The Deal Room

Home Loan Experts founder Otto Dargan on getting a loan to buy a business, security, and where AI already helps with the paperwork

Home Loan Experts founder Otto Dargan on the AI mistakes to avoid and what buyers are already checking 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.

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.

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.

Brett Goodyer returns to unpack employee buy-ins and ownership transitions, and the one document that decides whether a friendly sale stays friendly.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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