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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 environment.
Joanna Oakey from Aspect Legal brings her decades of experience in law and in business to help provide smart legal tips for business owners and managers. Learn how you can avoid legal landmines that affect businesses in the areas of trademark, brand protection, intellectual property, contract law, employment law, dispute resolution and litigation.
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The Deal Room
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[EP 171] Evaluating and Maximising Acquisitions in the Medical, Dental, and Allied Health Practices
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In this 2-part series, we have onboard Ami Assigal of Marketing Practices talking about conducting due diligence in acquisitions, evaluating a practice, and building a business plan for maximising value after acquisition.By Joanna Oakey, Aspect Legal
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[EP 170] Common issues for vets: going into (or acquiring) a business with someone else
1:04:51
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1:04:51
In this episode, we talk to Simon Bedard of Exit Advisory about the various reasons why business owners can often be disappointed at exit. We see business owners day in and day out and it's devastating when they have poured their blood, sweat, and tears into what has been built on a false premise because they don't understand what feeds failure (or…
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[EP 119] Branding and Brand Protection for medical and allied health practices
1:08:52
1:08:52
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1:08:52
In this episode, we talk to Michelle Tayler of Marketing Practices about branding and brand protection, and why they are important in safeguarding your business. We also discuss branding from different perspectives: the marketing perspective and the legal perspective.By Joanna Oakey, Aspect Legal
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[EP 169] Dos and Don’ts in Dealing With Disappointing Deals
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37:56
In this episode, we talk to Simon Bedard of Exit Advisory about the various reasons why business owners can often be disappointed at exit. We see business owners day in and day out and it's devastating when they have poured their blood, sweat, and tears into what has been built on a false premise because they don't understand what feeds failure (or…
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[EP 118] Tips and Tricks with Shareholders Agreements
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25:22
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25:22
In this episode, we talk about shareholders’ agreements and why we need to use them. We have on board Aspect Legal’s very own Claire Bibby to talk about the importance of having shareholders’ agreements, some of the most common issues that we've seen around them, and the most important things to consider in their use.…
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[EP 168] Tips and Tricks with Shareholders Agreements
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Today, we have on board Aspect Legal’s very own Claire Bibby to talk about the importance of having shareholders’ agreements, some of the most common issues that we've seen around them, and the most important things to consider in their use.By Joanna Oakey, Aspect Legal
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[EP 167] Lessons learnt from doing deals in the time of COVID, and what the future looks like for mid-market M&A
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52:18
In this episode, we talk about the acquisition of shares in a private company and the main things to consider when you are buying only a parcel of shares instead of the whole company. We have on board Aspect Legal’s very own Executive Counsel, Claire Bibby, to discuss the main things to consider in this process - whether you are buying minority or …
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[EP 166] Buying shares in a private company – the things to consider
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28:33
In this episode, we talk about the acquisition of shares in a private company and the main things to consider when you are buying only a parcel of shares instead of the whole company. We have on board Aspect Legal’s very own Executive Counsel, Claire Bibby, to discuss the main things to consider in this process - whether you are buying minority or …
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[EP 165] Understanding IP ownership traps in exits and acquisition
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31:09
In this episode, we are talking all about understanding Intellectual Property (IP) ownership traps in exits and acquisitions. If IP forms a significant component of the value of the organization that you are acquiring, or selling - there is much to be considered in the process from an IP perspective. Your preparation in this area will be key to the…
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[EP 117] Intellectual property ownership – tips and tricks
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Does intellectual property form a large part of the value in your organisation (or perhaps in an acquisition target you are considering)? In this episode, we talk about tips and traps in IP ownership. And in particular, how to establish who actually owns the intellectual property in your organization. Joining us today is Aspect Legal’s very own Spe…
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[EP 164] The inside story from an aggregator: how to drive transaction success part 2
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27:29
In this 2 part series, we talk with one of our clients, Peter Hughes from Kikada Lane Dental, to bring you the real story of being in the middle of a transaction –and Discussing a different take on aggregation models. In this 2nd episode of the series, we discuss different aggregation models, how to lock in some of the value of acquisitions and min…
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[EP 163] The inside story from an aggregator: how to drive transaction success part 1
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26:03
