When it comes to enjoying the rewards of your success, selling your business may be the next move. Protecting personal wealth and planning for retirement also become important.
If your business has enjoyed a sustained period of growth, it’s time to think about realising the fruits of your labour. We have helped many clients successfully realise and transfer their wealth so we know what’s coming next. We can work with you on:
Managing personal wealth
Our approach considers all your financial affairs – not just stocks and bonds, but also tax and asset protection – to ensure your wealth strategy delivers the best results over time and suits your overall needs.
Identifying and assessing business exit routes
While the proceeds of a business sale can be crucial for retirement, selling a business cuts off your income from that source so it is important to look at all the options. We can help develop a succession plan that is right for you.
Business sales and mergers
The changes necessary to prepare your business for sale should also improve your business performance, so the sooner you start the better. When it comes time to sell, we can complete all the steps of the transaction to maximise value in your hands.
Creating a financial plan for retirement
Retirement planning is part of our superannuation service and key to your quality of life in retirement. We can advise on the options available to you including establishing and maintaining a self-managed superannuation fund (SMSF).
You’ve spent years growing your wealth, so it makes good sense to protect it. We can help develop a plan that protects your assets from creditors, the government, excessive tax and family disputes, and ensures you wealth is transferred smoothly and according to your wishes
Send a quick enquiry to your local Accru office to find out more.