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Make the most of your next step

When you’ve devoted countless hours to your business, you want the best possible result if you decide to exit or sell. We’re right behind you, helping to ensure your business is well positioned to attract potential investors.

Beyond the experience of our own team, you’ll also benefit from our extended network of professionals. Whether you need guidance on the structure and process of your sale or a resource to assess offers, liaise, negotiate, prepare contracts and complete the settlement, we have you covered at all stages.

Exiting or selling your business is something you’ll only have the opportunity to do once, and we’ll help make sure it’s done right. Our financial advisers can also guide you after the sale with creating a tailored investment strategy.

Find out more in our Exit Solutions brochure.

Our Services

  • Tax advice
  • Estate planning
  • Superannuation planning and funds advice
  • Personal investment and insurance advice
  • Retirement planning
  • Asset protection
  • Succession planning

How we can help

Keep your focus on the end goal

The most successful businesses start and finish with their end goal in mind. We make sure you take every opportunity to make decisions that align with your exit strategy.

Maximise the value

Exiting your business provides a once-only opportunity to reap the rewards of your hard work. We work with you to make sure you’ve done everything possible to maximise the value of your business.

Minimise the stress

Handing over the leadership of your business can be stressful. Having an experienced advisor foreseeing and managing potential challenges provides peace of mind.

Specialists

Dave Sydney Fong CA Director

Specialising in taxation and audit services

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Ian Bond CA Director

Specialising in taxation and business advisory matters including capital gains, business structuring, business acquisitions and disposals

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Sam Acquaviva CA Director

Specialising in taxation and business advisory matters including capital gains, business structuring, business acquisitions and disposals

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Sam Pigliardo CA Director

Specialising in taxation and business advisory matters including capital gains, business structuring, business acquisitions and disposals

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Need another look at our services?

Read through the other services that we offer to see if any apply to you.
Let us help you develop your exit plan

Whether you’re looking to exit your business now or in the future, an obligation-free consultation will help to review your options and establish a plan for your next steps.