Succession and exit planning
You built it over decades. Don’t sell it in a hurry.
Whether you plan to sell, hand over to family or step back slowly, the best exits are planned three to five years out. Find out how ready you are in two minutes.
The business-owner wealth gap
A valuable business. A thin personal balance sheet.
It’s the pattern we see most often. Twenty or thirty years of reinvesting in the business, and very little built outside it. The sale is expected to fund everything: retirement, the kids, the next chapter. That’s a lot to ask of one transaction.
Tax concessions help. The small business CGT concessions can cut the tax on a sale dramatically and move a large amount into super. But they come with conditions that are easy to fail without realising, and they don’t answer the bigger questions about what you need and what happens next.
How we plan an exit
Five pieces, worked on together
Your number
What you need for the life you want after the business.
Structure
Ownership set up to qualify for the concessions, with your accountant.
Wealth outside
Building investments outside the business every year from now.
Protection
Buy-sell agreements, insurance and estate plans that match the deal.
The proceeds
A plan for the money before a buyer appears.
Exit Readiness Score
Ten questions. Two minutes. A confidential score.
One question at a time. Answer honestly; there are no wrong answers, only useful ones. Andre will personally review your answers and send your score with the three things to fix first, within two business days.
Thank you. Your answers are with Andre.
Client story
Jordan never had a money problem. That was the problem.
$9 million across a business, a trust, a company and super, and no single plan joining them up. See how a health and fitness founder turned accumulated wealth into organised wealth, and won back her options.
