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

“We had been grappling with some concerns regarding succession, business strategy and family dynamics in our business. We couldn’t have found a better financial, management, inter-relationship coach and mentor than Andrew Mattner. Andrew gives us his genuine attention, clarity and friendship.”

Gloria Rowett, Marion Holiday Park