Approximately 49% of SME owners are now over 50 years of age. A May 2004 survey by CPA Australia of small business owners indicated that 40% of SMEs plan to sell their business in the next five years. With an increasing supply of businesses coming onto the market and decreasing demand, only those businesses that are prepared for transition will realise their value.

As this trend strengthens and develops, business will gravitate to advisers who can assist them in their transition plans.

The tool kit is a practical ‘how to’ guide that takes you through a 21 step advisory process for managing sale of business and succession for your clients.

What the tool kit includes
When you purchase the tool kit, you receive the bound reference manual with all of the information, procedures, working papers and guidance. Plus, with your purchase, we provide you with electronic copies of all of the working papers, letters, checklists and tools (in Microsoft Word & Excel format) delivered by e-mail to your practice.

How to purchase the tool kit
Purchase online by clicking on ‘add to shopping cart’ in the left column
Download a fax back order form
Call the Knowledge Shop Team on 1800 800 232.