JOANNA OAKEY Managing Partner Award-Winning Commercial Law Firm, Aspect Legal Podcast Host - The Deal Room Podcast & Talking Law Best-selling Author - Buy, Grow, Exit: The Ultimate Guide to Using your Business as a Wealth Creation Vehicle Joanna Oakey is an award-winning commercial lawyer, and Managing Partner of Aspect Legal. The firm is the top b…

In this episode, I interview Michael Heppell. Michael is the best-selling author of nine books, including the Sunday Times number-one best-seller Flip It. His books have been translated into 27 languages and are available in 80 countries. He’s worked with everyone from premiership footballers to Category B prisoners, over half of the FTSE 100 compa…

This episode dives into the critical role of financial clean-up before you’re ready to sell—covering common misconceptions about working capital, valuation gaps and the impact of cultural misalignment— with Joanna Oakey and Rod Hore.By Joanna Oakey, Aspect Legal

In this episode, I interview Warsha Joshi: Business Scaling Coach for founder CEOs, Family Business Succession Coach, Best-selling Author and Non-Executive Director. Warsha’s Core Purpose? To help turn small and medium-sized enterprises into successful legacy businesses; the life-blood of strong and sustainable economies. Warsha is an established b…

In this episode of The 7% Club, I introduce Your Numbers Story™, a powerful insight for scaling your business by asking 'What Are Your Business Numbers Really Telling You?' Why Understanding Your Numbers Matters I highlight alarming statistics: over 80% of businesses fail due to cash flow issues, and only 1 in 10 small business owners truly underst…

Performance trends, strategies for business owners, Covid's impact, and exploring earnouts versus equity retention. They also discuss understanding business valuation strategies for maximising valueBy Joanna Oakey, Aspect Legal

In this episode of The 7% Club Podcast, I sit down with Tarynn Hatton-Jones, a trailblazing leader who’s creating her own version of success, initially against the odds. Tarynn shares: ✅ Lessons on resilience and in leadership ✅ The power of representation and how it shapes industries ✅ Actionable strategies for carving your own path to success Whe…

In this episode of The 7% Club, I introduce The CORE Strategy Model, a powerful framework for scaling your business by focusing on your existing client base. Many founders waste time on low-value clients while neglecting high-value relationships that drive real business growth. I break down how to strategically evaluate your client portfolio and op…

Explore the pre-sale, transaction, and post-sale phases of business sales with key insights on risk mitigation, warranties, restraints, and contracts in this AI-powered episode of The Deal Room Podcast.By Joanna Oakey, Aspect Legal

In this episode of The 7% Club Podcast, Jenny Stilwell speaks with Kate Toon. Kate is an award-winning entrepreneur and the bestselling author of Six Figures in School Hours. From her humble backyard shed on the Central Coast of NSW she masterminds an ambitious business universe, helping thousands of other humans to build their own version of succe…

Discover the essentials of share sales, using shares to support succession, and what on earth is a whitewash? In this episode of The Deal Room Podcast, Joanna Oakey answers key questions on navigating business acquisitions, legal compliance, and RTO transactions.By Joanna Oakey, Aspect Legal

Joanna explores tales of running and selling the acclaimed printing business Digital Press - how Theo Pettaras sold a business, and gained a wife in the same day. He also shares incredible insights into how he’s transitioned from a business owner into a successful career in business broking.By Joanna Oakey, Aspect Legal

The 7 Percent Club Podcast – Episode 35: Who, Not How Episode Overview In this episode, I explore the powerful concept behind the book Who, Not How by Dan Sullivan and Dr. Benjamin Hardy. I break down how shifting from asking "How can I do this?" to "Who can help me?" can accelerate business growth, improve efficiency, and free up time to focus on …

Lucia Vuong, head of SEEK Business, joins Joanna Oakey to discuss some common questions about business sales and acquisitions, including the variables that can impact business valuations, the emotional aspects of selling, and the necessity of having a well-prepared deal team.By Joanna Oakey, Aspect Legal

In this episode, Jenny talks with Irene about 'Growth Through Scaling Internationally'. Get ready to be inspired by the remarkable journey of Irene Bennett, a university dropout who transformed obstacles into opportunities to become the dynamic CEO and founder of Admin Army. Irene’s story is a testament to the power of leveraging one's skills in ad…

This episode covers shareholder loans the critical role of financial clean-up BEFORE you’re ready to business sale. Timing, shareholder loans (Division 7A Loans), net asset adjustments and tax implications are all discussed in a down to earth way, with Kezah AlicantreBy Joanna Oakey, Aspect Legal

In this episode of The Deal Room Podcast, Joanna Oakey sits down with specialist business broker, Travis Latter, to discuss the ever-changing world of Registered Training Organisations (RTOs).By Joanna Oakey, Aspect Legal

