The Deal Room
The Deal Room
Joanna Oakey, Aspect Legal
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.
[EP 272] Jargon Buster: Understanding Term Sheets, MOUs, and More
In this special episode of The Deal Room Podcast, our host, Joanna Oakey dives into financing for buying businesses and tips for preparing for finance live with Abhishek Maharaj, Partner and Broker at Winquote SME Finance. In this episode, Abhishek shares some insights from the front line of finance including the current the state of the market in the world of finance for buying businesses, the role preparation plays in successfully securing finance for a business deal, common mistakes and how to avoid them, and also his thoughts on creative financing options available right now - including how buyers can secure funding without using their own securities.
Dec 11, 2023
[EP 271] State of the Market Series: Dissecting Motel & Tourism Business Sales and trends in the Hospitality Industry
In this week’s release of the Deal Room Podcast - we’re back with a State of the Market series episode - where host, Joanna Oakey interviews Jenny Chellew, an expert in the hospitality and tourism industry, and a business broker advising on sales and acquisitions of motels.
Nov 15, 2023
26 min
[EP 270] Financing & Creative Deals: Tips for Getting the Finance You Need for Small Business Acquisitions
In this special episode of The Deal Room Podcast, our host, Joanna Oakey dives into financing for buying businesses and tips for preparing for finance live with Abhishek Maharaj, Partner and Broker at Winquote SME Finance. In this episode, Abhishek shares some insights from the front line of finance including the current the state of the market in the world of finance for buying businesses, the role preparation plays in successfully securing finance for a business deal, common mistakes and how to avoid them, and also his thoughts on creative financing options available right now - including how buyers can secure funding without using their own securities.
Nov 8, 2023
17 min
[EP 269] AI, Tech & Automation Trends: Opportunities in business broking & will it replace lawyers?
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 for buyers to watch out for and his thoughts on what makes a successful acquisition (including how to identify the ‘right’ kind of business when you’re looking to purchase). He emphasises the need for clear systems and processes; this is a critical step to ensuring a successful acquisition. Whether you’re looking to acquire a business for growth, to escape the ‘9-5’, or just interested in the possibility - this episode is packed with valuable insights.
Nov 3, 2023
18 min
[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 for buyers to watch out for and his thoughts on what makes a successful acquisition (including how to identify the ‘right’ kind of business when you’re looking to purchase). He emphasises the need for clear systems and processes; this is a critical step to ensuring a successful acquisition. Whether you’re looking to acquire a business for growth, to escape the ‘9-5’, or just interested in the possibility - this episode is packed with valuable insights.
Oct 25, 2023
27 min
[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 trends, and younger practitioners coming forward for clinic ownership where practitioners are ready to exit - but not entirely.  She also shares very practical tips on transitioning to exit, preparing your practice for market and first-hand lessons learned. Whether you're a busy doctor looking to step away from your practice or someone concerned about what to do when you retire, this episode is packed with valuable insights and advice. Get your earbuds ready - tune in now to The Deal Room Podcast with Sally Stuart. Connect with Sally Stuart Sally on LinkedIn Check out Argus LINK Business Broking!
Oct 12, 2023
28 min
[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
Sep 28, 2023
29 min
[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 importantly, how this is solving a key challenge in the market - buyers losing interest. Connect with Blake Hutchison Blake on LinkedIn Check out Flippa!
Sep 21, 2023
28 min
[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 with unanticipated stock scenarios in the contract at settlement. They also dig into the best approach to quantifying work-in-progress or WIP in a contract in both industrial/goods and service-based businesses. What happens to partially completed service or goods orders? Connect with David Ferraz David on LinkedIn Email David Check out Argus Business Brokers!
Sep 14, 2023
17 min
[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 increasing prevalence in both larger and smaller transactions. Both Joanna and Richard also emphasise the importance of staying informed about market developments and adapting to new trends in order to achieve a higher success rate on transactions. Have a question for Joanna? Our Ask Me Anything sessions are where your questions come to life. Send them to us at [email protected] and tune in for expert answers.
Aug 18, 2023
17 min
Load more