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Helping a Business Owner Retire: Our Step-by-Step Exit Preparation Work
When the owner of a hardware e-commerce store planned to retire with no succession plan, we stepped in to prepare the business for sale. Despite challenges like outdated systems and undocumented processes, we crafted a tailored exit strategy, gathered market feedback, and organised key information. The result? A sale-ready business that attracted real investor interest.
Case Study: Guiding a Couple Through SMSF Property Investment and Diversification
A couple in their late 40s approached Alexander Spencer with the goal of gaining more control over their investments and exploring property acquisition through a Self-Managed Super Fund (SMSF). The wife runs a successful beauty business, while the husband is less involved in the business but is highly interested in investing in shares and cryptocurrency.
Case Study: Increasing the Value of a Plumbing Services Business for Sale
Client Plumbing Services Business Background The client’s business primarily services the new residential home industry, property developers, and builders. Their two main businesses were: (1) plumbing for new building fit-outs and (2) drainage works. Challenge The client wanted to sell and exit the business. They wanted …
Our Resources
A library of downloadable documents and checklists.
CHECKLIST2025 Private Client Tax Checklist
Make sure you don’t miss out on any deductions this tax time, with this helpful checklist
CHECKLIST2025 Year End Business Checklist
Make sure you don’t miss out on any deductions this tax time, with this helpful checklist
BUSINESS STRATEGYPrice Reduction
A calculation to show the increase in sales that is required to compensate for a price discounting policy.
BUSINESS STRATEGYPrice Increase
If you adopt a premium pricing strategy, the table in this resource shows the amount by which your sales would have to decline following a price increase, before the gross profit is reduced below its present level.
CHECKLIST2024 Rental Property Schedule
Ensure you have all of your documentation in order with this Rental Property Schedule.
CHECKLIST2025 Self-Managed Super Fund Checklist
Use this checklist to help you manage your fund and meet your SMSF obligations.