Episodes

In this two-part series, we welcome back one of our favourites, Edward Chan, the Co-founder of Chan & Naylor Accountants. Ed is recognised as one of Australia’s foremost authorities on tax and property and is a regular keynote speaker in many property seminars around Australia. Joanna and Ed discuss how you can use joint ventures and merger to grow your business and look at why a corporate model is better than a partnership model. [EP 125] Growing your business through joint ventures and acquis...

Welcome back to the second part of our discussion with Anne and Paolo Lencioni on valuations, mergers, and acquisitions in the vet industry. As previously mentioned both Anne and Paolo are highly skilled in both accounting and veterinary science and so today we jump straight into the different types of multiples (high vs. low) the difference between selling to a corporation as opposed to staff or a third party and ways to transfer value to the buyer but walk away with cash in your pocket. [EP 1...

Today we speak to Anne and Paolo Lencioni, Founders of APL Accountants. Anne and Paolo are not only experts in accounting but they were both veterinary surgeons prior to becoming accountants. Our discussion today covers issues relating to valuations and business sales and acquisitions within this field. However, we feel this is a very relevant two-part series as it not only showcases the benefits of using industry-specific professionals, but it also covers both mistakes and opportunities that ca...

In this episode, we talk to the Managing Director of BCI Business Brokers Tony Arena. During his 30 years, Tony has sold or supervised the sale of over 1,000 businesses and today he discusses his belief that people are the most valuable asset in a business. He drills down on the hidden value of people assets in business sales and acquisitions and shares some tips on maximising the value of this most valuable asset at acquisition and exit. [EP 122] The People Project – maximise the value of your...

Welcome to the second half of ‘Conversations at the Coalface’ where Edward Chan discusses how to grow your business through acquisitions. Join us as Joanna and Ed discuss the risk areas when buying a business and how to effectively grow your business through acquisitions. [EP 121] Conversations at the Coalface: How to grow your business (or practice) through acquisitions, with Ed Chan – Part 2 | Aspect Legal

Today we talk to Edward Chan the co-founder of Chan & Naylor Accountants & Wize Mentoring for accountants. Ed provides such great insight into growing your business through mergers and acquisitions that we made this a two-part series. In part one Joanna and Ed discuss ways to grow your business and touch on the four risk areas of buying a business. [EP 120] Conversations at the Coalface: How to grow your business (or practice) through acquisitions, with Ed Chan – Part 1 | Aspect Legal

Welcome to the second part of legal and tax tips for accountants dealing with clients selling or acquiring a business with guest speaker Peter Bembrick. As mentioned in part one Peter is a tax partner of HLB Mann Judd and today we cover the intricacies in working out tax outcomes. We talk about the benefit of seeing advisors as part of a team and drill into the mistakes that accountants make in the areas of sales and acquisition. [EP 119] Top Legal and Tax tips for accountants dealing with clie...

Welcome to the first of a two-part series full of legal and tax tips for accountants dealing with clients selling or acquiring a business. Peter Bembrick, a tax partner at HLB Mann Judd Sydney has provided tax assistance to businesses and individuals since he joined HLB Mann Judd over 30 years ago, and became a Partner there in 2004. Sit back, relax and join Peter and Joanna in this deep discussion as they focus on relevant tips for accountants and advisers leading up to a sale. [EP 118] Top Le...

In this episode we talk to Hunter Leonard, the founder of Silver & Wise an organisation helping mature individuals looking to buy their first business at 40 and beyond. Hunter is also the author of the best selling book Generation Experience. Over 40 and thinking about starting a business, then this episode is for you also for brokers who deal with the sale of small and micro businesses, in identifying an often overlooked potential pool of buyers in people who are looking to launch out of employ...

Welcome to the second half of our discussion with the founder and CEO of Prosperity Advisers Group - Allan McKeown. This episode drills into due diligence, discusses the role of advisors and provides some useful tips about the deal itself. [EP 116] Secrets from the Inside – the top areas of insight from 30 years at the coalface, with Allan McKeown Part 2 | Aspect Legal

In this episode we talk to Allan McKeown, the founder and CEO of Prosperity Advisers Group who celebrate 30 years of business this year. Today we talk about secrets from the Inside - the top areas of insight from 30 years at the coalface. In this 1st half of a two-part series, our discussion will be all based on Allan’s 30 years of experience in dealing with clients and also based on the multiple acquisitions that his own accounting firm had also been involved in. [EP 115] Secrets from the Insi...

