Business Exit Checklist

Australian Business Exit Fairness Checklist

A comprehensive step-by-step guide to ensure fair wealth distribution while maximising CGT concessions

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⚠ Critical Items
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Critical items marked with red badges must be completed for a successful, compliant exit. Don't skip these!

✅ Ready to Get Started?

This checklist is comprehensive, but you don't have to do it alone. Here's what to do next:

  • 1.Start with the "12–24 Months Before Exit" section, even if your exit is further away
  • 2.Focus on completing all CRITICAL items first — these are non-negotiable
  • 3.Book a consultation with a chartered accountant and commercial lawyer within 1 week
  • 4.Use this checklist in your first adviser meeting to show you're serious and prepared
  • 5.Review and update this checklist monthly as you progress through your exit journey
💡 Pro Tip: Most successful exits take 18–24 months of planning. If you're starting with less time, prioritise the CRITICAL items and work with your advisers to fast-track the essential structures. Even 6 months of planning can save you hundreds of thousands in tax.