The Deal Room Podcast

NEW EPISODE | This week on 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). He shares valuable insights into how RTOs and training organisations in Australia are navigating the legislative and economic pressures impacting the market since the pandemic and the opportunities for both buyers and sellers to keep top of mind. Key highlights include: • Regulatory & Legislative Updates: How has government policy shaped RTO performance and valuations? Along with the post-pandemic landscape for the sector. • Valuation Strategies: Why understanding an RTO’s value is crucial and key drivers that can boost performance. • Opportunities for Growth: The untapped potential in aligning with skill shortage areas and leveraging funding effectively. Whether you're buying, selling, or simply building a stronger RTO, this episode is packed with actionable advice. Don’t miss it! Tune in now to learn from one of the industry’s top experts. Podcast - https://lnkd.in/gWhFay3h Spotify - https://lnkd.in/gV3P5quf Youtube - https://lnkd.in/gNmqvvXR #TheDealRoomPodcast #BusinessSales #BusinessBroker #RTO #Acquisitions #Entrepreneurship

From changing government policies to evolving operational complexities, buying and selling Registered Training Organisations (RTO) is anything but straightforward. Coming up on The Deal Room Podcast, Joanna Oakey teams up with Travis Latter, a specialist business broker with in-depth knowledge of the RTO industry. Together, they uncover why effective processes are critical in RTO acquisitions, take a look at the ripple effect of post-pandemic regulation and government policy on RTO business values and share practical tips for anyone involved in this unique industry. Whether you’re in the market or just curious, this conversation sheds light on the challenges and opportunities in this ever-evolving sector. Subscribe now to get this episode delivered direct to your inbox! https://lnkd.in/gKdtMQ98 #TheDealRoomPodcast #BusinessSales #BusinessBroker #RTO #Acquisitions #Entrepreneurship

NEW EPISODE |  This week on The Deal Room Podcast, Joanna Oakey is joined by Erin Crawford, MBA CBI, the Chair-Elect of the IBBA - International Business Brokers Association, in Part 2 of their enlightening conversation covering the evolving landscape of business brokering. In this episode, Joanna and Erin dig into • The parallels between the IBBA and its Australian counterpart, the AIBB • Strategies for ensuring diversity in the business broking industry • The role of AI in business broker marketing strategies PLUS Erin also shares fascinating details about her own family business venture, running a CrossFit-style gym franchise with her daughter. Whether you're new to business broking or a seasoned broker, this episode is essential for staying ahead of the curve, and knowing what’s driving the business sales and acquisitions industry. Tune in now to hear Part 2!  Podcast - https://lnkd.in/g64f37DE Spotify - https://lnkd.in/geS5kGrw Youtube - https://lnkd.in/gkUBjVD3 #TheDealRoomPodcast #SmallBusiness #BusinessSales #BusinessBroker #AI #GenderDiversity

How can business brokers stand out in a competitive market? What roles do gender diversity and AI play in the future of business broking? This week on The Deal Room Podcast, Joanna Oakey is joined by Erin Crawford, MBA CBI, the Chair Elect of the IBBA - International Business Brokers Association, in Part 2 of their insight-filled conversation covering the evolving landscape of business brokering. Subscribe now to get this episode delivered direct to your inbox! https://lnkd.in/gKdtMQ98 #TheDealRoomPodcast #SmallBusiness #BusinessSales #BusinessBroker #AI #GenderDiversity

PODCAST Q&A | Is it typical for employee agreements and benefits to transfer seamlessly during the sale of a business? What team of experts should business owners assemble for a successful exit? In this episode, host Joanna Oakey and Leanne Faulkner discuss these questions, sharing critical insights on • Employment agreements and how they transition during business sales in Australia •How when and who you should have on your team when planning an exit •The importance of ‘clean’ financials and understanding tax impact. They cover a lot of ground in this 15 minute episode! If you’re a hashtag#business owner on the brink of a sale, a hashtag#businessbroker advising sellers (or buyers), or just curious about what it takes to make a successful exit - this episode is for you. Tune in now: Podcast - https://lnkd.in/gTMCe935 Spotify - https://spoti.fi/3NT2izv Youtube - https://lnkd.in/gb8phk4K #SmallBusiness #Entrepreneurship #BusinessExit #Inspiration #TheDealRoomPodcast #Podcast

