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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 4232 4402

to see how we can make a difference to your business’s bottom line.

RETIREMENT

FINANCIAL 

PLANNING

FAMILY

FINANCIAL

PLANNING

AGED CARE

FINANCIAL

PLANNING

INDIVIDUALS,

EXECUTIVES & PROFESSIONALS

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