Connected advice for business decisions
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Succession and Exit Strategy
This decision only happens once
Sale, succession, restructure. The terms set now shape everything after.
Most succession advice is delivered in parts. Tax here. Legal there. Wealth separately. Each view is sound. No one tests how they connect until the terms are already set. By then, the gaps are permanent.
Where BLG is involved
Selling to a third party. Handing over to family. Management buyout. Partial exit with ongoing involvement. Winding down. Restructuring ownership before any of these.
These paths don’t just differ in structure. They carry different consequences for what you keep, what you give up, and what it means for the people around you. BLG tests those consequences before the terms are set.
What BLG's involvement looks like here
An owner receives a credible acquisition offer. The number is attractive. The structure is complex.
BLG tests the decision before commitment: what you actually walk away with after tax, whether the deal structure protects what matters or creates exposure you’ll carry for years, and what happens to family relationships if control assumptions don’t hold.
Not assembled at the last moment. Tested before commitment.
The same adviser. The full history
The adviser who structured the business five years ago is the one in the room when the offer lands.
They already know the family dynamics. The wealth position and how it evolved. The structures that were built and why. The conversations that have already happened and the ones that haven’t.
This is where continuity matters most. The decision is largely irreversible. The adviser who understands how you got here is the one testing where you’re going.
What happens after
Most succession advice stops at the transaction. BLG stays involved.
Transition quality is measured in the years that follow. Whether wealth holds. Whether family relationships remain intact. Whether the next chapter begins without unresolved questions.
This is where the relationship shifts from Transition to Legacy.
Connecting business wealth with personal outcomes
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Tax advice that considers the whole picture
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Superannuation advice with structure and oversight
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Accurate reporting that supports better decisions
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