OM DENNE EPISODE
Let us know your thoughts, questions, and who you want to hear from next!
Most business owners aren't ready to sell.
Not because they don't want to. Because the structure, the documents, and the conversations that make a deal work, they never happened.
Managing Partner Tim Whybourne sat down with Christine Fleer and Rebecca Zwier of Arnold Bloch Leibler, the firm behind 40% of Australia's AFR Rich List, to talk about what exit-ready actually looks like.
The short version: the families who get the best outcomes start preparing years before anyone makes an offer.
They discuss in this episode of The Exchange:
→ The structural traps that quietly cost sellers at the deal table
→ What the ATO is coming for, and what to fix before they do
→ Why you should be doing due diligence on your buyer, not just the other way around
→ How to pass on wealth to the next generation without taking away their reason to work for it.
If you own a business, or advise someone who does, this one is not to be missed.
Listen here for the entire interview:
Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.
