Royce Standard
Exiting Your Business

Exiting Your Business

You are in the process of succession planning and wish to retire or sell your business in the near future.

Don't Leave Value on the Table.

The decisions you make in the lead-up to your exit will determine how much of that value you actually walk away with.

Exiting a business is one of the most significant financial events of your life. Whether you're planning to sell to a third party, hand over to family, or transition to a management team, the process is complex — and the stakes are high. Done well, it's the culmination of everything you've built. Done poorly, it can cost you years of value in avoidable tax, a poorly structured deal, or a buyer who discovers problems you didn't know existed.

At Royce Standard, we work with business owners to plan and execute their exit with the same care and rigour they applied to building the business in the first place. We help you maximise the value of what you've created, minimise the tax you pay on the way out, and ensure the transition is as smooth as possible — for you, your family, and your team.

The Challenges Business Owners Face When Exiting

These are the most common issues that catch business owners off guard when they start planning their exit — often because they left it too late.

Valuation Blind Spots

Many business owners have an emotional attachment to a number that doesn't reflect market reality. Getting an independent, defensible valuation early is essential to setting realistic expectations and negotiating effectively.

The Tax Implications of the Sale

Capital gains tax, the small business CGT concessions, and the structure of the deal can have a massive impact on how much of the sale proceeds you actually keep. Without careful planning, you can lose a significant portion to tax.

Getting the Business Ready for Due Diligence

Buyers will look under every rock. Incomplete records, unresolved compliance issues, undocumented processes, and messy financials will reduce your valuation — or kill the deal entirely.

Choosing the Right Succession Structure

Whether you're selling to a third party, transitioning to family, or handing to management, the structure of the transition has significant legal, tax, and financial implications that need expert guidance.

Timing the Exit Correctly

The timing of your exit — relative to business performance, market conditions, and your personal financial position — can significantly affect the outcome. Planning two to three years ahead gives you far more control.

What Happens After the Sale

Many business owners focus entirely on the transaction and don't think about what comes next — personal tax obligations, investment of proceeds, superannuation strategy, and estate planning all require attention post-exit.

What We Do

We guide business owners through every stage of the exit journey — from early preparation through to post-transaction advisory.

Business Valuation

Independent, defensible valuations that give you a realistic picture of what your business is worth — and identify the levers to increase that value before you go to market.

Exit Tax Planning

Strategic tax planning for your exit — including capital gains tax structuring, small business CGT concessions, and deal structure advice — to minimise your liability and maximise what you walk away with.

Due Diligence Preparation

We prepare your business for buyer due diligence — cleaning up your records, resolving compliance issues, and ensuring your books are in the best shape before any buyer looks under the hood.

Succession Planning

Thoughtful, structured succession planning for family transitions, management buyouts, or third-party sales — covering structure, tax implications, timing, and the personal considerations that matter most to you.

Deal Structuring & Negotiation Support

Expert advisory support through the deal process — reviewing heads of agreement, advising on deal structure, and ensuring the terms of the transaction protect your interests at every stage of the negotiation.

Post-Exit Financial Advisory

Once the deal is done, the financial decisions don't stop. We provide ongoing support on the investment of sale proceeds, personal tax, superannuation strategy, and estate planning after your exit.

You Built It. Now Make Sure You Get Full Value for It.

Royce Standard works with business owners to plan and execute exits that reflect the true value of what they've built.

With over 50 years of combined experience in business, accounting and financial services, we bring the expertise, the empathy, and the strategic thinking to guide you through one of the most important financial decisions of your life — and help you start the next chapter on the right terms.

Get Started Today

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