Selling, succession & closure · Brisbane & the Redlands
Plan your next chapter with confidence.
Whether you’re preparing to sell, transfer ownership, retire or close your business, Jewell Moore helps you understand your position and plan the steps ahead.
Our Cleveland team brings accounting, tax and practical business support to your transition, with attention to the personal and family goals that matter to you.
Your next business chapter · Jewell Moore
What does your next chapter look like?
Your next step may involve a new owner, a different role or bringing operations to a close. Start with what you want the transition to achieve.
Sell your business
Prepare financial information, explore value and consider the accounting and tax implications of a sale.
Plan succession
Work through ownership, management and family expectations to prepare a practical handover.
Step back from ownership
Clarify your future involvement and consider how your business arrangements connect with your personal plans.
Close your business
Organise the accounting and administrative steps involved in bringing operations to an end.
Your next business chapter · Jewell Moore
Prepare before you make the move.
Early preparation gives you time to explore options, gather information and address matters that could affect your transition.
Start with your goals and circumstances
We take time to understand your preferred timing, the people involved and what you want life after the transition to look like.
From there, we help you review the business’s financial position and identify the information, decisions and professional support needed for your next steps.
If your transition is already underway, we can discuss the immediate priorities and support you need.
Your next business chapter · Jewell Moore
Succession that reflects your goals.
A change in ownership or leadership affects the business and the people behind it. A practical plan helps bring those expectations into focus.
Explore the preferred transition
Consider who may take over ownership and management, the role you want to retain and the personal or family expectations involved. Identify questions and vulnerabilities that need attention.
Turn the discussion into a plan
Document the intended direction, priorities and actions. Consider business readiness, key people and the financial information needed to support decisions.
We can work alongside your legal and other professional advisers where their expertise is needed.
Your next business chapter · Jewell Moore
Prepare your business for sale.
Clear information and organised records help you prepare for buyer enquiries and understand the financial implications of a proposed transaction.
Present the financial picture
Prepare up-to-date financial statements and supporting records. Help explain performance and respond to financial due-diligence questions within the agreed scope.
- Organise relevant accounting information.
- Identify matters that need attention before sale.
- Support responses to buyer queries.
Consider the proposed transaction
Explore accounting and tax implications, including matters that depend on how the transaction is structured. Review proposed terms from an accounting and taxation perspective.
Your solicitor should advise on the contract and legal obligations. We can coordinate our input with theirs.
Tax outcomes and available concessions depend on your circumstances. We’ll discuss the relevant considerations rather than assume a particular outcome.
Your next business chapter · Jewell Moore
Understand your business’s value.
A valuation provides an assessment for a defined purpose. It helps you understand the financial picture and the assumptions behind the result.
Match the assessment to the purpose
Discuss whether you need a valuation for sale preparation, succession or another business decision. We consider the available financial information, business characteristics and relevant valuation approaches.
We explain the inputs and assumptions so you can understand the assessment. An assessed value does not guarantee the price a buyer will offer.
Your next business chapter · Jewell Moore
Close your business in an organised way.
When you decide to bring operations to an end, the accounting and administrative work needs a clear sequence and agreed responsibilities.
Bring the records together
Review outstanding financial matters, reconcile records and identify the accounting and tax work needed as operations wind down.
- Consider debtors, creditors, stock and business assets.
- Identify final reporting and lodgement requirements.
- Organise records and the information needed by advisers.
Plan the administrative steps
Discuss relevant registrations, entity arrangements and responsibilities. Coordinate accounting input with your solicitor and other advisers where required.
The appropriate steps depend on your business structure, obligations and circumstances.
If the business is struggling to meet its debts, the situation may require prompt specialist insolvency advice. We can discuss the accounting information needed to support that process.
Your next business chapter · Jewell Moore
Connect your business transition with your personal plans.
Your next chapter may involve family arrangements, superannuation and the information others may need. Bring these matters into the planning conversation.
Estate-planning coordination
Review relevant business and financial information and consider how ownership arrangements connect with your wishes. We can provide accounting and tax input for your solicitor’s consideration.
Your solicitor prepares or updates wills, powers of attorney and other legal documents.
Life Organiser
Capture key personal, financial and business details in one structured record. Keep the information useful for your family or trusted contacts as circumstances change.
SMSF establishment and rollover administration
Where you have obtained appropriate financial advice, we can assist with SMSF establishment documentation and the administration of approved superannuation rollovers.
We coordinate the accounting and administrative work with you and your financial adviser.
Ongoing SMSF compliance
Support with fund accounting, tax reporting and ongoing administration, with responsibilities and requirements discussed for your fund.
Explore SMSF services →Jewell Moore does not provide financial or investment advice. Decisions about establishing an SMSF, rolling over superannuation or selecting investments should be discussed with an appropriately licensed financial adviser. SMSF administration is a separate matter from business-sale proceeds and depends on your circumstances.
Your next business chapter · Jewell Moore
A clear process for your transition.
We help bring the discussion, information and next steps together, with the scope of support agreed before work begins.
Understand your goals
Discuss your preferred outcome, timing and the people involved.
Review your position
Gather relevant information and identify decisions and matters needing attention.
Plan the steps
Set priorities and coordinate input from the appropriate advisers.
Support implementation
Assist with the agreed accounting, tax and administrative work as your plans progress.
Your next business chapter · Jewell Moore
Questions about your next chapter.
A few answers to help you prepare for the conversation.
When should I start planning a business transition?
Start when you begin considering a change. More preparation time can help you explore options and address business readiness. If your transition is already underway, we can discuss the immediate priorities.
Can you help if a family member will take over?
Yes. Succession planning can help clarify ownership, management roles, family expectations and the financial information needed. Legal advisers should be involved where documents or legal arrangements are required.
Does a valuation guarantee my sale price?
No. A valuation is an assessment for a particular purpose, using information and assumptions. A negotiated sale price also depends on the buyer, transaction terms and market circumstances.
Can you help close a business rather than sell it?
We can discuss the accounting, tax and administrative support needed for an orderly closure. The scope depends on your structure and circumstances, with legal or insolvency specialists involved where appropriate.
Can you help with SMSF setup or a superannuation rollover?
We can assist with establishment documentation, rollover administration and ongoing compliance within the agreed scope, following appropriate financial advice. We do not recommend whether you should establish an SMSF, roll over superannuation or choose particular investments.
What should I bring to our first meeting?
Bring an outline of your goals and preferred timing, ownership details and available financial records. Tell us about any proposed sale, handover or closure already underway. We can identify any further information needed.
Your next business chapter · Jewell Moore
Let’s discuss your plans.
Tell us where you are in the process and what you want your next chapter to look like.
Start with a conversation
Speak with our Cleveland team about a sale, succession, retirement or business closure.
Contact Jewell Moore
1 Shore Place
25–31 Shore Street West
Cleveland QLD 4163
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