BusinessEntrepreneurshipMarketing

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.

Play

Open in

21 episodes
monthly
Avg 24 min
English

Episodes 21

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

October 13 · 41 min
[EP 315] How AI Is Changing Your Business Valuation Before You Sell
Home Loan Experts founder Otto Dargan on the AI mistakes to avoid and what buyers are already checking for.
September 17 · 16 min
[EP 314] Buying a Business, Not a Job: What Buyers Should Be Looking Out For
Dr. Michael Filosi removed himself from his own dental practice, eliminated key person dependency, and sold to private equity in 81 days flat. Here's exactly how he did it.
September 3 · 42 min
[EP 313] Sold in 81 Days: How Dr. Michael Filosi Built a Business That Private Equity Wanted to Buy
Dr. Michael Filosi removed himself from his own dental practice, eliminated key person dependency, and sold to private equity in 81 days flat. Here's exactly how he did it.
August 20 · 22 min
[EP 312] Who’s Actually Buying Australian Businesses From China Right Now?
Shan Lai, Special Counsel at Aspect Legal, unpacks who's really buying Australian businesses from China right now - and why capital controls can catch sellers off guard.
July 20 · 17 min
[EP 311] Selling to Your Employees: The Mistake Business Owners Keep Making
Brett Goodyer returns to unpack employee buy-ins and ownership transitions, and the one document that decides whether a friendly sale stays friendly.
July 2 · 37 min
[EP 310] Restructuring Before a Sale: What Most Businesses Get Wrong
In this first part of our two-part series, host Joanna Oakey is joined by Brett Goodyer from Business Valuations Online to explore one of the most overlooked drivers of a smooth business sale: getting the structure right early.
March 26 · 24 min
[EP 309] Why Pre-Due Diligence is the Difference Between Completion and Collapse?
In this episode of The Deal Room Podcast, Joanna Oakey is joined by experienced business brokers Hugo Martin from ABS Business Sales and Travis Latter from Infinity Business Brokers to unpack a critical driver of successful transactions: preparation for due diligence.
March 12 · 19 min
[EP 308] Why Understanding Motivation is Key to a Successful Business Sale?
In this episode of The Deal Room Podcast, host Joanna Oakey shares insights from the Australian Institute of Business Brokers (AIBB) Due Diligence Best Practices Forum, where she joined a panel of experienced advisors discussing what really causes business sales to slow down once contracts are in play.
February 26 · 12 min
[EP 307] What Corporate Buyers Really Look for in Medical Practice Acquisitions – Part 2 with Kristin Carney
In Part 2 of this conversation, Joanna Oakey sits down with Kristin Carney of Piper Health to unpack the real criteria corporates assess from FTE doctor numbers and staffing stability to cultural alignment and autonomy trade-offs.
February 11 · 22 min
[EP 306] What Doctors Often Underestimate When Selling a Medical Practice – Part 1 with Kristin Carney
In this episode of The Deal Room Podcast, host Joanna Oakey is joined by Kristin Carney, founder of Piper Health, to explore what doctors and medical practice owners commonly overlook when preparing for a sale. Drawing on decades of experience advising healthcare businesses and working within large corporate buyers, Kristin explains why due diligence can feel overwhelming, how corporates assess practices, and why emotional readiness is just as important as financial preparation.
Dec 3, 2025 · 23 min
[EP 305] Earn-Outs Without the Headaches: Risks, Pitfalls and How to Get Them Right
Earn-outs are common in business sales, but they’re also one of the most misunderstood deal structures. In this episode, Joanna Oakey breaks down how earn-outs work, the risks that cause them to fail, and the legal considerations that matter most. Practical insights for business owners, brokers and advisors involved in sale transactions.
Nov 6, 2025 · 20 min
[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.
Oct 9, 2025 · 21 min
[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.
Sep 9, 2025 · 31 min
[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.
Aug 21, 2025 · 25 min
[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.
Aug 5, 2025 · 21 min
[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.
Jul 10, 2025 · 29 min
[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.
May 8, 2025 · 24 min
[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.
Apr 9, 2025 · 21 min
[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
Mar 19, 2025 · 24 min
[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.

Showing 1–20 of 21 episodes