Whether a sale is on your immediate horizon or simply part of your long-term strategy, EOFY presents a valuable opportunity to position your business for a stronger, more efficient transaction when the time comes. Early preparation is a key driver for better sale outcomes—both in terms of value achieved and time to market.
EOFY serves as a natural checkpoint for financial, operational, and structural review. Leveraging this time to get your business “sale-ready” provides a competitive advantage in an increasingly discerning market.
1. Strengthen Your Financial Position
Well-prepared, up-to-date financial statements are one of the most important assets when selling a business. Buyers and advisors alike value transparency, accuracy, and consistency. Ensuring your accounts are reconciled, debtors managed, and key performance indicators clearly reported gives confidence to all parties involved. More importantly, it creates the foundation for a credible valuation.
2. Align Tax and Exit Strategy
EOFY is also the ideal time to consult your accountant regarding tax planning and exit strategy. Decisions around business structure, depreciation, asset ownership, and capital gains tax concessions can all have a significant impact on the eventual proceeds of a sale. Addressing these early allows for proactive planning, rather than reactive problem-solving at the point of negotiation.
3. Capitalise on Buyer Demand in the New Financial Year
The beginning of a new financial year often coincides with increased buyer activity. Investors and business buyers enter the new year with fresh goals, approved budgets, and appetite for strategic acquisitions. Having your business prepared and professionally represented early positions you to capture this demand while competition is still limited.
4. Reduce Transaction Risk Through Preparation
A well-prepared business demonstrates stability and professionalism—two qualities buyers are actively seeking. Clear documentation of operations, systems, contracts, and compliance minimises red flags during due diligence. This preparation not only accelerates the sale process but also protects your position throughout negotiations.
Plan Ahead, Sell on Your Terms
Regardless of your sale timeline, EOFY is an opportune moment to assess and enhance the value of your business. Strategic preparation not only improves saleability—it gives you greater control over timing, terms, and transition planning.
At LINK, we specialise in helping business owners prepare and position their businesses to achieve the best possible outcomes. Our experienced team can provide a confidential assessment and guide you through the steps to maximise value, whether you’re looking to sell within months or considering your options for the future.
Start your exit on the right foot – download our comprehensive Seller’s Checklist.
