Succession planning

A priority to us at Encompass CPA is to help business owners exit their business on their own terms, through stringent succession planning. Effective and strategic succession planning allows you to enjoy the lifestyle you desire. We provide advice and ongoing support to make sure that when your time to exit comes, you are well prepared and in the best position possible to benefit your personal wealth.

We will assist develop a succession plan for your business to help you:

• Establish business value
• Sell your business to a third party
• Pass on your business to a family member
• Reduce capital gains tax
• Maximise small business tax concessions
• Invest sale proceeds effectively