Now’s the time to check the right structures are in place to implement exit and wealth management strategies.
We’re here to offer tax tips to maximise your opportunities. You may be looking to purchase a business premise or you may be at the other end of the spectrum, and hoping to sell your business. Either way, a tax specialist will provide you with a business valuation to enable you to move forward – be that increase your footprint or enjoy what you’ve set your retirement up to be.
Maximising opportunities at a mature business level involves consideration of your personal situation to determine if the right structure is in place for you to achieve your wealth creation goals and ensure capital protection measures are implemented.
Ideally, succession planning will occur well in advance to allow the right structures to be put in place that minimise your risk and maximise your capital position. Your small business tax champion does not want your hard earned profits to disappear! The aim is for you to enjoy the next phase of your journey!