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Category: Latest

23 July 2024 . Michael McGrath . , , , , , ,

The Rising Retirement Age: Implications for Business Owners

At Oasis Partners we are seeing about half our transactions are shareholders selling for age related reasons, retirement or health. The other half are selling for other reasons such as wanting a change or feeling that a merger would provide benefits at their particular stage of the business lifecycle.
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17 July 2024 . Michael McGrath . , , , , , ,

The Boomers are Retiring: Opportunities for Business Buyers

It turns out the average retirement age for Australians is the highest it's been since the 1970s. With apparently 20% of new employment since 2019 being people aged 55 and above!
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27 June 2024 . Michael McGrath . , , , ,

Top CEO reflects on his biggest mistakes

The co-founder and CEO of Koda Capital, Paul Heath, spoke on the ’15 Minutes with the BOSS podcast’ about the biggest mistakes he’s made in his career. He spoke often of change, and the impact that change can have on the people in your organisation.
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18 June 2024 . Michael McGrath . , ,

How relevant is generative AI for Australian SMEs today?

McKinsey expects gen-AI programs to cost $3 in change management for every $1 in development and reports that only 15% of companies surveyed attribute meaningful earnings from gen-AI activities. Large corporates have certainly developed compelling use cases. Out-of-stock monitoring (Woolworths), prediction of high-risk centres during extreme weather events (Suncorp) and streamlining of mortgage applications (Westpac) are but a few of many examples.
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30 May 2024 . Michael McGrath . , , ,

Empty offices – no movement in rents!

John Kehoe wrote a piece in the AFR on April 24th about how the “public service ‘ghost’ offices should rile taxpayers.” Seems like a fair point, if employees are now predominantly working from home (WFH), with 57% of public servants in 2023 doing just that, why are governments and others not reducing or renegotiating floor space and rentals?
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30 January 2024 . Michael McGrath . , , ,

M&A Outlook 2024

2023 saw a decline in the overall headline deal value both globally and locally, no doubt driven by the rising interest rate environment and concern about an economic slow-down.
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7 December 2023 . Michael McGrath . , ,

Charlie Munger-A Powerful Legacy

Charlie Munger, who passed away on 30th November, was one of the most influential business leaders and investors of the last 60 years. The businessman, and philanthropist along with his Partner Warren Buffet epitomised a no-nonsense rational approach to life and business.
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21 August 2023 . Michael McGrath . , ,

WFH and the paradigm shift

Long hours and a heavy workload seem to be the norm in professional service firms, that may not change anytime soon, but what does appear to be changing is that increased flexibility toward staff is now becoming the norm.
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M&A Market Snapshot: First half of 2023. The global M&A Market in the first half of 2023 saw deal values drift lower especially in Q2, while the number of announced completed deals saw near record highs. So, deal volume was up whilst overall transaction values are down.
4 August 2023 . Michael McGrath . , ,

M&A Market Snapshot: First half of 2023

The global M&A Market in the first half of 2023 saw deal values drift lower especially in Q2, while the number of announced completed deals saw near record highs. So, deal volume was up whilst overall transaction values are down.
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How to Sell a Business Lesson #9: What do I need to do to be ready? The terms “Exit Ready” and “Investor Ready” have become very popular when
26 July 2023 . Michael McGrath . , , , , ,

How to Sell a Business Lesson #9: What do I need to do to be ready?

The terms “Exit Ready” and “Investor Ready” have become very popular when discussing what might need to happen in the period running up to when an owner might wish to merge or exit their business.
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Some Promising Growth Sectors
21 June 2023 . Michael McGrath . , ,

Some Promising Growth Sectors

With all the talk of interest rates and a possible slow-down, we thought it was about time we looked at where the potential for exciting growth is happening. If you regularly read our content, you will know how we love research and the insights it can unlock. We also think it’s the basis for sound decision-making and frequently utilise it in our strategy work with clients.
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How to sell a business: Lesson #8 How to sell a business: Lesson #8 Selling your business is an important and significant life event.
8 June 2023 . Michael McGrath . , , , , ,

How to Sell a Business: Lesson #8: What will it cost me to sell my business? Who do I really need to help me? 

