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BUSINESS SUCCESSION & EXIT PLANNING

Over the next decade more than one million business owners are expected to retire. There are approximately 80,000 businesses with between 20 and 200 employees and around 70 per cent of them are owned by baby boomers.

The wave of businesses for sale will mean that there are more owners trying to sell than there will be buyers. It will be critical to ensure that your business is an attractive proposition at point of sale.

Middleton Financial Planning is able to analyse succession needs within your business or practice and can assist in designing a plan to ensure value is retained in the event of the loss of a business partner or key person.

Call today on 02 4231 4773 to see how we can make a difference to your business’s bottom line.

RETIREMENT INCOME STRATEGIES

FAMILY FINANCIAL PLANNING

EXECUTIVES & PROFESSIONALS

Contact us to see how we can make a difference to your financial life.

Middleton Financial Planning Pty Ltd ABN 91 166 322 318 is a Corporate Authorised Representative (No. 450278) of ClearView Financial Advice Pty Limited ABN 89 133 593 012 AFS Licence No. 331367 GPO Box 4232, Sydney NSW 2001.

MIDDLETON FINANCIAL PLANNING PTY LTD ABN 91 166 322 318 IS A CORPORATE AUTHORISED REPRESENTATIVE (NO. 450278) OF CLEARVIEW FINANCIAL ADVICE PTY LIMITED ABN 89 133 593 012 AFSL NO. 331367. THE MATERIAL IN THIS WEBSITE (INCL. PAGES, ARTICLES, NEWSLETTERS) IS FOR GENERAL INFORMATION ONLY AND ANY ADVICE IS GENERAL ADVICE ONLY AND DOES NOT TAKE INTO ACCOUNT YOUR INDIVIDUAL OBJECTIVES, FINANCIAL SITUATION OR NEEDS (YOUR 'PERSONAL CIRCUMSTANCES'). BEFORE ACTING ON THIS INFORMATION, YOU SHOULD CONSIDER THE APPROPRIATENESS OF THIS INFORMATION TAKING INTO ACCOUNT YOUR PERSONAL CIRCUMSTANCES.

© 2020 Middleton Financial Planning Pty Ltd