WHEN IT’S NO LONGER BUSINESS AS USUAL,

WE’RE HERE TO
SUPPORT YOU.

EXIT & SUCCESSION PLANNING

Here at Corporate Lifeline, we understand that your business is unique. Eventually the time comes to retire and sell the business or pass it on to the next generation of directors and managers.

Our experienced team are expert at business exit and succession planning. We’ll make sure your business is valued correctly. We’ll advise you on tax and concessions and ensure you get the outcome you deserve.

WHAT IS EXIT & SUCCESSION PLANNING?

Exit and succession planning is preparing for the future. Your business is most likely your ‘superannuation’. You want to ensure your business continues to operate successfully and profitably while getting the maximum value without paying a large tax bill.

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FAQS

Why do I need an Exit & Succession plan?
Your business exit and succession plan may be the blueprint for your retirement. It outlines the steps you need to follow to ensure you have a comfortable retirement while your company continues to operate successfully for the benefit of your employees and future management.
A detailed succession plan will help to ensure a smooth handover of your business.
What is included in Exit & Succession Planning
You should consider when you plan to leave, the value of your business now and when you leave, training for your successor and, possibly, the transfer of any registrations or licences.

The structure and content of your plan will likely depend on whether you are selling or gifting your business.

OUR COMMERCIAL RESTRUCTURE STRATEGY SERVICES

At Corporate Lifeline we have an array of services to cater to any phase your business is in financially.

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SPEAK TO AN EXPERT TODAY

If you find yourself in a situation where you need financial advice for your business, let us help you.