Maximise what you've built. Minimise what you give up.
Who We Work With
Your focus has shifted from building to harvesting. Your advice should shift with it.
You’ve spent a lifetime building a genuinely profitable business. The conversation now isn’t about growth for its own sake – it’s about how you exit on your terms, protect what you’ve built from a significant CGT exposure, and structure a post-sale life of financial security and purpose. That takes more than compliance. It takes an advisor who’s fluent in exit value, tax structuring, and what happens to your wealth after the sale is done. We also work with growth-stage owners earlier – reviewing structures built for scaling, not selling, before that gap becomes expensive.
The Profile, At a Glance
$8M–$20M+
Annual Revenue
$3M–$10M+
Business Value (est.)
55–70
Owner Age
20–35 years
In Business
2-5 years
Ideal Time to Engage Before Exit
The Challenge
What builds a business rarely protects it at exit
Exit & Transaction
- No clear exit strategy or timeline
- Unsure of true business value or EBITDA multiple
- Fear of leaving money on the table at sale
- Unfamiliar with the PE or trade sale process
Tax & Structure
- CGT exposure of $600K–$2M+ at exit
- Structures built for growth, not for sale
- Trust distribution complexity surfacing late
- Small Business CGT concessions not maximised
Wealth & Legacy
- Superannuation significantly underfunded relative to net worth
- No clear post-sale wealth plan
- Intergenerational transfer left unstructured
- Estate plan not aligned with the business exit
Personal & Identity
- Loss of purpose or identity post-exit
- Fear the business won’t survive the transition
- Family disagreements over succession
- Rushed decisions driven by health or age pressure
Our Service
An exit-readiness review that starts years before the sale
Exit readiness review
A structured 2–5 year runway assessment – what needs to happen, and when, to exit on your terms.
Business valuation & EBITDA optimisation
An honest view of what your business is worth today, and what levers actually move that number.
CGT modelling & concessions strategy
Detailed CGT exposure modelling and every applicable Small Business concession, structured well ahead of any transaction.
Succession & structuring
Family succession, management buyout, ESOP or trade sale – structured and sequenced properly, whichever path fits.
Integrated coordination
Tax, wealth, estate and M&A advice coordinated under one roof, so nothing falls through the gaps between advisers.
HOW WE WORK
A transaction-intelligent advisor; not just another compliance provider
We lead with the exit outcome, not accounting services
Highly confidential – we earn the right to the conversation
Peer-level engagement, not advisor-to-client condescension
Long lead time – we invest in the relationship well before you’re “in market”
“Decades of effort deserve a considered exit.”
What Clients Tell Us They Want
- Exit strategy and business valuation expertise
- CGT minimisation and Small Business concessions
- Integrated tax, super and estate planning
- Deal structuring – asset versus share sale advice
- Succession and intergenerational wealth transfer
- A trusted coordinator across legal, financial and M&A advisers
Fit Check
Is this the right time to start the conversation?
This is likely a strong fit
- Business value of $1.5M+, margins of 15%+
- Genuine intent to exit, or to plan properly for succession
- 2–5 years out from a planned exit or transition
- Open to strategic advice beyond compliance
Probably not the right fit
- No genuine intent to exit – indefinite “planning to plan”
- Wants compliance only, resistant to strategic advice
- Expects a low-cost solution for a genuinely high-complexity situation
- Has not yet involved legal or financial advisors
Let’s Start The Conversation
Decades of effort deserve a considered exit.
The right time to start this conversation is well before you’re in market. If exit or succession is on the horizon, we’d welcome the chance to talk it through.