A valuation at 30 June 2027 is not compulsory. But without one, business owners may have no defensible evidence of what the business was worth at that date.

The latest Federal Budget proposals could have significant implications for financial planning businesses. Discover how changes to family trusts, capital gains tax and succession planning may affect your business structure, equity strategy and future exit plans.

Clear succession planning is about more than valuations and legal documents. Learn why communication, transparency, and practical planning are essential for successful internal succession and equity transitions.

Understanding the true value of your business is the foundation of any succession plan. Discover why early valuation matters and how it helps business owners make informed decisions about equity transitions, growth, and exit strategies.

When buying into a business—whether it’s equity or the entire entity—it’s critical to have the right guidance and processes in place.