The Deal Room

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.

In this episode we get legal and tax tips for accountants dealing with clients selling or acquiring a business from Peter Bembrick, a tax partner at HLB Mann Judd Sydney. Peter 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.

We would usually cover the topic of selling and acquiring businesses on our sister podcast The Deal Room. What we are discussing today is actually part of a two-part series which can be found in the Deal Room Podcast. We felt however that part one of this series suited the audience of Talking Law. So to ensure we are reaching out to all the right people sit back and relax as we dive into legal and tax tips from Peter Bembrick.

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.

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.

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 competitive and complex market.

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.

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 his experiences as part of the team that helped him drive the acquisition and integration exercise.

In this week’s episode, our resident trademarks guru Grace Yi takes us through a recent and interesting trademark application in the US by Apple for the word “Slofie”. We also discuss the importance of registering a trademark so that you can control its use.

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.

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.