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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. Get educated on how you can protect your business from common costly mistakes that affect businesses in the areas of trademark, brand protection, intellectual property, contract law, employment law, dispute resolution and litigation.
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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 full of insights about the critical importance of advocacy in the small business sector and the impact advisors can have in it - as well as a journey through the processes of policy-making and its direct impact on the day-to-day operations of Australian small businesses.
This episode is not just small talk; it's a call to action for every business owner and advisor who's felt overshadowed by the daunting world of regulations and policies - and the advisors they turn to in these moments.
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 full of insights about the critical importance of advocacy in the small business sector and the impact advisors can have in it - as well as a journey through the processes of policy-making and its direct impact on the day-to-day operations of Australian small businesses.
This episode is not just small talk; it's a call to action for every business owner and advisor who's felt overshadowed by the daunting world of regulations and policies - and the advisors they turn to in these moments.
In this episode, Joanna Oakey and guest Simon Bedard, Founder and CEO of Exit Advisory Group, continue their discussion on Shareholder Agreements and the critical role they play in business - particularly businesses in the SME space.
They emphasise the dangers of relying on templates and some of the things you’ll want to cover when working with a commercial lawyer to ensure the agreement is structured appropriately. This episode highlights the significance of timing and early drafting of Shareholder Agreements to minimise future issues, along with keyman insurance and the role it can play in navigating this tricky area of business.
This episode shares insights on navigating disagreements, exits, and what we think are some best practices in Shareholder Agreements.
In this episode, which is part of our Shareholders’ Agreements series, we interview Simon Bedard, the Founder and CEO of Exit Advisory Group, to discuss the critical role of Shareholder Agreements in business deals. Our host, Joanna Oakey, and Simon delve into the significance of Shareholder Agreements from both commercial and legal standpoints. They provide a comprehensive roadmap for creating a Shareholder Agreement that serves as a valuable guide for the future of your business. This discussion is particularly relevant to accountants as they play a crucial role in advising their clients on the financial implications of Shareholder Agreements.
Discover how and why a Shareholders Agreement is critical to your business's success (and what can go wrong if you continue without one) with expert insights from our host, Joanna Oakey. Joanna, a seasoned Commercial lawyer, shares a wealth of knowledge on the critical role of the Shareholders' Agreement in the business including when to establish a shareholders agreement, the key elements it should include, and how it can facilitate decision-making and expectations among shareholders.
In this episode, we revisit our discussion with Meena Wahi the Director of Aspect SME Insurance. Meena and our host, Joanna Oakey discuss what makes Aspect SME Insurance different from other types of insurance and also run through the distinct types of insurance that are available for businesses. In this discussion, they also drill into a few relevant case studies that show the dos and don’ts of SME insurance.
Connect with Meena Wahi
Aspect SME Insurance
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Relevant Episodes:
[EP 125] Insurance Hacks For SMEs Part 1
[EP 126] Insurance Hacks For SMEs Part 2
In today’s Podcast Replay, we revisit our discussion with Joshua Taylor, the Managing Director of Taylor Insolvency. He and host, Joanna Oakey, dig into what you need to do when you or your clients find their business is in financial distress. Josh shares a number of real stories and lessons learned from them as well as insights into the insolvency process that are relevant and invaluable to everyone involved— from Directors Accountants & Solicitors to Creditors, Employees, and Customers.
We’ll be hanging up our headphones for a few weeks of downtime over the summer break. We just wanted to say thank you to all of you who listen in - and provide amazing feedback and a big thank you to all our fabulous guests - We have loved the discussions we have had this year with Accountants, Small Business Owners, managers/CEOs and industry thought leaders as well, chatting through your stories and digging into your knowledge - we know that what you share with us and our listeners is so valuable, so thank you for taking the time to jump on and record. We’ll be back in 2023 with some exciting news, some fresh episodes full of stories, industry insights and the latest thinking on how to avoid the lurking legal landmines before they blow up a business. Until then - We hope everyone has a fantastic break if you’re taking one, and enjoy the festive season.
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In this episode, we talk to Aspect Legal’s Special Counsel, Mark Gardiner. Mark joins our host Joanna Oakey to talk about what business owners and their teams should be looking out for when managing suppliers and supply contracts in a downturn. They drill into a few risk factors and warning signs to look out for in this area, the importance of PPSR and how to deal with customers with signs of insolvency. Mark also shares a few tips and pointers on the best way to deal with these situations.
In this week’s Talking Law episode we are sharing our discussion with Business Growth Strategist, Athin Cassiotis. Athin is the host of a fabulous podcast called The Business Growth Show, and kindly featured our host Joanna Oakey as one of his guests - the discussion was really insightful so we thought we’d share it with you too! Joanna and Athin talked about the top legal mistakes businesses make, how to protect the value of your business, what to negotiate when selling our business, key considerations for IP, plus much, much more!
In this episode of Talking Law, we talk about the top strategies for finding and securing grants. Adrian drills into what he sees as the 4 key steps of an effective grant process. He also discusses their learning program that Grant Guru has prepared for the people who want to be masters of making the most of the grants on offer.
