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Plan Succession, SMSF & Retirement

When the time comes to sell your business and retire, it’s important to optimise the financial position of your business for yourself and for all stakeholders involved to ensure that the best possible outcomes are received.

Lovetts can help to make sure that you and your business are ready, we can also help with associated negotiations.

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Succession planning
Planning for the sale of whole or part of a business has significant taxation implications. Lovetts expertise in this area allows these consequences to be optimised through a comprehensive knowledge of small business CGT concessions and other taxation outcomes.
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Business Sale Negotiation
Buying and selling a business is a complicated and time consuming process. It involves the valuation of the assets and liabilities of the business, the development of a term sheet to establish principal terms and facilitate negotiations and develop the final contract.
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Stakeholder Agreements
Stakeholder agreements are the agreements between two or more stakeholders to facilitate the development of a business relationship. A stakeholder agreement is essential to protect the interest of all stakeholders. Examples include Shareholder Agreements, Trust Holder Deeds (or inclusions in Trust Deeds) and Partnership or Joint Venture Agreements.
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Business Valuation
Business valuation is a specialised area of accounting which determines the value of the business by considering the projection of future portfolio earnings, assets, liabilities and goodwill.
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Employee shareholders
The development of employee shareholders is a viable method for a person to exit their business or to motivate key employees.
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Investigations involve the exploration of financial records to discover fraud, theft and miscalculation.
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Information Memoranda
An information memorandum is a sale document that is prepared to let a potential buyer analyse if they are interested in a business without disclosing too much important confidential information about the business.
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Self-Managed Super Funds (SMSF)
SMSF’s require annual reports, audits, and tax returns to be prepared. Lovetts can host the accounting software for your SMSF and maintain your annual records in line with ATO requirements.

One idea, could set you up for life – let’s get creative.

Consulting Accountants  .  Taxation Specialists  . Business Improvement