As your personal CFO, we’ll do all the due diligence and contingency planning for you.

Balance the ‘business exit’ and ‘life goals’ equation.

Because we’re personal financial advisers and planners with extensive small business advisory experience, we’re almost uniquely qualified to provide the business exit planning advice you need.

Your business exit plans sit firmly in what we call ‘the overlap’ – the space where your personal financial plans overlap with your business plans.

It means we’re ideally placed to put the necessary contingencies, safeguards and structures in place to ensure your business exit dovetails with your personal financial life plans and goals.

Building an exit plan, your wealth and peace of mind.

With a clear exit strategy, you can relax and focus on your business, safe in the knowledge you’ve got a sound plan – and a plan B – based on clear, informed, objective advice.

Our small business financial advisers work for you. No commissions. No percentages. And as your personal CFO, we’ll do all the due diligence and contingency planning for you.

If you sell, we’ll ensure you maximise your price. If you step back, we’ll plan your succession step by step. And if you walk away, we’ll create a wealth-building plan around your exit.

Tell us about your ideal exit.

Want to sell, take a step back, or simply walk away?

Business succession and exit planning is a multi-faceted problem, but it’s one our financial advisers have helped countless small business owners solve. Tap into our financial and business planning expertise and make the transition as easy and lucrative as possible.

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.

Reference to the term no commissions or commission free or similar phrases, applies to new clients. In the case of clients with existing life insurance products, where you have transferred over from another adviser and appointed scope as your advisers, we may receive commission attached to the policy.

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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