Succession Planning: Selling the Family Business
I’m looking to hang up the keys in 24 months. My current accountant just wants to do my tax return, but I need a valuation and an exit strategy.
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Upcycle4Better AU Group
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If you’re planning to exit in 24 months, you really need more than just annual tax compliance. A proper valuation, succession planning, and tax-effective exit structure should be mapped out well in advance. I’d suggest speaking with someone who offers broader advisory and Financial Services support, not just returns. The earlier you start, the more options you’ll have to improve value, clean up the balance sheet, and position the business attractively for buyers while minimizing tax on the way out.