Resources

Why value your business before you're ready to exit

When it comes to business exit and succession planning, most entrepreneurs make a critical mistake: they wait too long to understand their company's true value. Getting your business professionally valued early in your exit planning journey serves as your strategic compass, guiding every decision you make toward maximising your company's worth and ensuring you have genuine options when it's time to transition.

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Our Resources

A library of downloadable documents and checklists.

CHECKLIST

2025 Private Client Tax Checklist

Make sure you don’t miss out on any deductions this tax time, with this helpful checklist

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CHECKLIST

2025 Year End Business Checklist

Make sure you don’t miss out on any deductions this tax time, with this helpful checklist

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BUSINESS STRATEGY

Price Reduction

A calculation to show the increase in sales that is required to compensate for a price discounting policy.

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BUSINESS STRATEGY

Price 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.

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CHECKLIST

2024 Rental Property Schedule

Ensure you have all of your documentation in order with this Rental Property Schedule.

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CHECKLIST

2025 Self-Managed Super Fund Checklist

Use this checklist to help you manage your fund and meet your SMSF obligations.

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