In this two-part interview, Erin Crawford, buy-side expert, board member and chair-elect of the International Business Brokers Association (IBBA), joins host Joanna Oakey to share her unique insights into business broking, leadership, and the psychology behind successful deals.By Joanna Oakey, Aspect Legal

Discover Leanne Faulkner’s key lessons on exit strategies, leveraging relationships, and preparing for a successful trade sale. This episode of The Deal Room Podcast reveals how she navigated negotiation challenges and maximised her business value with strategic planning and the right IP protections.…

In this two-part interview, Erin Crawford, buy-side expert, board member and chair-elect of the International Business Brokers Association (IBBA), joins host Joanna Oakey to share her unique insights into business broking, leadership, and the psychology behind successful deals.By Joanna Oakey, Aspect Legal

Welcome back to Talking Law - and for our first release of 2024, Joanna Oakey is joined by Alexi Boyd, Lead Consultant, Policy Strategist & Radio Show Host @ Small Biz Matters and former CEO of Council of Small Business Organisation Australia (COSBOA). Alexi is an absolute powerhouse behind small business advocacy in Australia. This conversation is…

Discover Leanne Faulkner’s key lessons on exit strategies, leveraging relationships, and preparing for a successful trade sale. This episode of The Deal Room Podcast reveals how she navigated negotiation challenges and maximised her business value with strategic planning and the right IP protections.…

In this episode of The 7% Club Podcast, Jenny Stilwell speaks with Janine Sudbury, a former broadcast journalist for BBC and National Radio. Janine has transitioned from a career in media and politics to creating one of the most unique leadership training centers in New Zealand. She developed Impact Leadership, a groundbreaking program that uses ho…

Joanna Oakey & Michael Quinn dig into a fascinating case about the founder of Billabong, Gordon Merchant, and his recent $50 million tax bill shock!By Joanna Oakey, Aspect Legal

In this episode of the 7% Club podcast, host Jenny Stilwell interviews Nicola Taylor, a pioneering tax tech entrepreneur and co-founder of Tax Traders and Taxi. Nicola shares her journey from a challenging start, including selling her home and bootstrapping her business while raising three young children, to building a thriving company focused on e…

Is it a buyers market? Why has there been a surge in buyer enquiries this year? Tune in to find out what the latest data in business buyer enquiries is telling us.By Joanna Oakey, Aspect Legal

Is it a buyers market? Why has there been a surge in buyer enquiries this year (which doesn’t look to be slowing down any time soon). What’s the story behind the latest trends in technology, labor shortages, and business competitiveness? This week on The Deal Room Podcast, Joanna Oakey is joined by Head of SEEK Business, Lucia Vuong and Judo Bank’s…

In this episode of the Deal Room podcast, we’re joined by Dru Morgan, a seasoned business broker with over 25 years of experience in selling businesses across various sectors and regions. Dru and host Joanna Oakey delve into the myriad benefits of scaling through acquisition for both buyers and sellers, highlighting the untapped potential for Austr…

In this episode of the 7% Club podcast, Jenny Stilwell sits down with Heather Porter, a seasoned digital marketing expert and founder of Website Love. Heather shares her journey from working with Tony Robbins to establishing her own agency, building over 600 websites that have significantly boosted lead conversions. She discusses the importance of …

Understand the advantages of buying a franchise with Joanna Oakey and Alan Prasad as they explore insider strategies, tips and why some franchisees buy more than one!By Joanna Oakey, Aspect Legal

Joanna Oakey and chartered accountant Charles Yuan share insights on a fascinating case study where although not initially recognised as a critical factor for advice, tax very much became a central part of the deal (and led to a remarkable $2 million in tax savings!). Get your earbuds ready and tune in now!…

This week on the Deal Room Podcast, host Joanna Oakey takes you on an insightful journey into the dynamic world of franchising and franchise business sales. Whether you're a franchisee aiming to sell, an advisor who works with franchisee or simply curious about the inner workings of franchise operations, this episode is brimming with crucial inform…

This week on the Deal Room Podcast, we have Part 2 of our interview with remarkable entrepreneur Kody Thompson. From founding Lightning Sites (on a budget of $250!) to scaling it into a multimillion-dollar business, Kody continues to share his first-hand insights on building and exiting his business.He dives into the emotional and practical aspects…

In this episode, host Jenny Stilwell sits down with Mike Williams, CEO of Exit Value Advisers. With over 20 years of experience in SME business valuation and exit strategy development, Mike has valued more than 500 businesses and assisted many in crafting successful exit strategies and succession plans. He delves into the intricacies of business va…

