The right time. The right price.

Selling your business

Business brokers don't have all the answers.

Is now the right time to sell my business? What’s it worth? Is that enough? Where will my income come from now? How do I go about selling my business? What do I need to do to make it saleable?

There’s more to selling your business than putting it on the market. And it’s not just a business decision. The sale of your business is a big part of your financial life puzzle. It needs to be planned.

And so, it makes sense to talk to our personal and business financial advisers first.

Choosing the right business exit or sale path.

Our financial advisers operate in what we call ‘the overlap’. It’s where your personal financial plan and your business life intersect, each influencing and affecting the other.

This expertise means we’re able to help you weigh up your business exit, succession and sale options objectively. And assuming selling your business is the best option for you and your family – the option that supports your life goals – we can guide you on the business-sale journey, step by step.

Tell us about your business.

Unlike business brokers, we don’t have an agenda.

It’s all about getting the right price at the right time for you.

Choosing the right moment. Securing the best price.

You might have a sale figure in mind, and a business broker may tell you it’s achievable, but the market dictates how much your business is worth. And the market is constantly moving.

As your personal and business financial advisers, we can’t change that. But we can help you plan your business sale, determine the time that’s right for you and make your business as saleable as possible.

Putting our buyer’s hat on and your interest first.

We’ve helped business owners from all sorts of industries sell their businesses on their terms. First and foremost, maximising your sale price is all about minimising the risk for prospective buyers.

This is easier said than done, but our approach works. Not for us, but for you.

That’s because, unlike business brokers, we don’t have an agenda. It’s all about getting the right price at the right time for you. You employ us, so we’re always advising and working in your best interest.

Take our business advice.

Make your business sale work for you.

Whatever business brokers may tell you, selling your business isn’t simply about selling your business. It’s also about selling at the right time, at the right price, on your terms. It’s about ensuring the sale works for you, your family and your life goals. And that’s where we’ve got your back.

Book a no obligation phone call