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Without a valuation at 30 June 2027, your CGT bill is likely going to be higher – and you won’t be able to justify other values when it comes to the ATO
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.
Aug 19
Step 2: Understand the Business Owner Objectives
Succession planning is not just about valuation - it starts with understanding what the owner truly wants. This article explores how personal objectives shape the right succession path and why clarity early leads to better outcomes.
Apr 23
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