Business Transition & Exit Planning

Our team of specialist advisors will help you navigate the complexities of business transition and exit planning. Our goal is to minimise risk and disruption, while maximising the financial benefits and preparing the next generation for success.

Our experience spans across all industries and circumstances, and for over 30 years we have supported individuals, corporations and family businesses to navigate sensitive and challenging situations.

We can provide support in a number of areas, including:

Family business succession plans
Management buyouts
Preparing business for sale
Business value appraisals
Estate planning

Our process

Getting started with Altitude Advisory is easy. Arrange a no-obligation meeting with our directors to discuss where your business is now and where you want to go. From here, we’ll develop a road map and help you get there.

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What our clients say

"Altitude Advisory works with us to find ways to improve our business unlike accountants we have used in the past who were only interested in taking the figures and doing our tax. They're always approachable and call us for a chat which shows us they're truly interested in our business."

Kerrie Stutley
Tumby Bay Foodland