Buy right. Sell well.
Financial and tax due diligence when you buy, sale preparation when you sell, and the deal structure and tax worked out before anyone signs.
✓ Partner-led✓ Confidential, NDA on request✓ Tax on the deal worked out first
Which side are you on?
Buying or selling, we have done it before
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Due diligence
Profit, tax, cash, customers, staff and leases checked before you commit.
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Price check
What the business really earns, and whether the price makes sense.
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Buying entity
The right company or trust to buy through, set up before settlement.
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First 90 days
Books taken over, payroll and GST running from day one.
Due diligence
What we check before you buy
Due diligence is not a formality. It is how you find out what you are really paying for.
✓ Real, repeatable profit
Owner's wages, one-offs and family costs taken out, so you see what the business really earns.
✓ Hidden tax debts
GST, PAYG, super, payroll tax and Division 7A loans that could follow the business.
✓ Cash and working capital
How much cash the business needs to run, so the price includes it.
✓ Customers and contracts
How much rides on a few customers, and whether key contracts move with the sale.
✓ Staff and entitlements
Leave owed, award compliance and contractor arrangements.
✓ Assets and leases
What is actually owned, what is leased, and what the lease terms mean for you.
Try it
How ready is your business to sell?
Buyers pay more for businesses that are easy to understand and easy to take over. Tick what is true for yours.
Early days. Two to three years of preparation usually pays off well.
How it works
How a deal works with us
1
Confidential call
The deal, the timing and what matters most to you.
2
Numbers and risks
Due diligence or sale preparation, with a clear report.
3
Structure the deal
Shares or assets, going concern, CGT concessions and the buying entity.
4
Negotiate and settle
We work alongside your lawyer and broker on price and terms.
5
After the deal
New entity set up, handover of the books, and the tax return done right.
Example, not a real client
Buying a $4M-turnover hospitality group with three sites
What we found
Profit overstated by owner family working unpaid, unpaid super on casual staff, and one lease ending in eight months.
What changed
Price renegotiated, super debt kept with the seller, lease extension made a condition, and assets bought into a new company.
What due diligence found
None of it was hidden on purpose. It just was not on the profit and loss.
Fee
A fixed fee for your deal
Every deal is different, so we agree a fixed fee for your deal before we start.
Transaction support
Buying or selling a business
Fixed feequoted in writing after your free call
- ✓ Financial and tax due diligence, or sale preparation
- ✓ Deal structure and tax on the deal
- ✓ Written report and partner meeting
- ✓ Support through negotiation and settlement
Questions
Common questions
Should I sell shares or assets?›
It depends on the tax for both sides, the contracts and the risks. Sellers often prefer a share sale; buyers often prefer assets. We work out what each means in dollars.
What are the small business CGT concessions?›
Concessions that can reduce or remove capital gains tax when you sell an active business, if you meet the tests: under $2M aggregated turnover or under $6M in net assets (counting connected entities and most personal assets, but not your home or super), the active asset test and, for a share sale, the significant individual tests. Planning early makes a big difference.
Is GST charged on the sale of a business?›
Not if it is sold as a going concern: both sides registered for GST, everything needed to run the business supplied, and the going concern agreed in writing before the sale. If it is not set up correctly, 10% GST can apply to the price.
How long does due diligence take?›
Usually two to four weeks, depending on the size of the business and how quickly the seller provides information.
Do you value businesses?›
We work out what the business really earns and test the price against it. Where a formal valuation is needed, we arrange one.
Is everything kept confidential?›
Yes. We sign a confidentiality agreement on request, and only the people working on your deal see the information.
Talk to a partner before you sign
Confidential · No obligation · Registered tax agent 26173619