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Selling a Business & Succession Planning

Selling a Business & Succession Planning

There are a number of factors to consider when you start to think about selling your business, winding down or perhaps transition a business to a family member or an employee wishing to continue your legacy. Some common questions you may have are:

How much is your business worth?

What are the tax implications with selling it?

What do I need to do to prepare the business for sale?

Selling your business or preparing the business for sale can be a challenging task, so having professional advice and guidance throughout the process can help give you peace of mind and ensure you achieve the best possible financial outcome. Some ways the team at Oak Business Partners can assist when the time comes to sell your business:

Negotiating with potential buyers

Preparation of all required reports including management reports and interim figures as a business sale rarely occurs right on 30 June

Getting your tax obligations up to date

Business valuation

Preparation and implementation of an exit strategy including succession planning to ensure a smooth transition to the new owner/s

Advice on CGT Retirement Exemptions


Buy / Sell Agreements

Reporting for prospective buyers including analysis of figures

Transfer of business name and assets

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Investment & Tax Planning

The Oak Business Partners can help implement strategies that will bring you closer to your financial goals and objectives with sound investments and tax planning.

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Starting or Buying a Business

Starting or buying a business is an extremely exciting step but it can also be a tricky and complex process; Oak Business Partners can help.

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Taxation & Compliance

Taxation, compliance and reporting regulations are time consuming, complex and onerous unless you have Oak Business Partners on your team.

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    ‘’Art was very professional, honest and to the point about our current financial situation. He actioned everything with great efficiency. We would recommend Art for anyone looking for advice, thank you for making the whole process easy.‘’

    - D Smith

    "Oak Business Partners takes the time to understand your wants and needs, we couldn’t be happier with the outcome."

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