The Deal Room

The Deal Room


Latest Episodes

[EP 292] Shareholder Loans: Why Timing Is Everything in Share Sales
January 15, 2025

This episode covers shareholder loans the critical role of financial clean-up BEFORE youre ready to business sale. Timing, shareholder loans (Division 7A Loans), net asset adjustments and tax implica

[EP 291] Adapting to Change: Market Insights & The Future of RTOs and Higher Education in Australia
December 02, 2024

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).

[EP 290] Business Broking Insights: Breaking Barriers – Part 2
November 19, 2024

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

[EP 289] Navigating Employee Agreements During a Business Sale & Deal Team Assembly Tips
November 05, 2024

Discover Leanne Faulkners 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 negotiat

[EP 288] Behind the Deal: Business Broking, Buy-Side Strategy and Innovation – Part 1
October 22, 2024

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

[EP 287] The Blueprint for a Successful Trade Sale: Insights from Leanne Faulkner
October 02, 2024

Discover Leanne Faulkners 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 negotiat

[EP 286] A Tax Nightmare… Billabong Founder’s $50M tax bill
September 18, 2024

Joanna Oakey & Michael Quinn dig into a fascinating case about the founder of Billabong, Gordon Merchant, and his recent $50 million tax bill shock!

[EP 285] Are We In A Buyers Market? The Real Story Behind the Latest Surge in Business Buyer Enquiries (Part 2)
August 15, 2024

Is it a buyers market? Why has there been a surge in buyer enquiries this year? Tune in to find out what the latest data in business buyer enquiries is telling us.

[EP 284] Are We In A Buyers Market? The Real Story Behind the Latest Surge in Business Buyer Enquiries
August 06, 2024

Is it a buyers market? Why has there been a surge in buyer enquiries this year (which doesnt look to be slowing down any time soon). Whats the story behind the latest trends in technology, labor sho

[EP 283] Buy-Side Strategies for Business Expansion: Perspectives for Brokers & Buyers
July 30, 2024

In this episode of the Deal Room podcast, were joined by Dru Morgan, a seasoned business broker with over 25 years of experience in selling businesses across various sectors and regions. - Dru and h