In this 2 part series, we talk with one of our clients, Peter Hughes from Kikada Lane Dental, to bring you a different take on aggregation models, and the “real story” of being in the middle of a transaction. Kikada Lane is a dental aggregator created to disrupt the industry. And in this episode, we dive deeply into a discussion about aggregations,…
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[EP 162] Acquiring Medical and Allied Health Practices – building the post-acquisition marketing plan
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34:06
In this episode, we talk all about building a post-acquisition marketing plan when acquiring Medical and Allied Health Practices. To dig into this topic we have onboard Michelle Tayler, the founder of Marketing Practices. This episode will help demystify marketing, remove the overwhelm and empower practice owners and practice managers to effectivel…
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[EP 161] Tips and traps in Selling (or Buying) an Accounting Practice Part 2
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22:10
In this second half of our two-part series about the tips and traps in Selling (or Buying) an Accounting Practice, we continue our discussion with Mark Attard of Xcllusive Business Sales, and take a look at the current market conditions before and during COVID. We also drive into the valuation impacts of a client base (and the difference in valuati…
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[EP 160] Tips and traps in Selling (or Buying) an Accounting Practice Part 1
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38:55
Welcome to another wonderful two-part series where we talk to Mark Attard from Xcllusive Business Sales talking all about the tips and traps in Selling (or Buying) an Accounting Practice. We look at who the buyers are of accounting practices, we talk about why it's not always just about the price and we discuss why the terms of the sale for an acco…
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[EP 116] A case study into building, licensing, franchising and then exiting a business: The inside story!
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30:33
In this episode, we talk to multiple business awardee and Author of ONE LIFE - How to have the life of your dreams – Tina Tower. Tina, together with our host Joanna Oakey, talks all about her experience in starting, growing, licensing, franchising - and finally exiting her business. This is an incredibly raw and insightful story - and essential lis…
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[EP 159] Term Sheets, MOUs, LOIs and more. What’s the difference? And what to look out for!
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9:22
In this episode, we clear up some confusion around the commonly used “Term Sheet” and its many variations. If you have ever wondered what the difference is between an MOU, LOI, Term Sheet, NBIO or a Heads of Agreement, then listen in to this episode as we debunk some myths, clear up the confusion and dish out a couple of essential tips.…
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[EP 158] The Truth About Building and Selling Your Business
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38:27
In this episode, we talk to Tina Tower, a recipient of multiple business awards including Australian Telstra Young Business Woman of the Year, all about her experience in starting, growing, licensing, franchising, and finally exiting her business - a business that she admits was always built to sell. This is an incredibly raw and insightful story a…
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[EP 157] Market trends in sales and acquisitions activity for small business
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32:29
In this episode, we talk to the fabulous Mary Tamvakologos of Anybusiness all about the current market trends in sales and acquisitions in the small business sector. Mary, along with our host Joanna Oakey, drill into where the most traffic comes from on the Anybusiness website (that advertises small businesses for sale) and the reasons for some rec…
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[EP 156] The top legal tips in selling a franchise
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15:44
In this episode, Aspect Legal’s Executive Counsel, Nicole Segal comes back to talk all about the top legal tips in selling a franchise. If you are someone who is trying to sell or even thinking about selling a franchise this episode is perfect for you.By Joanna Oakey, Aspect Legal
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[EP 155] Medical Practices – it’s more than just the numbers
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40:20
In this episode, we talk to Larry Green of Xcllusive Business Sales all about Medical Practices and why it's more than just the numbers that count. Larry, together with our host Joanna Oakey, discuss how selling medical practices shouldn’t be rushed! We also discuss buyer profiles, case study examples and important action tips relating to this proc…
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[EP 115] Lessons from Victoria Beckham’s trademark battle – and how this is relevant to your business
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18:25
In this episode, we talk to Aspect Legal’s trade mark expert, Grace Yi all about the recent trade mark battle over the letters “VB” between former Spice Girl Victoria Beckham and an Australian skincare company and how this can be very relevant to you and your business.By Joanna Oakey, Aspect Legal
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[EP 154] Why procurement should have a seat at the table in any acquisition
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31:17
In this episode, we talk to Jonathan Dutton, an independent management consultant with experience on both sides of the negotiating table - procurement and sales. In this podcast we discuss why involving procurement can help you ensure there is some reality around the financial metrics that are assumed to be achieved by acquisition, and why it is to…
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[EP 153] Getting Ready for the Golden Age of Business Brokerage
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50:00
In this episode, we discuss how business brokers can effectively market their agency or listing and get ready for the golden age of business brokerage together with Alex Izsak, CEO of BBMS Media ("Marketing for Business Brokers").By Joanna Oakey, Aspect Legal
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[EP 152] The top legal tips when buying a franchise