In this episode of the 7 Percent Club podcast, host Jenny Stilwell sits down with Paul Seagar, a seasoned chartered accountant with over 25 years of experience in various industries. Paul shares his extensive background, including his work during the global financial crisis and his role in turning around a scaffold company in Auckland. The discussi…

In this episode, Jenny discusses the importance of addressing the 'capability gap' in small businesses. This gap refers to the difference in experience and capability between the owner and their team, which can hinder growth. Stilwell explores the fears and challenges owners face when considering hiring more experienced staff. She emphasizes the ne…

In this episode, Jenny Stilwell interviews Dr. Lucy Burns, co-founder of Real Life Medicine, discussing the journey to sustainable health and weight loss through a real food lifestyle. Dr. Lucy shares her personal story of overcoming obesity, fatty liver, and prediabetes by adopting a real food approach. Together with Dr. Mary Barson, they offer ho…

This week on the Deal Room Podcast, Joanna Oakey is joined by a remarkable entrepreneur Kody Thompson. From founding Lightning Sites (on a budget of $250!) to scaling it into a multimillion-dollar business, this story is as inspiring as it is unique. In this episode, Kody shares his journey into entrepreneurship, revealing how his early experiences…

In this episode, Jenny Stilwell sits down with Tom Ricca-McCarthy, CEO and founder of GetLucidity, to discuss effective strategy execution. Tom shares insights from his tech background and explains how his passion for strategy led him to create GetLucidity. They explore the importance of continuous strategic planning and companies' common challenge…

In this episode, Jenny Stilwell interviews Robine Stephenson, a seasoned expert in digital transformation and technology, with over 20 years of experience. Stephenson shares insights into practical ways toleverage AI effectively, drawing from her background in strategic service design and her involvement in setting up Geelong's first regional AI hu…

This week on the Deal Room Podcast, we're thrilled to have Dave Jenyns, the mastermind behind "Systemology," joining us to share his expertise in the realm of business systemisation.At first glance, the concept of implementing systems and processes in your business might seem like a straightforward activity and part of business operations or busine…

In this episode, Jenny Stilwell interviews Trevor Young, a seasoned PR and communication strategist, offering valuable insights into business growth and marketing strategies. Trevor shares his journey and emphasizes strategic planning and experimentation in business. He discusses the evolving landscape of PR, stressing the importance of deepening c…

This week on the Deal Room Podcast, we are back with part 2 of our State of the Market series with Paolo Lencioni and Chris Babich, two healthcare experts who bring their insights and expertise in veterinary and medical practice businesses to the forefront. Picking up where they left off - the conversation delves into differences in valuations, ear…

In this episode, Jenny Stilwell interviews Alan Dib, the founder of Lean Marketing and author of the 1-Page Marketing Plan. Alan shares insights from his journey, transitioning from an IT geek to a successful entrepreneur focused on empowering others in marketing. They also dive into the core principles of strategic marketing outlined in Alan's glo…

Welcome back to Talking Law - and for our first release of 2024, Joanna Oakey is joined by Alexi Boyd, Lead Consultant, Policy Strategist & Radio Show Host @ Small Biz Matters and former CEO of Council of Small Business Organisation Australia (COSBOA). Alexi is an absolute powerhouse behind small business advocacy in Australia. This conversation is…

In today’s special episode on The Deal Room Podcast, host Joanna Oakey discusses the essentials of contracts - from what actually classifies as a contract, to the challenges that come from advising on them. She highlights the importance of ensuring you include just the right amount of details in contract, and the risks linked to too much informatio…

In this episode, host Jenny Stilwell welcomes Marianne Page to discuss the importance of establishing effective processes and systems within businesses, drawing on Marianne's extensive experience at McDonald's. Marianne emphasizes the need for clear processes, particularly in hiring, training, and feedback, before businesses consider expanding thei…

This week on the Deal Room Podcast, we are back with another episode from the State of the Market series with Joanna Oakey. Today, we are joined by two industry experts - Paolo Lencioni and Chris Babich, who bring their insights and expertise in veterinary and medical practice businesses to the forefront in this two-part series. While the business …

In this episode, Jenny Stilwell interviews Louise Brogan, founder of a boutique marketing agency specializing in LinkedIn. Louise shares her journey from social media training to becoming an expert in LinkedIn marketing, highlighting its effectiveness, particularly during the pandemic. They discuss the importance of LinkedIn profiles for individual…

In this episode of The Deal Room Podcast, we sit down with Dr. David Penn, a trailblazer in both the dental industry and the business world. Dr. Penn shares his unique journey from dentist to founder of $95million empire with Southern Cross Dental Labs. Dr. Penn discusses his innovative approach to the dental industry, including his strategy for ov…