Q&A | What team of experts should a business owner assemble for a successful exit (and in what order..)? Is it typical for employee agreements and benefits to transfer seamlessly during the sale of a business? This week on The Deal Room #Podcast, Joanna Oakey is joined by entrepreneur and business owner, Leanne Faulkner, in an engaging "Ask Me Anything" episode covering these exact questions. SUBSCRIBE NOW to ensure you get this episode delivered direct to your inbox! >> https://lnkd.in/gKdtMQ98 #TheDealRoomPodcast #SmallBusiness #BusinessSales #BusinessBrokers

🎙️New Episode Alert!🎙️ Erin Crawford, MBA CBI, buy-side expert and chair-elect of the IBBA - International Business Brokers Association, joins us on The Deal Room Podcast to explore the inner workings of business deals from the perspective of the buy-side. Erin shares her expertise on what makes a deal work, the significance of trust-building, and why finding the right match between buyer and seller can make or break a transaction. This episode dives into: • How transitioning to the buy-side reshaped her view of #business broking • The mental game behind deals—why psychology often trumps strategy • The importance of finding the right buyer and seller match for long-term success. • Why relationships and trust are crucial in business broking • Understanding the real motivations behind a sale. Whether you’re a newcomer to business broking or an experienced broker, or a business owner interested in the inner workings of the deal-making process, this episode is packed with practical tips and deep industry insights. > Tune in now to hear Part 1 of this 2-Part Series with Erin!  Website - https://lnkd.in/gX7ZZU6p Spotify - https://spoti.fi/3YyqyNn Youtube -https://bit.ly/3YAQtnC #BusinessBroking #BuySide #DealMaking #BusinessDeals #MergersAndAcquisitions #IBBA #TrustInBusiness #BusinessStrategy #BuyerSellerMatch #PodcastSeries #TheDealRoomPodcast #BusinessInsights #BusinessBrokerage #Entrepreneurship #BusinessOwnership #AcquisitionStrategy

What makes a business deal truly successful? In this episode, Joanna Oakey sits down with Erin Crawford, MBA CBI, buy-side expert and IBBA - International Business Brokers Association chair-elect, to discuss how trust, psychology, and finding the right buyer-seller match are key. Whether you're new to business broking or a seasoned pro, Erin’s insights are invaluable. Watch the preview below and subscribe to get all the latest episodes delivered straight to your inbox! Subscribe now to make sure you don’t miss this episode of The Deal Room Podcast - https://lnkd.in/gEBHwVJX #TDRpodcast #BusinessBroking #BusinessDeals #BuyerSellerMatch #TrustInBusiness #DealSuccess #MergersAndAcquisitions #BusinessGrowth #PodcastEpisodes #BrokingInsights #BusinessPodcast

🎙️New Episode Alert!🎙️ This week on The Deal Room Podcast, Joanna Oakey sits down with Leanne Faulkner, founder, entrepreneur and small business educator, as she shares her incredible personal journey from startup to a successful trade sale! In this episode, Leanne shares how she • Tackled key negotiation challenges • Leveraged the value of intellectual property (IP) • Maximised the value of her business (which had expanded internationally, and established a presence in 2000+ retail stores). Whether you're a business owner, entrepreneur, or advisor—this episode is packed with insights you won’t want to miss!  🎙️Tune in now - https://lnkd.in/gFGwBCRS #TheDealRoomPodcast #AspectLegal #SmallBusiness #Entrepreneurship #MentalHealth #BusinessExit #Inspiration #SmallBusinessNSW

"Everyone wants to save tax, but sometimes getting too sharp with deals can lead to costly surprises.”  Episode 286 of The Deal Room Podcast - Billabong Founder’s $50M Tax Nightmare. M&A Advisor, and Chartered Accountant with 30+ years of experience, Michael Quinn joins host, Joanna Oakey, to discuss the risks of overly creative tax planning - in this instance, one top-tier strategy that backfired (big time). Don’t miss this cautionary tale of a surf brand founder, a top-tier advisor and a $50M tax bill… Tune into the podcast now - https://lnkd.in/giMHWiDQ #TaxPlanningFail #BusinessAcquisitions #CreativeTaxPlanning #BusinessSuccess #FinancialPitfalls #TheDealRoomPodcast #Podcast #EntrepreneurLessons