Ceasing your business Stress Free with Jewell Moore
Expert Guidance for Life’s Major Business Transitions
Whether you’re planning to sell your business, retire, or wind down operations, Jewell Moore provides trusted advice and hands-on support to make the process smooth, compliant, and financially efficient.
Our experienced team can help you navigate every stage — from preparation and valuation through to sale, succession, or closure — ensuring you achieve the best outcome for your situation.
If you need help with a service not listed below, we’re always happy to tailor a solution to your needs. Simply give us a call on 07 3821 4401 to discuss how we can assist you.
Succession Planning
Succession Planning is about more than preparing for an exit — it’s about shaping the future of your business, your family, and your legacy. At Jewell Moore, we help business owners clarify what they want for the years ahead and create a practical roadmap to achieve that vision with confidence.
Our Succession Planning process brings structure, foresight, and strategy to one of the most critical transitions any business will face. By considering personal, family, and business expectations together, we guide you in making informed decisions that balance financial success with the personal outcomes that matter most.
Ideally, succession planning should begin at least three to five years before any intended transition, allowing ample time to strengthen the business, develop key people, and maximise value. The earlier planning starts, the smoother — and more rewarding — the transition will be.
We begin with a half-day facilitated workshop, including a practical presentation that outlines important succession considerations, available options, and the processes relevant to your business. From there, we work closely with you to:
Define your preferred succession timeline and ownership structure.
Identify your ideal succession scenario and any key vulnerabilities to manage.
Highlight opportunities to improve your business’s long-term value and readiness.
Document all findings and strategic actions in a fully customised Succession Plan.
To ensure momentum, we help you establish 12‑month objectives, followed by clear quarterly goals and actions that keep progress on track. The end result is a practical, actionable framework that supports decision-making, protects business value, and provides confidence for all parties involved.
At Jewell Moore, we believe great succession planning isn’t about stepping away — it’s about stepping forward into the next chapter on your terms.
Contact Jewell Moore today to start shaping your succession plan and build a clearer path toward the future you envision.
Business Sale
Selling your business is a significant milestone and requires careful preparation, expert guidance, and strategic decision-making to maximise value and ensure a smooth transaction. At Jewell Moore, we provide comprehensive support throughout every stage of your business sale, helping you confidently navigate this complex process.
Our Business Sale service includes:
Accurately valuing your business to understand its true market worth. We use robust financial analysis combined with industry benchmarks to help you set a realistic and competitive price.
Minimising tax implications by exploring strategies that legally reduce your tax liabilities on the sale proceeds, including capital gains tax considerations and rollover provisions where applicable.
Risk evaluation of prospective buyers, ensuring that their financial stability and intentions align with your objectives to reduce the risk of deal failure or post-sale disputes.
Buyer query management, where we assist by providing timely, accurate responses to due diligence questions, helping maintain buyer confidence and momentum.
Review and advice on the contract for sale from both accounting and taxation perspectives, identifying key risks, obligations, and ensuring terms protect your interests.
Preparation of up-to-date financial statements and related documentation that clearly present your business’s performance, cash flow, and balance sheet to support buyer due diligence.
In addition to these services, we provide guidance on pre-sale improvements, organisation of key contracts and records, legal compliance, and employee entitlement considerations, all aimed at presenting your business in the best possible light.
Selling a business can be stressful, but with Jewell Moore by your side, you benefit from experienced advisors who simplify the process, protect your interests, and help you maximise the return on your investment.
Contact Jewell Moore today to discuss how we can assist you in preparing for and successfully completing the sale of your business.
Business Valuation
Business Valuations with Jewell Moore
Whether you’re considering buying, selling, or simply planning for the future of your business, understanding its true value is critical. At Jewell Moore, we provide expert business valuation services tailored to help you make informed, confident decisions based on a thorough and transparent assessment of your business’s worth.
Business valuations serve many purposes — from supporting sale negotiations and succession planning to resolving disputes, securing finance, or conducting strategic planning. Our valuations are designed to deliver accurate, reliable insights using methodologies suited to your specific business type, industry, and objectives.
Common Business Valuation Methods We Use
Jewell Moore utilises multiple valuation techniques, each providing different perspectives on value:
Market-Based Valuation (Comparables or Multiples Approach):
This method estimates value by comparing your business to similar companies recently sold in the marketplace. We analyse multiples of key financial metrics such as revenue, EBIT (Earnings Before Interest and Tax), or EBITDA (Earnings Before Interest, Tax, Depreciation, and Amortisation). This approach reflects what buyers are willing to pay in current conditions, considering factors like size, sector, and market position.Income-Based Valuation:
This forward-looking method calculates value based on expected future earnings. Techniques include:Discounted Cash Flow (DCF): Projects future cash flows and discounts them to their present value considering risks and growth potential. Ideal for businesses with stable and predictable revenues or high growth prospects.
