: The inside story from an aggregator: how to drive ...

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 building a culture of giving, how B1G1 was established and how this ties in with the need to identify your purpose. [EP 203] Why doing business ‘for good’, is so good for business, with Paul Dunn | Aspect Legal

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 period has significantly changed the business environment for all businesses, including not least the recruitment industry. Owners and managers need to revise their focus if they are to grow and create value in 2022. Rod and our host Joanna Oakey talk niche strategy, talent attraction, compliance an...

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 this episode, we discuss our first-to-market SME and Micro M&A Insurance product that provides unique protection for sellers of businesses in Australia. We also delve into what this specific insurance covers, why insurance is important in an M&A transaction and how it is relevant in the Australian marke...

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 Mentoring for accountants. Ed provides such great insight into growing your business through mergers and acquisitions and in this episode he and our host Joanna Oakey discuss ways to grow your business through mergers & acquisitions, the risks that this can create, and how best to avoid those risks. T...

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 most influential people in the Australian recruitment industry with a wealth of experience in understanding building businesses, as well as M&A activity. [EP 199] Podcast Replay: Start-Up To $60M – Greg Savage on Fast Growth, Acquisitions, IPOs and Management Buyouts | Aspect Legal

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. Steve along with our host Joanna Oakey drill into the changes in the financial planning industry, discuss a few case studies on different aspects of this area and give you some top tips and takeaways. [EP 198] Tips for buying and selling financial planning practices | Aspect Legal