Built on Real Dealmaking Experience

We started haleneriam in 2019 because we saw too many business owners struggling with financial decisions that could make or break their exits. Not from lack of ambition, but from missing the practical frameworks that only come from actually sitting across the table during high-stakes negotiations.

From Boardrooms to Classrooms

Before haleneriam existed, I spent twelve years working with mid-market business sales across Australia. The deals ranged from M hospitality venues to M manufacturing operations. What struck me wasn't how different these transactions were, but how similar the mistakes were.

Business owners who'd built incredible companies would fumble during financial due diligence. Not because their numbers were bad, but because they'd never learned how buyers actually evaluate risk. They'd present their stories wrong, emphasize the wrong metrics, and leave money on the table.

So we built haleneriam to bridge that gap. Our courses aren't theoretical — they're built from actual deal structures, real negotiation tactics, and the financial modeling approaches that acquirers actually use in 2025.

Strategic business planning session

How We Teach Differently

Most finance courses teach theory. We teach what actually happens when you're trying to sell your business and the buyer's analyst starts questioning your EBITDA adjustments.

01

Case-Based Learning

Every module starts with a real transaction scenario. We walk through actual deal structures, showing you the financial models both sides built and why certain negotiations succeeded while others stalled.

02

Buyer Perspective Training

You'll learn to see your business through an acquirer's eyes. We teach the due diligence frameworks that private equity firms and strategic buyers actually use, so you can prepare your financials accordingly.

03

Financial Modeling Practice

Our courses include working models you can adapt to your own business. Build the same valuation spreadsheets that investment bankers use, understand the assumptions that drive multiples, and learn which metrics actually move the needle.

04

Scenario Analysis

We don't just teach best-case scenarios. You'll work through deals that went sideways, negotiations that collapsed, and financial structures that seemed good but created problems later. Learning from others' mistakes is cheaper than making your own.

The Instructors Behind the Courses

Our teaching team brings decades of combined experience from M&A advisory, corporate finance, and business valuation roles across Australia.

Instructor portrait

Callum Brixton

Lead Instructor

Former M&A analyst who's worked on over 60 middle-market transactions. Callum teaches our core financial modeling courses and specializes in helping business owners understand buyer psychology during negotiations.

Instructor portrait

Petra Vance

Valuation Specialist

Spent eight years as a business valuator before joining haleneriam. Petra leads our advanced courses on valuation methodologies and teaches the frameworks that actually hold up during due diligence.

What Drives Our Approach

These principles shape how we design courses, select case studies, and structure our teaching methodology.

Practical Over Theoretical

We teach frameworks you can implement next week, not academic concepts that sound impressive but don't translate to real negotiations.

Honest About Complexity

Business sales involve difficult tradeoffs and uncertain outcomes. We don't pretend otherwise or promise results that depend on factors outside your control.

Buyer Perspective First

Understanding how acquirers think is more valuable than any sales technique. We teach you to see your business through their analytical lens.

Real Case Studies

Every example comes from actual transactions we've worked on or studied in depth. No hypothetical scenarios or oversimplified examples.

Balanced Realism

We show you what's possible while being upfront about the work required and the variables you can't control in any transaction.

Long-Term Thinking

Our courses prepare you for negotiations that might happen years from now. We focus on building sustainable knowledge rather than quick wins.