We're often asked the best way to sell a business. There are two key components at play in the sale of a business: structuring the
transaction; and positioning the business to the market. Both elements are important and can significantly impact your result.
Structuring the transaction covers areas such as pricing the business, the terms and conditions attaching to the sale, key terms in the contract, and ensuring the transaction structure is as tax effective as possible. Much of the structuring is about ensuring the vendors secure the most efficient and effective outcome from the sale. It is about maximising the vendor’s position.
Positioning the business for sale is all about ensuring that you achieve a sale and maximise your price. It covers areas such as
ensuring there are no hurdles within the business that will limit its saleability, identifying the competitive position of the business
within its market segment, ensuring that operating performance is as good as it can be, and that the business benchmarks well in its
market.
Positioning also includes identifying the best time to take the business to the market, how to take it to the market, and who the most
likely buyers will be.
Positioning is about doing everything needed to maximise the probability of a sale occurring, whereas structuring is about getting the best
outcome from a transaction once it has occurred. A lot of people make the mistake of spending most of their energy on the structuring of the
transaction. It is important but only becomes important if the sale is achieved.
Structuring should be addressed first to help identify any key decisions that need to be made but put most of your effort into positioning the business for sale. To do this, you need an objective assessment of how the business compares in its market, its competitive position, and what if any impediments to sale exist – all the things a buyer will look at and look for when they assess your business.
Most buyers believe that we are currently in a buyer’s market and will try to drive down price expectations. Whether or not you
are in a buyer’s market depends on your industry segment but regardless of this, you are in a competitive market. Buyers may be
comparing your business to similar businesses but also opportunities in other industry segments.
Securing a sale at the best possible price is about having your business positioned for sale. Preparation time is needed to achieve this
well in advance of putting your business on the market.
Thinking of selling your business? Talk to us today about preparing your business for sale.
For the contribution to be counted towards the employee’s 2023 contribution cap, it must be received by the fund by 30 June 2024.
After higher interest rates weighed on values during the second half of 2022, prices have now rebounded 0.43% since the start of the year.
A recent survey found that 75 percent of borrowers could find themselves unable to refinance because of life decisions that they were preparing to make.
Refinancing your motorcycle loan is not always something people think about. But there are several advantages that borrowers can capitalise on.
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Renewing your invoice finance contract is an important decision that can significantly impact your business's cash flow.
The ATO guidance (PCG 2021/4) totally changes the way that professional firm profits can be allocated (or split) among a family group from 1 July 2022 onwards.
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In the lead-up to 30 June 2023, you can avoid paying an extra tax of up to 47% of Trust profits by completing your Trust Distribution Resolutions before 30 June.
When an accountant talks about Tax Planning what do they actually mean? As part of our tax advisory service we always offer strategic tax advisory, but it's important to note there are a lot of things that accountants cannot implement after June 30.
ONLINE WEBINAR
30 March 2023 // 12:30pm
Gen Z, it’s time to level up your financial literacy. This is the stuff that you didn’t learn in school. Get ready to learn the ins and outs
of budgeting, saving, and investing in a way that’s relevant to where you’re at right now.
The Government has announced that the concessional tax rate on earnings from superannuation will increase from 15% to 30% for those with total super balances (TSB) of $3m or more from 1 July 2025.
The ATO is more than a little concerned that people with holiday homes are claiming more deductions than they should.
The amount of money that can potentially hold in a tax-free retirement account, will increase by $200,000 on 1 July 2023.
A consultation paper released by Treasury has sparked a national debate about the role, purpose and access to superannuation.
The Government has announced that from 2025‑26, the 15% concessional tax rate applied to future earnings for superannuation.
The Australian Taxation Office (ATO) has updated its approach to how you claim expenses for working from home.
A chattel mortgage is a popular way for businesses to purchase large assets such as machinery and vehicles.
A new report by CBRE has found that incredibly tight vacancy rates across the residential and industrial property markets are likely to lead to a “rent-a-demic” in 2023.
The number of new development projects aimed at investors is slowing down, which could lead to more rental market pressures according to new research.
One of the biggest expenses people face outside of their mortgage is the cost of buying and owning a car.
It’s important to approach property investing with a strategic mindset to help you avoid some of the common pitfalls.
Conveyancing involves the legal transfer of ownership of a property from one person to another.
With rapidly rising interest rates and the escalating cost of living, borrowers are once again looking at a loan deferral as a way to get back on track.
Experts generally recommend checking the health of your home loan each year to make sure it remains the right fit.
With over $13 BILLION dollars in unclaimed super across Australia, it’s evident that many are not even really sure on how super works. Our expert financial advisors want to give you back control over your money.
Accountants have emerged from the pandemic into a blizzard of changes and keeping clients up to date risks a backlash over tighter compliance rules and increased fees.
ONLINE WEBINAR
23 February 2023 // 12:30pm
In our upcoming webinar we'll be diving into some common exit
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When determining whether you should pay all cash or look to finance the car is always going to be based on your personal situation.
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Rising interest rates and sky-high property prices have made homeownership tougher for first time buyers.
With strong capital growth and tight vacancy rates driving up rents, more and more investors have been looking to regional areas.
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If you’re looking to purchase business equipment, vehicles or just looking to better manage your short-term cash requirements, asset finance can be a big advantage.
Now's the time to review what strategies you can use to minimise your tax before 30 June.
The Federal Budget, delivered on the night of May 12 2026, was one of the most significant in years. We know you will have questions — and we have put together this document to answer the ones we are hearing most.