Selling your business
Get the most from what you've built.
Selling a business is often the biggest financial decision an owner makes. Good preparation can make your business more attractive to buyers, and careful tax planning can make a real difference to what you keep from the sale.
We help you understand what your business is worth, get your financials ready for buyers and plan the sale so you can access any small business CGT concessions you're eligible for.
We work with clients across Melbourne from our offices in Mount Waverley, Port Melbourne and North Melbourne.
Who we help
Owners planning an exit
Starting early gives you time to improve the business and plan the sale properly.
Owners with a buyer lined up
A valuation, tax advice and financial information to support negotiations.
Owners handing over to family
Planning a succession that works for you and the next generation.
How we help you sell
- Business valuations
- Sale-ready financial statements
- Small business CGT concession planning
- Pre-sale restructuring
- Tax planning for the sale
- Supporting buyer due diligence
- Working with your lawyer and broker
Getting started is easy
- 1
Free consultation
Tell us about your situation and what you need help with.
- 2
A clear plan and price
We recommend only what you need and agree the fee upfront, so there are no surprises.
- 3
We take care of it
Qualified accountants who get to know your situation, and a team you can call whenever a question comes up.
Frequently asked questions
How much is my business worth?
It depends on things like profit, growth, risk and the market for businesses like yours. A formal business valuation gives you a realistic figure to plan around and negotiate with.
What are the small business CGT concessions?
They're a set of tax concessions that can reduce, or in some cases eliminate, the capital gains tax on selling an active small business. They include the 15-year exemption, the 50% active asset reduction, the retirement exemption and the rollover. Strict eligibility rules apply, so it's worth planning well before the sale.
When should I start planning?
Ideally a few years before you sell. That gives you time to improve the business, tidy up the financials and structure the sale to make the most of any concessions.
Do you work with brokers and lawyers?
Yes. We're happy to work alongside your business broker and lawyer, so the financial, tax and legal sides of the sale fit together.
Talk to us about selling your business
Book a free, no-obligation chat with the team.
Other services
Tax returns & compliance
Company, trust, SMSF and individual returns, GST and BAS, FBT, payroll tax and capital gains.
Learn more →Business advisory
Tax planning, business strategy, valuations, financial modelling and three-way forecasts.
Learn more →Management accounting
Regular reporting, budgets and KPIs that show how the business is really tracking.
Learn more →Bookkeeping
Accurate books, payroll and BAS lodgement handled for you, so tax time has no surprises.
Learn more →Start-ups
Business structure, business planning and accounting software set up the right way from day one.
Learn more →Xero accounting
Moving to Xero, setup and training, and ongoing support from accountants who use it every day.
Learn more →Specialist services