Ceasing your business Stress Free with Jewell Moore
Whether you are selling your business, retiring or dissolving your business, we can assist you. Need a service not listed below? Give us a call on 07 3821 4401.
Life
Organiser
Succession Planning
Sale of your Business
Business
Valuations
Life Organiser
The Life Organiser has been designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability or death. It is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business details that should be documented and stored securely.
You can simply purchase the Life Organiser and complete it yourself or have a review meeting where we’ll manage the process and advise you of any actions we think would benefit you and your estate. Upon completion of your Life Organiser we’ll store an electronic copy for you—to be reviewed annually when we meet to discuss your financials.
Succession Planning
Succession Planning helps you clarify what you want for the future (taking into account business, personal and family expectations) and define the steps required to turn that vision into a reality. At least 3-5 years is the ideal timeframe to make sustainable improvements; basically, the more time you have for planning and implementation the better.
We’ll begin the half-day Succession Planning session with a presentation providing an overview of important considerations, succession options and processes relevant to your business. We will then work with you to define your succession timeline and identify your ideal succession scenario, opportunities to improve your business value and vulnerabilities you need to manage, documenting them in a robust Succession Plan.
We’ll then set 12-month goals and quarterly goals and actions to achieve these. As a result, you’ll have a roadmap to guide decision making and ensure your business is in the best position to achieve maximum return on your hard work and investment.
Sale of Your Business
During the sale of your business we can assist with the following:
- deciphering the actual value of your business;
- minimising the tax implications;
- risk evaluation of the prospective buyers;
- assist you with buyer queries;
- review the contract for sale from an accounting and tax perspective; and
- preparation of up to date financial statements.
Our guides
It is crucial to seek professional advice when thinking about selling or closing your business. Effective planning for the sale of your business can make a huge difference to your after-tax return.
Phone us today on 07 3821 4401 to schedule a consultation.
Valuations
Considering buying or selling your business and need a guide on the value? Jewell Moore may assist with business valuations for a wide range of uses.
Articles of Interest
6 Reasons To Look at Your Financial Reports
Making time to look over your financial reports each month is an important task for any business owner. We can give you an overview of what reports you’ll need to help you build a thriving business.
August 2025 Newsletter
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QBCC Compliance
Rest assured that your livelihood is protected with QBCC compliant requirements. Confidently review this comprehensive guide to ensure all of your affairs align with the