In this episode, we spoke to the Managing Director of BCI Business Brokers, Tony Arena. Tony provides some great case studies and advice to brokers, owners, and buyers in relation to protecting themselves during business sales and acquisitions. [EP 114] My $700k walk to the filing cabinet the first time I was sued as a business agent | Aspect Legal

In today’s episode we talk to Michael Field, the Sydney-based partner in EvettField Partners about changing the focus of business to pave the way to increasing enterprise value, to lead to a more effective exit. We also talk about various disciplines involved in engaging all the stakeholders in a business and how to drive the whole organization towards a common purpose. Tune in as we draw from Michael’s varied experiences on how to increase business value and position your business in a competit...

In today’s episode we talk to Jonathan Dutton of JD Consultancy about the key strategies in driving value for your business using a real-world case study. We consider some of the mistakes businesses make when growing their business and talk about how to ensure your business has value when it’s time to sell. [EP 112] Creating a Business Value That Is Priceless | Aspect Legal

In today’s episode we talk to Mark Vigors about his insights from sitting on the inside of an organisation involved in a merger, and in particular, the tricky issue of integration.Mark recounts his experience of being inside a financial services organization that had been acquired by a significantly larger offshore company who was expanding geographically. We talk about Mark’s insights from the inside, the key things in an acquisition that can add to the future value of the combined entity, and ...

The concept of financial modelling and its impact in business decisions is often neglected in business enterprises. In the final part of this two-part series, we continue our discussion with Lance Rubin and Mark Vigors of BGC Consultants and further investigate financial modelling and its application across different aspects of a business. We also learn how to align various stakeholders across the transactions team to ensure coordination. [EP 110] Financial Modelling for Business Insight and D...

In Part 1 of this two-part series, we discuss financial modelling for business insight and decision making with our guests Mark Vigors and Lance Rubin from BGC Consultants. We look at how financial modelling is used best in mergers and acquisitions and consider the opportunities for accounting professionals in the M&A space with an analytics perspective. [EP 109] Financial Modelling for Business Insight and Decision Making (Part 1) | Aspect Legal

In today’s episode we talk with Matthew Grech, the owner and director of SME Business Sales about the art of developing deep client relationships. In particular, we discuss how developing these deep client relationships help you become a better broker or advisor. We all know that developing client relationships can take a large investment of time and energy, and many advisors don’t take the view that the return is worthy of the time involved. But in this episode, Matthew and Joanna take us throu...

In our second half of “Why EVERYTHING other than The Price Makes or Breaks a Deal”, we continue our discussion with Director of Quinn M&A, Stephen Groves about the different matters that buyers and sellers don’t necessarily or immediately think about as being more important as price in their negotiations. [EP 107] Why EVERYTHING other than The Price Makes or Breaks a Deal (Part 2) | Aspect Legal

Today’s episode is part one of a two-part series where we are talking to Stephen Groves, who is a director at Quinn M & A, and who deals with mid-market transactions in sales, mergers & acquisition, and valuation advice. In this episode, we will drill into the topic of why everything other than price makes or breaks a deal. We’re sure you'll find these two episodes useful listening, and today we are launching into Part 1. [EP 106] Why EVERYTHING other than The Price Makes or Breaks a Deal (Part...

Today we are talking with Mark Bouris – the very well known Executive Chairman of publicly-listed Yellow Brick Road, who has himself been involved in a number of large business sales (and part sales). Mark is also the Chairman of SME Association of Australia and the host of the television show The Apprentice and The Celebrity Apprentice on the Nine Network and The Mentor on the Seven Network. Mark is a passionate advocate of SMEs and in this episode, we discuss his play into the business sales a...

If you’re a business owner, it’s likely that at one time or another you’ve been asked to provide a personal guarantee to a contract. But just because it’s asked, doesn’t mean it’s required. Here’s everything you need to know before signing a personal guarantee. [EP 104] Beware of personal guarantees | Aspect Legal

In today’s episode, we talk to Jeremy Harbour of The Unity Group of Companies about how M&A can be a key strategy in driving growth for SMEs. Tune in as we draw from Jeremy’s multiple M&A experiences to look at opportunities in the market for SMEs, take a look at the concept of the value of SMEs and much more. [EP 103] The M&A opportunity for SME | Aspect Legal

In today’s episode we have our expert panel, Matthew Grech from SME Business Sales and Aspect Legal’s very own Fiona Yiend and Joanna Oakey. Today our panel really drills and digs into the importance of brokers and lawyers working together. [EP 102] The Power of Advisors in Alignment – Brokers and Lawyers Working Together | Aspect Legal