We support you to take the steps you need to exit from your business

Whether you are selling, transferring your business or closing down, our team are here to guide you throughout the transition, working with you to tie up loose ends and achieve a maximum return. Whatever your business needs, whether it be business advisory or financial planning, our breadth of experience can help you through the steps when exiting from your business.

Options to exit your business:


If you’ve made the decision to sell, implementing some basic financial and organisational strategies can help achieve a good return for your hard work. It can also make your business more attractive to potential buyers, making a sale happen more quickly.

Business succession

Transferring your business to a family member or business partner can place tension on relationships. It has the potential to reduce the value in your business if not handled correctly. An important element of a successful business transfer is transitioning out of the business while also maintaining your profit.

Closing down

If circumstances force you to close your business down, it is important to do so with minimum stress. You may already know the value of your business and understand some of the steps you need to take. Alternatively, you may need assistance with tying up loose ends such as liaising with suppliers, cancelling insurance and finalising outstanding payments.

How we help you exit your business:

Getting your business structure right for sale (especially when you’re working with partners and family)

Business handover – successful navigation of a business transfer

Setting up your business systems for the best sale price

Debt resolution options

Financial planning advice

Securing your wealth with Superannuation options

Tax minimisation strategies

Book your free business consultation today.

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