Episodes

In this episode, we talk to Steve Finn, Director and Co-Founder of The Finn Group. He and our host Joanna Oakey tackle the secrets of a top broker on how to find a buyer. They drill into what strategic buyers are and why sellers should focus on them. They also discuss the need for a huge volume of prospective buyers, as well as tips on getting strategic buyers — even without advertising. [EP 173] Finding a buyer: A broker’s secrets to sourcing strategic buyers without ads | Aspect Legal

Continuing our two-part interview with Ami, in this second and last episode, we drill into acquisitions for medical, dental, and allied health practices. Our host Joanna Oakey and guest Ami Assigal dig into building a business plan to maximise value after acquisition as well as ‘KP-EYEs’ and their value to a business. They also talk about the benefits of working with practices that have multiple sites and tackle Green Field Investment versus Acquisitions. [EP 172 ] Evaluating and Maximising Acq...

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. [EP 171] Evaluating and Maximising Acquisitions in the Medical, Dental, and Allied Health Practices Part 1 | Aspect Legal

In this episode, we talk to Paolo Lencioni from APL Accountants about the most common issues that occur when going into business with someone in the vet industry, and how to deal with those. Today’s podcast episode is directed specifically to businesses in the veterinary industry. Paolo and our host Joanna Oakey drill into the different business structures that you can use and the risks of not having the right agreements. They also discuss the importance of shareholder agreements when it comes ...

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 success) at exit. This episode dives into what a disappointing exit looks like and what you need to do when things go pear shaped. [EP 169] Dos and ...

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. [EP 168] Tips and Tricks with Shareholders Agreements | Aspect Legal

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 majority shareholding! [EP 167] Lessons learnt from doing deals in the time of COVID, and what the future looks like for mid-market M&A | Aspect Lega...

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 majority shareholding! [EP 166] Buying shares in a private company – the things to consider | Aspect Legal

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 success of the deal. So listen in as Aspect Legal’s very own Special Counsel, Robyn Purdy walks us the tips and traps on both buy-side and sell-side....

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 minimise some of the risks, the benefits for practices looking to partner with an aggregator and a cautionary warning for sellers – to ensure that they d...

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, the creation of a unique model, and about the acquisition process as a whole. [EP 163] The inside story from an aggregator: how to drive transaction...

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 effectively attract and retain patients after an acquisition, which is an extremely important skill when you're looking at how you can maximize the value of a m...

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 valuation between business clients versus individual returns). Mark along with our host Joanna Oakey then end the discussion with some final tips and takeawa...

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 accounting practice are so much more important than in many other industries. [EP 160] Tips and traps in Selling (or Buying) an Accounting Practice Part ...

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. [EP 159] Term Sheets, MOUs, LOIs and more. What’s the difference? And what to look out for! | Aspect Legal

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 about the reality of building and selling a business! But also a tale of the power of perseverance, the beautiful end that exit can be - but the many t...

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 recent changes in traffic to drill into that all-important question - Is it still possible to market and sell your business during this peculiar time? [...

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. [EP 156] The top legal tips in selling a franchise | Aspect Legal

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 process. [EP 155] Medical Practices – it’s more than just the numbers | Aspect Legal

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 your detriment to treat procurement as an after-thought in the M&A process. [EP 154] Why procurement should have a seat at the table in any acquisit...

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"). [EP 153] Getting Ready for the Golden Age of Business Brokerage | Aspect Legal

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. [EP 152] The top legal tips when buying a franchise | Aspect Legal

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 interested in acquiring within this industry, this episode is an absolute must. [EP 151] The Path to Purchase for aspiring owners of medical, dental and a...

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! [EP 150] Growth Through Acquisition Series – Strategic Considerations | Aspect Legal