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24:08
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24:08
In this episode of The Deal Room Podcast, we talk to Aspect Legal’s Executive Counsel, Nicole Segal. Nicole together with our host Joanna Oakey will be drilling into the top legal tips when buying a franchise.By Joanna Oakey, Aspect Legal
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[EP 114] Remote and Offshore Teams – the opportunities, risks, tips and traps
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Scott Trevethan is the Founder and Managing Director of Go Global Bookkeeping, an Offshore Bookkeeping and Accountant Leasing business based in the Philippines. In this episode, Scott tells us everything there is to know about developing and managing your remote team: opportunities, risks, tips, and tricks. During this new normal, businesses are in…
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[EP 151] The Path to Purchase for aspiring owners of medical, dental and allied health practices
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40:34
In this episode, we talk to the fabulous Sally Stuart from LINK Business Broking New South Wales about Path to Purchase, an enriching virtual summit for aspiring practice owners. Sally shares some great stories about issues buyers face as they gear up to acquire medical practices, dental practices and other allied health practices. If you are inter…
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[EP 150] Growth Through Acquisition Series – Strategic Considerations
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43:08
Today we are talking with Richard Osmann, the principal of Provanedge Advising and Consulting, on strategic considerations when using acquisition as your growth strategy. This episode is perfect for business owners or someone considering buying or selling. There’s something for everyone, so don’t miss out!…
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[EP 149] How to beat the odds and make your acquisition a success
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35:27
This episode continues the discussion with Marc Johnstone on beating the odds and making your acquisition a success. We look at what a business should look for when acquiring and hear Marc’s 3 important rules that you need to apply.By Joanna Oakey, Aspect Legal
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[EP 113] A case study in how building the right kind of business can deliver you wealth & freedom
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58:22
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58:22
In this episode, we talk to Peter Lloyd who shares his fascinating business story on how through building the right kind of business you can obtain both wealth and freedom. This is a wonderful story and so well-timed given the difficult business climate so many businesses are finding themselves currently in.…
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[EP 148] Why 3 out of 4 acquisitions fail
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It may seem like the odds are stacked against you if 3 out of 4 acquisitions fail, but in this episode we take a closer look into acquiring for growth. With the help of Marc Johnstone of Shirlaws Group we look at the right growth path for your business so tune in to ensure you are the 1 in 4 that succeed.…
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[EP 112] Return to Work : The guidelines you should have in place for staff returning to work post COVID
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What's next I hear you ask in regards to COVID, well today we have Aspect Legal’s very own Special Counsel - Robyn Purdy to share some important considerations and guidelines as people start returning back to their place of work. As restrictions are lifting, employers are considering bringing their team back to the office which comes with its own s…
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[EP 147] The mistakes NOT to make when selling your business – a seller’s story
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In this episode, we discuss a real life case of a business sale gone wrong and look at the common mistakes made when selling a business, with Marcus Nicholls of Business Couples Success who shares his personal story of selling his business which he did not once, but one and a half times! If you too are gearing up to sell your business now or in the…
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[EP 111] COVID and scandalous trade marks – a walk on the wild side, with Grace Yi
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32:07
Getting a trade mark might not have been the first thing on your mind when COVID first hit, but there has been a lot of activity in trade mark applications in Australia during this time. Tune into our discussion on unique trade mark registrations and equip yourself with insights of interest in this area of law.…
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[EP 146] 6 steps to increasing the multiplier of your business
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Today we dive into part one of a three-part series on the multiplier in a business and how increasing this can produce exponential business growth. We look at the first of the 6 steps to build value and increase your business multiple being talent.By Joanna Oakey, Aspect Legal
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[EP 145] Sales and acquisitions of Gyms – a fitness industry focus, with Clifford Forster
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21:09
In this episode, we talk with Clifford Forster of Universal Business Brokers about the sales and acquisition process within the fitness industry. Clifford and Joanna consider the factors involved when buying and selling gyms, and look at why acquiring gyms is different from acquiring other businesses.…
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[EP 110] 6 steps to increasing the multiplier of your business – Part 3
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In our last instalment of this three-part series, Marc Johnstone and Nathan Williams discuss the last 3 steps to increasing the multiplier of your business and provide some real examples to showcase how this whole process works to increase the multiplier of a business.By Joanna Oakey, Aspect Legal
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[EP 144] The evolution of AIBB, the Australian Institute of Business brokers, and industry opportunities
