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Business Exit Planning & Succession Planning

Plan Your Business Exit with Confidence

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You only sell your business once, so it pays to get it right. At PGH Corporate, we help business owners across Australia create tailored business exit strategies and succession plans that maximise value, reduce tax, and ensure a smooth transition. Whether you’re preparing for retirement, passing your business to family, or selling to a third party, our advisors will guide you every step of the way.

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Why Every Business Owner Needs an Exit Strategy

 

Exiting your business is more than a financial transaction- it is the culmination of your hard work.

 

Without a clear plan, owners risk:

  • Receiving a lower sale price than the business is worth

  • Paying more tax than necessary on sale proceeds

  • Losing key staff, customers, or contracts during transition

  • Missing out on the best timing or type of sale

 

A well-structured succession plan protects your legacy, secures your wealth, and ensures your business continues to thrive under new ownership.

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Our Exit Planning Services

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PGH Corporate offers end-to-end support for Australian business owners preparing to sell or transition.

 

Our services include:

  • Business valuation and readiness review: know where you stand before going to market

  • Value improvement strategies: strengthen profitability, cash flow, and reduce risks

  • Business structuring & tax planning: minimise tax exposure and maximise retained wealth

  • Succession pathways: family succession, management buyouts, mergers, acquisitions, or sale

  • Negotiation & due diligence support: protect your interests during the deal process

  • Post-exit wealth planning: secure income, protect assets, and fund retirement or new ventures

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Our Proven Exit Planning Process

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Successful exits usually take 12–18 months to plan and implement.

 

Our advisors work with you through every stage:

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1. Identify business value: determine your starting point

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2. Protect value: reduce risks, strengthen systems, and protect assets

 

3. Maximise value: improve efficiency, financial performance, and buyer appeal

 

4. Extract value: execute the sale, succession, or merger on the best terms

 

5. Manage value post-exit: safeguard proceeds and reinvest wisely

Business Success Pathway
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When Should You Start Exit Planning?

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The best time to plan your exit is now.

 

Starting early gives you time to:

  • Build value into your business before selling

  • Reduce reliance on the owner or key staff

  • Improve systems, compliance, and financial reporting

  • Attract more buyers and command a premium price

 

Even if you don’t plan to sell for several years, early business succession planning ensures you’re ready when the time is right.

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Free eBook: How to Maximise Business Value Before You Sell

 

Want to know how to prepare your business for sale and achieve the best outcome?

 

Download our free eBook and discover:

  • How to make your business more attractive to buyers

  • The financial improvements that increase sale price

  • Risk reduction strategies that boost value

  • Step-by-step exit planning guidance

Sidney Cityscape

Why Choose PGH Corporate?

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We has a proven track record of helping business owners across industries achieve successful and profitable exits. Our team combines business advisory, financial modelling, and tax expertise to give you confidence and clarity throughout your exit journey.

 

With PGH Corporate, you can:

  • Sell your business for the highest possible value

  • Keep more of the proceeds with strategic tax planning

  • Protect your wealth and secure your retirement

  • Transition smoothly while preserving your business legacy

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Ready to Plan Your Exit?

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Don’t leave your future to chance.

 

Whether you’re 12 months away or 10 years from selling, PGH Corporate can help you design and implement an exit plan that ensures you leave on your terms.

 

Contact us today to book a free and confidential consultation.

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