Business succession planning services for Sydney business owners
SMA Business Advisory provides business succession planning services for owners across Kellyville, Castle Hill, Baulkham Hills, Norwest & Bella Vista, Rouse Hill, Parramatta and greater Sydney, helping you plan the transition of your business well before it happens.
An outcome that reflects years of work
Whether you’re working toward a sale, a handover to family, or simply want options in place, this service is for owners who want the outcome to reflect years of work, not a rushed decision. Succession planning brings together the tax, structuring and timing decisions that determine how well a transition goes.
Small business succession planning done well takes years, not months, and depends on advice that considers the tax, legal and personal sides of the decision together, rather than treating the eventual sale or handover as a single event to manage at the end.
Working through your options,
then building the plan
We work through your options and build a plan around the structure, timing and preparation a good outcome needs.
- Succession strategy
- Business and tax structuring for exit
- Valuation-ready preparation
- Transition planning
Support that stays with you for the length of the plan
Manraj brings more than 15 years’ experience across Big Four, mid-tier and boutique firms, including work with business owners planning their eventual exit. As a Kellyville-based practice working across Sydney, we stay involved for the length of the plan, revisiting it as your circumstances and the market change, rather than handing over a one-off document.
This service is the right starting point if you expect to sell, hand over, or step back from your business within the next one to ten years, or if your current structure hasn’t been reviewed with an eventual exit in mind. It’s less suited to a very early-stage business with no realistic exit horizon yet, where our Cash Flow & Forecasting service may be more useful right now.
- Direct access to a CPA-qualified, registered tax agent who plans years ahead, not months
- Structuring, timing and tax advice brought together in one plan
- Preparation that supports a credible valuation whenever the time comes
- Support that stays with you through the full length of the transition
Frequently asked questions
Answers to the questions we hear most often. If you can’t find what you’re looking for, get in touch and we’ll be happy to help.
How early should I start succession planning?
Ideally several years before you intend to exit or hand over. Structuring changes, tax positions and valuation preparation all take time to bed in properly.
Does succession planning only apply if I'm planning to sell?
No. It also covers family handovers, bringing in a co-owner or successor, or simply building flexibility into your business in case your plans change.
Can you help improve the sale value of my business?
We focus on the structuring, reporting and preparation that support a stronger position going into a sale process, rather than acting as a business broker.
Do you handle the actual sale process or legal contracts?
No. We handle the tax, structuring and business advisory side. For the sale transaction and legal documentation, you’ll also need a solicitor and, where relevant, a business broker, and we’re happy to work alongside them.
What if I want to hand the business to my children rather than sell it?
That’s a common scenario we plan for, including how the transfer is structured and the tax implications for both you and the next generation.
Is this suitable for a small business, or only larger companies?
Small business succession planning is exactly what this service is built for. The scale of the plan is adjusted to your business, not a one-size-fits-all process.
Is this the right service if I'm not planning to exit for another ten years or more?
Yes, in fact earlier is better. The main reason to wait is if your business is still very early stage with no realistic exit horizon at all, in which case starting with Cash Flow & Forecasting may make more sense for now.
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Read articleRequest a consultation
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