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Today we discuss the evolution and benefits of the AIBB - Australian Institute of Business Brokers. We talk with Tony Latessa of Latessa Business Sales and the National Chairperson of AIBB. We review some interesting statistics in the business sale and acquisition industry, the international reach of AIBB and how being part of this wonderful organi…
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[EP 109] 6 steps to increasing the multiplier of your business – Part 2
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We are back with part 2 of our three-part series on the 6 steps to increasing the multiplier of your business. In this episode, we talk about the important role of Product Innovation and Extension. And Marc, Nathan and Joanna drill into how to achieve an innovation mindset, understanding recurring revenue and case study examples, the risks of addin…
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[EP 143] Why business acquisition is a killer growth strategy Part 2
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Welcome to the second and last half of our two-part series all about the powerful opportunities available for businesses in using mergers or acquisitions to deliver years (or decades) of growth in one deal, and why it is such a killer growth strategy. We continue this discussion with our expert panel : Simon Bedard of Exit Advisory, Nick Wormald of…
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[EP 142] Why business acquisition is a killer growth strategy Part 1
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26:40
The power of acquisitions in adding years of growth in a single signature is widely understood by large corporations, who consistently use M&A and bolt on acquisitions to grow. But opportunities for SMEs and mid market businesses in using this strategy for growth are a far lesser known secret. This week, we welcome you to an amazing two-part series…
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[EP 108] 6 steps to increasing the multiplier of your business – Part 1
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Many businesses dedicate their time and focus to driving profit, without realising the real value they are missing from driving their share price multiplier. This episode looks at the 6 steps in building your share price value through increasing your business valuation multiplier and investigates a case study of a business that went from a valuatio…
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[EP 141] How strong systems and processes lead to great deals
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31:53
Clifford Forster of Universal Business Brokers has a prolific business sale brokerage, and in this episode shares with us his knowledge and expertise in business sales compiled from his last 2 decades in the industry. In this episode, we also look at why implementing strong systems and processes is a cornerstone to driving great deals.…
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[EP 140] All about Bizstats – statistics for business valuations
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28:29
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28:29
The Bizstats database is designed for Business Brokers, Business Valuers, Accountants, and Finance Institutions. There have been a number of online business valuing databases established providing information and support but Bizstats is considered Australia’s most comprehensive database of private business sale transactions in the market and today …
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[EP 107] Trademark – don’t just set and forget
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As we approach the end of the financial year, and as you're booking in your planning sessions for the coming year, you do not want to forget one of the most important items - your brand protection. Today we will discuss the importance of regular trade mark reviews. We have onboard Aspect Legal’s very own trade mark expert, Grace Yi to enlighten us …
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[EP 139] A clear view of the risks and opportunities after COVID
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49:22
In this episode, we discuss the serious risks right now for businesses in this new economic environment. We are joined by the fabulous Rod Hore of HHMC Global to discuss the opportunities from the downturn, but also the critical importance of a deep review process that business owners and managers should be undertaking right now. We look at the nee…
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[EP 106] Top Tips in Business structuring for dentists and medical professionals, with Stephen Guthrie Part 2
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We welcome back Stephen Guthrie from Prosperity Advisers with more insight into business structuring for dentists and medical professionals. This topic is relevant for any business owner who wants to be across and understand structuring within their business.By Joanna Oakey, Aspect Legal
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[EP 138] Buying and selling a business during COVID: The Buyer, Seller and Legal Perspective
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56:39
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It's a panel fight! With buyers, sellers and lawyers in the room, we take a look at the current COVID market and the impact it is having on acquiring and selling businesses.By Joanna Oakey, Aspect Legal
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[EP 105] Tips in negotiating commercial leases under the new COVID-19 Mandatory Code of Conduct
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Today, we discuss useful tips for negotiating commercial leases under the new COVID-19 Mandatory Code of Conduct with our very own Jo Wright of Aspect Legal. This episode is relevant at this time as the Mandatory Code of Conduct has now been legislated so listen in to find out about this well-timed topic!…
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[EP 137] “What? My business has no value?” – Turn your unsaleable business into a business with value at exit – Part 2
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Join us as we continue our discussion with Glen Carlson on how to turn an unsaleable business into a business with value at that point of exit.By Joanna Oakey, Aspect Legal
