Prepare to take the next step — confidently — with exit planning.

Exiting or selling your business is something you’ll only have the opportunity to do once, and we’ll help make sure it’s done right based on your aspirations and needs. When you’ve devoted countless hours to your business, you want the best possible result if you decide to exit or sell. We’re right behind you when it comes to exit planning, helping to ensure your business is well positioned to attract potential investors.

Our Services

  • Estate planning and retirement planning
  • Superannuation planning
  • Personal investment advice
  • Business valuations
  • Preparing and facilitating sale of business
  • Asset protection
  • Succession planning

How we can help

Focus on the big picture

Stay aligned with your exit strategy and goals — we’ll help you navigate the way.

Reduce stress

With an experienced advisor by your side, you can reduce the potential stress of a leadership change.

Maximise the value

We strive to ensure you reap the rewards of your hard work and maximise the value of your business.


Matthew Moy

Managing Director

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Melissa Smith


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Let us help you develop your exit plan

Whether you’re looking to exit your business now or in the future, an obligation-free consultation will help to review your options and establish a plan for your next steps.