Selling your business is an important and significant life event. Few people get to build an enterprise that somebody else wishes to own and will pay a significant sum for.. Often, it’s the most valuable material asset you own and is the result of a lifetime’s work. When it comes time to sell or merge, it makes sense to do it right.
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Exclusivity period-why bother? An exclusivity period is normally agreed upon between the vendor and the buyer once the headline indicative terms are agreed.
25 May 2023 . Michael McGrath . , , , , ,

Exclusivity period-why bother?

An exclusivity period is normally agreed upon between the vendor and the buyer once the headline indicative terms are agreed. These terms are typically set subject to due diligence and contract. Whilst these terms are rarely binding (although there are exceptions), they do set a detailed framework for what is going to happen as parties move toward a completed deal.
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What are tyre kickers and how you can avoid them?
12 May 2023 . Michael McGrath . , , , , ,

What are tyre kickers and how you can avoid them

I was struck by the recent article in the Australian Financial Review by Yolanda Redrup, who quoted a frustrated CEO of Infomedia saying he had “closed the door on tyre kickers”. I have witnessed this frustration many times, where vendors become sick of so-called buyers who turn out to be not serious acquirers.
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How to sell a business: Lesson #7 covers the critical matter of deal structure. Once a willing buyer and a willing seller agree that...
3 May 2023 . Michael McGrath . , , , , ,

How to Sell a Business Lesson #7: How to fairly structure a deal

Lesson #7 in our series, How to Sell a Business, covers the critical matter of deal structure. Once a willing buyer and a winning seller agree that they wish to transact, how should the transaction be constructed?
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Recent posts

17 July 2024 . Michael McGrath

The Boomers are Retiring: Opportunities for Business Buyers

It turns out the average retirement age for Australians is the highest it's been since the 1970s. With apparently 20% of new employment since 2019 being people aged 55 and above!
Read More
28 June 2024 . Content

How Can Small Business Owners Manage the Complexities of M&A?

What is the Process of Mergers and Acquisitions? Mergers and acquisitions (M&A) combine business entities and assets through various financial
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28 June 2024 . Content

How Can You Maximise the Value of Your Business Sale?

Critical Strategies for Business Development Every Owner Should Know Enhancing your business’s value before a sale is crucial and requires
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27 June 2024 . Michael McGrath

Top CEO reflects on his biggest mistakes

The co-founder and CEO of Koda Capital, Paul Heath, spoke on the ’15 Minutes with the BOSS podcast’ about the biggest mistakes he’s made in his career. He spoke often of change, and the impact that change can have on the people in your organisation.
Read More
18 June 2024 . Michael McGrath

How relevant is generative AI for Australian SMEs today?

McKinsey expects gen-AI programs to cost $3 in change management for every $1 in development and reports that only 15% of companies surveyed attribute meaningful earnings from gen-AI activities. Large corporates have certainly developed compelling use cases. Out-of-stock monitoring (Woolworths), prediction of high-risk centres during extreme weather events (Suncorp) and streamlining of mortgage applications (Westpac) are but a few of many examples.
Read More
12 June 2024 . Michael McGrath

Self-Storage Market: Convenient or Costly?

The self-storage market has fascinated me since I first started to notice the proliferation of Kennards, Storage King and many others 15 years or so ago. The basic concept is that as the cost of property rises and many down-size to smaller dwellings, we require a place to store the precious possessions that we can no longer house in our town house or apartment – so we hire a space elsewhere.
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30 May 2024 . Michael McGrath

Empty offices – no movement in rents!

John Kehoe wrote a piece in the AFR on April 24th about how the “public service ‘ghost’ offices should rile taxpayers.” Seems like a fair point, if employees are now predominantly working from home (WFH), with 57% of public servants in 2023 doing just that, why are governments and others not reducing or renegotiating floor space and rentals?
Read More
30 May 2024 . Content

Retirement Planning for SMEs: A Comprehensive Guide

Retirement planning is a critical aspect of financial management for small and medium-sized enterprises (SMEs). While often overshadowed by immediate
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30 May 2024 . Content

The Importance of a Small Business Advisory Board: Insights for SMEs

In the dynamic and competitive business landscape, small and medium-sized enterprises (SMEs) often face unique challenges that can hinder growth
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30 May 2024 . Content

Understanding Fiduciary Responsibility: A Guide for Small and Medium Enterprises (SMEs)

As the owner or manager of a small to medium enterprise (SME) in Australia, you have numerous responsibilities. One of
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