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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.

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RETIREMENT
FINANCIAL 
PLANNING

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FAMILY
FINANCIAL
PLANNING

AGED CARE
FINANCIAL
PLANNING

INDIVIDUALS,
EXECUTIVES & PROFESSIONALS

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

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Middleton Financial Planning Pty Ltd ABN 91 166 322 318 is a Corporate Authorised Representative (No. 450278) of Matrix Planning Solutions Pty Limited ABN 45 087 470 200 AFSL No. 238256.

The material on this website (incl. pages, articles and newsletters) is for general information only, and any advice is general advice and does not take into account your 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.

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Empowering Your Financial Future

© 2024 Middleton Financial Planning Pty Ltd

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