Grow Your Business.

When you’re running your business, it can be hard to know what to do for the best – for your business, for your family, for you. Sometimes, you need a sounding board. Some perspective. An objective financial plan. You need the clarity our personal and business financial advisers provide.

Small business financial advice

Exit your business on your terms.

There are all sorts of business variables and financial factors to consider when it comes to business exit planning. But whether you’re thinking of selling your business or planning for succession, one thing is certain: the sooner you start business exit planning, the better the outcome will be.

Business Exit Planning

Sell Your Business

The sale of your business is a big part of your financial life puzzle. It requires planning. It needs to support your personal life goals – the right price, at the right time. That’s why small business owners ask our business financial advisers to guide them through the sale of their businesses.

Business Sales Advice

Answering your business planning questions.

I struggle to balance work and family life. How do I grow my business?

It’s a tough one. As much as it’s about what you want to achieve with your business, it’s also about your big-picture life goals. And that’s a big conversation – one we need to have with you before our business financial advisers can help you put together a business plan.

How should I go about business succession planning?

The succession and exit structures you put in place will depend on your goals. Do you want to remain involved, or step away? Do you still need to generate income, or are you ready to retire or semi-retire? This is where personal and business and financial planning overlap.

I’m planning to sell my business. When is the right time?

Business brokers have a vested interest in selling your business, so they’re unlikely to give you an objective answer. In contrast, our business financial advisers don’t work on commission or percentages. We work for you. And we say, it depends on your life goals.

Is your business plan working for you?

You’ve invested a lot in your business. But as important as your business is, you need a business plan – a plan for growth that includes succession or exit – that works for you, your family and life goals. And that’s what our personal and business financial advisers specialise in.

Important Notice: This website contains general information only. It does not take into account your individual objectives, financial situation or needs. Scope Advisory suggest that no person should act specifically based on the information contained herein but should always obtain appropriate professional advice based on their personal circumstances.

Entities trading as Scope Advisory are all authorised representatives of Scope Licensee Services Pty Ltd AFSL 492134 ABN 73 614 728 102. When any of the business partners, within the Scope Advisory group, provide you with financial advice or a financial service, they will provide you with their Financial Services Guide (FSG), and specific Engagement Letters.

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