As part of this podcast episode with Grant Guru, Adrian and his team have been kind enough to extend a bonus offer to our listeners. There is a 20% off for all annual subscriptions to Grant Guru - Essentials, which is exactly what any Small Business Owner will need to really hone in on finding grants throughout the year. You'll just need to use the coupon code aspectlegal during checkout to take advantage of this offer.
Click here to avail the discount!
In this episode of Talking Law, we feature a replay of one of our most popular podcasts. Indemnity clauses often carry an enormous amount of risk, which can far exceed a contract's value. So in this episode, we explore the main risks in indemnity clauses that you might be signing, and on the flip side, the way to use indemnity clauses best to provide protection.
EP 013 Demystifying indemnity clauses
Indemnity Tips
Are your indemnity clauses a ticking time bomb?
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In this episode of Talking Law, we speak with the fabulous Bri Williams. Bri is the Managing Director and Behavioural Specialis at People Patterns, and host of the wonderful video series, Talking Talks. Today’s discussion features Bri and our host Joanna Oakey discussing the top three reasons why people don't do what you want them to, the rules of letters and emails and how behavioural science can affect pricing. To dive deeply into how behavioural science can amplify your approach to business, tune in now.
This episode is a two-part series talking about the ins-and-outs of grants. We speak with the CEO and Founder of GrantReady, Adrian Spencer - a pioneer in grant space. In addition to developing various grant strategies, he has also secured over $500 million in grants and funding and has been a government advisor on grant-making.
In this first half, we talk about the opportunities for SME businesses to access more funding, growth and investment without relying on revenue to do so. Then, we drill into some of the grants that are available at the moment for SMEs. Adrian also shares with us the common pitfalls when it comes to Grant applications and shares some tips on best practices to avoid them, as well as two very handy platforms that can help you (or your clients) identify relevant grants as they are released.
Adrian and the team at Grant Guru have been kind enough to extend a bonus offer to The Deal Room listeners – 20% off all annual subscriptions to GrantGuru-Essentials. This platform is exactly what any small business owner will need to hone in on finding grants that match their business/industry throughout the year.
Use Code: aspectlegal
Access via the Grant Guru website here
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In this episode of Talking Law, we have an episode for you that comes from our sister podcast, The Deal Room. This is actually part three of a three-part series with Matt Alderton from BX Networking. We decided to play this episode on Talking Law because it provides such great insights for business owners on Matt’s learnings on buying, starting, growing and exiting from 6 businesses - which ended in the sale of his last business for $16m to a listed entity. It also provides great insight into a topic that is not discussed anywhere near as often as it should be - the importance of failure, how to protect yourself from failure, and how to view failure in a business. We also have a rapid-fire question session with him, where we compare owning a franchise to other types of businesses, the best approach to employee retention, ways to maximise value in a business, and so much more.
Matt Alderton's The Deal Room 3 part series
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In this Talking Law episode, we have Mark Gardiner from our very own Aspect Legal M&A team. We drill into various considerations when you are leasing premises and what you should be thinking about when entering into a commercial lease. Mark is a fabulous person to talk about this topic because he has decades of experience dealing with businesses and leasing requirements. He shares his insights about when in the lease negotiations you will be in the greatest position of power and of course, we talk through a heap of tips and traps in relation to leasing.
Today we speak to Kerry Boulton of Exit Strategy Group. Kerry and our host Joanna Oakey recently recorded a webinar together talking all about the E O S system, how to apply it to your business, how it can help arm your business for growth and how it can help you build for a future exit. We also touch on how the tools within the system can also assist you if you are evaluating a business to acquire. In this episode of Talking Law, we run through and answer some very significant questions that came out of the webinar.
Today we are joined by Paula Tallon, Tax Director at Prosperity Advisors group. Together, Paula & Joanna run through traps in deal term sheets that are too detailed, and what to think about when you're preparing your Heads of Agreement or commercial term sheet documents. Even though in this episode we were talking specifically about term sheets used in business and share sale and acquisition transactions, the warnings are just as relevant for any MOU, LOI, heads of agreement or commercial terms type document. Ultimately you need to be clear on whether or not you want that document to be binding - and if it is binding, whether you intend for the whole or just part of it to be enforceable because ultimately your legal and tax position can ride on fine distinctions.
We are back - this time with the second and last half of this must-listen-to two-part series. The uncertainty within the Construction Sector is top of mind for many at the moment. In this episode, Aspect Legal's Jelena Milanovic continues to discuss construction contracts in the context of Covid-19, She then drills into what a Force majeure clause is and what should they include, along with other clauses relating to the extension of time and delays and changes in the law.
In this episode, Aspect Legal's Jelena Milanovic talks us through the general impacts of the pandemic on the construction industry, in particular pricing and construction contracts. Jelena along with our host Joanna Oakey also drills into how supply chain shortages, pricing pressures and now natural disasters, are likely to impact the sector from a legal perspective. Importantly, we cover what construction businesses and suppliers can do to protect themselves from uncertainty.
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