Capitalisation of Earnings: Uses a capitalisation rate applied to normalised earnings to estimate business value, suitable for businesses with consistent profitability.
Asset-Based Valuation:
This approach focuses on a business’s tangible and intangible assets, subtracting liabilities to determine net asset value. It is most relevant for asset-heavy industries such as manufacturing, property holdings, or where the business’s primary value lies in its physical or intellectual assets rather than ongoing earnings.
Why Choose Jewell Moore for Your Business Valuation?
We combine rigorous financial analysis with deep industry insights to tailor valuation methods to your unique business context.
Our team brings experience with diverse business types — from small and medium enterprises to complex group structures.
We clearly explain valuation results to help you understand the assumptions, inputs, and implications behind the numbers.
Recommendations include practical next steps whether you’re preparing for sale, investment, or strategic growth.
We produce detailed valuation reports suitable for finance applications, sales negotiations, dispute resolution, or internal use.
How to Get Started
If you’re buying or selling a business, or simply want up-to-date information on your company’s value for planning purposes, Jewell Moore can assist with a professional valuation tailored to your specific needs. Our trusted advice empowers you to make confident decisions and negotiate with greater strength.
Contact Jewell Moore today to discuss your business valuation requirements and take the next step towards maximising your business’s potential.
Estate Planning
Comprehensive Estate Planning Services with Jewell Moore
Estate planning is an essential process to ensure your assets, business interests, and financial legacy are protected and distributed according to your wishes. At Jewell Moore, we provide a comprehensive estate planning service that takes the complexity out of this important task—helping you achieve peace of mind for yourself and your loved ones.
Our approach begins with a thorough gathering of all relevant personal, financial, and business information to gain a clear understanding of your current situation. We work closely with you to review the structure of your business and assets, identify potential risks or vulnerabilities, and recommend any changes necessary to protect your wealth and achieve your estate objectives.
As part of our service, we consider important factors such as:
Asset protection strategies, including the use of trusts and tax-effective structures.
Succession planning for business continuity and transfer of ownership.
Alignment of your estate plan with your overall financial and family goals.
The treatment of complex assets, including self-managed superannuation funds (SMSFs), property, and investments.
Advice on powers of attorney, testamentary trusts, and charitable giving options.
At the conclusion of our review, we provide you with a detailed, tailored report summarising your estate plan and any recommended actions. This comprehensive document can be provided to your solicitor to assist in drafting or updating your will and other legal documents. Alternatively, we can introduce you to experienced estate planning solicitors from our trusted network to facilitate seamless coordination.
Estate planning is not a one-time event but an ongoing process. We recommend regular reviews to ensure your plan continues to reflect your wishes, adapts to legislative changes, and protects your estate as your circumstances evolve. Jewell Moore is here to guide you on this journey with practical advice, compassionate support, and expert insights.
Contact Jewell Moore today to start putting a robust estate plan in place and secure the future for you and those you care about most.
Life Organiser
Life can be unpredictable — but with careful planning, you can ensure your loved ones have clarity and peace of mind should anything unexpected occur. The Life Organiser from Jewell Moore has been designed to help you document and manage all your critical personal, financial, and estate information in one structured and secure location.
This carefully prepared tool serves as a central register that captures key details about your finances, assets, insurance policies, property holdings, business interests, and personal information. By keeping everything organised and accessible, the Life Organiser helps reduce stress and uncertainty for your family in the event of disability, incapacity, or death.
You can choose to complete the Life Organiser on your own at your own pace, or we can guide you through the process in a structured review meeting. During this session, our team will assist you in understanding what information to include and identify any actions or updates that could strengthen your estate and financial readiness.
Once finalised, Jewell Moore securely stores an electronic copy of your Life Organiser within our document management system, ensuring it remains protected and easily retrievable when needed. We recommend reviewing it annually when we meet to discuss your financials — so your information always stays current and relevant.
By taking the time to prepare a Life Organiser, you’re not just documenting your affairs — you’re giving yourself and your loved ones the gift of clarity, confidence, and peace of mind.
Contact Jewell Moore today to arrange your Life Organiser review and take a proactive step in managing your personal and financial legacy.
