Succession planning doesn’t start with people. It starts with the requirements of the position.

– David Ulrich

Creating the perfect succession plan.

A business is generally the single largest investment many clients have. Elevate can help to ensure that business owners are able to plan their future exit from the business and ensure that they receive the maximum value after-tax. Making the succession of the business as smooth and as painless as possible.

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When planning for succession, Elevate can assist with:

The options available when deciding to exit a business are significant and often daunting. We help our clients to simplify this process. As well as to understand the realistic options that are available for their specific circumstances.

Determining Succession Options

There are many options available to exit a business, however, each business and family is unique. We are able to assist business owners to determine the best approach to exit their business, including trade sale, Management Buy out / in, IPO or family succession.

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Estate Planning

We assist our clients to plan their estate and to ensure that their assets are distributed to their beneficiaries as desired. We offer assistance to ensure this occurs in a tax effective manner and without unintended surprises. Our team can work with your existing lawyer or can introduce you to our network.

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Tax Reduction

We are able to review tax structure of an existing business before the proposed sale. This may identify opportunities to restructure the business prior to sale to reduce tax, or alternatively, we can determine the best way to sell the business (sale of shares or sale of business assets) to ensure that tax is minimised on any proposed business sale. In addition, we can identify whether Capital Gains Tax Small Business relief concessions are available.

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