13 Oct 2026New
[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.
Podcast · Business
The Deal Room
by Joanna Oakey, Aspect Legal · English · Business
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 environme
- New episodes
- Monthly
- Typical length
- 23 min
- Latest
- 13 Oct 2026
- Language
- English
Latest episode
Earlier episodes 29 most recent
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17 Sep 2026 · 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.
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3 Sep 2026 · 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.
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20 Aug 2026 · 23 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.
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20 Jul 2026 · 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.
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2 Jul 2026 · 38 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.
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26 Mar 2026 · 25 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.
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12 Mar 2026 · 20 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.
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26 Feb 2026 · 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.
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11 Feb 2026 · 23 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.
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3 Dec 2025 · 24 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.
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6 Nov 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.
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9 Oct 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.
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9 Sep 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.
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21 Aug 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.
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5 Aug 2025 · 22 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.
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10 Jul 2025 · 30 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.
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8 May 2025 · 25 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.
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9 Apr 2025 · 22 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
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19 Mar 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.
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26 Feb 2025 · 19 min
[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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12 Feb 2025
[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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5 Feb 2025
[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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15 Jan 2025 · 21 min
[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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3 Dec 2024 · 30 min
[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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20 Nov 2024 · 32 min
[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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5 Nov 2024 · 13 min
[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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23 Oct 2024 · 13 min
[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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3 Oct 2024 · 29 min
[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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18 Sep 2024
[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!
About 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 environme
The Deal Room is a English business podcast from Joanna Oakey, Aspect Legal. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.
- Publisher
- Joanna Oakey, Aspect Legal
- Language
- English
- Category
- Business
- New episodes
- Monthly
- Typical length
- 23 min
- Latest episode
- 13 Oct 2026
- Feed
- RSS — paste into any podcast app
- Apple Podcasts
- podcasts.apple.com/podcast/id1267098895
- Rights
- 757499
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