Selling a business is usually a once-in-a-lifetime event — and the difference between a well-planned exit and a rushed one is often measured in hundreds of thousands of dollars.
For most business owners, the business is the retirement plan. Converting years of work into personal financial security is a process that rewards preparation — ideally starting two or three years before any sale.
The tax stakes are enormous. The small business CGT concessions can eliminate or dramatically reduce tax on a sale, but they have strict conditions that must be in place before the transaction, not discovered after it.
You only sell a business once. The owners who do it well treat the exit as a financial planning project with a transaction inside it — not the other way around.
Talk to Our TeamBook a free initial consultation — no obligation, just an honest conversation about where you're at and where you'd like to be.