Leave your business on your own terms.
Whether you are handing the business to family, selling to a buyer or transitioning to your team, a good exit is planned years ahead. We prepare the business, structure the transaction for tax and protect the wealth you have built so the next chapter starts well.
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Where most owners are stuck
- You know you will step back one day but have no plan for how.
- The business still depends on you, which makes any handover fragile.
- You are unsure whether to sell, pass it to family or transition to staff.
- The tax on a sale could take a large slice of your life's work.
- Your business wealth and personal retirement plan are not joined up.
How we prepare your exit.
- 01
Define what a good exit looks like
Selling, handing to family and transitioning to your team lead to very different plans. We start with what you want from the exit, including timing, price and legacy, then build the path that gets you there.
- 02
Make the business transferable
A business that runs on the owner is hard to sell or hand over. We help you reduce that dependence, document the business and build a team, so the value survives your departure and a successor can step in.
- 03
Structure the exit for tax
How you are structured at the time of sale shapes the tax you pay. We review your structure early so the eventual transaction is as tax effective as possible, rather than discovering a costly problem at the point of sale.
- 04
Apply the CGT small business concessions
Eligible owners can significantly reduce or even eliminate capital gains tax on a business sale through the small business CGT concessions. The eligibility rules are strict and timing matters, so we plan well ahead to make sure you qualify and claim them in full.
- 05
Connect the exit to your retirement
The proceeds of your business should fund the life that follows. We coordinate the sale with your superannuation, the CGT retirement concession and your investment plan so the wealth you release is protected and put to work.
The services behind it
Business succession planning
An end to end succession plan covering readiness, successors and the handover, so you exit on your terms and for full value.
ExploreTax planning and structuring
Structuring the exit and applying the CGT small business concessions so the tax on your sale is as low as the rules allow.
ExploreWealth management
Turning sale proceeds into a secure retirement through super, investment and a plan that protects the wealth you release.
ExploreQuestions we hear most often.
Have a question that is not here? Call 07 3399 2300 or book a consultation and we will answer it directly.
How early should I start succession planning?
Ideally three to five years before you intend to step back. Reducing owner dependence, improving earnings and qualifying for the CGT small business concessions all take time, and a rushed exit usually costs value and tax that planning would have saved.
What are the CGT small business concessions?
They are a set of capital gains tax concessions that can reduce or eliminate the tax on selling an active business asset, including the fifteen year exemption, the fifty percent active asset reduction, the retirement concession and the rollover. The eligibility tests are detailed, so we plan ahead to make sure you qualify.
What if I want to keep the business in the family?
A family succession needs as much planning as a sale, often more, because it involves fairness between family members, training the successor and the right structure for the transfer. We help you plan the handover so the business and the relationships both survive it.
Plan the exit before it plans itself.
The best exits are years in the making. Book a consultation and we will prepare the business, structure the sale and protect the wealth you have spent years building.