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Estate Planning in Australia: Essential Strategies
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An effective estate plan ensures a tax-effective transfer of assets after your death.

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Retirement Planning Hub
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Helping you reach your retirement goals

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Could Your Business Benefit from a Outsourced CFO?
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With this all-new guide, you’ll learn about the Pros and Cons of more text to explain the offer here.

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Business

Retirement Planning Hub

Preparing for aged care requires research, planning and expert advice.

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Retirement

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Setting up Business in Australia
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Get moving with our 4-part eGuide.

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    Preparing for aged care requires research, planning and expert advice.

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    Explore

        How do I prepare my business for sale

        How do I prepare my business for sale

        Explore these Altus services which are best aligned with your business challenge

        These can be the game-changing moments in your life - that big transaction that could have a really significant impact on your financial future and your lifestyle. Buying and selling business assets is a big thing. It can be way harder than you think. The potential pitfalls are significant and the effect of great advice can be life changing.

        How we help:

        • Negotiation and commercial advice,
        • Transaction structuring,
        • Funding,
        • Taxation advisory,
        • Due diligence and more.

        Are the actions you are taking in your business directed at maximising shareholder and enterprise value? What is your enterprise value? All business owners need to be focussed on value and checking in to ensure value accretion is occurring.

        Valuations can also be required for special purpose situations such as funding or transaction and tax related issues.

        Whether it’s a voluntary liquidation for your company, a tidy up of your corporate structure or preliminary guidance regarding your solvency and your options our advisers are here to assist.
        Where do you source the funding for that important transaction? And how should it be structured? Is it practical and does it work for tax? Our advisers examine your situation and guide you through the options.
        Our due diligence services are often requested in connection with a proposed purchase or sale transaction. The outcomes you often look for are increased assurance that everything you have been told about that big transaction does actually stack up.

        Planning for the exit of key individuals over time is critical for the continuity of a business and maximisation of value. Let us guide you through the myriad of potentially complex issues such as funding, shareholder and buy-sell agreements, organisation and structure, taxation and transaction planning and execution.

        Everyone's future is inherently uncertain. The same applies to all future ventures, be it your proposed project , business or investment. Its feasibility, risk and likely returns can best be evaluated by building a mathematical model that describes your set of circumstances.

         

        Business Succession Series

        A 5 minute Q&A session with Principal Client Advisers, Marc Walsh & Adam Montana

         

         

         

         

        Let's get your finances flowing

        Take the next steps with Altus Financial