Business Advisory
Succession Planning & Exit Strategies
Most business owners will exit their business only once. PHC & Associates helps you plan that exit carefully — whether through sale, family succession, management buyout, or wind-down — to maximise the value you realise, minimise the tax you pay, and ensure a smooth transition for everyone involved.
1000+
Clients Advised
CPA
Certified
Exit
Strategy & Value Planning
What's Included
Everything Covered in This Service
Exit readiness assessment — what needs to happen before you can sell
Business valuation to establish current value and value gap
Value enhancement strategy — how to increase sale price over 2–3 years
Small business CGT concessions planning (15-year exemption, retirement exemption, 50% reduction)
Structuring the sale — asset sale vs share sale implications
Family succession planning and intergenerational transfer strategies
Management buyout (MBO) structuring and financial modelling
Due diligence preparation — getting your records buyer-ready
Why It Matters
Why This Matters for Your Business
Understanding the value of this service helps you get the most from it.
The Best Exits Are Planned Years in Advance
Business owners who begin planning 3–5 years before their intended exit consistently achieve better outcomes — higher valuations, cleaner due diligence, and better tax positions.
Small Business CGT Concessions Are Valuable — But Time-Sensitive
The small business CGT concessions can eliminate or significantly reduce CGT on the sale of a business. But they require careful structuring in advance — you can't apply them retrospectively.
Buyers Pay for Clean, Documented Businesses
A business with clean financial records, documented processes, and no key-person dependency commands a higher multiple than one that doesn't. Exit readiness work directly increases your sale price.
Family Succession Is More Complex Than It Appears
Transferring a business to the next generation involves tax, legal, valuation, and family dynamics. Without careful planning, family succession destroys value and relationships.
Asset Sale vs Share Sale Changes Everything
Whether you sell assets or shares has significant tax and liability implications for both buyer and seller. Understanding the structure before negotiations begin is essential.
How It Works
Your Step-by-Step Process
A clear, structured process so you know what to expect from start to finish.
Exit Readiness Review
We assess your current business against buyer expectations and identify gaps.
Valuation & Value Gap
We value the business and identify the specific actions that will increase that value.
Structure Planning
We plan the optimal exit structure — CGT concessions, entity restructure, sale terms.
Records & Systems
We assist in preparing financial records and documentation to buyer-ready standard.
Transaction Support
We support you through the sale process — financial due diligence, warranty schedules, adjustments.
Post-Exit Planning
We advise on reinvestment, SMSF contributions, and tax management of sale proceeds.